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Otter Tail Corporation shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Otter Tail Corporation (OTTR) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Otter Tail Corporation

Tip: Access up to 7 years of quarterly data

All positions including Otter Tail Corporation held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Otter Tail Corporation by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $204k 2.3k 87.59
2024-03-31 $201k 2.3k 86.40
2023-12-31 $198k 2.3k 84.97
2023-09-30 $177k 2.3k 75.92
2023-06-30 $184k 2.3k 78.96
2023-03-31 $168k 2.3k 72.27
2022-12-31 $137k 2.3k 58.71
2022-09-30 $143k 2.3k 61.43
2022-06-30 $156k 2.3k 67.01
2022-03-31 $146k 2.3k 62.71
2021-12-31 $166k 2.3k 71.31
2021-09-30 $130k 2.3k 55.84
2021-06-30 $114k 2.3k 48.97
2021-03-31 $107k 2.3k 45.96
2020-12-31 $99k 2.3k 42.53
2020-09-30 $84k 2.3k 36.08
2020-06-30 $90k 2.3k 38.66
2020-03-31 $104k 2.3k 44.67
2019-12-31 $119k 2.3k 51.12
2019-09-30 $125k 2.3k 53.69
2019-06-30 $123k 2.3k 52.84
2019-03-31 $116k 2.3k 49.83
2018-12-31 $116k 2.3k 49.83
2018-09-30 $112k 2.3k 48.11
2018-06-30 $111k 2.3k 47.68
2018-03-31 $101k 2.3k 43.38

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

Top funds holding Otter Tail Corporation

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
First Trust Advisors
Northern Trust
Charles Schwab Investment Management
Morgan Stanley
Gabelli Funds
Millennium Management
Bank of New York Mellon
Invesco
GAMCO Asset Management
UBS Group

View all funds holding Otter Tail Corporation