Otter Tail (OTTR) Institutional Ownership

$87.82
+0.77 (+0.88%)
(As of 05/3/2024 06:55 PM ET)

Institutional Ownership Changes (13F Filings) for Otter Tail (NASDAQ:OTTR)

Current
Institutional Ownership
Percentage
61.32%
Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$171.49M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$133.63M
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OTTR Institutional Buying and Selling by Quarter

Otter Tail Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2024Texas Permanent School Fund Corp36,505$3.15M0.0%+1.3%0.088%
5/3/2024BI Asset Management Fondsmaeglerselskab A S7,604$657K0.0%N/A0.018%
5/3/2024Whittier Trust Co. of Nevada Inc.39,347$3.40M0.1%+5.2%0.094%
5/3/2024Whittier Trust Co.74,299$6.42M0.1%+4.0%0.178%
5/2/2024Mutual of America Capital Management LLC7,186$621K0.0%-1.6%0.017%
5/1/2024 BNP Paribas Financial Markets30,675$2.65M0.0%-34.6%0.074%
5/1/2024 Mirae Asset Global Investments Co. Ltd.17,896$1.55M0.0%-5.8%0.043%
5/1/2024 Private Advisor Group LLC4,898$423K0.0%-6.1%0.012%
4/30/2024 True Vision MN LLC2,569$217K0.2%N/A0.006%
4/30/2024Commonwealth Equity Services LLC16,712$1.44M0.0%+6.3%0.040%
4/29/2024 Principal Financial Group Inc.235,102$20.31M0.0%+1.9%0.564%
4/29/2024 Benjamin Edwards Inc.36,669$3.17M0.6%+76.5%0.088%
4/26/2024 Yousif Capital Management LLC18,895$1.63M0.0%-11.6%0.045%
4/25/2024 New York State Teachers Retirement System19,442$1.68M0.0%-1.5%0.047%
4/23/2024 Louisiana State Employees Retirement System20,700$1.79M0.0%-1.0%0.050%
4/23/2024 Wesbanco Bank Inc.9,273$801K0.0%N/A0.022%
4/23/2024 Raymond James Financial Services Advisors Inc.23,808$2.06M0.0%-2.7%0.057%
4/20/2024 Maryland State Retirement & Pension System15,030$1.24M0.0%-0.9%0.036%
4/19/2024 RBA Wealth Management LLC12,052$1.04M0.4%-49.8%0.029%
4/19/2024 State of Alaska Department of Revenue25,410$2.20M0.0%-1.0%0.061%
4/18/2024 Allspring Global Investments Holdings LLC7,607$657K0.0%-46.4%0.018%
4/18/2024 AlphaMark Advisors LLC3,583$310K0.1%N/A0.009%
4/16/2024 OneAscent Financial Services LLC30,249$2.61M0.3%-17.8%0.073%
4/12/2024 AdvisorNet Financial Inc3,488$301K0.0%-6.2%0.008%
4/5/2024 GAMMA Investing LLC449$39K0.0%-34.9%0.001%
4/5/2024 Los Angeles Capital Management LLC20,826$1.80M0.0%-28.1%0.050%
4/5/2024 NBC Securities Inc.2,205$191K0.0%-18.5%0.005%
4/5/2024 CWM LLC13,580$1.17M0.0%-10.5%0.033%
3/11/2024Vanguard Group Inc.5,040,893$428.33M0.0%-3.3%12.086%
2/28/2024American International Group Inc.22,496$1.91M0.0%-0.8%0.054%
2/21/2024Wealth Forward LLC4,238$360K0.3%N/A0.010%
2/14/2024Hotchkis & Wiley Capital Management LLC142,860$12.14M0.0%-1.6%0.343%
2/14/2024Neuberger Berman Group LLC4,305$366K0.0%-38.6%0.010%
2/13/2024Gabelli Funds LLC563,900$47.92M0.4%-6.9%1.352%
2/13/2024First Trust Advisors LP826,311$70.21M0.1%-10.4%1.981%
2/12/2024Focus Financial Network Inc. ADV19,231$1.63M0.1%N/A0.046%
2/12/2024Steward Partners Investment Advisory LLC3,566$303K0.0%-25.2%0.009%
2/9/2024Neuberger Berman Group LLC4,305$366K0.0%-38.6%0.010%
2/9/2024US Bancorp DE31,860$2.71M0.0%-4.2%0.076%
2/9/2024Affinity Investment Advisors LLC5,362$456K0.3%-45.0%0.013%
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2/9/2024Davis R M Inc.2,778$236K0.0%N/A0.007%
2/9/2024Franklin Resources Inc.22,629$1.92M0.0%-2.4%0.054%
2/9/2024Trexquant Investment LP6,766$575K0.0%+91.5%0.016%
2/9/2024Coldstream Capital Management Inc.6,403$544K0.0%-1.8%0.015%
2/8/2024Independent Advisor Alliance2,621$223K0.0%N/A0.006%
2/8/2024Beacon Pointe Advisors LLC2,580$219K0.0%N/A0.006%
2/8/2024Quadrant Capital Group LLC590$50K0.0%+32.9%0.001%
2/8/2024Wealth Group Ltd2,400$226K0.1%N/A0.006%
2/8/2024 RBA Wealth Management LLC24,004$2.04M0.9%+2.5%0.058%
2/7/2024Avantax Advisory Services Inc.5,087$432K0.0%+74.2%0.012%
2/7/2024 Principal Financial Group Inc.230,744$19.61M0.0%-1.4%0.553%
2/7/2024Dimensional Fund Advisors LP1,026,585$87.23M0.0%+0.3%2.461%
2/7/2024QRG Capital Management Inc.5,877$499K0.0%-2.1%0.014%
2/7/2024Jump Financial LLC13,765$1.17M0.0%+49.6%0.033%
2/7/2024 BNP Paribas Financial Markets46,909$3.99M0.0%+7.7%0.112%
2/7/2024Teacher Retirement System of Texas13,066$1.11M0.0%-6.2%0.031%
2/6/2024Charles Schwab Investment Management Inc.498,689$42.37M0.0%-2.0%1.196%
2/6/2024 Maryland State Retirement & Pension System15,160$1.29M0.0%-1.3%0.036%
2/6/2024 Private Advisor Group LLC5,214$443K0.0%+4.1%0.013%
2/6/2024 Measured Wealth Private Client Group LLC3,011$256K0.1%N/A0.007%
2/6/2024LSV Asset Management183,816$15.62M0.0%-6.2%0.441%
2/6/2024 Amalgamated Bank16,863$1.43M0.0%-2.9%0.040%
2/6/2024 Los Angeles Capital Management LLC28,968$2.46M0.0%+3.5%0.069%
2/6/2024Swiss National Bank74,000$6.29M0.0%-10.4%0.177%
2/6/2024 First Trust Direct Indexing L.P.2,430$206K0.0%N/A0.006%
2/6/2024New York Life Investment Management LLC4,779$406K0.0%-2.8%0.011%
2/5/2024Victory Capital Management Inc.162,337$13.79M0.0%-3.4%0.389%
2/2/2024Truist Financial Corp12,089$1.03M0.0%-1.7%0.029%
2/2/2024State of New Jersey Common Pension Fund D33,487$2.85M0.0%+12.3%0.080%
2/1/2024 Yousif Capital Management LLC21,370$1.82M0.0%+3.6%0.051%
2/1/2024 Financial Perspectives Inc1,036$88K0.0%N/A0.002%
2/1/2024 GAMMA Investing LLC690$62K0.0%N/A0.002%
2/1/2024 Linden Thomas Advisory Services LLC4,654$395K0.1%+26.5%0.011%
2/1/2024New York State Common Retirement Fund48,433$4.12M0.0%+0.3%0.116%
2/1/2024Illinois Municipal Retirement Fund24,149$2.05M0.0%-3.0%0.058%
2/1/2024 Foster & Motley Inc.9,848$837K0.1%-2.0%0.024%
2/1/2024 CWM LLC15,181$1.29M0.0%-8.6%0.036%
1/31/2024Xponance Inc.2,491$212K0.0%N/A0.006%
1/31/2024Federated Hermes Inc.143,231$12.17M0.0%+82.8%0.343%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank8,409$715K0.0%+4.4%0.020%
1/30/2024Everence Capital Management Inc.4,280$364K0.0%-26.8%0.010%
1/30/2024Mackenzie Financial Corp31,301$2.66M0.0%-2.5%0.075%
1/30/2024 Phocas Financial Corp.113,492$9.64M1.3%+2.0%0.272%
1/29/2024 Louisiana State Employees Retirement System20,900$1.78M0.0%N/A0.050%
1/26/2024Cerity Partners LLC27,628$2.35M0.0%-2.6%0.066%
1/26/2024 Priebe Wealth Holdings LLC2,624$223K0.2%N/A0.006%
1/25/2024 International Assets Investment Management LLC187,958$15.97M0.0%+8,231.5%0.451%
1/25/2024Nisa Investment Advisors LLC5,290$449K0.0%+47.6%0.013%
1/24/2024 Cubic Asset Management LLC3,225$274K0.1%-5.1%0.008%
1/24/2024 Mirae Asset Global Investments Co. Ltd.18,993$1.61M0.0%+6.1%0.046%
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1/24/2024 DekaBank Deutsche Girozentrale1,526$130K0.0%N/A0.004%
1/24/2024 International Assets Investment Management LLC187,958$15.97M0.0%+8,231.5%0.451%
1/24/2024Arizona State Retirement System10,494$892K0.0%-1.8%0.025%
1/19/2024 State of Alaska Department of Revenue25,661$2.18M0.0%-1.2%0.062%
1/18/2024 Global Retirement Partners LLC1,436$118K0.0%-40.3%0.003%
1/18/2024 Blue Trust Inc.1,034$88K0.0%+53.9%0.002%
1/17/2024 Armstrong Advisory Group Inc.1,680$143K0.0%-9.7%0.004%
1/16/2024 Raymond James Financial Services Advisors Inc.24,481$2.08M0.0%-4.7%0.059%
1/16/2024 Raymond James & Associates22,171$1.88M0.0%+10.1%0.053%
1/16/2024 Carlson Capital Management2,475$210K0.0%N/A0.006%
(Data available from 1/1/2016 forward)

OTTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTTR shares?

During the previous two years, 245 institutional investors and hedge funds held shares of Otter Tail. The most heavily invested institutionals were BlackRock Inc. ($515.11M), Vanguard Group Inc. ($428.33M), Dimensional Fund Advisors LP ($87.23M), First Trust Advisors LP ($70.21M), Geode Capital Management LLC ($66.62M), Gabelli Funds LLC ($47.92M), and Northern Trust Corp ($47.49M).Learn more on OTTR's institutional investors.

What percentage of Otter Tail stock is owned by institutional investors?

61.32% of Otter Tail stock is owned by institutional investors. Learn more on OTTR's institutional investor holdings.

Which institutional investors have been buying Otter Tail stock?

Of the 210 institutional investors that purchased Otter Tail stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($378.53K), First Trust Advisors LP ($280.12K), Federated Hermes Inc. ($271.33K), Envestnet Asset Management Inc. ($256.63K), Principal Financial Group Inc. ($252.69K), Victory Capital Management Inc. ($190.37K), and Bank of New York Mellon Corp ($182.94K).

How much institutional buying is happening at Otter Tail?

Institutional investors have bought a total of 4,459,309 shares in the last 24 months. This purchase volume represents approximately $314.77M in transactions.

Which Otter Tail major shareholders have been selling company stock?

Of the 133 institutional investors that sold Otter Tail stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($394.00K), Victory Capital Management Inc. ($281.04K), Envestnet Asset Management Inc. ($256.12K), Gabelli Funds LLC ($181.80K), Fuller & Thaler Asset Management Inc. ($178.89K), Federated Hermes Inc. ($147.70K), and Acadian Asset Management LLC ($115.08K).

How much institutional selling is happening at Otter Tail?

Institutional investors have sold a total of 2,662,912 shares in the last 24 months. This volume of shares sold represents approximately $193.62M in transactions.


This page (NASDAQ:OTTR) was last updated on 5/6/2024 by MarketBeat.com Staff

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