A detailed history of Kestra Private Wealth Services, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,065 shares of OTIS stock, worth $917,378. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,065
Previous 8,857 2.35%
Holding current value
$917,378
Previous $852,000 10.56%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$91.43 - $104.43 $19,017 - $21,721
208 Added 2.35%
9,065 $942,000
Q2 2024

Aug 12, 2024

BUY
$91.2 - $100.78 $2,280 - $2,519
25 Added 0.28%
8,857 $852,000
Q1 2024

May 02, 2024

SELL
$85.45 - $100.22 $34,949 - $40,989
-409 Reduced 4.43%
8,832 $876,000
Q4 2023

Feb 05, 2024

BUY
$75.47 - $90.67 $147,091 - $176,715
1,949 Added 26.73%
9,241 $826,000
Q3 2023

Nov 07, 2023

SELL
$79.29 - $90.96 $22,914 - $26,287
-289 Reduced 3.81%
7,292 $585,000
Q2 2023

Aug 08, 2023

BUY
$78.49 - $89.01 $16,404 - $18,603
209 Added 2.84%
7,581 $674,000
Q1 2023

May 12, 2023

BUY
$79.11 - $86.93 $12,420 - $13,648
157 Added 2.18%
7,372 $622,000
Q4 2022

Jan 31, 2023

BUY
$64.12 - $80.96 $78,931 - $99,661
1,231 Added 20.57%
7,215 $564,000
Q3 2022

Nov 14, 2022

BUY
$63.8 - $81.75 $13,079 - $16,758
205 Added 3.55%
5,984 $382,000
Q2 2022

Aug 12, 2022

BUY
$67.88 - $77.54 $21,450 - $24,502
316 Added 5.78%
5,779 $408,000
Q1 2022

May 26, 2022

SELL
$71.98 - $86.95 $18,498 - $22,346
-257 Reduced 4.49%
5,463 $420,000
Q4 2021

Jan 21, 2022

BUY
$79.72 - $87.07 $18,973 - $20,722
238 Added 4.34%
5,720 $498,000
Q3 2021

Oct 21, 2021

SELL
$82.0 - $92.37 $52,890 - $59,578
-645 Reduced 10.53%
5,482 $451,000
Q2 2021

Jul 30, 2021

BUY
$69.23 - $82.08 $22,084 - $26,183
319 Added 5.49%
6,127 $501,000
Q1 2021

May 11, 2021

BUY
$62.24 - $69.91 $10,082 - $11,325
162 Added 2.87%
5,808 $397,000
Q4 2020

Jan 21, 2021

BUY
$58.99 - $67.55 $125,766 - $144,016
2,132 Added 60.67%
5,646 $377 Million
Q3 2020

Nov 09, 2020

BUY
$55.78 - $65.34 $196,010 - $229,604
3,514 New
3,514 $219,000

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 $42.2B
  • 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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