Latest Institutional Transactions on Otter Tail Corp (OTTR)
This table provides information on the latest institutional transactions involving Otter Tail Corp (OTTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.2KNew |
$1.34M - $1.7M
|
19.2K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.78KNew |
$194K - $245K
|
2.78K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
438New |
$30.6K - $38.7K
|
438
$36.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-4.38K- 44.96% |
$306K - $387K
|
5.36K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
23New |
$1.6K - $2.03K
|
23
$1.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 50.0% |
$69.8 - $88.3
|
1
$82.5
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-114- 95.8% |
$7.95K - $10.1K
|
5
$413
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.36KNew |
$164K - $208K
|
2.36K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-140- 2.85% |
$9.77K - $12.4K
|
4.78K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.43KNew |
$170K - $215K
|
2.43K
$201K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.04KNew |
$72.3K - $91.5K
|
1.04K
$85.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-1.57K- 26.84% |
$110K - $139K
|
4.28K
$353K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
106New |
$7.39K - $9.36K
|
106
$8.75K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.62KNew |
$183K - $232K
|
2.62K
$217K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-727- 2.56% |
$50.7K - $64.2K
|
27.6K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
28New |
$1.95K - $2.47K
|
28
$2.31K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.53KNew |
$106K - $135K
|
1.53K
$126K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.48KNew |
$173K - $219K
|
2.48K
$204K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-582- 16.1% |
$40.6K - $51.4K
|
3.03K
$250K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$167K - $212K
|
2.4K
$198K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-770- 12.91% |
$53.7K - $68K
|
5.2K
$429K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.07K+ 6.55% |
$156K - $191K
|
33.6K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.43KNew |
$710K - $872K
|
9.43K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
133New |
$10K - $12.3K
|
133
$11K
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.19KNew |
$240K - $295K
|
3.19K
$263K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
PUT |
20K+ 25.0% |
$1.51M - $1.85M
|
100K
$8.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2KNew |
$151K - $185K
|
2K
$165K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
618+ 9.56% |
$46.5K - $57.2K
|
7.08K
$584K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
33New |
$2.48K - $3.05K
|
33
$2.72K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
40New |
$3.01K - $3.7K
|
40
$3.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 12.5% |
$301 - $370
|
28
$2.31K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
55New |
$4.14K - $5.09K
|
55
$4.54K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$1.88K - $2.31K
|
25
$2.06K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$452 - $555
|
6
$495
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.68KNew |
$503K - $618K
|
6.68K
$551K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
3.49KNew |
$263K - $323K
|
3.49K
$288K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-27.7KClosed |
$1.93M - $2.19M
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5KNew |
$1.42M - $1.61M
|
20.5K
$1.69M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
10New |
$696 - $790
|
10
$825
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-385- 11.17% |
$26.8K - $30.4K
|
3.06K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-380- 10.18% |
$26.5K - $30K
|
3.35K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
858+ 4.1% |
$59.8K - $67.7K
|
21.8K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-273- 4.48% |
$19K - $21.6K
|
5.82K
$481K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
454New |
$31.6K - $35.8K
|
454
$37.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$557 - $632
|
8
$660
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-800- 20.54% |
$55.7K - $63.2K
|
3.1K
$255K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.72K- 95.4% |
$120K - $136K
|
83
$6.85K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$69.6 - $79
|
1.09K
$90.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
540New |
$37.6K - $42.6K
|
540
$44.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
421New |
$29.3K - $33.2K
|
421
$34.7K
|
|