A detailed history of Wealthspire Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,342 shares of OTIS stock, worth $229,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,342
Previous 4,388 46.63%
Holding current value
$229,984
Previous $435,000 48.28%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 08, 2024

SELL
$91.2 - $100.78 $186,595 - $206,195
-2,046 Reduced 46.63%
2,342 $225,000
Q1 2024

May 06, 2024

SELL
$85.45 - $100.22 $1,196 - $1,403
-14 Reduced 0.32%
4,388 $435,000
Q4 2023

Feb 06, 2024

SELL
$75.47 - $90.67 $13,358 - $16,048
-177 Reduced 3.87%
4,402 $393,000
Q3 2023

Nov 06, 2023

BUY
$79.29 - $90.96 $3,647 - $4,184
46 Added 1.01%
4,579 $367,000
Q2 2023

Jul 31, 2023

SELL
$78.49 - $89.01 $1,412 - $1,602
-18 Reduced 0.4%
4,533 $403,000
Q1 2023

May 09, 2023

SELL
$79.11 - $86.93 $222,852 - $244,881
-2,817 Reduced 38.23%
4,551 $384,000
Q4 2022

Feb 13, 2023

BUY
$64.12 - $80.96 $32,060 - $40,480
500 Added 7.28%
7,368 $576,000
Q3 2022

Nov 14, 2022

BUY
$63.8 - $81.75 $438,178 - $561,459
6,868 New
6,868 $438,000
Q1 2022

May 09, 2022

SELL
$71.98 - $86.95 $176,710 - $213,462
-2,455 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$79.72 - $87.07 $27,902 - $30,474
-350 Reduced 12.48%
2,455 $214,000
Q3 2021

Nov 15, 2021

BUY
$82.0 - $92.37 $230,010 - $259,097
2,805 New
2,805 $231,000
Q2 2021

Aug 13, 2021

SELL
$69.23 - $82.08 $301,773 - $357,786
-4,359 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$62.24 - $69.91 $52,966 - $59,493
851 Added 24.26%
4,359 $298,000
Q4 2020

Feb 16, 2021

BUY
$58.99 - $67.55 $206,936 - $236,965
3,508 New
3,508 $237,000

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 $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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