Purchases and Sales Made in Q1 2023 in Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.06K+ 22.78% |
$296K - $368K
|
27.3K
$2.22M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$264K - $327K
|
4.5K
$367K
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.48K+ 15.0% |
$262K - $326K
|
34.4K
$2.8M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.22K+ 28.29% |
$247K - $307K
|
19.1K
$1.56M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.8K+ 8.19% |
$222K - $276K
|
50.2K
$4.09M
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.79KNew |
$222K - $275K
|
3.79K
$309K
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.73KNew |
$218K - $271K
|
3.73K
$304K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.73KNew |
$218K - $271K
|
3.73K
$303K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.55KNew |
$208K - $258K
|
3.55K
$289K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.54KNew |
$207K - $258K
|
3.54K
$289K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.52KNew |
$206K - $256K
|
3.52K
$286K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.51K+ 0.71% |
$206K - $255K
|
497K
$40.4M
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.5KNew |
$205K - $254K
|
3.5K
$285K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.45KNew |
$202K - $251K
|
3.45K
$281K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.39KNew |
$198K - $246K
|
3.39K
$276K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27KNew |
$192K - $238K
|
3.27K
$266K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.03KNew |
$177K - $220K
|
3.03K
$247K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.03K+ 15.57% |
$177K - $220K
|
22.5K
$1.83M
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.95KNew |
$173K - $215K
|
2.95K
$241K
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.8KNew |
$164K - $204K
|
2.8K
$228K
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.8K+ 33.33% |
$164K - $204K
|
11.2K
$912K
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.78KNew |
$163K - $202K
|
2.78K
$226K
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 19.86% |
$156K - $194K
|
16.1K
$1.31M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.65KNew |
$155K - $193K
|
2.65K
$216K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.63K+ 17.17% |
$154K - $191K
|
18K
$1.46M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.33K+ 21172.73% |
$136K - $169K
|
2.34K
$191K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.1K+ 6.43% |
$123K - $153K
|
34.7K
$2.83M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2KNew |
$117K - $146K
|
2K
$163K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.63K+ 67.35% |
$95.6K - $119K
|
4.06K
$331K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 6.85% |
$89.4K - $111K
|
23.8K
$1.94M
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
1.5K+ 750.0% |
$87.8K - $109K
|
1.7K
$138K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.46K+ 34.46% |
$85.6K - $106K
|
5.71K
$465K
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.45K+ 3.24% |
$85K - $106K
|
46.3K
$3.77M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.34K+ 4.07% |
$78.6K - $97.6K
|
34.4K
$2.8M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.24K+ 19.65% |
$72.5K - $90K
|
7.54K
$614K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.23K+ 34.31% |
$72.1K - $89.5K
|
4.82K
$392K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.16K+ 7.49% |
$68.1K - $84.6K
|
16.7K
$1.36M
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.14K+ 1.02% |
$66.4K - $82.5K
|
112K
$9.14M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 20.47% |
$59.7K - $74.2K
|
6K
$489K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
920+ 2.02% |
$53.8K - $66.9K
|
46.5K
$3.79M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
914+ 285.63% |
$53.5K - $66.4K
|
1.23K
$100K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
833+ 9.07% |
$48.8K - $60.6K
|
10K
$815K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
711+ 13.44% |
$41.6K - $51.7K
|
6K
$489K
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
705+ 8.23% |
$41.3K - $51.3K
|
9.27K
$755K
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
700+ 0.34% |
$41K - $50.9K
|
208K
$16.9M
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
685+ 12.94% |
$40.1K - $49.8K
|
5.98K
$487K
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
657+ 2.7% |
$38.5K - $47.8K
|
25K
$2.04M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
624New |
$36.5K - $45.4K
|
624
$50.8K
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
536+ 0.92% |
$31.4K - $39K
|
59.1K
$4.81M
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
470New |
$27.5K - $34.2K
|
470
$38.3K
|