Latest Institutional Purchases of Otter Tail Corp (OTTR)
This list provides information on the latest institutional transactions involving Otter Tail Corp (OTTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
$680K
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
6.14KNew |
$445K - $512K
|
6.14K
$507K
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.21K+ 111.52% |
$377K - $434K
|
9.88K
$815K
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.39KNew |
$318K - $366K
|
4.39K
$362K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.24KNew |
$307K - $353K
|
4.24K
$350K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.99KNew |
$216K - $249K
|
2.99K
$246K
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.77KNew |
$200K - $231K
|
2.77K
$228K
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
2.68KNew |
$194K - $224K
|
2.68K
$221K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.55KNew |
$184K - $212K
|
2.55K
$210K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$184K - $212K
|
2.54K
$210K
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.53KNew |
$183K - $211K
|
2.53K
$208K
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
2.29K+ 4.86% |
$166K - $191K
|
49.3K
$4.07M
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
667New |
$48.3K - $55.6K
|
667
$55K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
420New |
$30.4K - $35K
|
420
$34.7K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 120.0% |
$21.7K - $25K
|
550
$45.4K
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
277+ 4.49% |
$20.1K - $23.1K
|
6.44K
$532K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200New |
$14.5K - $16.7K
|
200
$16.5K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
192New |
$13.9K - $16K
|
192
$15.8K
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
137+ 54.8% |
$9.92K - $11.4K
|
387
$31.9K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
55New |
$3.98K - $4.59K
|
55
$4.54K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
17New |
$1.23K - $1.42K
|
17
$1.4K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 15.0% |
$435 - $500
|
46
$3.8K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$435 - $500
|
6
$495
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$362 - $417
|
5
$413
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$290 - $334
|
6
$495
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$217 - $250
|
3
$248
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 3.13% |
$217 - $250
|
99
$8.17K
|
|
Q4 2024 | |||||||
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
38.4KNew |
$2.83M - $3.28M
|
38.4K
$3.17M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.8KNew |
$1.16M - $1.35M
|
15.8K
$1.3M
|
|
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
|
Ae Wealth Management LLC
|
BUY
|
- |
4.66KNew |
$343K - $399K
|
4.66K
$385K
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.57KNew |
$263K - $305K
|
3.57K
$294K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.19KNew |
$87.4K - $102K
|
1.19K
$98K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.09KNew |
$80.4K - $93.4K
|
1.09K
$90.1K
|
|
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
$675K
|
|
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
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
500New |
$36.8K - $42.8K
|
500
$41.3K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
190New |
$14K - $16.2K
|
190
$15.7K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
98New |
$7.21K - $8.38K
|
98
$8.09K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
74New |
$5.45K - $6.33K
|
74
$6.11K
|
|
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
|
Simplex Trading, LLC
|
BUY
|
- |
68New |
$5K - $5.82K
|
68
$5.61K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
53+ 0.66% |
$3.9K - $4.53K
|
8.09K
$668K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$1.84K - $2.14K
|
25
$2.06K
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
15New |
$1.1K - $1.28K
|
15
$1.24K
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7+ 0.25% |
$515 - $599
|
2.85K
$235K
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$294 - $342
|
4
$330
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4+ 0.15% |
$294 - $342
|
2.74K
$226K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3New |
$221 - $257
|
3
$248
|