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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
3,680
shares
|
$290,720
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,665
shares
|
$289,535
0.02% of portfolio
|
Q2 2022
Added 4.06%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
3,641
shares
|
$287,639
0.01% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
3,599
shares
|
$284,321
0.0% of portfolio
|
Q3 2024
Added 102.08%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
3,587
shares
|
$283,373
0.04% of portfolio
|
Q2 2024
Reduced 36.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
3,576
shares
|
$282,504
0.0% of portfolio
|
Q2 2024
Added 14.65%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
3,491
shares
|
$275,789
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,482
shares
|
$275,078
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,354
shares
|
$264,966
0.02% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
3,349
shares
|
$264,571
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
3,251
shares
|
$256,829
0.0% of portfolio
|
Q3 2024
Reduced 36.2%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
3,199
shares
|
$252,721
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,074
shares
|
$242,846
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
2,884
shares
|
$227,836
0.01% of portfolio
|
Q2 2024
Reduced 20.7%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
2,879
shares
|
$227,441
0.0% of portfolio
|
Q2 2024
Reduced 27.65%
|
|
|
Crossmark Global Holdings, Inc.
|
Jul 29, 2024 Q2 2024 |
2,861
shares
|
$226,019
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
2,779
shares
|
$219,541
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
2,735
shares
|
$216,065
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
2,716
shares
|
$214,564
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 10, 2024 Q2 2024 |
2,691
shares
|
$212,589
0.05% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
2,624
shares
|
$207,296
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Xponance, Inc.
|
Aug 14, 2024 Q2 2024 |
2,613
shares
|
$206,427
0.0% of portfolio
|
Q2 2024
Added 4.19%
|
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
2,601
shares
|
$205,479
0.01% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
2,569
shares
|
$202,951
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Strs Ohio
|
Aug 05, 2024 Q2 2024 |
2,500
shares
|
$197,500
0.0% of portfolio
|
Q2 2024
Added 47.06%
|