Purchases and Sales Made in Q1 2024 in Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
109+ 62.29% |
$8.75K - $10.8K
|
284
$23.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
107+ 3.55% |
$8.59K - $10.6K
|
3.12K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86+ 0.51% |
$6.91K - $8.5K
|
17.1K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
76+ 542.86% |
$6.1K - $7.51K
|
90
$7.33K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
68+ 1.83% |
$5.46K - $6.72K
|
3.78K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
59New |
$4.74K - $5.83K
|
59
$4.8K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45+ 4.35% |
$3.61K - $4.45K
|
1.08K
$87.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40New |
$3.21K - $3.95K
|
40
$3.26K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
35New |
$2.81K - $3.46K
|
35
$2.85K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
23+ 0.55% |
$1.85K - $2.27K
|
4.2K
$342K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
23+ 0.51% |
$1.85K - $2.27K
|
4.55K
$370K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.16% |
$1.77K - $2.17K
|
13.5K
$1.1M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.16% |
$1.77K - $2.17K
|
13.5K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.46% |
$1.77K - $2.17K
|
4.85K
$395K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
18New |
$1.45K - $1.78K
|
18
$1.47K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
17+ 0.68% |
$1.37K - $1.68K
|
2.51K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 22.39% |
$1.2K - $1.48K
|
82
$6.68K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
13+ 0.49% |
$1.04K - $1.29K
|
2.68K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.56% |
$642 - $791
|
1.44K
$118K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8+ 0.13% |
$642 - $791
|
6.37K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.36% |
$642 - $791
|
598
$48.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7+ 0.89% |
$562 - $692
|
795
$64.7K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7+ 0.14% |
$562 - $692
|
4.84K
$394K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
7+ 0.08% |
$562 - $692
|
9.01K
$734K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 17.14% |
$482 - $593
|
41
$3.34K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6New |
$482 - $593
|
6
$489
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$241 - $297
|
2.73K
$222K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$161 - $198
|
14.6K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.31% |
$80.3 - $98.9
|
321
$26.1K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$80.3 - $98.9
|
1
$81.4
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 1.52% |
$80.3 - $98.9
|
67
$5.46K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$80.3 - $98.9
|
7
$570
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.79% |
$80.3 - $98.9
|
128
$10.4K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.41% |
$80.3 - $98.9
|
72
$5.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$80.3 - $98.9
|
1
$81.4
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-2- 0.03% |
$161 - $198
|
5.98K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4- 0.12% |
$321 - $395
|
3.46K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9- 1.9% |
$723 - $890
|
464
$37.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15- 75.0% |
$1.2K - $1.48K
|
5
$407
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-19- 0.63% |
$1.53K - $1.88K
|
2.97K
$242K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-20- 0.76% |
$1.61K - $1.98K
|
2.6K
$212K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-22- 0.19% |
$1.77K - $2.17K
|
11.8K
$959K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-29Closed |
$2.33K - $2.87K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 62.0% |
$2.49K - $3.06K
|
19
$1.55K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-37- 1.77% |
$2.97K - $3.66K
|
2.06K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-46- 58.23% |
$3.69K - $4.55K
|
33
$2.69K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-50- 4.61% |
$4.02K - $4.94K
|
1.03K
$84.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-62- 6.0% |
$4.98K - $6.13K
|
972
$79.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-77- 1.9% |
$6.18K - $7.61K
|
3.98K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-95- 3.82% |
$7.63K - $9.39K
|
2.39K
$195K
|