J.W. Cole Advisors, Inc. Otis Worldwide Corp Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

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 $661,134. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,142

Previous 6,398 11.63%

Holding current value

$661,134

Previous $615,000 20.65%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,323

Shares Held

355M

Call Options Held

1.52M

Put Options Held

818K

View Full List

About Otis Worldwide Corp

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $38.6B
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...

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J.W. Cole Advisors, Inc. Otis Worldwide Corp Transaction History