A detailed history of Principle Wealth Partners LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Principle Wealth Partners LLC holds 11,402 shares of OTIS stock, worth $1.14 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,402
Previous 11,174 2.04%
Holding current value
$1.14 Million
Previous $1.08 Million 10.23%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 13, 2024

BUY
$91.43 - $104.43 $20,846 - $23,810
228 Added 2.04%
11,402 $1.19 Million
Q2 2024

Aug 13, 2024

SELL
$91.2 - $100.78 $42,408 - $46,862
-465 Reduced 4.0%
11,174 $1.08 Million
Q1 2024

Apr 23, 2024

SELL
$85.45 - $100.22 $1,452 - $1,703
-17 Reduced 0.15%
11,639 $1.16 Million
Q4 2023

Feb 05, 2024

SELL
$75.47 - $90.67 $528 - $634
-7 Reduced 0.06%
11,656 $1.04 Million
Q3 2023

Nov 01, 2023

BUY
$79.29 - $90.96 $78,179 - $89,686
986 Added 9.23%
11,663 $936,000
Q2 2023

Jul 31, 2023

SELL
$78.49 - $89.01 $4,866 - $5,518
-62 Reduced 0.58%
10,677 $950,000
Q1 2023

May 10, 2023

BUY
$79.11 - $86.93 $7,831 - $8,606
99 Added 0.93%
10,739 $906,000
Q4 2022

Feb 02, 2023

SELL
$64.12 - $80.96 $28,854 - $36,432
-450 Reduced 4.06%
10,640 $833,000
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $3,190 - $4,087
-50 Reduced 0.45%
11,090 $708,000
Q2 2022

Aug 02, 2022

SELL
$67.88 - $77.54 $18,395 - $21,013
-271 Reduced 2.37%
11,140 $787,000
Q1 2022

May 12, 2022

SELL
$71.98 - $86.95 $15,907 - $19,215
-221 Reduced 1.9%
11,411 $878,000
Q4 2021

Feb 11, 2022

SELL
$79.72 - $87.07 $9,008 - $9,838
-113 Reduced 0.96%
11,632 $1.01 Million
Q3 2021

Nov 16, 2021

BUY
$82.0 - $92.37 $14,596 - $16,441
178 Added 1.54%
11,745 $966,000
Q2 2021

Aug 13, 2021

SELL
$69.23 - $82.08 $1,938 - $2,298
-28 Reduced 0.24%
11,567 $946,000
Q1 2021

May 18, 2021

SELL
$62.24 - $69.91 $15,560 - $17,477
-250 Reduced 2.11%
11,595 $794,000
Q4 2020

Feb 16, 2021

BUY
$58.99 - $67.55 $698,736 - $800,129
11,845 New
11,845 $800,000
Q3 2020

Nov 16, 2020

SELL
$55.78 - $65.34 $132,756 - $155,509
-2,380 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$44.0 - $61.26 $104,720 - $145,798
2,380 New
2,380 $135,000

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 $41.8B
  • 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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