Institutional Ownership Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR). We have compiled data on the 344 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$113,022
0.0% of portfolio
|
Q3 2024
Reduced 44.0%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
1,269
shares
|
$102,446
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,232
shares
|
$99,459
0.0% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
1,188
shares
|
$95,907
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,152
shares
|
$93,000
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,094
shares
|
$88,318
0.01% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,092
shares
|
$88,157
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,075
shares
|
$86,784
0.06% of portfolio
|
Q2 2024
Reduced 79.9%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,036
shares
|
$83,636
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$80,730
0.02% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
916
shares
|
$73,948
0.0% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
904
shares
|
$72,979
0.0% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
860
shares
|
$69,427
0.01% of portfolio
|
Q4 2024
Reduced 48.81%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
840
shares
|
$67,813
0.0% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
783
shares
|
$63,211
0.01% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
756
shares
|
$61,031
0.03% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
742
shares
|
$59,901
0.0% of portfolio
|
Q3 2022
Reduced 40.83%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
680
shares
|
$54,896
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
638
shares
|
$51,505
0.0% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
550
shares
|
$44,401
0.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
527
shares
|
$42,544
0.0% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
500
shares
|
$40,365
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
500
shares
|
$40,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
484
shares
|
$39,073
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
464
shares
|
$37,458
0.0% of portfolio
|
Q4 2024
Reduced 76.17%
|