A detailed history of Arete Wealth Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 20,614 shares of OTIS stock, worth $1.83 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
20,614
Previous 20,528 0.42%
Holding current value
$1.83 Million
Previous $2.03 Million 7.28%
% of portfolio
0.12%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$84.93 - $101.07 $7,303 - $8,692
86 Added 0.42%
20,614 $1.89 Million
Q2 2025

Aug 14, 2025

BUY
$90.88 - $104.3 $1.87 Million - $2.14 Million
20,528 New
20,528 $2.03 Million
Q4 2020

Feb 08, 2021

SELL
$58.99 - $67.55 $263,272 - $301,475
-4,463 Closed
0 $0
Q3 2020

Nov 09, 2020

SELL
$55.78 - $65.34 $31,961 - $37,439
-573 Reduced 11.38%
4,463 $282,000
Q2 2020

Aug 11, 2020

BUY
$44.0 - $61.26 $221,584 - $308,505
5,036 New
5,036 $286,000

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 $37B
  • 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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