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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-621Closed |
$28.6K - $30.9K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.11KClosed |
$51.1K - $55.3K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-800Closed |
$36.8K - $39.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-150Closed |
$6.9K - $7.47K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-10.4KClosed |
$412K - $486K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-10.2KClosed |
$404K - $477K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.23KClosed |
$48.6K - $57.3K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-238- 41.61% |
$9.42K - $11.1K
|
334
$26.6K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-685Closed |
$27.1K - $32K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-43.1KClosed |
$1.58M - $1.91M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-200Closed |
$7.31K - $8.85K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-13Closed |
$475 - $575
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
12.7KNew |
$465K - $563K
|
12.7K
$1.01M
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4.48KNew |
$164K - $198K
|
4.48K
$357K
|
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-7.35KClosed |
$269K - $325K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.79KClosed |
$207K - $241K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-71.6KClosed |
$2.56M - $2.98M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-51Closed |
$1.83K - $2.12K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-300Closed |
$10.7K - $12.5K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9Closed |
$322 - $374
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-39KClosed |
$1.4M - $1.62M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-41Closed |
$1.51K - $1.95K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.7KClosed |
$210K - $271K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Employees Retirement System Of Texas
|
SELL
|
- |
-10.3KClosed |
$380K - $489K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.92KClosed |
$292K - $377K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-6.48KClosed |
$239K - $308K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Clean Yield Group
|
SELL
|
- |
-100Closed |
$3.69K - $4.76K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.67KClosed |
$61.6K - $79.3K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 11.11% |
$111 - $143
|
24
$1.91K
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.83KClosed |
$215K - $277K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.57KClosed |
$151K - $256K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5Closed |
$166 - $280
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.11KClosed |
$36.8K - $62.3K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Keybank National Association
|
SELL
|
- |
-4.95KClosed |
$164K - $278K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2Closed |
$66.3 - $112
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-10.4KClosed |
$345K - $583K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$16.6K - $28K
|
500
$39.8K
|
|
| Q4 2019 | |||||||
|
Feb 21, 2020
Q4 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-300Closed |
$14.6K - $17.2K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-111Closed |
$5.38K - $6.37K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25New |
$1.21K - $1.44K
|
25
$1.99K
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-999Closed |
$48.5K - $57.4K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-3.8KClosed |
$184K - $218K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-8.9KClosed |
$432K - $511K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-5.68KClosed |
$276K - $326K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.08KClosed |
$149K - $177K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
BUY
|
- |
200New |
$9.7K - $11.5K
|
200
$15.9K
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-37Closed |
$1.79K - $2.12K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.88KClosed |
$290K - $319K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-5.58KClosed |
$275K - $303K
|
0
$0
|
|