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Disclosery

OTTR OTTER TAIL CORP

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COM (common), issuer CIK 1466593

319 managers (324 13F filers) reported a position in OTTR shares at 2024-12-31, 27,483,655 shares in all. 30 filers opened a position and 43 filers sold out during the quarter.

Managers
319
13F filers
324
New
30
Added
127
Reduced
95
Sold out
43
Shares held by filers
27,483,655

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,672$271K<0.01%+25613F-HRTimeline
AXQ CAPITAL, LP3,568$263K0.12%new13F-HRTimeline
EntryPoint Capital, LLC3,520$260K0.11%-1,78713F-HRTimeline
Atlas Brown,Inc.3,491$258K0.09%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,485$257K0.02%-43213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,390$250K<0.01%+113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,389$250K<0.01%+34813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC3,274$242K0.01%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.3,164$234K0.11%13F-HRTimeline
HANCOCK WHITNEY CORP3,157$233K0.01%-1,78913F-HRTimeline
Crossmark Global Holdings, Inc.3,129$231K<0.01%-1513F-HRTimeline
State of Wyoming3,011$222K0.03%+77513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,009$222K0.01%-6513F-HRTimeline
CW Advisors, LLC3,000$222K<0.01%-22513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,987$221K<0.01%-2,75113F-HRTimeline
XPONANCE LLC2,946$218K<0.01%+24613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,930$215K<0.01%-1,39413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,879$214K<0.01%013F-HRTimelineGroup
CIBC Asset Management Inc2,881$213K<0.01%new13F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…2,880$213K<0.01%-2,04513F-HRTimelineGroup
NorthCoast Asset Management LLC2,847$210K<0.01%new13F-HR/ATimeline
Wealth Alliance Advisory Group, LLC2,779$205K0.04%013F-HRTimeline
Quantinno Capital Management LP2,760$204K<0.01%+14613F-HRTimeline
Great Waters Wealth Management2,739$202K0.03%+413F-HRTimeline
Covestor Ltd2,660$196K0.12%+1,09713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,116$156K<0.01%+1,19213F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,091$154K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,845$136K<0.01%+33513F-HRTimelineGroup
JNBA Financial Advisors1,715$127K0.01%013F-HRTimeline
ORG Partners LLC1,643$121K0.02%013F-HRTimeline
KBC Group NVin group KBC Group NV1,606$119K<0.01%+35813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,536$113K<0.01%013F-HRTimelineGroup
DekaBank Deutsche Girozentrale1,526$112K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,502$111K<0.01%+33313F-HRTimeline
New Age Alpha Advisors, LLC1,269$93.7K<0.01%new13F-HR/ATimeline
Global Retirement Partners, LLC1,232$90.9K<0.01%-20413F-HRTimeline
High Note Wealth, LLC1,188$87.7K0.02%new13F-HRTimeline
Abound Wealth Management1,152$85K0.03%013F-HRTimeline
Crews Bank & Trust1,092$80.6K0.01%13F-HRTimeline
Financial Perspectives, Inc1,036$76.5K0.03%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.1,000$73.8K0.02%013F-HRTimeline
SHELL ASSET MANAGEMENT CO916$68K<0.01%013F-HRTimeline
TRUST CO OF VERMONT904$66.8K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC860$63.5K0.01%-82013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…840$62K<0.01%+5213F-HRTimelineGroup
STRS OHIO800$59.1K<0.01%-60013F-HRTimeline
USA FINANCIAL FORMULAS783$57.8K0.01%-4913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD756$55.8K0.03%-1013F-HRTimeline
Geneos Wealth Management Inc.742$54.8K<0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC680$50.2K0.01%new13F-HRTimeline
Allworth Financial LP638$50.1K<0.01%+9113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…527$38.9K<0.01%+3213F-HRTimeline
Wilmington Savings Fund Society, FSB500$36.9K<0.01%013F-HRTimeline
Asset Planning,Inc500$36.9K0.03%13F-HRTimeline
Vermillion Wealth Management, Inc.484$35.7K0.02%13F-HRTimeline
Blue Trust, Inc.464$34.3K<0.01%-98613F-HR/ATimeline
Cherry Tree Wealth Management, LLC454$33.5K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC426$31.5K<0.01%013F-HRTimeline
IFP Advisors, Inc371$27.4K<0.01%+113F-HRTimeline
West Financial Advisors, LLC334$24.7K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC329$24.3K<0.01%+6813F-HRTimeline
GAMMA Investing LLC323$23.9K<0.01%-35713F-HRTimeline
AdvisorNet Financial, Inc250$18.5K<0.01%-3,23213F-HRTimeline
Byrne Asset Management LLC250$18.5K0.01%+1013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD220$16.2K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC219$16.2K<0.01%-2813F-HRTimeline
Hemington Wealth Management230$16K<0.01%+513F-HRTimeline
Smartleaf Asset Management LLC203$15.1K<0.01%-2113F-HRTimeline
QUADRANT CAPITAL GROUP LLC204$15.1K<0.01%-63313F-HRTimeline
Independence Bank of Kentucky200$14.8K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC200$14.8K<0.01%013F-HRTimeline
Avior Wealth Management, LLC193$14.3K<0.01%-2313F-HRTimeline
MAI Capital Management190$14K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.168$12K<0.01%+3613F-HRTimeline
Plante Moran Financial Advisors, LLC160$11.8K<0.01%013F-HRTimeline
Leonteq Securities AG159$11.7K<0.01%-14113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC151$11K<0.01%+7313F-HRTimelineGroup
Salomon & Ludwin, LLC133$9.82K<0.01%013F-HRTimeline
SIGNATUREFD, LLC115$8.49K<0.01%+513F-HRTimeline
BOK Financial Private Wealth, Inc.106$7.84K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC98$7.24K0.01%13F-HRTimeline
Hexagon Capital Partners LLC96$7.09K<0.01%+513F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC95$7.01K0.01%013F-HR/ATimeline
Atala Financial Inc74$5.46K<0.01%13F-HRTimeline
GeoWealth Management, LLC70$5.17K<0.01%-413F-HRTimeline
SIMPLEX TRADING, LLC68$5K<0.01%new13F-HRTimeline
UMB Bank, n.a.66$4.87K<0.01%+1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Venturi Wealth Management, LLC62$4.58K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates55$4.06K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc54$3.99K<0.01%+2513F-HRTimeline
Lindbrook Capital, LLC40$2.95K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners40$2.95K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB34$2.51K<0.01%-213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…31$2.29K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC29$2.14K<0.01%new13F-HRTimelineGroup
Caitlin John, LLC29$2.14K<0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…28$2.07K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC27$1.99K<0.01%013F-HRTimeline
Bellwether Advisors, LLC25$1.85K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust23$1.7K<0.01%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC20$1.48K<0.01%-1513F-HRTimeline
Brooklyn Investment Group14$1.03K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC14$1.03K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT15$1K<0.01%013F-HR/ATimeline
Archer Investment Corp12$886<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC11$826<0.01%013F-HRTimeline
SBI Securities Co., Ltd.11$812<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.7$517<0.01%013F-HRTimeline
SJS Investment Consulting Inc.6$444<0.01%-213F-HRTimeline
Larson Financial Group LLC6$443<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$295<0.01%new13F-HRTimelineGroup
SWAN Capital LLC4$295<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3$222<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.2$1810.02%-2,20313F-HRTimeline
Global Financial Private Client, LLC2$148<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC1$75<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$74<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$74<0.01%13F-HRTimeline
YANKCOM Partnership1$74<0.01%13F-HRTimeline