Purchases and Sales Made in Q4 2023 in Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.06K+ 165.49% |
$213K - $270K
|
4.91K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.01KNew |
$210K - $266K
|
3.01K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.93K+ 2.85% |
$204K - $258K
|
106K
$8.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.78KNew |
$194K - $245K
|
2.78K
$216K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.62KNew |
$183K - $232K
|
2.62K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.62KNew |
$183K - $231K
|
2.62K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.62KNew |
$183K - $231K
|
2.62K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.58KNew |
$180K - $228K
|
2.58K
$200K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
2.49KNew |
$174K - $220K
|
2.49K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.49KNew |
$173K - $219K
|
2.49K
$193K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.48KNew |
$173K - $219K
|
2.48K
$192K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.43KNew |
$170K - $215K
|
2.43K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.42KNew |
$169K - $214K
|
2.42K
$188K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$167K - $212K
|
2.4K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4KNew |
$167K - $212K
|
2.4K
$186K
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.4KNew |
$167K - $212K
|
2.4K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.36KNew |
$164K - $208K
|
2.36K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.19K+ 5.85% |
$153K - $194K
|
39.7K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.19K+ 1.97% |
$153K - $193K
|
113K
$8.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.17K+ 74.15% |
$151K - $191K
|
5.09K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.16KNew |
$151K - $191K
|
2.16K
$168K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 15.54% |
$147K - $187K
|
15.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.09KNew |
$146K - $185K
|
2.09K
$162K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.08K+ 3.0% |
$145K - $184K
|
71.4K
$5.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.03K+ 10.05% |
$141K - $179K
|
22.2K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.87K+ 7.16% |
$131K - $166K
|
28.1K
$2.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.74K+ 4.88% |
$122K - $154K
|
37.4K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.72K+ 11.35% |
$120K - $152K
|
16.8K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.71K+ 47.56% |
$119K - $151K
|
5.29K
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.53KNew |
$106K - $135K
|
1.53K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.45K+ 10.39% |
$101K - $128K
|
15.4K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
1.3K+ 9.06% |
$90.7K - $115K
|
15.7K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.23K+ 8.21% |
$85.9K - $109K
|
16.2K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.21K+ 42.6% |
$84.5K - $107K
|
4.05K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.1K+ 6.13% |
$76.5K - $96.9K
|
19K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.04KNew |
$72.3K - $91.5K
|
1.04K
$80.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
975+ 26.5% |
$68K - $86.1K
|
4.65K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
972+ 3.47% |
$67.8K - $85.8K
|
29K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
859+ 3.16% |
$59.9K - $75.9K
|
28K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
747+ 6.84% |
$52.1K - $66K
|
11.7K
$905K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
743+ 3.6% |
$51.8K - $65.6K
|
21.4K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
694+ 10.15% |
$48.4K - $61.3K
|
7.53K
$584K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
690New |
$48.1K - $60.9K
|
690
$53.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
608+ 1.72% |
$42.4K - $53.7K
|
36K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
585+ 2.5% |
$40.8K - $51.7K
|
24K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
457+ 3.22% |
$31.9K - $40.4K
|
14.7K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
440+ 10.76% |
$30.7K - $38.9K
|
4.53K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
438New |
$30.6K - $38.7K
|
438
$34K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
431+ 7.4% |
$30.1K - $38.1K
|
6.26K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
367+ 8.2% |
$25.6K - $32.4K
|
4.84K
$376K
|