Lpl Financial LLC Otis Worldwide Corp Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Lpl Financial LLC holds 210,063 shares of OTIS stock, worth $20.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

210,063

Previous 174,031 20.7%

Holding current value

$20.3 Million

Previous $18.1 Million 7.55%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$92.57 - $106.01 $3.34 Million - $3.82 Million	36,032 Added 20.7%	210,063 $19.5 Million
Q3 2024 Nov 08, 2024	BUY	$91.43 - $104.43 $1.46 Million - $1.66 Million	15,943 Added 10.08%	174,031 $18.1 Million
Q2 2024 Aug 07, 2024	BUY	$91.2 - $100.78 $1.71 Million - $1.89 Million	18,769 Added 13.47%	158,088 $15.2 Million
Q1 2024 May 10, 2024	BUY	$85.45 - $100.22 $1.26 Million - $1.48 Million	14,767 Added 11.86%	139,319 $13.8 Million
Q4 2023 Feb 14, 2024	BUY	$75.47 - $90.67 $563,006 - $676,398	7,460 Added 6.37%	124,552 $11.1 Million
Q3 2023 Nov 13, 2023	BUY	$79.29 - $90.96 $1.47 Million - $1.68 Million	18,478 Added 18.74%	117,092 $9.4 Million
Q2 2023 Jul 31, 2023	BUY	$78.49 - $89.01 $436,168 - $494,628	5,557 Added 5.97%	98,614 $8.78 Million
Q1 2023 May 10, 2023	SELL	$79.11 - $86.93 $202,679 - $222,714	-2,562 Reduced 2.68%	93,057 $7.85 Million
Q4 2022 Feb 07, 2023	SELL	$64.12 - $80.96 $625,747 - $790,088	-9,759 Reduced 9.26%	95,619 $7.49 Million
Q3 2022 Nov 14, 2022	SELL	$63.8 - $81.75 $79,494 - $101,860	-1,246 Reduced 1.17%	105,378 $6.72 Million
Q2 2022 Aug 12, 2022	BUY	$67.88 - $77.54 $162,097 - $185,165	2,388 Added 2.29%	106,624 $7.54 Million
Q1 2022 May 16, 2022	BUY	$71.98 - $86.95 $38,653 - $46,692	537 Added 0.52%	104,236 $8.02 Million
Q4 2021 Feb 14, 2022	SELL	$79.72 - $87.07 $2.33 Million - $2.55 Million	-29,234 Reduced 21.99%	103,699 $9.03 Million
Q3 2021 Nov 15, 2021	BUY	$82.0 - $92.37 $206,722 - $232,864	2,521 Added 1.93%	132,933 $10.9 Million
Q2 2021 Aug 13, 2021	BUY	$69.23 - $82.08 $1.88 Million - $2.23 Million	27,210 Added 26.37%	130,412 $10.7 Million
Q1 2021 May 14, 2021	BUY	$62.24 - $69.91 $862,646 - $968,952	13,860 Added 15.51%	103,202 $7.06 Million
Q4 2020 Feb 12, 2021	BUY	$58.99 - $67.55 $100,283 - $114,835	1,700 Added 1.94%	89,342 $6.04 Million
Q3 2020 Nov 09, 2020	SELL	$55.78 - $65.34 $898,671 - $1.05 Million	-16,111 Reduced 15.53%	87,642 $5.47 Million
Q2 2020 Aug 13, 2020	BUY	$44.0 - $61.26 $4.57 Million - $6.36 Million	103,753 New	103,753 $5.9 Million

Others Institutions Holding OTIS

# of Institutions

1,344

Shares Held

363M

Call Options Held

2.23M

Put Options Held

569K

View Full List

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...

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Lpl Financial LLC Otis Worldwide Corp Transaction History