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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.55KNew |
$184K - $212K
|
2.55K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 15.0% |
$435 - $500
|
46
$3.8K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 9.09% |
$72.4 - $83.4
|
10
$825
|
|
|
Apr 30, 2025
Q1 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
SELL
|
- |
-143- 0.35% |
$10.4K - $11.9K
|
40.2K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 3.13% |
$217 - $250
|
99
$8.17K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
192New |
$13.9K - $16K
|
192
$15.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
2.68KNew |
$194K - $224K
|
2.68K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.68% |
$7.24K - $8.34K
|
14.5K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
667New |
$48.3K - $55.6K
|
667
$55K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.24KNew |
$597K - $687K
|
8.24K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$362 - $417
|
5
$413
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.09% |
$72.4 - $83.4
|
1.15K
$95K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
137+ 54.8% |
$9.92K - $11.4K
|
387
$31.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
277+ 4.49% |
$20.1K - $23.1K
|
6.44K
$532K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$435 - $500
|
6
$495
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$290 - $334
|
6
$495
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 120.0% |
$21.7K - $25K
|
550
$45.4K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7+ 0.25% |
$515 - $599
|
2.85K
$235K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
15New |
$1.1K - $1.28K
|
15
$1.24K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.19KNew |
$87.4K - $102K
|
1.19K
$98K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$294 - $342
|
4
$330
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-119K- 41.93% |
$8.73M - $10.2M
|
164K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
190New |
$14K - $16.2K
|
190
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$1.84K - $2.14K
|
25
$2.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
694+ 1.96% |
$51.1K - $59.4K
|
36.1K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
680New |
$50K - $58.2K
|
680
$56.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 22.45% |
$1.07M - $1.24M
|
79.3K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 5.41% |
$294 - $342
|
70
$5.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.66KNew |
$343K - $399K
|
4.66K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3New |
$221 - $257
|
3
$248
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68+ 26.05% |
$5K - $5.82K
|
329
$27.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.57KNew |
$263K - $305K
|
3.57K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
68New |
$5K - $5.82K
|
68
$5.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 29.77% |
$826K - $960K
|
26.5K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.79K- 33.67% |
$132K - $153K
|
3.52K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.05K- 41.52% |
$150K - $175K
|
2.88K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
38.4KNew |
$2.83M - $3.28M
|
38.4K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-619- 5.11% |
$45.6K - $52.9K
|
11.5K
$949K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
74New |
$5.45K - $6.33K
|
74
$6.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$73.6 - $85.5
|
1
$82.5
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-615- 3.23% |
$45.3K - $52.6K
|
18.4K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-459- 3.03% |
$33.8K - $39.3K
|
14.7K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.8KNew |
$1.16M - $1.35M
|
15.8K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-432- 11.03% |
$31.8K - $36.9K
|
3.49K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1+ 0.03% |
$73.6 - $85.5
|
3.39K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
53+ 0.66% |
$3.9K - $4.53K
|
8.09K
$668K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
500New |
$36.8K - $42.8K
|
500
$41.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
98New |
$7.21K - $8.38K
|
98
$8.09K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1New |
$73.6 - $85.5
|
1
$82.5
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.09KNew |
$80.4K - $93.4K
|
1.09K
$90.1K
|
|