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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.24KNew |
$597K - $687K
|
8.24K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$362 - $417
|
5
$415
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.09% |
$72.4 - $83.4
|
1.15K
$95.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
137+ 54.8% |
$9.92K - $11.4K
|
387
$32.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$435 - $500
|
6
$498
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
277+ 4.49% |
$20.1K - $23.1K
|
6.44K
$534K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$290 - $334
|
6
$498
|
|
| Q4 2024 | |||||||
|
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
$98.6K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$294 - $342
|
4
$332
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
680New |
$50K - $58.2K
|
680
$56.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 22.45% |
$1.07M - $1.24M
|
79.3K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$1.84K - $2.14K
|
25
$2.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-119K- 41.93% |
$8.73M - $10.2M
|
164K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 5.41% |
$294 - $342
|
70
$5.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.66KNew |
$343K - $399K
|
4.66K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3New |
$221 - $257
|
3
$249
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.05K- 41.52% |
$150K - $175K
|
2.88K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 29.77% |
$826K - $960K
|
26.5K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.57KNew |
$263K - $305K
|
3.57K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68+ 26.05% |
$5K - $5.82K
|
329
$27.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
74New |
$5.45K - $6.33K
|
74
$6.14K
|
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
38.4KNew |
$2.83M - $3.28M
|
38.4K
$3.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$73.6 - $85.5
|
1
$83
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.8KNew |
$1.16M - $1.35M
|
15.8K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1+ 0.03% |
$73.6 - $85.5
|
3.39K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
53+ 0.66% |
$3.9K - $4.53K
|
8.09K
$671K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
98New |
$7.21K - $8.38K
|
98
$8.13K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
500New |
$36.8K - $42.8K
|
500
$41.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1New |
$73.6 - $85.5
|
1
$83
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.09KNew |
$80.4K - $93.4K
|
1.09K
$90.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
806+ 10.93% |
$59.3K - $68.9K
|
8.18K
$678K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-23- 10.65% |
$1.69K - $1.97K
|
193
$16K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4+ 0.15% |
$294 - $342
|
2.74K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 5.56% |
$147 - $171
|
34
$2.82K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$37.7K - $50.2K
|
500
$41.5K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.1KNew |
$687K - $914K
|
9.1K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
7.1K+ 22.9% |
$536K - $713K
|
38.1K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.7KClosed |
$581K - $774K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10- 0.35% |
$755 - $1K
|
2.87K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.23KNew |
$471K - $626K
|
6.23K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
9.85K+ 78.09% |
$743K - $989K
|
22.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
9.09KNew |
$687K - $914K
|
9.09K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.65KNew |
$200K - $266K
|
2.65K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
12.6KNew |
$953K - $1.27M
|
12.6K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 28.57% |
$151 - $201
|
9
$747
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
309+ 6.83% |
$23.3K - $31K
|
4.83K
$401K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-1K- 19.66% |
$75.5K - $100K
|
4.09K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
62New |
$4.68K - $6.23K
|
62
$5.14K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
4.3K+ 59.72% |
$325K - $432K
|
11.5K
$954K
|
|