Otter Tail Ownership | Who Owns Otter Tail?
Otter Tail Ownership Summary
Otter Tail is owned by 62.85% institutional investors, 2.28% insiders, and 34.88% retail investors. Blackrock is the largest institutional shareholder, holding 15.57% of OTTR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.37% of its assets in Otter Tail shares.
OTTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Otter Tail | 62.85% | 2.28% | 34.88% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.50M | 15.57% | $568.95M |
| Vanguard group | 5.20M | 12.47% | $455.60M |
| State street | 1.58M | 3.79% | $138.43M |
| Dimensional fund advisors lp | 1.04M | 2.48% | $90.70M |
| Geode capital management | 1.00M | 2.41% | $88.04M |
| First trust advisors lp | 633.08K | 1.52% | $55.45M |
| Northern trust | 568.05K | 1.36% | $49.76M |
| Morgan stanley | 507.27K | 1.22% | $44.43M |
| Charles schwab investment management | 505.70K | 1.21% | $44.29M |
| Gabelli funds | 499.20K | 1.20% | $43.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Benjamin edwards | 35.62K | 0.60% | $3.12M |
| Jackson creek investment advisors | 11.75K | 0.38% | $1.03M |
| Vista investment partners | 12.62K | 0.37% | $1.11M |
| Rba wealth management | 9.88K | 0.35% | $865.50K |
| Gabelli funds | 499.20K | 0.33% | $43.72M |
| Virtus investment advisers | 4.18K | 0.31% | $366.48K |
| Wealth forward | 4.24K | 0.29% | $371.21K |
| Edgestream partners | 67.69K | 0.29% | $5.93M |
| Gamco investors, inc. et al | 273.54K | 0.26% | $23.96M |
| Alternative investment advisors, llc. | 4.57K | 0.23% | $400.21K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 633.08K | 0.06% | 549.49K |
| Fmr | 138.06K | 0.00% | 95.26K |
| Nuveen asset management | 320.65K | 0.01% | 89.11K |
| Royal bank of canada | 170.66K | 0.00% | 76.71K |
| Edgestream partners | 67.69K | 0.29% | 64.55K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fuller & thaler asset management | 177.62K | 0.07% | -540.24K |
| Millennium management | 81.56K | 0.00% | -124.03K |
| Exoduspoint capital management, lp | - | - | -50.82K |
| Hrt financial lp | - | - | -49.49K |
| Victory capital management | 35.73K | 0.00% | -47.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corebridge financial | 24.01K | 0.01% | 24.01K | $2.10M |
| Financial engines advisors | 22.28K | 0.00% | 22.28K | $1.95M |
| Mirae asset global etfs | 21.15K | 0.00% | 21.15K | $1.85M |
| Deerfield management company, l.p. (series c) | 12.61K | 0.02% | 12.61K | $1.10M |
| Qube research | 10.03K | 0.00% | 10.03K | $878.44K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Huntington national bank | -4.00 |
| Denali advisors | -6.00 |
| Eversource wealth advisors | -7.00 |
| Rfp financial group | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 324 | 2.53% | 26,269,582 | 6.58% | 62 | 1.81% | 162 | -2.99% | 95 | 21.79% |
| Jun 30, 2024 | 310 | 0.98% | 24,500,748 | -0.25% | 58 | 1.69% | 164 | 28.13% | 77 | -31.25% |
| Mar 31, 2024 | 307 | 3.37% | 24,561,891 | -3.83% | 58 | 1.57% | 128 | -3.03% | 112 | 16.67% |
| Dec 31, 2023 | 297 | 5.69% | 25,539,697 | 2.73% | 61 | 1.72% | 132 | 16.81% | 96 | -6.80% |
| Sep 30, 2023 | 281 | 5.64% | 24,862,059 | -1.40% | 59 | 1.63% | 113 | 2.73% | 103 | 11.96% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.66M | 6.37% | 2.42K |
| Vanguard Total Stock Mkt Idx Inv | 1.31M | 3.14% | -7.00K |
| iShares Russell 2000 ETF | 1.07M | 2.55% | -2.41K |
| Vanguard Small Cap Index | 1.05M | 2.51% | 2.05K |
| Vanguard Small Cap Value Index Inv | 708.72K | 1.69% | -244.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 620.85K | 1.48% | -2.26K |
| First Trust Value Line® Dividend ETF | 581.98K | 1.39% | -272.00 |
| Fidelity Small Cap Index | 423.68K | 1.01% | -10.73K |
| Gabelli Utilities AAA | 421.00K | 1.01% | -30.20K |
| iShares S&P Small-Cap 600 Growth ETF | 405.05K | 0.97% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 13, 2024 | Smestad Jennifer O. | VP, General Council & Corp Sec | Sell | $354.96K |
| May 24, 2024 | KNUTSON PAUL L | VP, Human Resources | Sell | $362.64K |
| Nov 20, 2023 | ERICKSON JOHN D | - | Sell | $193.40K |
| Nov 21, 2022 | ERICKSON JOHN D | - | Sell | $112.62K |
| Dec 07, 2021 | O'KEEFE TIMOTHY J | - | Sell | $102.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
| 2023 Q2 | - | - |
OTTR Ownership FAQ
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