Purchases and Sales Made in Q3 2023 in Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
33New |
$2.48K - $3.05K
|
33
$2.63K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$1.88K - $2.31K
|
25
$1.99K
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
23+ 0.55% |
$1.73K - $2.13K
|
4.22K
$336K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.46% |
$1.66K - $2.03K
|
4.81K
$383K
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
17+ 3.81% |
$1.28K - $1.57K
|
463
$36.9K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 3.02% |
$979 - $1.2K
|
444
$35.4K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8+ 0.22% |
$602 - $740
|
3.67K
$292K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.12% |
$602 - $740
|
6.52K
$520K
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
6New |
$452 - $555
|
6
$478
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6New |
$452 - $555
|
6
$478
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$452 - $555
|
6
$478
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.63% |
$151 - $185
|
318
$25.3K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2New |
$151 - $185
|
2
$159
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$75.3 - $92.5
|
9
$717
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.07% |
$226 - $277
|
4.36K
$348K
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4- 0.78% |
$301 - $370
|
509
$40.6K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 8.51% |
$301 - $370
|
43
$3.43K
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4- 0.78% |
$301 - $370
|
509
$40.6K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 12.5% |
$301 - $370
|
28
$2.23K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5- 1.42% |
$377 - $462
|
348
$27.7K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 13.04% |
$452 - $555
|
40
$3.19K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 50.0% |
$527 - $647
|
7
$558
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-10- 0.08% |
$753 - $925
|
11.8K
$941K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-21- 1.49% |
$1.58K - $1.94K
|
1.39K
$110K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 0.19% |
$2.41K - $2.96K
|
17K
$1.36M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46- 0.67% |
$3.46K - $4.25K
|
6.84K
$545K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-50- 1.38% |
$3.77K - $4.62K
|
3.59K
$286K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-91- 1.78% |
$6.85K - $8.42K
|
5.01K
$399K
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-112- 1.1% |
$8.43K - $10.4K
|
10K
$801K
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-137- 4.79% |
$10.3K - $12.7K
|
2.72K
$217K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-147- 2.51% |
$11.1K - $13.6K
|
5.72K
$456K
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-153- 0.14% |
$11.5K - $14.1K
|
111K
$8.87M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-186- 5.4% |
$14K - $17.2K
|
3.26K
$260K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-225- 5.7% |
$16.9K - $20.8K
|
3.72K
$296K
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-235- 2.41% |
$17.7K - $21.7K
|
9.54K
$760K
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-260- 6.62% |
$19.6K - $24K
|
3.67K
$292K
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-322- 1.47% |
$24.2K - $29.8K
|
21.5K
$1.72M
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-400- 1.98% |
$30.1K - $37K
|
19.8K
$1.58M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-427- 3.04% |
$32.2K - $39.5K
|
13.6K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-439- 3.0% |
$33.1K - $40.6K
|
14.2K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-475- 0.08% |
$35.8K - $43.9K
|
626K
$49.8M
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-492- 1.46% |
$37K - $45.5K
|
33.3K
$2.65M
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-501- 1.38% |
$37.7K - $46.3K
|
35.8K
$2.85M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-539- 12.98% |
$40.6K - $49.8K
|
3.62K
$288K
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-542- 3.03% |
$40.8K - $50.1K
|
17.4K
$1.38M
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-600- 4.62% |
$45.2K - $55.5K
|
12.4K
$988K
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 3.2% |
$52.7K - $64.7K
|
21.2K
$1.69M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-723- 20.27% |
$54.4K - $66.9K
|
2.84K
$227K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-773- 1.57% |
$58.2K - $71.5K
|
48.4K
$3.86M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-784- 13.75% |
$59K - $72.5K
|
4.92K
$392K
|