INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - OTTER TAIL CORP ownership

OTTER TAIL CORP's ticker is OTTR and the CUSIP is 689648103. A total of 266 filers reported holding OTTER TAIL CORP in Q3 2022. The put-call ratio across all filers is 3.18 and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of OTTER TAIL CORP
ValueSharesWeighting
Q3 2023$176,744
-3.8%
2,3280.0%0.03%
-3.3%
Q2 2023$183,821
+9.3%
2,3280.0%0.03%
+7.1%
Q1 2023$168,247
+23.1%
2,3280.0%0.03%
+21.7%
Q4 2022$136,679
-4.4%
2,3280.0%0.02%
-8.0%
Q3 2022$143,000
-8.3%
2,3280.0%0.02%
-7.4%
Q2 2022$156,000
+6.8%
2,3280.0%0.03%
+17.4%
Q1 2022$146,000
-12.0%
2,3280.0%0.02%
-11.5%
Q4 2021$166,000
+27.7%
2,3280.0%0.03%
+23.8%
Q3 2021$130,000
+14.0%
2,3280.0%0.02%
+10.5%
Q2 2021$114,000
+6.5%
2,3280.0%0.02%
-9.5%
Q1 2021$107,000
+8.1%
2,3280.0%0.02%0.0%
Q4 2020$99,000
+17.9%
2,3280.0%0.02%
+5.0%
Q3 2020$84,000
-6.7%
2,3280.0%0.02%
+5.3%
Q2 2020$90,000
-13.5%
2,3280.0%0.02%
-20.8%
Q1 2020$104,000
-12.6%
2,3280.0%0.02%
-4.0%
Q4 2019$119,000
-4.8%
2,3280.0%0.02%
-7.4%
Q3 2019$125,000
+1.6%
2,3280.0%0.03%0.0%
Q2 2019$123,000
+6.0%
2,3280.0%0.03%
+12.5%
Q1 2019$116,0000.0%2,3280.0%0.02%
-7.7%
Q4 2018$116,000
+3.6%
2,3280.0%0.03%
+18.2%
Q3 2018$112,000
+0.9%
2,3280.0%0.02%
-4.3%
Q2 2018$111,000
+9.9%
2,3280.0%0.02%
+9.5%
Q1 2018$101,0002,3280.02%
Other shareholders
OTTER TAIL CORP shareholders Q3 2022
NameSharesValueWeighting ↓
Phocas Financial Corp. 111,304$8,450,0001.23%
RBA Wealth Management, LLC 23,419$1,777,9410.86%
Johnson Midwest Financial, LLC 4,482$340,2730.76%
LEWIS CAPITAL MANAGEMENT, LLC 5,450$413,7640.64%
AFFINITY INVESTMENT ADVISORS, LLC 9,742$739,6130.48%
Gateway Wealth Partners, LLC 33,615$2,552,0230.46%
Jackson Creek Investment Advisors LLC 11,802$8960.38%
BENJAMIN EDWARDS INC 20,808$1,5800.37%
GABELLI FUNDS LLC 605,700$45,984,7440.37%
Virtus Investment Advisers, Inc. 6,984$530,2250.36%
View complete list of OTTER TAIL CORP shareholders