A detailed history of Steward Partners Investment Advisory, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 20,818 shares of OTIS stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,818
Previous 20,428 1.91%
Holding current value
$1.96 Million
Previous $2.03 Million 1.18%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$91.2 - $100.78 $35,568 - $39,304
390 Added 1.91%
20,818 $2 Million
Q1 2024

May 15, 2024

BUY
$85.45 - $100.22 $170 - $200
2 Added 0.01%
20,428 $2.03 Million
Q4 2023

Feb 12, 2024

BUY
$75.47 - $90.67 $1,735 - $2,085
23 Added 0.11%
20,426 $1.83 Million
Q3 2023

Nov 13, 2023

BUY
$79.29 - $90.96 $27,275 - $31,290
344 Added 1.71%
20,403 $1.64 Million
Q2 2023

Aug 14, 2023

SELL
$78.49 - $89.01 $2,747 - $3,115
-35 Reduced 0.17%
20,059 $1.79 Million
Q1 2023

May 15, 2023

SELL
$79.11 - $86.93 $2,373 - $2,607
-30 Reduced 0.15%
20,094 $1.7 Million
Q4 2022

Feb 15, 2023

SELL
$64.12 - $80.96 $7,245 - $9,148
-113 Reduced 0.56%
20,124 $1.58 Million
Q3 2022

Nov 10, 2022

SELL
$63.8 - $81.75 $38,024 - $48,723
-596 Reduced 2.86%
20,237 $1.29 Million
Q2 2022

Aug 04, 2022

SELL
$67.88 - $77.54 $28,645 - $32,721
-422 Reduced 1.99%
20,833 $1.47 Million
Q1 2022

May 02, 2022

SELL
$71.98 - $86.95 $145,615 - $175,899
-2,023 Reduced 8.69%
21,255 $1.64 Million
Q4 2021

Feb 08, 2022

SELL
$79.72 - $87.07 $4,065 - $4,440
-51 Reduced 0.22%
23,278 $2.03 Million
Q3 2021

Nov 12, 2021

SELL
$82.0 - $92.37 $57,318 - $64,566
-699 Reduced 2.91%
23,329 $1.92 Million
Q2 2021

Aug 13, 2021

SELL
$69.23 - $82.08 $241,266 - $286,048
-3,485 Reduced 12.67%
24,028 $1.97 Million
Q1 2021

May 14, 2021

BUY
$62.24 - $69.91 $250,391 - $281,247
4,023 Added 17.13%
27,513 $1.88 Million
Q4 2020

Feb 11, 2021

SELL
$58.99 - $67.55 $544,477 - $623,486
-9,230 Reduced 28.21%
23,490 $1.59 Million
Q3 2020

Oct 30, 2020

SELL
$55.78 - $65.34 $630,871 - $738,995
-11,310 Reduced 25.69%
32,720 $2.04 Million
Q2 2020

Aug 06, 2020

BUY
$44.0 - $61.26 $1.94 Million - $2.7 Million
44,030 New
44,030 $2.5 Million

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 $39.2B
  • 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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.