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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
458+ 0.71% |
$26.8K - $33.3K
|
65.4K
$5.33M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
426New |
$24.9K - $31K
|
426
$34.7K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
389New |
$22.8K - $28.3K
|
389
$31.7K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
300+ 19.54% |
$17.6K - $21.8K
|
1.84K
$149K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
288+ 4.37% |
$16.9K - $20.9K
|
6.88K
$560K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
284+ 2.69% |
$16.6K - $20.6K
|
10.9K
$884K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
251+ 1.42% |
$14.7K - $18.2K
|
17.9K
$1.46M
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
220New |
$12.9K - $16K
|
220
$17.9K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
213New |
$12.5K - $15.5K
|
213
$17.3K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
203+ 2.89% |
$11.9K - $14.8K
|
7.23K
$589K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
200+ 1.16% |
$11.7K - $14.5K
|
17.5K
$1.42M
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
183+ 0.68% |
$10.7K - $13.3K
|
27K
$2.2M
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
170+ 0.78% |
$9.95K - $12.4K
|
21.9K
$1.78M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150New |
$8.78K - $10.9K
|
150
$12.2K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
150+ 0.38% |
$8.78K - $10.9K
|
39.7K
$3.23M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
141+ 76.22% |
$8.25K - $10.3K
|
326
$26.5K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
122+ 239.22% |
$7.14K - $8.87K
|
173
$14.1K
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
105+ 88.24% |
$6.15K - $7.63K
|
224
$18.2K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
100+ 1428.57% |
$5.85K - $7.27K
|
107
$8.71K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73+ 0.67% |
$4.27K - $5.31K
|
10.9K
$890K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
70+ 0.43% |
$4.1K - $5.09K
|
16.5K
$1.34M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 207.41% |
$3.28K - $4.07K
|
83
$6.76K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
56+ 0.93% |
$3.28K - $4.07K
|
6.09K
$496K
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
56+ 1.46% |
$3.28K - $4.07K
|
3.9K
$317K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51+ 0.41% |
$2.99K - $3.71K
|
12.4K
$1.01M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
51+ 1.31% |
$2.99K - $3.71K
|
3.95K
$321K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50+ 50.0% |
$2.93K - $3.64K
|
150
$12.2K
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
48+ 1.03% |
$2.81K - $3.49K
|
4.72K
$384K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$1.99K - $2.47K
|
34
$2.77K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 1.73% |
$1.87K - $2.33K
|
1.88K
$153K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
32New |
$1.87K - $2.33K
|
32
$2.61K
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
25+ 0.6% |
$1.46K - $1.82K
|
4.17K
$340K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
21+ 3.0% |
$1.23K - $1.53K
|
721
$58.7K
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
9+ 0.14% |
$527 - $654
|
6.35K
$517K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8New |
$468 - $582
|
8
$651
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 17.78% |
$468 - $582
|
53
$4.32K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7New |
$410 - $509
|
7
$570
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
6+ 0.1% |
$351 - $436
|
5.98K
$487K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 27.27% |
$176 - $218
|
14
$1.14K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 33.33% |
$117 - $145
|
8
$651
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.6% |
$58.5 - $72.7
|
168
$13.7K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.32% |
$58.5 - $72.7
|
314
$25.6K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$58.5 - $72.7
|
160
$13K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.8% |
$58.5 - $72.7
|
126
$10.3K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 3.57% |
$58.5 - $72.7
|
27
$2.2K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 6.98% |
$176 - $218
|
40
$3.26K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5- 0.35% |
$293 - $364
|
1.41K
$115K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8- 1.47% |
$468 - $582
|
538
$43.8K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8- 1.47% |
$468 - $582
|
538
$43.8K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15- 0.06% |
$878 - $1.09K
|
27K
$2.2M
|