Svb Wealth LLC Otis Worldwide Corp Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$91.2 - $100.78 $44,870 - $49,583	-492 Reduced 11.04%	3,965 $381,000
Q1 2024 May 15, 2024	SELL	$85.45 - $100.22 $24,096 - $28,262	-282 Reduced 5.95%	4,457 $442,000
Q4 2023 Jan 30, 2024	BUY	$75.47 - $90.67 $830 - $997	11 Added 0.23%	4,739 $423,000
Q3 2023 Oct 23, 2023	SELL	$79.29 - $90.96 $68,427 - $78,498	-863 Reduced 15.44%	4,728 $379,000
Q2 2023 Jul 24, 2023	SELL	$78.49 - $89.01 $43,091 - $48,866	-549 Reduced 8.94%	5,591 $497,000
Q1 2023 May 12, 2023	SELL	$79.11 - $86.93 $356,074 - $391,271	-4,501 Reduced 42.3%	6,140 $518,000
Q4 2022 Feb 10, 2023	SELL	$64.12 - $80.96 $65,338 - $82,498	-1,019 Reduced 8.74%	10,641 $833,000
Q3 2022 Nov 09, 2022	BUY	$63.8 - $81.75 $183,106 - $234,622	2,870 Added 32.65%	11,660 $744,000
Q2 2022 Aug 16, 2022	SELL	$67.88 - $77.54 $49,348 - $56,371	-727 Reduced 7.64%	8,790 $621,000
Q1 2022 May 13, 2022	BUY	$71.98 - $86.95 $14,036 - $16,955	195 Added 2.09%	9,517 $732,000
Q4 2021 Feb 15, 2022	SELL	$79.72 - $87.07 $214,845 - $234,653	-2,695 Reduced 22.43%	9,322 $812,000
Q3 2021 Nov 09, 2021	SELL	$82.0 - $92.37 $261,170 - $294,198	-3,185 Reduced 20.95%	12,017 $989,000
Q2 2021 Aug 13, 2021	SELL	$69.23 - $82.08 $12,946 - $15,348	-187 Reduced 1.22%	15,202 $1.24 Million
Q1 2021 May 11, 2021	SELL	$62.24 - $69.91 $152,736 - $171,559	-2,454 Reduced 13.75%	15,389 $1.05 Million
Q4 2020 Feb 10, 2021	SELL	$58.99 - $67.55 $53,739 - $61,538	-911 Reduced 4.86%	17,843 $1.21 Million
Q3 2020 Nov 10, 2020	SELL	$55.78 - $65.34 $67,549 - $79,126	-1,211 Reduced 6.07%	18,754 $1.17 Million
Q2 2020 Aug 05, 2020	BUY	$44.0 - $61.26 $878,460 - $1.22 Million	19,965 New	19,965 $1.14 Million

Others Institutions Holding OTIS

# of Institutions

1,305

Shares Held

356M

Call Options Held

1.3M

Put Options Held

437K

View Full List

About Otis Worldwide Corp

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $40.9B
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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