Purchases and Sales Made in Q1 2025 in Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR) during Q1 2025. The information is specifically focused on institutions that hold shares of Otter Tail Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
419+ 53.51% |
$30.3K - $34.9K
|
1.2K
$95.8K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
405+ 2.9% |
$29.3K - $33.8K
|
14.4K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
398+ 7.65% |
$28.8K - $33.2K
|
5.6K
$446K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
375+ 2.14% |
$27.2K - $31.3K
|
17.9K
$1.42M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 120.0% |
$21.7K - $25K
|
550
$43.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
277+ 4.49% |
$20.1K - $23.1K
|
6.44K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
258+ 0.93% |
$18.7K - $21.5K
|
28.1K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
254+ 1.12% |
$18.4K - $21.2K
|
22.9K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
228+ 3.38% |
$16.5K - $19K
|
6.96K
$555K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200New |
$14.5K - $16.7K
|
200
$15.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
192New |
$13.9K - $16K
|
192
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
160New |
$11.6K - $13.3K
|
160
$12.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
151+ 5.13% |
$10.9K - $12.6K
|
3.1K
$247K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
145+ 6.85% |
$10.5K - $12.1K
|
2.26K
$180K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
137+ 54.8% |
$9.92K - $11.4K
|
387
$30.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
115+ 6.71% |
$8.33K - $9.59K
|
1.83K
$146K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
108+ 4.06% |
$7.82K - $9.01K
|
2.77K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
104+ 3.47% |
$7.53K - $8.67K
|
3.1K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
91+ 293.55% |
$6.59K - $7.59K
|
122
$9.72K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
90+ 0.51% |
$6.52K - $7.5K
|
17.7K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
87+ 57.62% |
$6.3K - $7.25K
|
238
$19K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
75+ 113.64% |
$5.43K - $6.25K
|
141
$11.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
71+ 42.26% |
$5.14K - $5.92K
|
239
$19K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
66New |
$4.78K - $5.5K
|
66
$5.26K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
63+ 11.95% |
$4.56K - $5.25K
|
590
$47K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
60+ 1.29% |
$4.35K - $5K
|
4.73K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
56+ 6.67% |
$4.06K - $4.67K
|
896
$71.4K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
55New |
$3.98K - $4.59K
|
55
$4.38K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
55+ 275.0% |
$3.98K - $4.59K
|
75
$5.98K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
43+ 1.01% |
$3.11K - $3.59K
|
4.31K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
40+ 2.49% |
$2.9K - $3.34K
|
1.65K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 192.86% |
$1.96K - $2.25K
|
41
$3.27K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$1.52K - $1.75K
|
21
$1.67K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 8.7% |
$1.45K - $1.67K
|
250
$19.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
19+ 0.06% |
$1.38K - $1.58K
|
32.7K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
17New |
$1.23K - $1.42K
|
17
$1.35K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 65.22% |
$1.09K - $1.25K
|
38
$3.03K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 216.67% |
$942 - $1.08K
|
19
$1.51K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12+ 1.88% |
$869 - $1K
|
650
$51.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.29% |
$869 - $1K
|
4.14K
$330K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 0.32% |
$724 - $834
|
3.17K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10New |
$724 - $834
|
10
$797
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$507 - $584
|
7
$558
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 11.11% |
$435 - $500
|
60
$4.78K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 15.0% |
$435 - $500
|
46
$3.67K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$435 - $500
|
6
$478
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 5.22% |
$435 - $500
|
121
$9.64K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$362 - $417
|
5
$398
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$290 - $334
|
6
$478
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$217 - $250
|
3
$239
|