Institutional Ownership Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
454
shares
|
$35,847
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
426
shares
|
$33,636
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
387
shares
|
$30,557
0.03% of portfolio
|
Q1 2025
Added 54.8%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
371
shares
|
$29,294
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
334
shares
|
$26,372
0.0% of portfolio
|
Q1 2021
Reduced 41.61%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
329
shares
|
$25,977
0.0% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
314
shares
|
$24,793
0.01% of portfolio
|
Q2 2024
Added 1208.33%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
239
shares
|
$18,871
0.0% of portfolio
|
Q1 2025
Added 42.26%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
230
shares
|
$18,160
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
220
shares
|
$17,371
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
208
shares
|
$16,423
0.02% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
204
shares
|
$16,107
0.0% of portfolio
|
Q4 2024
Reduced 75.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
203
shares
|
$16,028
0.0% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
200
shares
|
$15,791
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
200
shares
|
$15,791
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
193
shares
|
$15,239
0.0% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
190
shares
|
$15,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
160
shares
|
$12,633
0.0% of portfolio
|
Q1 2023
Added 0.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
157
shares
|
$12,396
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
151
shares
|
$11,922
0.0% of portfolio
|
Q4 2024
Added 93.59%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
141
shares
|
$11,133
0.0% of portfolio
|
Q1 2025
Added 113.64%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
133
shares
|
$10,501
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
115
shares
|
$9,080
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
106
shares
|
$8,369
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
98
shares
|
$7,738
0.01% of portfolio
|
Q4 2024
New holding
|