A detailed history of J.W. Cole Advisors, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 7,142 shares of OTIS stock, worth $711,985. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,142
Previous 6,398 11.63%
Holding current value
$711,985
Previous $615,000 20.65%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

BUY
$91.43 - $104.43 $68,023 - $77,695
744 Added 11.63%
7,142 $742,000
Q2 2024

Aug 08, 2024

SELL
$91.2 - $100.78 $4,924 - $5,442
-54 Reduced 0.84%
6,398 $615,000
Q1 2024

Apr 30, 2024

BUY
$85.45 - $100.22 $120,057 - $140,809
1,405 Added 27.84%
6,452 $640,000
Q4 2023

Jan 31, 2024

BUY
$75.47 - $90.67 $41,206 - $49,505
546 Added 12.13%
5,047 $451,000
Q3 2023

Oct 24, 2023

SELL
$79.29 - $90.96 $872 - $1,000
-11 Reduced 0.24%
4,501 $361,000
Q2 2023

Jul 27, 2023

SELL
$78.49 - $89.01 $20,485 - $23,231
-261 Reduced 5.47%
4,512 $401,000
Q1 2023

May 03, 2023

SELL
$79.11 - $86.93 $2,927 - $3,216
-37 Reduced 0.77%
4,773 $402,000
Q4 2022

Feb 14, 2023

SELL
$64.12 - $80.96 $26,225 - $33,112
-409 Reduced 7.84%
4,810 $376,000
Q3 2022

Oct 31, 2022

BUY
$63.8 - $81.75 $10,590 - $13,570
166 Added 3.29%
5,219 $333,000
Q2 2022

Jul 27, 2022

SELL
$67.88 - $77.54 $610 - $697
-9 Reduced 0.18%
5,053 $357,000
Q1 2022

Jun 10, 2022

SELL
$71.98 - $86.95 $22.7 Million - $27.5 Million
-315,869 Reduced 98.42%
5,062 $390,000
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $22.7 Million - $27.5 Million
315,761 Added 6107.56%
320,931 $74,000
Q4 2021

Jan 25, 2022

SELL
$79.72 - $87.07 $225,288 - $246,059
-2,826 Reduced 35.34%
5,170 $450,000
Q3 2021

Oct 26, 2021

BUY
$82.0 - $92.37 $225,746 - $254,294
2,753 Added 52.51%
7,996 $658,000
Q2 2021

Aug 06, 2021

BUY
$69.23 - $82.08 $13,292 - $15,759
192 Added 3.8%
5,243 $429,000
Q1 2021

Apr 28, 2021

SELL
$62.24 - $69.91 $5,228 - $5,872
-84 Reduced 1.64%
5,051 $346,000
Q4 2020

Feb 12, 2021

SELL
$58.99 - $67.55 $335,004 - $383,616
-5,679 Reduced 52.52%
5,135 $347,000
Q3 2020

Nov 05, 2020

BUY
$55.78 - $65.34 $603,204 - $706,586
10,814 New
10,814 $675,000

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 $41.5B
  • 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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