Purchases and Sales Made in Q4 2023 in Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
367+ 8.2% |
$25.6K - $32.4K
|
4.84K
$386K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
362+ 53.87% |
$25.3K - $32K
|
1.03K
$82.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
358+ 4.45% |
$25K - $31.6K
|
8.41K
$670K
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
351+ 7.83% |
$24.5K - $31K
|
4.83K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
333+ 5.68% |
$23.2K - $29.4K
|
6.2K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
323+ 3.44% |
$22.5K - $28.5K
|
9.73K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
275+ 7.23% |
$19.2K - $24.3K
|
4.08K
$325K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
225+ 53.7% |
$15.7K - $19.9K
|
644
$51.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
204+ 4.07% |
$14.2K - $18K
|
5.21K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
184+ 2.51% |
$12.8K - $16.3K
|
7.52K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
172+ 4.19% |
$12K - $15.2K
|
4.28K
$341K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
171+ 0.15% |
$11.9K - $15.1K
|
116K
$9.21M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
163+ 0.34% |
$11.4K - $14.4K
|
48.4K
$3.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
146+ 32.88% |
$10.2K - $12.9K
|
590
$47K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
106New |
$7.39K - $9.36K
|
106
$8.45K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
93+ 113.41% |
$6.49K - $8.21K
|
175
$13.9K
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
67+ 0.83% |
$4.67K - $5.92K
|
8.1K
$646K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66New |
$4.6K - $5.83K
|
66
$5.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59+ 0.83% |
$4.12K - $5.21K
|
7.2K
$574K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50New |
$3.49K - $4.42K
|
50
$3.98K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
46New |
$3.21K - $4.06K
|
46
$3.67K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
44+ 1.2% |
$3.07K - $3.89K
|
3.71K
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
28New |
$1.95K - $2.47K
|
28
$2.23K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
24New |
$1.67K - $2.12K
|
24
$1.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
23New |
$1.6K - $2.03K
|
23
$1.83K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 0.48% |
$1.6K - $2.03K
|
4.83K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22+ 0.13% |
$1.53K - $1.94K
|
17.1K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 22.39% |
$1.05K - $1.32K
|
82
$6.53K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 1.81% |
$977 - $1.24K
|
788
$62.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14+ 0.53% |
$977 - $1.24K
|
2.67K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
14+ 0.05% |
$977 - $1.24K
|
27K
$2.16M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.43% |
$698 - $883
|
2.32K
$185K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 133.33% |
$558 - $707
|
14
$1.12K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8+ 0.13% |
$558 - $707
|
6.36K
$507K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7+ 0.05% |
$488 - $618
|
14.2K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$419 - $530
|
6
$478
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$209 - $265
|
2.73K
$217K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.63% |
$140 - $177
|
320
$25.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 50.0% |
$69.8 - $88.3
|
1
$79.7
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$69.8 - $88.3
|
6
$478
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 20.0% |
$69.8 - $88.3
|
4
$319
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 3.7% |
$69.8 - $88.3
|
26
$2.07K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.05% |
$140 - $177
|
3.72K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-7- 0.06% |
$488 - $618
|
11.8K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 18.6% |
$558 - $707
|
35
$2.79K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-10- 0.14% |
$698 - $883
|
7.3K
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-14- 0.67% |
$977 - $1.24K
|
2.06K
$164K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 23.66% |
$1.53K - $1.94K
|
71
$5.66K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-27- 0.74% |
$1.88K - $2.38K
|
3.64K
$290K
|