Otter Tail Ownership 2024 | Who Owns Otter Tail Now?
Institutional Ownership
58.61%
Insider Ownership
2.27%
Retail Ownership
39.11%
Institutional Holders
304.00
Otter Tail Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 15.57% | 0.01% | 6,495,576 | -21,174 | -0.32% | 568,947,469 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.47% | 0.01% | 5,201,519 | -36,991 | -0.71% | 455,601,050 | Jun 30, 2024 |
| STATE STREET CORP | 3.79% | 0.01% | 1,580,422 | 1,559 | 0.10% | 138,429,163,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.48% | 0.02% | 1,035,541 | 3,974 | 0.39% | 90,703,472 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.41% | 0.01% | 1,004,949 | 38,661 | 4.00% | 88,039,988 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.52% | 0.06% | 633,081 | 549,492 | 657.37% | 55,451,566 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.36% | 0.01% | 568,051 | -14,106 | -2.42% | 49,755,586,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.22% | 0.00% | 507,268 | 13,525 | 2.74% | 44,431,651 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.21% | 0.01% | 505,705 | 20,007 | 4.12% | 44,294,701 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 1.20% | 0.33% | 499,200 | -33,000 | -6.20% | 43,724,928 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.04% | 0.01% | 435,005 | 4,862 | 1.13% | 38,102,045 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.77% | 0.01% | 320,648 | 89,112 | 38.49% | 28,085,558 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 0.66% | 0.26% | 273,542 | -800 | -0.29% | 23,959,544 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.55% | 0.01% | 227,683 | -7,419 | -3.16% | 19,942,754,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.54% | 0.00% | 224,071 | 12,667 | 5.99% | 19,626,378 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.43% | 0.07% | 177,621 | -540,237 | -75.26% | 15,557,825 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.41% | 0.00% | 170,660 | 76,708 | 81.65% | 14,949,000 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.36% | 0.00% | 149,665 | -2,164 | -1.43% | 13,109,190 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.34% | 0.03% | 143,074 | 4,997 | 3.62% | 12,531,851,000 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.34% | 0.04% | 140,750 | 3,970 | 2.90% | 12,328,293 | Jun 30, 2024 |
Otter Tail's largest institutional shareholder is BLACKROCK INC., holding 15.57% of the company's total share outstanding, currently valued at $568.95M. The top 10 institutional shareholders own together 43.22% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BENJAMIN EDWARDS INC | 0.09% | 0.60% | 35,623 | -1,046 | -2.85% | 3,120,000 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.03% | 0.38% | 11,754 | -19 | -0.16% | 1,030,000 | Jun 30, 2024 |
| VISTA INVESTMENT PARTNERS LLC | 0.03% | 0.37% | 12,616 | 16 | 0.13% | 1,105,035 | Jun 30, 2024 |
| RBA WEALTH MANAGEMENT, LLC | 0.02% | 0.35% | 9,881 | -2,171 | -18.01% | 865,502 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 1.20% | 0.33% | 499,200 | -33,000 | -6.20% | 43,724,928 | Jun 30, 2024 |
| VIRTUS INVESTMENT ADVISERS, INC. | 0.01% | 0.31% | 4,184 | - | - | 366,477 | Jun 30, 2024 |
| WEALTH FORWARD, LLC | 0.01% | 0.29% | 4,238 | - | - | 371,206 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.16% | 0.29% | 67,695 | 64,554 | 2055.21% | 5,929,405 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 0.66% | 0.26% | 273,542 | -800 | -0.29% | 23,959,544 | Jun 30, 2024 |
| PRIEBE WEALTH HOLDINGS LLC | 0.01% | 0.18% | 2,624 | - | - | 229,836 | Jun 30, 2024 |
| VALTINSON BRUNER FINANCIAL PLANNING LLC | 0.01% | 0.17% | 4,937 | -1,434 | -22.51% | 432,432 | Jun 30, 2024 |
| TRUE VISION MN LLC | 0.01% | 0.15% | 2,569 | - | - | 225,019 | Jun 30, 2024 |
| BREMER BANK NATIONAL ASSOCIATION | 0.02% | 0.14% | 8,384 | -1,000 | -10.66% | 734,355 | Jun 30, 2024 |
| NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN | 0.03% | 0.13% | 12,000 | - | - | 1,051,080 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.03% | 0.13% | 10,735 | 10,729 | 178816.67% | 940,279 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.02% | 0.12% | 7,200 | 7,200 | 100.00% | 630,648 | Jun 30, 2024 |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | 0.01% | 0.12% | 3,757 | 639 | 20.49% | 329,076 | Jun 30, 2024 |
| ATLAS BROWN,INC. | 0.01% | 0.11% | 3,491 | - | - | 305,777 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.01% | 0.11% | 4,272 | 4,272 | 100.00% | 374,184 | Jun 30, 2024 |
| WHITTIER TRUST CO OF NEVADA INC | 0.10% | 0.10% | 40,846 | 1,499 | 3.81% | 3,577,575 | Jun 30, 2024 |
The largest Otter Tail shareholder by % of total assets is BENJAMIN EDWARDS INC. The company owns 35.62K shares of Otter Tail (OTTR), representing 0.60% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 1.52% | 0.06% | 633,081 | 549,492 | 657.37% | 55,451,566 | Jun 30, 2024 |
| FMR LLC | 0.33% | 0.00% | 138,064 | 95,258 | 222.53% | 12,093,028 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.77% | 0.01% | 320,648 | 89,112 | 38.49% | 28,085,558 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.41% | 0.00% | 170,660 | 76,708 | 81.65% | 14,949,000 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.16% | 0.29% | 67,695 | 64,554 | 2055.21% | 5,929,405 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.26% | 0.00% | 108,550 | 57,729 | 113.59% | 9,507,894 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.20% | 0.04% | 83,663 | 41,152 | 96.80% | 7,328,042 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.09% | 0.05% | 38,766 | 38,766 | 100.00% | 3,395,514 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.41% | 0.01% | 1,004,949 | 38,661 | 4.00% | 88,039,988 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.07% | 0.06% | 31,000 | 31,000 | 100.00% | 2,715,290 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.10% | 0.01% | 43,658 | 24,635 | 129.50% | 3,824,004 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 24,014 | 24,014 | 100.00% | 2,103,386 | Jun 30, 2024 |
| FINANCIAL ENGINES ADVISORS L.L.C. | 0.05% | 0.00% | 22,280 | 22,280 | 100.00% | 1,951,509 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.08% | 0.00% | 33,557 | 21,933 | 188.69% | 2,939,258 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 21,151 | 21,151 | 100.00% | 1,852,616 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.21% | 0.01% | 505,705 | 20,007 | 4.12% | 44,294,701 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.07% | 0.01% | 27,848 | 19,884 | 249.67% | 2,439,206 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.12% | 0.00% | 51,726 | 16,009 | 44.82% | 4,530,681 | Jun 30, 2024 |
| MORGAN STANLEY | 1.22% | 0.00% | 507,268 | 13,525 | 2.74% | 44,431,651 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.07% | 0.01% | 29,852 | 12,985 | 76.98% | 2,614,737 | Jun 30, 2024 |
As of Jun 30 2024, Otter Tail's largest institutional buyer is FIRST TRUST ADVISORS LP. The company purchased 549.49K stocks of OTTR, valued at $55.45M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.43% | 0.07% | 177,621 | -540,237 | -75.26% | 15,557,825 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.20% | 0.00% | 81,558 | -124,035 | -60.33% | 7,143,665 | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | 0.05% | 0.07% | 21,066 | -52,970 | -71.55% | 1,845,171 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -50,816 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -49,490 | -100.00% | - | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.09% | 0.00% | 35,735 | -47,493 | -57.06% | 3,130,029 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.22% | 0.00% | 89,930 | -46,835 | -34.24% | 7,877,003 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.12% | 0.01% | 48,000 | -41,000 | -46.07% | 4,204,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.47% | 0.01% | 5,201,519 | -36,991 | -0.71% | 455,601,050 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 1.20% | 0.33% | 499,200 | -33,000 | -6.20% | 43,724,928 | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -30,249 | -100.00% | - | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.03% | 0.00% | 12,122 | -29,077 | -70.58% | 1,061,766 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | - | - | - | -26,347 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -22,296 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.04% | 0.00% | 15,343 | -21,193 | -58.01% | 1,343,000 | Jun 30, 2024 |
| BLACKROCK INC. | 15.57% | 0.01% | 6,495,576 | -21,174 | -0.32% | 568,947,469 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -17,896 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -16,879 | -100.00% | - | Jun 30, 2024 |
| AVENTAIL CAPITAL GROUP, LP | - | - | - | -16,033 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.04% | 0.00% | 15,713 | -14,962 | -48.78% | 1,376,302 | Jun 30, 2024 |
As of Jun 30 2024, Otter Tail's biggest institutional seller is FULLER & THALER ASSET MANAGEMENT, INC.. The company sold -0.54M shares of OTTR, valued at $15.56M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 24,014 | 24,014 | 100.00% | 2,103,386 | Jun 30, 2024 |
| FINANCIAL ENGINES ADVISORS L.L.C. | 0.05% | 0.00% | 22,280 | 22,280 | 100.00% | 1,951,509 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 21,151 | 21,151 | 100.00% | 1,852,616 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.03% | 0.02% | 12,607 | 12,607 | 100.00% | 1,104,247 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.03% | 0.05% | 10,679 | 10,679 | 100.00% | 935,374 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 0.00% | 10,029 | 10,029 | 100.00% | 878,440 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 0.02% | 0.02% | 10,000 | 10,000 | 100.00% | 875,900 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.02% | 0.12% | 7,200 | 7,200 | 100.00% | 630,648 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.02% | 0.01% | 7,161 | 7,161 | 100.00% | 627,233 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.02% | 0.00% | 6,800 | 6,800 | 100.00% | 595,612 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.01% | 0.00% | 5,183 | 5,183 | 100.00% | 453,979 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.01% | 0.03% | 4,941 | 4,941 | 100.00% | 433,000 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 4,363 | 4,363 | 100.00% | 382,155 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.01% | 0.00% | 4,310 | 4,310 | 100.00% | 377,513 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.01% | 0.11% | 4,272 | 4,272 | 100.00% | 374,184 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 3,785 | 3,785 | 100.00% | 332,000 | Jun 30, 2024 |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.01% | 0.01% | 3,349 | 3,349 | 100.00% | 293,299 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.01% | 0.04% | 3,305 | 3,305 | 100.00% | 289,457 | Jun 30, 2024 |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.01% | 0.01% | 3,199 | 3,199 | 100.00% | 280,201 | Jun 30, 2024 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.01% | 0.01% | 2,716 | 2,716 | 100.00% | 237,895 | Jun 30, 2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | 0.01% | 0.00% | 2,452 | 2,452 | 100.00% | 214,847 | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | 0.00% | 0.01% | 967 | 967 | 100.00% | 84,700 | Jun 30, 2024 |
| STATE OF WYOMING | 0.00% | 0.01% | 946 | 946 | 100.00% | 82,860 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 896 | 896 | 100.00% | 77,384 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 647 | 647 | 100.00% | 56,654 | Jun 30, 2024 |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | 0.00% | 0.01% | 425 | 425 | 100.00% | 37,000 | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | 0.00% | 0.00% | 401 | 401 | 100.00% | 35,124 | Jun 30, 2024 |
| ATTICUS WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 372 | 372 | 100.00% | 32,584 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 219 | 219 | 100.00% | 19,186 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 216 | 216 | 100.00% | 18,898 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 114 | 114 | 100.00% | 9,986 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 100 | 100 | 100.00% | 8,759 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 18 | 18 | 100.00% | 1,691 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | 0.00% | 11 | 11 | 100.00% | 969 | Jun 30, 2024 |
| HORIZON INVESTMENTS, LLC | - | - | 7 | 7 | 100.00% | 613 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | 7 | 7 | 100.00% | 678 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 6 | 6 | 100.00% | 526 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | - | - | 4 | 4 | 100.00% | 350 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | - | 1 | 1 | 100.00% | 88 | Jun 30, 2024 |
Otter Tail's largest new institutional shareholder by number of shares is COREBRIDGE FINANCIAL, INC., purchased 24.01K shares, valued at $2.10M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -50,816 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -49,490 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -30,249 | -100.00% | - | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | - | - | - | -26,347 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -22,296 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -17,896 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -16,879 | -100.00% | - | Jun 30, 2024 |
| AVENTAIL CAPITAL GROUP, LP | - | - | - | -16,033 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -13,175 | -100.00% | - | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | - | - | - | -9,150 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -7,604 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -6,471 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -5,985 | -100.00% | - | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | - | - | - | -5,367 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -4,877 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -4,403 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -3,831 | -100.00% | - | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | - | - | - | -3,813 | -100.00% | - | Jun 30, 2024 |
| ALERUS FINANCIAL NA | - | - | - | -3,643 | -100.00% | - | Jun 30, 2024 |
| ALPHAMARK ADVISORS, LLC | - | - | - | -3,583 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -3,510 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -3,369 | -100.00% | - | Jun 30, 2024 |
| PROFUND ADVISORS LLC | - | - | - | -2,390 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,169 | -100.00% | - | Jun 30, 2024 |
| WEALTH GROUP LTD | - | - | - | -2,166 | -100.00% | - | Jun 30, 2024 |
| CI INVESTMENTS INC. | - | - | - | -1,753 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -1,687 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -623 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMUNITY TRUST NA | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| GOODWIN INVESTMENT ADVISORY | - | - | - | -185 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Otter Tail's largest sold out institutional shareholder by shares sold is EXODUSPOINT CAPITAL MANAGEMENT, LP, sold -50.82K shares, valued at -, as of undefined.
Otter Tail Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| GABELLI UTILITIES FUND | 0.67% | 482,000 | -40,500 | -7.75% | Dec 29, 2023 |
| Vanguard Montgomery Funds | 0.19% | 46,334 | - | - | Mar 31, 2024 |
| GABELLI UTILITY TRUST | 0.14% | 59,700 | - | - | Dec 29, 2023 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.12% | 9,008 | - | - | Sep 30, 2022 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.08% | 12,200 | -1,300 | -9.63% | Dec 29, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.08% | 751,638 | - | - | Mar 31, 2024 |
| Capitol Series Trust | 0.07% | 677,021 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.06% | 2,400 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 28,464 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.05% | 226,429 | -12,294 | -5.15% | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.05% | 118,493 | 61,446 | 107.71% | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.04% | 42,515 | -5,585 | -11.61% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.04% | 20,654 | -175 | -0.84% | Mar 31, 2024 |
| OSI ETF Trust | 0.03% | 5,808 | 310 | 5.64% | Mar 31, 2022 |
| ROYCE VALUE TRUST, INC. | 0.03% | 23,255 | -1,133 | -4.65% | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.03% | 837 | - | - | Mar 31, 2024 |
| ICON FUNDS | 0.03% | 43,100 | - | - | Jun 30, 2020 |
| BRIDGEWAY FUNDS INC | 0.02% | 53,900 | - | - | Mar 28, 2024 |
| SYNTAX ETF TRUST | 0.02% | 623 | -85 | -12.01% | Mar 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.01% | 10,000 | - | - | Dec 29, 2023 |
| SCM Trust | 0.01% | 36,800 | - | - | Dec 31, 2023 |
| Vericimetry Funds | 0.01% | 1,101 | -430 | -28.09% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 72,389 | -2,843 | -3.78% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 6,159 | -159 | -2.52% | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.01% | 9,364 | - | - | Jan 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 578 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,714,565 | -615,842 | -14.22% | Mar 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.01% | 42,700 | - | - | Jan 31, 2024 |
| Bernstein Fund Inc | 0.01% | 69,540 | - | - | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 33,249 | -1,556 | -4.47% | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 34,585 | 21,850 | 171.57% | Mar 31, 2024 |
| World Funds Trust | 0.00% | 55,724 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 10,200 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 174,671 | -15,622 | -8.21% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 920 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 15,197 | -9,909 | -39.47% | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 11,654 | 186 | 1.62% | Feb 29, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 8,068 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 35,740 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.00% | 1,244 | - | - | Feb 29, 2024 |
| JAMES ADVANTAGE FUNDS | 0.00% | 5,935 | - | - | Dec 31, 2023 |
| WESMARK FUNDS | 0.00% | 8,547 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 44,421 | - | - | Jan 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 71,923 | -12,716 | -15.02% | Jan 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 182,263 | -3,203 | -1.73% | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 4,471 | -338 | -7.03% | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 4,404 | -982 | -18.23% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 392,833 | 13,864 | 3.66% | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 10,910 | - | - | Aug 31, 2023 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 321,084 | -4,775 | -1.47% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 4,121 | -156 | -3.65% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 18,163 | 4,529 | 33.22% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 16,185 | 13,929 | 617.42% | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 60,228 | -63,110 | -51.17% | Mar 31, 2024 |
| KP Funds | 0.00% | 51,626 | - | - | Sep 30, 2020 |
| SHELTON FUNDS | 0.00% | 1,879 | -158 | -7.76% | Feb 29, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 6,644 | 37 | 0.56% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 160,299 | -45,266 | -22.02% | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 900 | - | - | Dec 31, 2023 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 11,831 | 1,331 | 12.68% | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 17,496 | 1,618 | 10.19% | Feb 29, 2024 |
| ALPS ETF Trust | 0.00% | 12,582 | 1,069 | 9.29% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 1,184 | 1,159 | 4636.00% | Dec 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,032,803 | 290,995 | 39.23% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 17,440 | -35,466 | -67.04% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 227,775 | 5,101 | 2.29% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 26,431 | -2,018 | -7.09% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 2,011 | -249 | -11.02% | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 1,593 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 18,656 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 61,954 | 7,005 | 12.75% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 3,327 | 450 | 15.64% | Mar 31, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 25,460 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 334 | - | - | Apr 30, 2021 |
| Lattice Strategies Trust | 0.00% | 955 | -206 | -17.74% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 7,566 | -58,022 | -88.46% | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 12,873 | 241 | 1.91% | Mar 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 42,949 | -1,150 | -2.61% | Mar 28, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 315,719 | 3,960 | 1.27% | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 27,777 | -1,990 | -6.69% | Dec 31, 2023 |
| Global X Funds | 0.00% | 18,993 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 13,473 | -3,070 | -18.56% | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 8,889 | - | - | Mar 28, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 1,752 | 1,375 | 364.72% | Dec 31, 2023 |
| PROSHARES TRUST | 0.00% | 102,829 | 3,389 | 3.41% | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,942 | -52 | -2.61% | Mar 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 4,280 | -1,570 | -26.84% | Dec 31, 2023 |
| Dimensional ETF Trust | 0.00% | 166,861 | 14,758 | 9.70% | Jan 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 265 | -37 | -12.25% | Sep 30, 2023 |
| THRIVENT SERIES FUND INC | 0.00% | 36,185 | -983 | -2.64% | Mar 28, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 97,250 | 7,565 | 8.44% | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 900 | - | - | Jan 31, 2024 |
| Tidal ETF Trust | 0.00% | 4,014 | - | - | Jan 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 14,892 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 4,597 | - | - | Mar 31, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.00% | 1,000 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 4,669,611 | -47,413 | -1.01% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 335,861 | -10,502 | -3.03% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 743 | -3,345 | -81.82% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,516 | 1,616 | 179.56% | Mar 28, 2024 |
Otter Tail's largest mutual fund holder by % of total assets is "GABELLI UTILITIES FUND", owning 482.00K shares, compromising 0.67% of its total assets.
Otter Tail Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 304 | -0.98% |
| 31 Mar, 24 | 307 | 3.37% |
| 31 Dec, 23 | 297 | 5.69% |
| 30 Sep, 23 | 281 | 5.64% |
| 30 Jun, 23 | 266 | 3.50% |
| 31 Mar, 23 | 257 | 1.98% |
| 31 Dec, 22 | 252 | -3.82% |
| 30 Sep, 22 | 262 | 5.65% |
| 30 Jun, 22 | 248 | 7.36% |
| 31 Mar, 22 | 231 | 3.59% |
| 31 Dec, 21 | 223 | 12.63% |
| 30 Sep, 21 | 198 | 17.16% |
| 30 Jun, 21 | 169 | -2.87% |
| 31 Mar, 21 | 174 | -2.25% |
| 31 Dec, 20 | 178 | 10.56% |
| 30 Sep, 20 | 161 | -4.17% |
| 30 Jun, 20 | 168 | -2.33% |
| 31 Mar, 20 | 172 | -2.27% |
| 31 Dec, 19 | 176 | -3.83% |
| 30 Sep, 19 | 183 | 5.17% |
| 30 Jun, 19 | 174 | -2.25% |
| 31 Mar, 19 | 178 | 1.14% |
| 31 Dec, 18 | 176 | 15.79% |
| 30 Sep, 18 | 152 | - |
| 30 Jun, 18 | 152 | -1.30% |
| 31 Mar, 18 | 154 | -1.28% |
| 31 Dec, 17 | 156 | 14.71% |
| 30 Sep, 17 | 136 | -6.85% |
| 30 Jun, 17 | 146 | 2.82% |
| 31 Mar, 17 | 142 | -4.05% |
| 31 Dec, 16 | 148 | 4.23% |
| 30 Sep, 16 | 142 | -0.70% |
| 30 Jun, 16 | 143 | 10.00% |
| 31 Mar, 16 | 130 | 10.17% |
| 31 Dec, 15 | 118 | -0.84% |
| 30 Sep, 15 | 119 | 2.59% |
| 30 Jun, 15 | 116 | -3.33% |
| 31 Mar, 15 | 120 | -3.23% |
| 31 Dec, 14 | 124 | 5.08% |
| 30 Sep, 14 | 118 | 0.85% |
| 30 Jun, 14 | 117 | -1.68% |
| 31 Mar, 14 | 119 | 10.19% |
| 31 Dec, 13 | 108 | - |
| 30 Sep, 13 | 108 | -1.82% |
| 30 Jun, 13 | 110 | 129.17% |
| 31 Mar, 13 | 48 | 14.29% |
| 31 Dec, 12 | 42 | 5.00% |
| 30 Sep, 12 | 40 | -13.04% |
| 30 Jun, 12 | 46 | 12.20% |
| 31 Mar, 12 | 41 | 10.81% |
| 31 Dec, 11 | 37 | 15.63% |
| 30 Sep, 11 | 32 | -3.03% |
| 30 Jun, 11 | 33 | -2.94% |
| 31 Mar, 11 | 34 | 17.24% |
| 31 Dec, 10 | 29 | -9.38% |
| 30 Sep, 10 | 32 | 18.52% |
| 30 Jun, 10 | 27 | -10.00% |
| 31 Mar, 10 | 30 | 7.14% |
| 31 Dec, 09 | 28 | -9.68% |
| 30 Sep, 09 | 31 | 14.81% |
| 30 Jun, 09 | 27 | 3.85% |
| 31 Mar, 09 | 26 | -31.58% |
| 31 Dec, 08 | 38 | 5.56% |
| 30 Sep, 08 | 36 | 9.09% |
| 30 Jun, 08 | 33 | 10.00% |
| 31 Mar, 08 | 30 | 25.00% |
| 31 Dec, 07 | 24 | 9.09% |
| 30 Sep, 07 | 22 | 4.76% |
| 30 Jun, 07 | 21 | -19.23% |
| 31 Mar, 07 | 26 | -10.34% |
| 31 Dec, 06 | 29 | 16.00% |
| 30 Sep, 06 | 25 | 13.64% |
| 30 Jun, 06 | 22 | -4.35% |
| 31 Mar, 06 | 23 | 15.00% |
| 31 Dec, 05 | 20 | 17.65% |
| 30 Sep, 05 | 17 | -10.53% |
| 30 Jun, 05 | 19 | 5.56% |
| 31 Mar, 05 | 18 | - |
| 31 Dec, 04 | 18 | 20.00% |
| 30 Sep, 04 | 15 | 25.00% |
| 30 Jun, 04 | 12 | -7.69% |
| 31 Mar, 04 | 13 | 8.33% |
| 31 Dec, 03 | 12 | - |
| 30 Sep, 03 | 12 | 9.09% |
| 30 Jun, 03 | 11 | - |
| 31 Mar, 03 | 11 | -8.33% |
| 31 Dec, 02 | 12 | 33.33% |
| 30 Sep, 02 | 9 | -30.77% |
| 30 Jun, 02 | 13 | 18.18% |
| 31 Mar, 02 | 11 | 120.00% |
| 31 Dec, 01 | 5 | -16.67% |
| 30 Sep, 01 | 6 | -14.29% |
| 30 Jun, 01 | 7 | -12.50% |
| 31 Mar, 01 | 8 | -11.11% |
| 31 Dec, 00 | 9 | 12.50% |
| 30 Sep, 00 | 8 | -11.11% |
| 30 Jun, 00 | 9 | 28.57% |
| 31 Mar, 00 | 7 | 40.00% |
| 31 Dec, 99 | 5 | -28.57% |
| 30 Sep, 99 | 7 | -30.00% |
| 30 Jun, 99 | 10 | 42.86% |
| 31 Mar, 99 | 7 | - |
As of 30 Jun 24, 304 institutions are holding Otter Tail's shares, representing a decrease of -0.98% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 24,456,474 | -0.43% |
| 31 Mar, 24 | 24,561,891 | -3.83% |
| 31 Dec, 23 | 25,539,697 | 2.73% |
| 30 Sep, 23 | 24,862,059 | -1.40% |
| 30 Jun, 23 | 25,215,873 | -1.48% |
| 31 Mar, 23 | 25,593,763 | 26.15% |
| 31 Dec, 22 | 20,288,601 | -0.69% |
| 30 Sep, 22 | 20,430,175 | 2.87% |
| 30 Jun, 22 | 19,860,244 | 1.56% |
| 31 Mar, 22 | 19,554,884 | 1.04% |
| 31 Dec, 21 | 19,353,125 | -0.59% |
| 30 Sep, 21 | 19,467,658 | 1.67% |
| 30 Jun, 21 | 19,148,176 | -0.27% |
| 31 Mar, 21 | 19,199,522 | -0.23% |
| 31 Dec, 20 | 19,243,430 | 1.26% |
| 30 Sep, 20 | 19,003,898 | 0.71% |
| 30 Jun, 20 | 18,870,471 | 3.55% |
| 31 Mar, 20 | 18,222,672 | 0.42% |
| 31 Dec, 19 | 18,146,940 | 1.88% |
| 30 Sep, 19 | 17,812,362 | 1.54% |
| 30 Jun, 19 | 17,541,382 | 0.94% |
| 31 Mar, 19 | 17,378,079 | 0.40% |
| 31 Dec, 18 | 17,309,025 | 1.20% |
| 30 Sep, 18 | 17,103,145 | 1.02% |
| 30 Jun, 18 | 16,929,816 | -0.17% |
| 31 Mar, 18 | 16,958,297 | 2.07% |
| 31 Dec, 17 | 16,614,875 | 2.67% |
| 30 Sep, 17 | 16,183,265 | 0.73% |
| 30 Jun, 17 | 16,066,609 | 3.25% |
| 31 Mar, 17 | 15,560,417 | 0.81% |
| 31 Dec, 16 | 15,434,955 | 3.42% |
| 30 Sep, 16 | 14,924,918 | 6.24% |
| 30 Jun, 16 | 14,048,749 | 6.73% |
| 31 Mar, 16 | 13,162,799 | 4.99% |
| 31 Dec, 15 | 12,537,703 | -1.52% |
| 30 Sep, 15 | 12,731,638 | 1.36% |
| 30 Jun, 15 | 12,561,303 | 0.23% |
| 31 Mar, 15 | 12,532,257 | -1.23% |
| 31 Dec, 14 | 12,688,147 | 3.09% |
| 30 Sep, 14 | 12,308,169 | 0.63% |
| 30 Jun, 14 | 12,230,931 | 0.87% |
| 31 Mar, 14 | 12,125,915 | 2.46% |
| 31 Dec, 13 | 11,835,005 | -0.67% |
| 30 Sep, 13 | 11,914,401 | 3.64% |
| 30 Jun, 13 | 11,495,886 | 182.69% |
| 31 Mar, 13 | 4,066,650 | 10.06% |
| 31 Dec, 12 | 3,694,994 | 5.49% |
| 30 Sep, 12 | 3,502,724 | -30.05% |
| 30 Jun, 12 | 5,007,367 | 10.99% |
| 31 Mar, 12 | 4,511,637 | -1.31% |
| 31 Dec, 11 | 4,571,516 | -5.67% |
| 30 Sep, 11 | 4,846,175 | -18.69% |
| 30 Jun, 11 | 5,960,322 | -3.22% |
| 31 Mar, 11 | 6,158,799 | 43.09% |
| 31 Dec, 10 | 4,304,005 | 6.31% |
| 30 Sep, 10 | 4,048,377 | 0.87% |
| 30 Jun, 10 | 4,013,537 | 7.37% |
| 31 Mar, 10 | 3,737,870 | -18.34% |
| 31 Dec, 09 | 4,577,137 | 8.15% |
| 30 Sep, 09 | 4,232,291 | 39.70% |
| 30 Jun, 09 | 3,029,496 | -56.62% |
| 31 Mar, 09 | 6,982,901 | -23.24% |
| 31 Dec, 08 | 9,096,823 | 46.79% |
| 30 Sep, 08 | 6,197,110 | 19.90% |
| 30 Jun, 08 | 5,168,455 | 12.17% |
| 31 Mar, 08 | 4,607,699 | 3.89% |
| 31 Dec, 07 | 4,435,214 | 9.03% |
| 30 Sep, 07 | 4,068,065 | 262.40% |
| 30 Jun, 07 | 1,122,530 | -69.84% |
| 31 Mar, 07 | 3,721,714 | -4.11% |
| 31 Dec, 06 | 3,881,356 | 0.36% |
| 30 Sep, 06 | 3,867,359 | 155.12% |
| 30 Jun, 06 | 1,515,874 | -10.72% |
| 31 Mar, 06 | 1,697,941 | 10.47% |
| 31 Dec, 05 | 1,537,058 | 18.80% |
| 30 Sep, 05 | 1,293,823 | -11.57% |
| 30 Jun, 05 | 1,463,181 | -11.57% |
| 31 Mar, 05 | 1,654,656 | -1.04% |
| 31 Dec, 04 | 1,672,119 | 7.50% |
| 30 Sep, 04 | 1,555,450 | 7.88% |
| 30 Jun, 04 | 1,441,768 | 5.76% |
| 31 Mar, 04 | 1,363,266 | 6.58% |
| 31 Dec, 03 | 1,279,098 | -53.30% |
| 30 Sep, 03 | 2,738,833 | 168.24% |
| 30 Jun, 03 | 1,021,038 | -15.54% |
| 31 Mar, 03 | 1,208,939 | 4.69% |
| 31 Dec, 02 | 1,154,747 | 297.00% |
| 30 Sep, 02 | 290,865 | -72.73% |
| 30 Jun, 02 | 1,066,688 | 9.80% |
| 31 Mar, 02 | 971,483 | 15.58% |
| 31 Dec, 01 | 840,554 | 6.14% |
| 30 Sep, 01 | 791,920 | -17.20% |
| 30 Jun, 01 | 956,417 | 34.74% |
| 31 Mar, 01 | 709,834 | -4.98% |
| 31 Dec, 00 | 747,013 | 10.07% |
| 30 Sep, 00 | 678,679 | -7.11% |
| 30 Jun, 00 | 730,632 | 9.35% |
| 31 Mar, 00 | 668,138 | 1112.61% |
| 31 Dec, 99 | 55,099 | -89.45% |
| 30 Sep, 99 | 522,426 | -14.83% |
| 30 Jun, 99 | 613,371 | 1.83% |
| 31 Mar, 99 | 602,374 | - |
Otter Tail (OTTR) has 24.46M shares outstanding as of 30 Jun 24, down -0.43% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 58.61% | 1.69% |
| 31 Mar, 24 | 58.87% | 1.57% |
| 31 Dec, 23 | 61.28% | 1.72% |
| 30 Sep, 23 | 59.65% | 1.63% |
| 30 Jun, 23 | 60.50% | 1.60% |
| 31 Mar, 23 | 61.48% | 2.58% |
| 31 Dec, 22 | 48.79% | 2.02% |
| 30 Sep, 22 | 49.11% | 2.15% |
| 30 Jun, 22 | 47.74% | 2.16% |
| 31 Mar, 22 | 47.07% | 2.16% |
| 31 Dec, 21 | 46.64% | 2.12% |
| 30 Sep, 21 | 46.91% | 2.20% |
| 30 Jun, 21 | 46.14% | 2.15% |
| 31 Mar, 21 | 46.31% | 2.07% |
| 31 Dec, 20 | 47.27% | 2.19% |
| 30 Sep, 20 | 46.45% | 2.14% |
| 30 Jun, 20 | 46.58% | 2.27% |
| 31 Mar, 20 | 45.31% | 2.17% |
| 31 Dec, 19 | 45.69% | 2.27% |
| 30 Sep, 19 | 44.85% | 2.30% |
| 30 Jun, 19 | 44.17% | 2.30% |
| 31 Mar, 19 | 43.82% | 2.29% |
| 31 Dec, 18 | 43.71% | 2.35% |
| 30 Sep, 18 | 43.17% | 2.36% |
| 30 Jun, 18 | 42.75% | 2.33% |
| 31 Mar, 18 | 42.88% | 2.42% |
| 31 Dec, 17 | 42.05% | 2.51% |
| 30 Sep, 17 | 40.96% | 2.47% |
| 30 Jun, 17 | 40.71% | 2.60% |
| 31 Mar, 17 | 39.54% | 2.47% |
| 31 Dec, 16 | 40.04% | 2.71% |
| 30 Sep, 16 | 38.43% | 2.84% |
| 30 Jun, 16 | 36.80% | 3.06% |
| 31 Mar, 16 | 34.70% | 3.14% |
| 31 Dec, 15 | 33.23% | 2.89% |
| 30 Sep, 15 | 33.88% | 3.01% |
| 30 Jun, 15 | 33.56% | 2.96% |
| 31 Mar, 15 | 33.65% | 2.83% |
| 31 Dec, 14 | 34.47% | 3.05% |
| 30 Sep, 14 | 33.63% | 2.98% |
| 30 Jun, 14 | 33.59% | 3.00% |
| 31 Mar, 14 | 33.46% | 3.13% |
| 31 Dec, 13 | 32.71% | 3.02% |
| 30 Sep, 13 | 32.93% | 3.26% |
| 30 Jun, 13 | 31.78% | 25.01% |
| 31 Mar, 13 | 11.27% | 10.73% |
| 31 Dec, 12 | 10.25% | 10.86% |
| 30 Sep, 12 | 9.71% | 5.03% |
| 30 Jun, 12 | 13.90% | 8.85% |
| 31 Mar, 12 | 12.53% | 7.75% |
| 31 Dec, 11 | 12.72% | 6.99% |
| 30 Sep, 11 | 13.49% | 4.90% |
| 30 Jun, 11 | 16.59% | 5.63% |
| 31 Mar, 11 | 17.17% | 11.88% |
| 31 Dec, 10 | 12.02% | 9.40% |
| 30 Sep, 10 | 11.31% | 9.00% |
| 30 Jun, 10 | 11.21% | 10.24% |
| 31 Mar, 10 | 10.46% | 6.33% |
| 31 Dec, 09 | 12.85% | 9.06% |
| 30 Sep, 09 | 11.91% | 16.25% |
| 30 Jun, 09 | 8.56% | 2.19% |
| 31 Mar, 09 | 19.77% | 2.36% |
| 31 Dec, 08 | 28.96% | 7.02% |
| 30 Sep, 08 | 20.31% | 6.84% |
| 30 Jun, 08 | 17.23% | 7.22% |
| 31 Mar, 08 | 15.45% | 6.97% |
| 31 Dec, 07 | 14.89% | 7.96% |
| 30 Sep, 07 | 13.68% | 95.64% |
| 30 Jun, 07 | 3.78% | 2.38% |
| 31 Mar, 07 | 12.61% | 7.23% |
| 31 Dec, 06 | 13.20% | 7.64% |
| 30 Sep, 06 | 13.15% | 49.43% |
| 30 Jun, 06 | 5.16% | 15.38% |
| 31 Mar, 06 | 5.79% | 21.13% |
| 31 Dec, 05 | 5.23% | 26.75% |
| 30 Sep, 05 | 4.42% | 17.57% |
| 30 Jun, 05 | 5.02% | 15.55% |
| 31 Mar, 05 | 5.68% | 13.81% |
| 31 Dec, 04 | 6.41% | 17.93% |
| 30 Sep, 04 | 5.98% | 19.29% |
| 30 Jun, 04 | 5.57% | 19.93% |
| 31 Mar, 04 | 5.29% | 21.18% |
| 31 Dec, 03 | 5.00% | 4.40% |
| 30 Sep, 03 | 10.65% | 67.35% |
| 30 Jun, 03 | 3.98% | 17.82% |
| 31 Mar, 03 | 4.72% | 31.54% |
| 31 Dec, 02 | 3.87% | 293.43% |
| 30 Sep, 02 | 1.15% | 6.37% |
| 30 Jun, 02 | 4.25% | 27.38% |
| 31 Mar, 02 | 3.94% | 40.17% |
| 31 Dec, 01 | 3.13% | 30.23% |
| 30 Sep, 01 | 3.22% | 21.27% |
| 30 Jun, 01 | 3.89% | 46.63% |
| 31 Mar, 01 | 2.89% | 66.14% |
| 31 Dec, 00 | 2.09% | 25.81% |
| 30 Sep, 00 | 2.85% | 31.48% |
| 30 Jun, 00 | 3.01% | 38.31% |
| 31 Mar, 00 | 2.80% | 5249.39% |
| 31 Dec, 99 | 0.23% | 4.82% |
| 30 Sep, 99 | 2.19% | 33.11% |
| 30 Jun, 99 | 2.57% | 40.27% |
| 31 Mar, 99 | 2.53% | - |
As of 30 Jun 24, Otter Tail is held by 58.61% institutional shareholders, representing a 1.69% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 161 | 25.78% |
| 31 Mar, 24 | 128 | -3.03% |
| 31 Dec, 23 | 132 | 16.81% |
| 30 Sep, 23 | 113 | 2.73% |
| 30 Jun, 23 | 110 | -22.54% |
| 31 Mar, 23 | 142 | 22.41% |
| 31 Dec, 22 | 116 | -14.71% |
| 30 Sep, 22 | 136 | 18.26% |
| 30 Jun, 22 | 115 | -4.96% |
| 31 Mar, 22 | 121 | 10.00% |
| 31 Dec, 21 | 110 | 17.02% |
| 30 Sep, 21 | 94 | 13.25% |
| 30 Jun, 21 | 83 | 9.21% |
| 31 Mar, 21 | 76 | -16.48% |
| 31 Dec, 20 | 91 | 26.39% |
| 30 Sep, 20 | 72 | - |
| 30 Jun, 20 | 72 | -5.26% |
| 31 Mar, 20 | 76 | -6.17% |
| 31 Dec, 19 | 81 | -5.81% |
| 30 Sep, 19 | 86 | 7.50% |
| 30 Jun, 19 | 80 | -3.61% |
| 31 Mar, 19 | 83 | -2.35% |
| 31 Dec, 18 | 85 | 46.55% |
| 30 Sep, 18 | 58 | -10.77% |
| 30 Jun, 18 | 65 | - |
| 31 Mar, 18 | 65 | -17.72% |
| 31 Dec, 17 | 79 | 41.07% |
| 30 Sep, 17 | 56 | -23.29% |
| 30 Jun, 17 | 73 | 12.31% |
| 31 Mar, 17 | 65 | 1.56% |
| 31 Dec, 16 | 64 | -22.89% |
| 30 Sep, 16 | 83 | 18.57% |
| 30 Jun, 16 | 70 | 2.94% |
| 31 Mar, 16 | 68 | 41.67% |
| 31 Dec, 15 | 48 | -12.73% |
| 30 Sep, 15 | 55 | 19.57% |
| 30 Jun, 15 | 46 | -6.12% |
| 31 Mar, 15 | 49 | -20.97% |
| 31 Dec, 14 | 62 | 26.53% |
| 30 Sep, 14 | 49 | - |
| 30 Jun, 14 | 49 | -16.95% |
| 31 Mar, 14 | 59 | 63.89% |
| 31 Dec, 13 | 36 | -21.74% |
| 30 Sep, 13 | 46 | -45.88% |
| 30 Jun, 13 | 85 | 193.10% |
| 31 Mar, 13 | 29 | 20.83% |
| 31 Dec, 12 | 24 | 14.29% |
| 30 Sep, 12 | 21 | -22.22% |
| 30 Jun, 12 | 27 | 42.11% |
| 31 Mar, 12 | 19 | - |
| 31 Dec, 11 | 19 | 11.76% |
| 30 Sep, 11 | 17 | 70.00% |
| 30 Jun, 11 | 10 | -50.00% |
| 31 Mar, 11 | 20 | 66.67% |
| 31 Dec, 10 | 12 | -20.00% |
| 30 Sep, 10 | 15 | -6.25% |
| 30 Jun, 10 | 16 | 14.29% |
| 31 Mar, 10 | 14 | 40.00% |
| 31 Dec, 09 | 10 | -41.18% |
| 30 Sep, 09 | 17 | 21.43% |
| 30 Jun, 09 | 14 | - |
| 31 Mar, 09 | 14 | -41.67% |
| 31 Dec, 08 | 24 | 9.09% |
| 30 Sep, 08 | 22 | 10.00% |
| 30 Jun, 08 | 20 | 11.11% |
| 31 Mar, 08 | 18 | 100.00% |
| 31 Dec, 07 | 9 | -25.00% |
| 30 Sep, 07 | 12 | 33.33% |
| 30 Jun, 07 | 9 | -10.00% |
| 31 Mar, 07 | 10 | -33.33% |
| 31 Dec, 06 | 15 | -11.76% |
| 30 Sep, 06 | 17 | 112.50% |
| 30 Jun, 06 | 8 | -38.46% |
| 31 Mar, 06 | 13 | -13.33% |
| 31 Dec, 05 | 15 | 87.50% |
| 30 Sep, 05 | 8 | -42.86% |
| 30 Jun, 05 | 14 | 16.67% |
| 31 Mar, 05 | 12 | -7.69% |
| 31 Dec, 04 | 13 | 18.18% |
| 30 Sep, 04 | 11 | 37.50% |
| 30 Jun, 04 | 8 | -27.27% |
| 31 Mar, 04 | 11 | 83.33% |
| 31 Dec, 03 | 6 | -25.00% |
| 30 Sep, 03 | 8 | 100.00% |
| 30 Jun, 03 | 4 | -42.86% |
| 31 Mar, 03 | 7 | -12.50% |
| 31 Dec, 02 | 8 | 100.00% |
| 30 Sep, 02 | 4 | -50.00% |
| 30 Jun, 02 | 8 | -20.00% |
| 31 Mar, 02 | 10 | 150.00% |
| 31 Dec, 01 | 4 | -20.00% |
| 30 Sep, 01 | 5 | - |
| 30 Jun, 01 | 5 | -16.67% |
| 31 Mar, 01 | 6 | 200.00% |
| 31 Dec, 00 | 2 | - |
| 30 Sep, 00 | 2 | -71.43% |
| 30 Jun, 00 | 7 | - |
| 31 Mar, 00 | 7 | 133.33% |
| 31 Dec, 99 | 3 | 50.00% |
| 30 Sep, 99 | 2 | -60.00% |
| 30 Jun, 99 | 5 | -28.57% |
| 31 Mar, 99 | 7 | - |
161 institutional shareholders have increased their position in OTTR stock as of 30 Jun 24 compared to 128 in the previous quarter (a 25.78% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 76 | -32.14% |
| 31 Mar, 24 | 112 | 16.67% |
| 31 Dec, 23 | 96 | -6.80% |
| 30 Sep, 23 | 103 | 11.96% |
| 30 Jun, 23 | 92 | 35.29% |
| 31 Mar, 23 | 68 | -20.93% |
| 31 Dec, 22 | 86 | 28.36% |
| 30 Sep, 22 | 67 | -14.10% |
| 30 Jun, 22 | 78 | 23.81% |
| 31 Mar, 22 | 63 | -3.08% |
| 31 Dec, 21 | 65 | 12.07% |
| 30 Sep, 21 | 58 | 26.09% |
| 30 Jun, 21 | 46 | -13.21% |
| 31 Mar, 21 | 53 | 8.16% |
| 31 Dec, 20 | 49 | 4.26% |
| 30 Sep, 20 | 47 | -16.07% |
| 30 Jun, 20 | 56 | 3.70% |
| 31 Mar, 20 | 54 | 20.00% |
| 31 Dec, 19 | 45 | -2.17% |
| 30 Sep, 19 | 46 | -8.00% |
| 30 Jun, 19 | 50 | 8.70% |
| 31 Mar, 19 | 46 | -9.80% |
| 31 Dec, 18 | 51 | -1.92% |
| 30 Sep, 18 | 52 | 10.64% |
| 30 Jun, 18 | 47 | -6.00% |
| 31 Mar, 18 | 50 | 21.95% |
| 31 Dec, 17 | 41 | -8.89% |
| 30 Sep, 17 | 45 | 12.50% |
| 30 Jun, 17 | 40 | -2.44% |
| 31 Mar, 17 | 41 | -8.89% |
| 31 Dec, 16 | 45 | 66.67% |
| 30 Sep, 16 | 27 | -22.86% |
| 30 Jun, 16 | 35 | 34.62% |
| 31 Mar, 16 | 26 | -33.33% |
| 31 Dec, 15 | 39 | 8.33% |
| 30 Sep, 15 | 36 | -16.28% |
| 30 Jun, 15 | 43 | 7.50% |
| 31 Mar, 15 | 40 | 29.03% |
| 31 Dec, 14 | 31 | -13.89% |
| 30 Sep, 14 | 36 | -10.00% |
| 30 Jun, 14 | 40 | 37.93% |
| 31 Mar, 14 | 29 | -34.09% |
| 31 Dec, 13 | 44 | 57.14% |
| 30 Sep, 13 | 28 | 100.00% |
| 30 Jun, 13 | 14 | 27.27% |
| 31 Mar, 13 | 11 | 10.00% |
| 31 Dec, 12 | 10 | 25.00% |
| 30 Sep, 12 | 8 | - |
| 30 Jun, 12 | 8 | 33.33% |
| 31 Mar, 12 | 6 | -33.33% |
| 31 Dec, 11 | 9 | 50.00% |
| 30 Sep, 11 | 6 | -40.00% |
| 30 Jun, 11 | 10 | 100.00% |
| 31 Mar, 11 | 5 | -16.67% |
| 31 Dec, 10 | 6 | -25.00% |
| 30 Sep, 10 | 8 | 33.33% |
| 30 Jun, 10 | 6 | - |
| 31 Mar, 10 | 6 | -50.00% |
| 31 Dec, 09 | 12 | 71.43% |
| 30 Sep, 09 | 7 | - |
| 30 Jun, 09 | 7 | 16.67% |
| 31 Mar, 09 | 6 | -14.29% |
| 31 Dec, 08 | 7 | 16.67% |
| 30 Sep, 08 | 6 | -14.29% |
| 30 Jun, 08 | 7 | 75.00% |
| 31 Mar, 08 | 4 | -55.56% |
| 31 Dec, 07 | 9 | 125.00% |
| 30 Sep, 07 | 4 | -20.00% |
| 30 Jun, 07 | 5 | -37.50% |
| 31 Mar, 07 | 8 | - |
| 31 Dec, 06 | 8 | 166.67% |
| 30 Sep, 06 | 3 | -72.73% |
| 30 Jun, 06 | 11 | 57.14% |
| 31 Mar, 06 | 7 | 250.00% |
| 31 Dec, 05 | 2 | -71.43% |
| 30 Sep, 05 | 7 | 133.33% |
| 30 Jun, 05 | 3 | - |
| 31 Mar, 05 | 3 | 200.00% |
| 31 Dec, 04 | 1 | -66.67% |
| 30 Sep, 04 | 3 | 50.00% |
| 30 Jun, 04 | 2 | - |
| 31 Mar, 04 | - | -100.00% |
| 31 Dec, 03 | 3 | 50.00% |
| 30 Sep, 03 | 2 | -71.43% |
| 30 Jun, 03 | 7 | 250.00% |
| 31 Mar, 03 | 2 | - |
| 31 Dec, 02 | - | -100.00% |
| 30 Sep, 02 | 3 | 50.00% |
| 30 Jun, 02 | 2 | 100.00% |
| 31 Mar, 02 | 1 | - |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | - | -100.00% |
| 30 Jun, 01 | 1 | - |
| 31 Mar, 01 | 1 | -66.67% |
| 31 Dec, 00 | 3 | -25.00% |
| 30 Sep, 00 | 4 | 300.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | -100.00% |
| 30 Sep, 99 | 1 | -66.67% |
| 30 Jun, 99 | 3 | - |
| 31 Mar, 99 | - | - |
76 institutional shareholders have reduced their position in OTTR stock as of 30 Jun 24 compared to 112 in the previous quarter (a -32.14% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 304 | -0.98% | 24,456,474 | -0.43% | 58.61% | 1.69% | 161 | 25.78% | 76 | -32.14% |
| 31 Mar, 24 | 307 | 3.37% | 24,561,891 | -3.83% | 58.87% | 1.57% | 128 | -3.03% | 112 | 16.67% |
| 31 Dec, 23 | 297 | 5.69% | 25,539,697 | 2.73% | 61.28% | 1.72% | 132 | 16.81% | 96 | -6.80% |
| 30 Sep, 23 | 281 | 5.64% | 24,862,059 | -1.40% | 59.65% | 1.63% | 113 | 2.73% | 103 | 11.96% |
| 30 Jun, 23 | 266 | 3.50% | 25,215,873 | -1.48% | 60.50% | 1.60% | 110 | -22.54% | 92 | 35.29% |
| 31 Mar, 23 | 257 | 1.98% | 25,593,763 | 26.15% | 61.48% | 2.58% | 142 | 22.41% | 68 | -20.93% |
| 31 Dec, 22 | 252 | -3.82% | 20,288,601 | -0.69% | 48.79% | 2.02% | 116 | -14.71% | 86 | 28.36% |
| 30 Sep, 22 | 262 | 5.65% | 20,430,175 | 2.87% | 49.11% | 2.15% | 136 | 18.26% | 67 | -14.10% |
| 30 Jun, 22 | 248 | 7.36% | 19,860,244 | 1.56% | 47.74% | 2.16% | 115 | -4.96% | 78 | 23.81% |
| 31 Mar, 22 | 231 | 3.59% | 19,554,884 | 1.04% | 47.07% | 2.16% | 121 | 10.00% | 63 | -3.08% |
| 31 Dec, 21 | 223 | 12.63% | 19,353,125 | -0.59% | 46.64% | 2.12% | 110 | 17.02% | 65 | 12.07% |
| 30 Sep, 21 | 198 | 17.16% | 19,467,658 | 1.67% | 46.91% | 2.20% | 94 | 13.25% | 58 | 26.09% |
| 30 Jun, 21 | 169 | -2.87% | 19,148,176 | -0.27% | 46.14% | 2.15% | 83 | 9.21% | 46 | -13.21% |
| 31 Mar, 21 | 174 | -2.25% | 19,199,522 | -0.23% | 46.31% | 2.07% | 76 | -16.48% | 53 | 8.16% |
| 31 Dec, 20 | 178 | 10.56% | 19,243,430 | 1.26% | 47.27% | 2.19% | 91 | 26.39% | 49 | 4.26% |
| 30 Sep, 20 | 161 | -4.17% | 19,003,898 | 0.71% | 46.45% | 2.14% | 72 | - | 47 | -16.07% |
| 30 Jun, 20 | 168 | -2.33% | 18,870,471 | 3.55% | 46.58% | 2.27% | 72 | -5.26% | 56 | 3.70% |
| 31 Mar, 20 | 172 | -2.27% | 18,222,672 | 0.42% | 45.31% | 2.17% | 76 | -6.17% | 54 | 20.00% |
| 31 Dec, 19 | 176 | -3.83% | 18,146,940 | 1.88% | 45.69% | 2.27% | 81 | -5.81% | 45 | -2.17% |
| 30 Sep, 19 | 183 | 5.17% | 17,812,362 | 1.54% | 44.85% | 2.30% | 86 | 7.50% | 46 | -8.00% |
| 30 Jun, 19 | 174 | -2.25% | 17,541,382 | 0.94% | 44.17% | 2.30% | 80 | -3.61% | 50 | 8.70% |
| 31 Mar, 19 | 178 | 1.14% | 17,378,079 | 0.40% | 43.82% | 2.29% | 83 | -2.35% | 46 | -9.80% |
| 31 Dec, 18 | 176 | 15.79% | 17,309,025 | 1.20% | 43.71% | 2.35% | 85 | 46.55% | 51 | -1.92% |
| 30 Sep, 18 | 152 | - | 17,103,145 | 1.02% | 43.17% | 2.36% | 58 | -10.77% | 52 | 10.64% |
| 30 Jun, 18 | 152 | -1.30% | 16,929,816 | -0.17% | 42.75% | 2.33% | 65 | - | 47 | -6.00% |
| 31 Mar, 18 | 154 | -1.28% | 16,958,297 | 2.07% | 42.88% | 2.42% | 65 | -17.72% | 50 | 21.95% |
| 31 Dec, 17 | 156 | 14.71% | 16,614,875 | 2.67% | 42.05% | 2.51% | 79 | 41.07% | 41 | -8.89% |
| 30 Sep, 17 | 136 | -6.85% | 16,183,265 | 0.73% | 40.96% | 2.47% | 56 | -23.29% | 45 | 12.50% |
| 30 Jun, 17 | 146 | 2.82% | 16,066,609 | 3.25% | 40.71% | 2.60% | 73 | 12.31% | 40 | -2.44% |
| 31 Mar, 17 | 142 | -4.05% | 15,560,417 | 0.81% | 39.54% | 2.47% | 65 | 1.56% | 41 | -8.89% |
| 31 Dec, 16 | 148 | 4.23% | 15,434,955 | 3.42% | 40.04% | 2.71% | 64 | -22.89% | 45 | 66.67% |
| 30 Sep, 16 | 142 | -0.70% | 14,924,918 | 6.24% | 38.43% | 2.84% | 83 | 18.57% | 27 | -22.86% |
| 30 Jun, 16 | 143 | 10.00% | 14,048,749 | 6.73% | 36.80% | 3.06% | 70 | 2.94% | 35 | 34.62% |
| 31 Mar, 16 | 130 | 10.17% | 13,162,799 | 4.99% | 34.70% | 3.14% | 68 | 41.67% | 26 | -33.33% |
| 31 Dec, 15 | 118 | -0.84% | 12,537,703 | -1.52% | 33.23% | 2.89% | 48 | -12.73% | 39 | 8.33% |
| 30 Sep, 15 | 119 | 2.59% | 12,731,638 | 1.36% | 33.88% | 3.01% | 55 | 19.57% | 36 | -16.28% |
| 30 Jun, 15 | 116 | -3.33% | 12,561,303 | 0.23% | 33.56% | 2.96% | 46 | -6.12% | 43 | 7.50% |
| 31 Mar, 15 | 120 | -3.23% | 12,532,257 | -1.23% | 33.65% | 2.83% | 49 | -20.97% | 40 | 29.03% |
| 31 Dec, 14 | 124 | 5.08% | 12,688,147 | 3.09% | 34.47% | 3.05% | 62 | 26.53% | 31 | -13.89% |
| 30 Sep, 14 | 118 | 0.85% | 12,308,169 | 0.63% | 33.63% | 2.98% | 49 | - | 36 | -10.00% |
| 30 Jun, 14 | 117 | -1.68% | 12,230,931 | 0.87% | 33.59% | 3.00% | 49 | -16.95% | 40 | 37.93% |
| 31 Mar, 14 | 119 | 10.19% | 12,125,915 | 2.46% | 33.46% | 3.13% | 59 | 63.89% | 29 | -34.09% |
| 31 Dec, 13 | 108 | - | 11,835,005 | -0.67% | 32.71% | 3.02% | 36 | -21.74% | 44 | 57.14% |
| 30 Sep, 13 | 108 | -1.82% | 11,914,401 | 3.64% | 32.93% | 3.26% | 46 | -45.88% | 28 | 100.00% |
| 30 Jun, 13 | 110 | 129.17% | 11,495,886 | 182.69% | 31.78% | 25.01% | 85 | 193.10% | 14 | 27.27% |
| 31 Mar, 13 | 48 | 14.29% | 4,066,650 | 10.06% | 11.27% | 10.73% | 29 | 20.83% | 11 | 10.00% |
| 31 Dec, 12 | 42 | 5.00% | 3,694,994 | 5.49% | 10.25% | 10.86% | 24 | 14.29% | 10 | 25.00% |
| 30 Sep, 12 | 40 | -13.04% | 3,502,724 | -30.05% | 9.71% | 5.03% | 21 | -22.22% | 8 | - |
| 30 Jun, 12 | 46 | 12.20% | 5,007,367 | 10.99% | 13.90% | 8.85% | 27 | 42.11% | 8 | 33.33% |
| 31 Mar, 12 | 41 | 10.81% | 4,511,637 | -1.31% | 12.53% | 7.75% | 19 | - | 6 | -33.33% |
| 31 Dec, 11 | 37 | 15.63% | 4,571,516 | -5.67% | 12.72% | 6.99% | 19 | 11.76% | 9 | 50.00% |
| 30 Sep, 11 | 32 | -3.03% | 4,846,175 | -18.69% | 13.49% | 4.90% | 17 | 70.00% | 6 | -40.00% |
| 30 Jun, 11 | 33 | -2.94% | 5,960,322 | -3.22% | 16.59% | 5.63% | 10 | -50.00% | 10 | 100.00% |
| 31 Mar, 11 | 34 | 17.24% | 6,158,799 | 43.09% | 17.17% | 11.88% | 20 | 66.67% | 5 | -16.67% |
| 31 Dec, 10 | 29 | -9.38% | 4,304,005 | 6.31% | 12.02% | 9.40% | 12 | -20.00% | 6 | -25.00% |
| 30 Sep, 10 | 32 | 18.52% | 4,048,377 | 0.87% | 11.31% | 9.00% | 15 | -6.25% | 8 | 33.33% |
| 30 Jun, 10 | 27 | -10.00% | 4,013,537 | 7.37% | 11.21% | 10.24% | 16 | 14.29% | 6 | - |
| 31 Mar, 10 | 30 | 7.14% | 3,737,870 | -18.34% | 10.46% | 6.33% | 14 | 40.00% | 6 | -50.00% |
| 31 Dec, 09 | 28 | -9.68% | 4,577,137 | 8.15% | 12.85% | 9.06% | 10 | -41.18% | 12 | 71.43% |
| 30 Sep, 09 | 31 | 14.81% | 4,232,291 | 39.70% | 11.91% | 16.25% | 17 | 21.43% | 7 | - |
| 30 Jun, 09 | 27 | 3.85% | 3,029,496 | -56.62% | 8.56% | 2.19% | 14 | - | 7 | 16.67% |
| 31 Mar, 09 | 26 | -31.58% | 6,982,901 | -23.24% | 19.77% | 2.36% | 14 | -41.67% | 6 | -14.29% |
| 31 Dec, 08 | 38 | 5.56% | 9,096,823 | 46.79% | 28.96% | 7.02% | 24 | 9.09% | 7 | 16.67% |
| 30 Sep, 08 | 36 | 9.09% | 6,197,110 | 19.90% | 20.31% | 6.84% | 22 | 10.00% | 6 | -14.29% |
| 30 Jun, 08 | 33 | 10.00% | 5,168,455 | 12.17% | 17.23% | 7.22% | 20 | 11.11% | 7 | 75.00% |
| 31 Mar, 08 | 30 | 25.00% | 4,607,699 | 3.89% | 15.45% | 6.97% | 18 | 100.00% | 4 | -55.56% |
| 31 Dec, 07 | 24 | 9.09% | 4,435,214 | 9.03% | 14.89% | 7.96% | 9 | -25.00% | 9 | 125.00% |
| 30 Sep, 07 | 22 | 4.76% | 4,068,065 | 262.40% | 13.68% | 95.64% | 12 | 33.33% | 4 | -20.00% |
| 30 Jun, 07 | 21 | -19.23% | 1,122,530 | -69.84% | 3.78% | 2.38% | 9 | -10.00% | 5 | -37.50% |
| 31 Mar, 07 | 26 | -10.34% | 3,721,714 | -4.11% | 12.61% | 7.23% | 10 | -33.33% | 8 | - |
| 31 Dec, 06 | 29 | 16.00% | 3,881,356 | 0.36% | 13.20% | 7.64% | 15 | -11.76% | 8 | 166.67% |
| 30 Sep, 06 | 25 | 13.64% | 3,867,359 | 155.12% | 13.15% | 49.43% | 17 | 112.50% | 3 | -72.73% |
| 30 Jun, 06 | 22 | -4.35% | 1,515,874 | -10.72% | 5.16% | 15.38% | 8 | -38.46% | 11 | 57.14% |
| 31 Mar, 06 | 23 | 15.00% | 1,697,941 | 10.47% | 5.79% | 21.13% | 13 | -13.33% | 7 | 250.00% |
| 31 Dec, 05 | 20 | 17.65% | 1,537,058 | 18.80% | 5.23% | 26.75% | 15 | 87.50% | 2 | -71.43% |
| 30 Sep, 05 | 17 | -10.53% | 1,293,823 | -11.57% | 4.42% | 17.57% | 8 | -42.86% | 7 | 133.33% |
| 30 Jun, 05 | 19 | 5.56% | 1,463,181 | -11.57% | 5.02% | 15.55% | 14 | 16.67% | 3 | - |
| 31 Mar, 05 | 18 | - | 1,654,656 | -1.04% | 5.68% | 13.81% | 12 | -7.69% | 3 | 200.00% |
| 31 Dec, 04 | 18 | 20.00% | 1,672,119 | 7.50% | 6.41% | 17.93% | 13 | 18.18% | 1 | -66.67% |
| 30 Sep, 04 | 15 | 25.00% | 1,555,450 | 7.88% | 5.98% | 19.29% | 11 | 37.50% | 3 | 50.00% |
| 30 Jun, 04 | 12 | -7.69% | 1,441,768 | 5.76% | 5.57% | 19.93% | 8 | -27.27% | 2 | - |
| 31 Mar, 04 | 13 | 8.33% | 1,363,266 | 6.58% | 5.29% | 21.18% | 11 | 83.33% | - | -100.00% |
| 31 Dec, 03 | 12 | - | 1,279,098 | -53.30% | 5.00% | 4.40% | 6 | -25.00% | 3 | 50.00% |
| 30 Sep, 03 | 12 | 9.09% | 2,738,833 | 168.24% | 10.65% | 67.35% | 8 | 100.00% | 2 | -71.43% |
| 30 Jun, 03 | 11 | - | 1,021,038 | -15.54% | 3.98% | 17.82% | 4 | -42.86% | 7 | 250.00% |
| 31 Mar, 03 | 11 | -8.33% | 1,208,939 | 4.69% | 4.72% | 31.54% | 7 | -12.50% | 2 | - |
| 31 Dec, 02 | 12 | 33.33% | 1,154,747 | 297.00% | 3.87% | 293.43% | 8 | 100.00% | - | -100.00% |
| 30 Sep, 02 | 9 | -30.77% | 290,865 | -72.73% | 1.15% | 6.37% | 4 | -50.00% | 3 | 50.00% |
| 30 Jun, 02 | 13 | 18.18% | 1,066,688 | 9.80% | 4.25% | 27.38% | 8 | -20.00% | 2 | 100.00% |
| 31 Mar, 02 | 11 | 120.00% | 971,483 | 15.58% | 3.94% | 40.17% | 10 | 150.00% | 1 | - |
| 31 Dec, 01 | 5 | -16.67% | 840,554 | 6.14% | 3.13% | 30.23% | 4 | -20.00% | 1 | - |
| 30 Sep, 01 | 6 | -14.29% | 791,920 | -17.20% | 3.22% | 21.27% | 5 | - | - | -100.00% |
| 30 Jun, 01 | 7 | -12.50% | 956,417 | 34.74% | 3.89% | 46.63% | 5 | -16.67% | 1 | - |
| 31 Mar, 01 | 8 | -11.11% | 709,834 | -4.98% | 2.89% | 66.14% | 6 | 200.00% | 1 | -66.67% |
| 31 Dec, 00 | 9 | 12.50% | 747,013 | 10.07% | 2.09% | 25.81% | 2 | - | 3 | -25.00% |
| 30 Sep, 00 | 8 | -11.11% | 678,679 | -7.11% | 2.85% | 31.48% | 2 | -71.43% | 4 | 300.00% |
| 30 Jun, 00 | 9 | 28.57% | 730,632 | 9.35% | 3.01% | 38.31% | 7 | - | 1 | - |
| 31 Mar, 00 | 7 | 40.00% | 668,138 | 1112.61% | 2.80% | 5249.39% | 7 | 133.33% | - | - |
| 31 Dec, 99 | 5 | -28.57% | 55,099 | -89.45% | 0.23% | 4.82% | 3 | 50.00% | - | -100.00% |
| 30 Sep, 99 | 7 | -30.00% | 522,426 | -14.83% | 2.19% | 33.11% | 2 | -60.00% | 1 | -66.67% |
| 30 Jun, 99 | 10 | 42.86% | 613,371 | 1.83% | 2.57% | 40.27% | 5 | -28.57% | 3 | - |
| 31 Mar, 99 | 7 | - | 602,374 | - | 2.53% | - | 7 | - | - | - |
Otter Tail Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Otter Tail's stock was made by Smestad Jennifer O. on Aug 14 2024, selling 4,000 shares at $88.74 per share (valued at $354.96K).
Otter Tail Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 9 | 3 | 300.00% |
| Q1 2024 | 16 | 32 | 50.00% |
| Q4 2023 | 3 | 4 | 75.00% |
| Q2 2023 | 9 | 1 | 900.00% |
| Q1 2023 | 18 | 36 | 50.00% |
| Q4 2022 | 2 | 3 | 66.67% |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 15 | - | - |
| Q1 2022 | 19 | 36 | 52.78% |
| Q4 2021 | 2 | 6 | 33.33% |
| Q2 2021 | 9 | 2 | 450.00% |
| Q1 2021 | 18 | 35 | 51.43% |
| Q2 2020 | 9 | 2 | 450.00% |
| Q1 2020 | 18 | 34 | 52.94% |
| Q4 2019 | 1 | 2 | 50.00% |
| Q2 2019 | 9 | 2 | 450.00% |
| Q1 2019 | 18 | 38 | 47.37% |
| Q4 2018 | 1 | 3 | 33.33% |
| Q2 2018 | 9 | 6 | 150.00% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Otter Tail's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 1 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 2 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 1 | - | - |
| Q4 2019 | - | 1 | - |
| Q2 2019 | - | - | - |
| Q1 2019 | - | 1 | - |
| Q4 2018 | - | 2 | - |
| Q2 2018 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Otter Tail's stocks.
OTTR Ownership FAQ
Who Owns Otter Tail?
Otter Tail is owned by institutional shareholders (58.61%), insiders (2.27%), and public (39.11%). The largest institutional shareholder of Otter Tail is BLACKROCK INC. (15.57% of total shares) and the top mutual fund owner is GABELLI UTILITIES FUND (0.67% of total shares).
Who are the major institutional shareholders of Otter Tail?
Otter Tail's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 36.71% of the company's share outstanding.
How many Otter Tail shareholders are there?
As of Jun 2024, there are 304 institutional shareholders of Otter Tail.
What percentage of Otter Tail is owned by BLACKROCK INC?
BLACKROCK INC owns 6.5M shares of Otter Tail, representing 15.57% of the company's total shares outstanding, valued at $568.95M (as of Jun 2024).
What percentage of Otter Tail is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 5.2M shares of Otter Tail (OTTR), compromising 12.47% of the company, valued at $455.6M.
What percentage of Otter Tail is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Otter Tail. The company owns 1.58M of the company's shares outstanding (worth $138.43B).