A detailed history of Institute For Wealth Management, Llc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,122 shares of OTIS stock, worth $208,380. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,122
Previous 2,165 1.99%
Holding current value
$208,380
Previous $214,000 4.67%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$91.2 - $100.78 $3,921 - $4,333
-43 Reduced 1.99%
2,122 $204,000
Q1 2024

Apr 30, 2024

SELL
$85.45 - $100.22 $14,697 - $17,237
-172 Reduced 7.36%
2,165 $214,000
Q4 2023

Jan 31, 2024

BUY
$75.47 - $90.67 $176,373 - $211,895
2,337 New
2,337 $209,000
Q2 2023

Jul 25, 2023

SELL
$78.49 - $89.01 $1,177 - $1,335
-15 Reduced 0.58%
2,575 $229,000
Q1 2023

Apr 20, 2023

SELL
$79.11 - $86.93 $5,537 - $6,085
-70 Reduced 2.63%
2,590 $218,000
Q4 2022

Feb 02, 2023

BUY
$64.12 - $80.96 $170,559 - $215,353
2,660 New
2,660 $208,000
Q2 2022

Jul 25, 2022

SELL
$67.88 - $77.54 $1,357 - $1,550
-20 Reduced 0.7%
2,829 $200,000
Q1 2022

Apr 29, 2022

SELL
$71.98 - $86.95 $863 - $1,043
-12 Reduced 0.42%
2,849 $219,000
Q4 2021

Jan 21, 2022

SELL
$79.72 - $87.07 $478 - $522
-6 Reduced 0.21%
2,861 $249,000
Q3 2021

Nov 15, 2021

SELL
$82.0 - $92.37 $2,460 - $2,771
-30 Reduced 1.04%
2,867 $236,000
Q2 2021

Jul 21, 2021

SELL
$69.23 - $82.08 $9,415 - $11,162
-136 Reduced 4.48%
2,897 $237,000
Q1 2021

May 04, 2021

SELL
$62.24 - $69.91 $53,339 - $59,912
-857 Reduced 22.03%
3,033 $208,000
Q4 2020

Feb 01, 2021

SELL
$58.99 - $67.55 $37,045 - $42,421
-628 Reduced 13.9%
3,890 $263,000
Q3 2020

Nov 03, 2020

SELL
$55.78 - $65.34 $16,510 - $19,340
-296 Reduced 6.15%
4,518 $282,000
Q2 2020

Jul 30, 2020

BUY
$44.0 - $61.26 $211,816 - $294,905
4,814 New
4,814 $274,000

Others Institutions Holding OTIS

About Otis Worldwide Corp


  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $40.9B
  • Description
  • Otis Worldwide Corporation manufactures, installs, and services elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and movi...
More about OTIS
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