BerganKDV Wealth Management, LLC - OTTER TAIL CORP ownership

OTTER TAIL CORP's ticker is OTTR and the CUSIP is 689648103. A total of 258 filers reported holding OTTER TAIL CORP in Q2 2023. The put-call ratio across all filers is 2.98 and the average weighting 0.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of OTTER TAIL CORP
ValueSharesWeighting
Q2 2023$86,377
+9.3%
1,094
+0.1%
0.01%
+12.5%
Q1 2023$79,020
+23.2%
1,0930.0%0.01%
+14.3%
Q4 2022$64,159
-4.2%
1,093
+0.1%
0.01%
-12.5%
Q3 2022$67,000
-8.2%
1,0920.0%0.01%0.0%
Q2 2022$73,000
+7.4%
1,092
+0.1%
0.01%
+14.3%
Q1 2022$68,000
-12.8%
1,0910.0%0.01%
-12.5%
Q4 2021$78,000
+27.9%
1,091
+0.1%
0.01%
+14.3%
Q3 2021$61,000
+24.5%
1,090
+9.0%
0.01%
+16.7%
Q2 2021$49,000
+6.5%
1,0000.0%0.01%0.0%
Q1 2021$46,000
+7.0%
1,0000.0%0.01%0.0%
Q4 2020$43,000
+19.4%
1,0000.0%0.01%0.0%
Q3 2020$36,000
-7.7%
1,0000.0%0.01%
-14.3%
Q2 2020$39,000
-11.4%
1,0000.0%0.01%
-22.2%
Q1 2020$44,000
-13.7%
1,0000.0%0.01%0.0%
Q4 2019$51,000
-5.6%
1,0000.0%0.01%
-18.2%
Q3 2019$54,000
+1.9%
1,0000.0%0.01%
+10.0%
Q2 2019$53,000
+6.0%
1,0000.0%0.01%0.0%
Q1 2019$50,0000.0%1,0000.0%0.01%
-16.7%
Q4 2018$50,000
+4.2%
1,0000.0%0.01%
+20.0%
Q3 2018$48,0000.0%1,0000.0%0.01%
-9.1%
Q2 2018$48,0001,0000.01%
Other shareholders
OTTER TAIL CORP shareholders Q2 2023
NameSharesValueWeighting ↓
DC Investments Management, LLC 13,719$633,0001.57%
Zebra Capital Management LLC 30,036$1,387,0001.53%
Aurora Investment Counsel 31,647$1,461,0001.08%
Phocas Financial Corp. 117,518$5,426,0000.72%
ICON ADVISERS INC/CO 43,100$1,990,0000.31%
North Star Investment Management Corp. 56,948$2,629,0000.25%
GABELLI FUNDS LLC 773,000$35,689,0000.24%
SYMONS CAPITAL MANAGEMENT INC 9,072$419,0000.22%
Johnson Midwest Financial, LLC 4,482$207,0000.22%
AFFINITY INVESTMENT ADVISORS, LLC 11,768$543,0000.20%
View complete list of OTTER TAIL CORP shareholders