Otter Tail (OTTR) Institutional Ownership

$92.16
-0.06 (-0.07%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
61.32%
Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$137.86M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$133.40M
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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
5/17/2024 Vista Investment Partners LLC12,600$1.09M0.4%+18.8%0.030%
5/17/2024 Comerica Bank26,691$2.31M0.0%-1.3%0.064%
5/17/2024 Hancock Whitney Corp4,098$354K0.0%-4.7%0.010%
5/17/2024 Tidal Investments LLC16,879$1.46M0.0%+320.5%0.040%
5/16/2024 Jane Street Group LLC64,615$5.58M0.0%+57.2%0.155%
5/16/2024 California State Teachers Retirement System37,915$3.28M0.0%-5.8%0.091%
5/16/2024 Virtus Investment Advisers Inc.4,184$361K0.3%-23.7%0.010%
5/16/2024 Janus Henderson Group PLC29,765$2.57M0.0%+45.2%0.071%
5/16/2024 Paloma Partners Management Co6,471$559K0.0%N/A0.015%
5/15/2024 Public Employees Retirement Association of Colorado5,247$453K0.0%-4.1%0.013%
5/15/2024 Price T Rowe Associates Inc. MD29,534$2.55M0.0%+5.4%0.071%
5/15/2024 BOKF NA3,585$308K0.0%N/A0.009%
5/15/2024 Alpine Global Management LLC9,150$791K0.2%N/A0.022%
5/15/2024 Gabelli Funds LLC532,200$45.98M0.3%-5.6%1.273%
5/15/2024 Gamco Investors INC. ET AL274,342$23.70M0.2%-2.2%0.656%
5/14/2024 Advisors Asset Management Inc.8,119$701K0.0%+65.4%0.019%
5/14/2024 CANADA LIFE ASSURANCE Co36,118$3.12M0.0%+7.7%0.086%
5/14/2024 American International Group Inc.22,296$1.93M0.0%-0.9%0.053%
5/13/2024 UniSuper Management Pty Ltd8,057$696K0.0%N/A0.019%
5/13/2024 O Shaughnessy Asset Management LLC3,119$269K0.0%+28.8%0.007%
5/13/2024 Ameritas Investment Partners Inc.4,121$356K0.0%-3.6%0.010%
5/11/2024 Cynosure Group LLC3,904$337K0.1%N/A0.009%
5/11/2024 Edgestream Partners L.P.3,141$271K0.0%N/A0.008%
5/10/2024 Vanguard Group Inc.5,238,510$452.61M0.0%+3.9%12.559%
5/10/2024 Jupiter Asset Management Ltd.26,347$2.28M0.0%N/A0.063%
5/9/2024 State Board of Administration of Florida Retirement System41,199$3.56M0.0%+113.6%0.099%
5/8/2024 ProShare Advisors LLC91,152$7.88M0.0%-13.8%0.219%
5/8/2024 Avantax Advisory Services Inc.5,636$487K0.0%+10.8%0.014%
5/8/2024 US Bancorp DE31,747$2.74M0.0%-0.4%0.076%
5/8/2024 Russell Investments Group Ltd.15,106$1.31M0.0%+4,836.6%0.036%
5/8/2024 QRG Capital Management Inc.5,059$437K0.0%-13.9%0.012%
5/7/2024 Sei Investments Co.6,408$554K0.0%-14.8%0.015%
5/7/2024 Illinois Municipal Retirement Fund25,061$2.17M0.0%+3.8%0.060%
5/7/2024 SG Americas Securities LLC4,499$389K0.0%+108.3%0.011%
5/6/2024 Quantbot Technologies LP6,834$590K0.0%N/A0.016%
5/6/2024 LSV Asset Management89,000$7.69M0.0%-51.6%0.213%
5/6/2024 Texas Permanent School Fund Corp36,505$3.15M0.0%+1.3%0.088%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S7,604$657K0.0%N/A0.018%
5/3/2024 Whittier Trust Co. of Nevada Inc.39,347$3.40M0.1%+5.2%0.094%
5/3/2024 Whittier Trust Co.74,299$6.42M0.1%+4.0%0.178%
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5/2/2024 Mutual 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%
3/11/2024 Vanguard Group Inc.5,040,893$428.33M0.0%-3.3%12.086%
2/28/2024 American International Group Inc.22,496$1.91M0.0%-0.8%0.054%
2/21/2024 Wealth Forward LLC4,238$360K0.3%N/A0.010%
2/14/2024 Hotchkis & Wiley Capital Management LLC142,860$12.14M0.0%-1.6%0.343%
2/14/2024 Neuberger Berman Group LLC4,305$366K0.0%-38.6%0.010%
2/13/2024 Gabelli Funds LLC563,900$47.92M0.4%-6.9%1.352%
2/13/2024 First 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%
2/12/2024 Steward Partners Investment Advisory LLC3,566$303K0.0%-25.2%0.009%
2/9/2024 Neuberger Berman Group LLC4,305$366K0.0%-38.6%0.010%
2/9/2024 US Bancorp DE31,860$2.71M0.0%-4.2%0.076%
2/9/2024 Affinity Investment Advisors LLC5,362$456K0.3%-45.0%0.013%
2/9/2024 Davis R M Inc.2,778$236K0.0%N/A0.007%
2/9/2024 Franklin Resources Inc.22,629$1.92M0.0%-2.4%0.054%
2/9/2024 Trexquant Investment LP6,766$575K0.0%+91.5%0.016%
2/9/2024 Coldstream Capital Management Inc.6,403$544K0.0%-1.8%0.015%
2/8/2024 Independent Advisor Alliance2,621$223K0.0%N/A0.006%
2/8/2024 Beacon Pointe Advisors LLC2,580$219K0.0%N/A0.006%
2/8/2024 Quadrant Capital Group LLC590$50K0.0%+32.9%0.001%
2/8/2024 Wealth Group Ltd2,400$226K0.1%N/A0.006%
2/8/2024 RBA Wealth Management LLC24,004$2.04M0.9%+2.5%0.058%
2/7/2024 Avantax 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%
2/7/2024 Dimensional Fund Advisors LP1,026,585$87.23M0.0%+0.3%2.461%
2/7/2024 QRG Capital Management Inc.5,877$499K0.0%-2.1%0.014%
2/7/2024 Jump Financial LLC13,765$1.17M0.0%+49.6%0.033%
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2/7/2024 BNP Paribas Financial Markets46,909$3.99M0.0%+7.7%0.112%
2/7/2024 Teacher Retirement System of Texas13,066$1.11M0.0%-6.2%0.031%
2/6/2024 Charles 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%
2/6/2024 LSV 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%
2/6/2024 Swiss National Bank74,000$6.29M0.0%-10.4%0.177%
(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, 256 institutional investors and hedge funds held shares of Otter Tail. The most heavily invested institutionals were BlackRock Inc. ($515.11M), Vanguard Group Inc. ($452.61M), Dimensional Fund Advisors LP ($87.23M), First Trust Advisors LP ($70.21M), Geode Capital Management LLC ($66.62M), Northern Trust Corp ($47.49M), and Gabelli Funds LLC ($45.98M).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 219 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), Vanguard Group Inc. ($197.62K), and Victory Capital Management Inc. ($190.37K).

How much institutional buying is happening at Otter Tail?

Institutional investors have bought a total of 4,663,940 shares in the last 24 months. This purchase volume represents approximately $336.20M in transactions.

Which Otter Tail major shareholders have been selling company stock?

Of the 137 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 ($212.20K), Fuller & Thaler Asset Management Inc. ($178.89K), Federated Hermes Inc. ($147.70K), and LSV Asset Management ($118.72K).

How much institutional selling is happening at Otter Tail?

Institutional investors have sold a total of 2,797,925 shares in the last 24 months. This volume of shares sold represents approximately $205.74M in transactions.


This page (NASDAQ:OTTR) was last updated on 5/19/2024 by MarketBeat.com Staff

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