A detailed history of Waldron Private Wealth LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Waldron Private Wealth LLC holds 4,612 shares of OTIS stock, worth $472,545. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,612
Previous 4,263 8.19%
Holding current value
$472,545
Previous $410,000 16.83%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 21, 2024

BUY
$91.43 - $104.43 $31,909 - $36,446
349 Added 8.19%
4,612 $479,000
Q2 2024

Jul 31, 2024

BUY
$91.2 - $100.78 $273 - $302
3 Added 0.07%
4,263 $410,000
Q1 2024

May 09, 2024

BUY
$85.45 - $100.22 $3,418 - $4,008
40 Added 0.95%
4,260 $422,000
Q4 2023

Aug 29, 2024

BUY
$75.47 - $90.67 $26,565 - $31,915
352 Added 9.1%
4,220 $377,000
Q4 2023

Jan 30, 2024

BUY
$75.47 - $90.67 $26,565 - $31,915
352 Added 9.1%
4,220 $377,000
Q3 2023

Aug 29, 2024

SELL
$79.29 - $90.96 $53,917 - $61,852
-680 Reduced 14.95%
3,868 $310,000
Q3 2023

Oct 26, 2023

SELL
$79.29 - $90.96 $53,917 - $61,852
-680 Reduced 14.95%
3,868 $310,000
Q2 2023

Aug 29, 2024

SELL
$78.49 - $89.01 $35,320 - $40,054
-450 Reduced 9.0%
4,548 $404,000
Q2 2023

Aug 07, 2023

SELL
$78.49 - $89.01 $35,320 - $40,054
-450 Reduced 9.0%
4,548 $404,000
Q1 2023

Aug 29, 2024

BUY
$79.11 - $86.93 $58,145 - $63,893
735 Added 17.24%
4,998 $421,000
Q1 2023

May 02, 2023

BUY
$79.11 - $86.93 $395,391 - $434,476
4,998 New
4,998 $421,000
Q2 2022

Aug 03, 2022

BUY
$67.88 - $77.54 $25,047 - $28,612
369 Added 11.77%
3,505 $247,000
Q1 2022

May 04, 2022

BUY
$71.98 - $86.95 $9,285 - $11,216
129 Added 4.29%
3,136 $241,000
Q4 2021

Feb 02, 2022

BUY
$79.72 - $87.07 $159 - $174
2 Added 0.07%
3,007 $261,000
Q3 2021

Nov 02, 2021

BUY
$82.0 - $92.37 $246,410 - $277,571
3,005 New
3,005 $247,000

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 $42.7B
  • 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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