A detailed history of Integrated Wealth Concepts LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 7,765 shares of OTIS stock, worth $750,642. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,765
Previous 8,591 9.61%
Holding current value
$750,642
Previous $826,000 2.3%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$91.43 - $104.43 $75,521 - $86,259
-826 Reduced 9.61%
7,765 $807,000
Q2 2024

Aug 14, 2024

BUY
$91.2 - $100.78 $14,136 - $15,620
155 Added 1.84%
8,591 $826,000
Q1 2024

May 15, 2024

BUY
$85.45 - $100.22 $18,713 - $21,948
219 Added 2.67%
8,436 $837,000
Q4 2023

Feb 13, 2024

SELL
$75.47 - $90.67 $79,998 - $96,110
-1,060 Reduced 11.43%
8,217 $735,000
Q3 2023

Nov 15, 2023

BUY
$79.29 - $90.96 $17,285 - $19,829
218 Added 2.41%
9,277 $745,000
Q2 2023

Aug 15, 2023

SELL
$78.49 - $89.01 $12,793 - $14,508
-163 Reduced 1.77%
9,059 $806,000
Q1 2023

May 03, 2023

BUY
$79.11 - $86.93 $194,294 - $213,500
2,456 Added 36.3%
9,222 $778,000
Q4 2022

Feb 13, 2023

BUY
$64.12 - $80.96 $42,575 - $53,757
664 Added 10.88%
6,766 $530,000
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $8,740 - $11,199
-137 Reduced 2.2%
6,102 $389,000
Q2 2022

Aug 08, 2022

SELL
$67.88 - $77.54 $24,776 - $28,302
-365 Reduced 5.53%
6,239 $441,000
Q1 2022

May 12, 2022

BUY
$71.98 - $86.95 $46,139 - $55,734
641 Added 10.75%
6,604 $508,000
Q4 2021

Feb 15, 2022

BUY
$79.72 - $87.07 $38,584 - $42,141
484 Added 8.83%
5,963 $519,000
Q3 2021

Nov 15, 2021

BUY
$82.0 - $92.37 $212,134 - $238,961
2,587 Added 89.45%
5,479 $451,000
Q2 2021

Aug 13, 2021

BUY
$69.23 - $82.08 $200,213 - $237,375
2,892 New
2,892 $236,000
Q1 2021

May 13, 2021

SELL
$62.24 - $69.91 $227,922 - $256,010
-3,662 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$58.99 - $67.55 $216,021 - $247,368
3,662 New
3,662 $247,000

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 $40.3B
  • 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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