Purchases and Sales Made in Q2 2023 in Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
10New |
$696 - $790
|
10
$776
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 12.05% |
$696 - $790
|
93
$7.21K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8+ 0.13% |
$557 - $632
|
6.36K
$493K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$557 - $632
|
8
$621
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 100.0% |
$487 - $553
|
14
$1.09K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 15.0% |
$418 - $474
|
46
$3.57K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.08% |
$348 - $395
|
6.54K
$508K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$348 - $395
|
5
$388
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.64% |
$139 - $158
|
316
$24.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$69.6 - $79
|
1.09K
$84.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.79% |
$69.6 - $79
|
127
$9.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 11.32% |
$418 - $474
|
47
$3.65K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8- 0.57% |
$557 - $632
|
1.41K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18- 0.48% |
$1.25K - $1.42K
|
3.71K
$288K
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-25- 4.65% |
$1.74K - $1.97K
|
513
$39.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-25- 4.65% |
$1.74K - $1.97K
|
513
$39.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-36- 9.25% |
$2.51K - $2.84K
|
353
$27.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-82- 17.23% |
$5.71K - $6.47K
|
394
$30.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98- 0.42% |
$6.82K - $7.74K
|
23.3K
$1.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100- 2.82% |
$6.96K - $7.9K
|
3.44K
$267K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-100- 93.46% |
$6.96K - $7.9K
|
7
$543
|
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-105- 46.88% |
$7.31K - $8.29K
|
119
$9.23K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110- 3.36% |
$7.66K - $8.69K
|
3.16K
$245K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-132- 3.9% |
$9.19K - $10.4K
|
3.26K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-135- 1.2% |
$9.4K - $10.7K
|
11.1K
$861K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-138- 1.34% |
$9.61K - $10.9K
|
10.2K
$788K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-140- 2.33% |
$9.75K - $11.1K
|
5.86K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-151- 1.52% |
$10.5K - $11.9K
|
9.77K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-205- 31.16% |
$14.3K - $16.2K
|
453
$35.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-260- 8.58% |
$18.1K - $20.5K
|
2.77K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-273- 4.48% |
$19K - $21.6K
|
5.82K
$452K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-273- 0.69% |
$19K - $21.6K
|
39.4K
$3.06M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-283- 1.26% |
$19.7K - $22.3K
|
22.2K
$1.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-298- 3.21% |
$20.8K - $23.5K
|
8.97K
$696K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-318- 2.93% |
$22.1K - $25.1K
|
10.5K
$818K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-322- 1.47% |
$22.4K - $25.4K
|
21.5K
$1.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-344- 4.76% |
$24K - $27.2K
|
6.89K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-353- 1.93% |
$24.6K - $27.9K
|
17.9K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-369- 9.38% |
$25.7K - $29.1K
|
3.57K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-380- 10.18% |
$26.5K - $30K
|
3.35K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-385- 11.17% |
$26.8K - $30.4K
|
3.06K
$237K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 2.99% |
$27.9K - $31.6K
|
13K
$1.01M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-418- 15.75% |
$29.1K - $33K
|
2.24K
$173K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-419- 6.09% |
$29.2K - $33.1K
|
6.46K
$501K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-427- 4.98% |
$29.7K - $33.7K
|
8.15K
$632K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-471- 10.46% |
$32.8K - $37.2K
|
4.03K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-481- 8.62% |
$33.5K - $38K
|
5.1K
$396K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-514- 3.07% |
$35.8K - $40.6K
|
16.3K
$1.26M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-589- 16.35% |
$41K - $46.5K
|
3.01K
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-609- 1.63% |
$42.4K - $48.1K
|
36.7K
$2.85M
|