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 326 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
215
shares
|
$16,985
0.0% of portfolio
|
Q2 2024
Added 437.5%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
208
shares
|
$16,432
0.02% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
200
shares
|
$15,800
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
200
shares
|
$15,800
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
160
shares
|
$12,640
0.0% of portfolio
|
Q1 2023
Added 0.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
157
shares
|
$12,403
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
133
shares
|
$10,507
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
132
shares
|
$10,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
114
shares
|
$9,006
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
110
shares
|
$8,690
0.0% of portfolio
|
Q4 2022
Reduced 80.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
106
shares
|
$8,374
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
91
shares
|
$7,189
0.0% of portfolio
|
Q3 2024
Reduced 31.06%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
83
shares
|
$6,557
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
68
shares
|
$5,372
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
60
shares
|
$4,740
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
55
shares
|
$4,345
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
50
shares
|
$3,950
0.0% of portfolio
|
Q4 2016
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
47
shares
|
$3,713
0.0% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
41
shares
|
$3,239
0.0% of portfolio
|
Q1 2024
Added 17.14%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
40
shares
|
$3,160
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
40
shares
|
$3,160
0.0% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
36
shares
|
$2,844
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
35
shares
|
$2,765
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
33
shares
|
$2,607
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
33
shares
|
$2,607
0.0% of portfolio
|
Q1 2024
Reduced 58.23%
|