Purchases and Sales Made in Q2 2025 in Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
189+ 3.09% |
$14.1K - $15.5K
|
6.3K
$518K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
186+ 2.59% |
$13.9K - $15.2K
|
7.37K
$607K
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
176+ 1.63% |
$13.1K - $14.4K
|
11K
$903K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150New |
$11.2K - $12.3K
|
150
$12.3K
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
149+ 1.22% |
$11.1K - $12.2K
|
12.3K
$1.01M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
127+ 3.07% |
$9.48K - $10.4K
|
4.27K
$351K
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
114+ 2.14% |
$8.51K - $9.32K
|
5.43K
$447K
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 1.05% |
$7.46K - $8.18K
|
9.62K
$792K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
94+ 77.05% |
$7.01K - $7.69K
|
216
$17.8K
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
62New |
$4.63K - $5.07K
|
62
$5.1K
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
57+ 0.65% |
$4.25K - $4.66K
|
8.86K
$729K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
41New |
$3.06K - $3.35K
|
41
$3.37K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 131.03% |
$2.84K - $3.11K
|
67
$5.51K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 2.84% |
$2.61K - $2.86K
|
1.27K
$104K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 166.67% |
$2.61K - $2.86K
|
56
$4.61K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28New |
$2.09K - $2.29K
|
28
$2.3K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.52% |
$1.94K - $2.13K
|
5.04K
$414K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26+ 0.39% |
$1.94K - $2.13K
|
6.69K
$550K
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
26+ 0.22% |
$1.94K - $2.13K
|
12K
$983K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
23+ 3.9% |
$1.72K - $1.88K
|
613
$50.4K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
21New |
$1.57K - $1.72K
|
21
$1.73K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
19+ 7.95% |
$1.42K - $1.55K
|
258
$21.2K
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17+ 0.65% |
$1.27K - $1.39K
|
2.65K
$218K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$1.12K - $1.23K
|
15
$1.23K
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
15+ 22.73% |
$1.12K - $1.23K
|
81
$6.67K
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
14+ 0.32% |
$1.04K - $1.14K
|
4.32K
$356K
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14+ 140.0% |
$1.04K - $1.14K
|
24
$1.97K
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
14+ 0.01% |
$1.04K - $1.14K
|
95.9K
$7.89M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.5% |
$970 - $1.06K
|
2.61K
$215K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$746 - $818
|
10
$823
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
9+ 0.24% |
$672 - $736
|
3.69K
$303K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9+ 0.19% |
$672 - $736
|
4.72K
$388K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8New |
$597 - $654
|
8
$658
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
7+ 175.0% |
$522 - $572
|
11
$905
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$224 - $245
|
14.7K
$1.21M
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$149 - $164
|
2.84K
$234K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 10.53% |
$149 - $164
|
21
$1.73K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$149 - $164
|
3
$247
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.02% |
$74.6 - $81.8
|
4.48K
$369K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$74.6 - $81.8
|
2
$165
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$74.6 - $81.8
|
1
$82.3
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$74.6 - $81.8
|
17.7K
$1.45M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2- 0.03% |
$149 - $164
|
7.63K
$628K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 50.0% |
$224 - $245
|
3
$247
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 6.67% |
$298 - $327
|
56
$4.61K
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4- 0.13% |
$298 - $327
|
3.1K
$255K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 13.16% |
$373 - $409
|
33
$2.72K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 4.96% |
$448 - $491
|
115
$9.46K
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6- 85.71% |
$448 - $491
|
1
$82.3
|