Purchases and Sales Made in Q3 2024 in Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR) during Q3 2024. 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 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 162.5% |
$981 - $1.31K
|
21
$1.67K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11New |
$830 - $1.11K
|
11
$877
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 2.28% |
$377 - $502
|
224
$17.9K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3+ 0.06% |
$226 - $301
|
4.84K
$386K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.04% |
$226 - $301
|
6.71K
$534K
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$226 - $301
|
2.74K
$218K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 5.88% |
$151 - $201
|
36
$2.87K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 4.44% |
$151 - $201
|
47
$3.75K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$151 - $201
|
2
$159
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 28.57% |
$151 - $201
|
9
$717
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$151 - $201
|
2
$159
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.62% |
$151 - $201
|
325
$25.9K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.85% |
$75.5 - $100
|
27
$2.15K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.47% |
$75.5 - $100
|
216
$17.2K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.64% |
$75.5 - $100
|
157
$12.5K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.09% |
$75.5 - $100
|
1.15K
$91.8K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$75.5 - $100
|
8
$638
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2- 0.03% |
$151 - $201
|
6.62K
$527K
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.07% |
$453 - $603
|
8.16K
$650K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 0.17% |
$453 - $603
|
3.48K
$277K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6- 0.19% |
$453 - $603
|
3.07K
$245K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.18% |
$453 - $603
|
3.35K
$267K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10- 0.35% |
$755 - $1K
|
2.87K
$229K
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 4.0% |
$755 - $1K
|
240
$19.1K
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 4.0% |
$755 - $1K
|
240
$19.1K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 1.3% |
$830 - $1.11K
|
837
$66.7K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 29.27% |
$906 - $1.21K
|
29
$2.31K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 1.44% |
$1.59K - $2.11K
|
1.44K
$114K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-26- 3.19% |
$1.96K - $2.61K
|
788
$62.8K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 31.06% |
$3.1K - $4.12K
|
91
$7.25K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-43- 0.24% |
$3.25K - $4.32K
|
17.5K
$1.4M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-56- 5.76% |
$4.23K - $5.63K
|
916
$73K
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-57- 0.04% |
$4.3K - $5.73K
|
127K
$10.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-65- 0.34% |
$4.91K - $6.53K
|
18.9K
$1.5M
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-69- 0.77% |
$5.21K - $6.93K
|
8.94K
$713K
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-88- 3.27% |
$6.64K - $8.84K
|
2.6K
$207K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 0.31% |
$7.55K - $10K
|
32.3K
$2.58M
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-121- 2.77% |
$9.13K - $12.2K
|
4.24K
$338K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-130- 8.23% |
$9.81K - $13.1K
|
1.45K
$116K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-135- 13.96% |
$10.2K - $13.6K
|
832
$66.3K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-153- 3.66% |
$11.5K - $15.4K
|
4.03K
$321K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-160- 4.47% |
$12.1K - $16.1K
|
3.42K
$272K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-165- 0.35% |
$12.5K - $16.6K
|
46.5K
$3.71M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-195- 1.82% |
$14.7K - $19.6K
|
10.5K
$840K
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-200- 0.44% |
$15.1K - $20.1K
|
45.5K
$3.63M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-203- 4.14% |
$15.3K - $20.4K
|
4.7K
$374K
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-214- 2.78% |
$16.2K - $21.5K
|
7.5K
$597K
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-224- 22.63% |
$16.9K - $22.5K
|
766
$61K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-237- 2.4% |
$17.9K - $23.8K
|
9.62K
$766K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-243- 0.68% |
$18.3K - $24.4K
|
35.4K
$2.82M
|