A detailed history of Modera Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 46,490 shares of OTIS stock, worth $4.35 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
46,490
Previous 9,555 386.55%
Holding current value
$4.35 Million
Previous $919,000 425.79%
% of portfolio
0.06%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$91.43 - $104.43 $3.38 Million - $3.86 Million
36,935 Added 386.55%
46,490 $4.83 Million
Q2 2024

Jul 29, 2024

BUY
$91.2 - $100.78 $30,460 - $33,660
334 Added 3.62%
9,555 $919,000
Q1 2024

May 14, 2024

SELL
$85.45 - $100.22 $11,023 - $12,928
-129 Reduced 1.38%
9,221 $915,000
Q4 2023

Feb 14, 2024

BUY
$75.47 - $90.67 $1,358 - $1,632
18 Added 0.19%
9,350 $836,000
Q3 2023

Nov 01, 2023

BUY
$79.29 - $90.96 $124,009 - $142,261
1,564 Added 20.13%
9,332 $749,000
Q2 2023

Aug 07, 2023

BUY
$78.49 - $89.01 $609,710 - $691,429
7,768 New
7,768 $691,000
Q1 2022

May 03, 2022

SELL
$71.98 - $86.95 $217,451 - $262,675
-3,021 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$79.72 - $87.07 $240,834 - $263,038
3,021 New
3,021 $263,000

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 $39B
  • 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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