Advisors Asset Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.08M | Buy |
23,141
+1,837
| +9% | +$162K | 0.03% | 593 |
|
|
2026
Q1 | $1.87M | Buy |
21,304
+3,542
| +20% | +$306K | 0.03% | 621 |
|
|
2025
Q4 | $1.44M | Buy |
17,762
+1,865
| +12% | +$151K | 0.02% | 695 |
|
|
2025
Q3 | $1.3M | Buy |
15,897
+2,253
| +17% | +$183K | 0.02% | 717 |
|
|
2025
Q2 | $1.05M | Buy |
13,644
+1,414
| +12% | +$110K | 0.02% | 766 |
|
|
2025
Q1 | $983K | Sell |
12,230
-814
| -6% | -$64.4K | 0.02% | 750 |
|
|
2024
Q4 | $963K | Buy |
13,044
+743
| +6% | +$58.2K | 0.02% | 749 |
|
|
2024
Q3 | $961K | Buy |
12,301
+3,012
| +32% | +$261K | 0.02% | 745 |
|
|
2024
Q2 | $814K | Buy |
9,289
+1,170
| +14% | +$102K | 0.02% | 776 |
|
|
2024
Q1 | $701K | Buy |
8,119
+3,210
| +65% | +$279K | 0.01% | 819 |
|
|
2023
Q4 | $417K | Buy |
4,909
+1,438
| +41% | +$111K | 0.01% | 948 |
|
|
2023
Q3 | $264K | Buy |
3,471
+1,622
| +88% | +$133K | 0.01% | 1052 |
|
|
2023
Q2 | $146K | Buy |
1,849
+1,225
| +196% | +$92K | ﹤0.01% | 1164 |
|
|
2023
Q1 | $45.1K | Buy |
+624
| New | +$41.5K | ﹤0.01% | 1314 |
|
|
2022
Q3 | – | Sell |
-2,710
| Closed | -$182K | – | 1501 |
|
|
2022
Q2 | $182K | Sell |
2,710
-3,720
| -58% | -$236K | ﹤0.01% | 1179 |
|
|
2022
Q1 | $402K | Sell |
6,430
-2,784
| -30% | -$175K | 0.01% | 1067 |
|
|
2021
Q4 | $658K | Sell |
9,214
-2,472
| -21% | -$160K | 0.01% | 930 |
|
|
2021
Q3 | $654K | Sell |
11,686
-3,981
| -25% | -$211K | 0.01% | 932 |
|
|
2021
Q2 | $765K | Buy |
15,667
+30
| +0.2% | +$1.44K | 0.01% | 906 |
|
|
2021
Q1 | $722K | Sell |
15,637
-1,208
| -7% | -$51.7K | 0.01% | 923 |
|
|
2020
Q4 | $718K | Buy |
16,845
+219
| +1% | +$8.93K | 0.01% | 874 |
|
|
2020
Q3 | $601K | Buy |
16,626
+330
| +2% | +$12.7K | 0.01% | 862 |
|
|
2020
Q2 | $632K | Sell |
16,296
-721
| -4% | -$30.3K | 0.01% | 822 |
|
|
2020
Q1 | $757K | Sell |
17,017
-1,803
| -10% | -$89.8K | 0.02% | 701 |
|
|
2019
Q4 | $965K | Buy |
18,820
+220
| +1% | +$11.4K | 0.02% | 777 |
|
|
2019
Q3 | $1,000K | Buy |
18,600
+889
| +5% | +$46.5K | 0.02% | 756 |
|
|
2019
Q2 | $935K | Buy |
17,711
+576
| +3% | +$29.3K | 0.02% | 805 |
|
|
2019
Q1 | $854K | Buy |
17,135
+333
| +2% | +$16.4K | 0.02% | 837 |
|
|
2018
Q4 | $834K | Buy |
16,802
+4,413
| +36% | +$211K | 0.02% | 823 |
|
|
2018
Q3 | $593K | Buy |
12,389
+4,496
| +57% | +$217K | 0.01% | 1000 |
|
|
2018
Q2 | $376K | Sell |
7,893
-12,558
| -61% | -$566K | 0.01% | 1117 |
|
|
2018
Q1 | $814K | Sell |
20,451
-1,848
| -8% | -$77.3K | 0.01% | 915 |
|
|
2017
Q4 | $991K | Sell |
22,299
-1,262
| -5% | -$57.8K | 0.02% | 856 |
|
|
2017
Q3 | $1.02M | Sell |
23,561
-8,490
| -26% | -$351K | 0.02% | 851 |
|
|
2017
Q2 | $1.27M | Sell |
32,051
-122,732
| -79% | -$4.82M | 0.02% | 790 |
|
|
2017
Q1 | $5.87M | Sell |
154,783
-6,787
| -4% | -$257K | 0.1% | 277 |
|
|
2016
Q4 | $6.59M | Sell |
161,570
-5,638
| -3% | -$210K | 0.11% | 267 |
|
|
2016
Q3 | $5.78M | Sell |
167,208
-12,352
| -7% | -$427K | 0.09% | 305 |
|
|
2016
Q2 | $6.01M | Buy |
179,560
+62,429
| +53% | +$1.87M | 0.1% | 305 |
|
|
2016
Q1 | $3.47M | Sell |
117,131
-120,779
| -51% | -$3.31M | 0.06% | 469 |
|
|
2015
Q4 | $6.34M | Sell |
237,910
-19,772
| -8% | -$531K | 0.1% | 283 |
|
|
2015
Q3 | $6.71M | Sell |
257,682
-10,390
| -4% | -$274K | 0.11% | 273 |
|
|
2015
Q2 | $7.13M | Sell |
268,072
-7,502
| -3% | -$215K | 0.1% | 278 |
|
|
2015
Q1 | $8.87M | Buy |
275,574
+117,032
| +74% | +$3.73M | 0.12% | 226 |
|
|
2014
Q4 | $4.91M | Buy |
158,542
+157,285
| +12,513% | +$4.65M | 0.07% | 352 |
|
|
2014
Q3 | $34K | Buy |
+1,257
| New | +$35.6K | ﹤0.01% | 1702 |
|
Other funds holding OTTR
Advisors Asset Management's OTTR Position: Q2 2026 in Review
Advisors Asset Management increased its Otter Tail (OTTR) stake by 8.6% in Q2 2026, buying an estimated $162K and bringing the position to 23,141 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #593.
Advisors Asset Management first reported a position in OTTR in Q3 2014 and has held it in 46 quarters since. The position peaked at $8.87M in Q1 2015. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- Advisors Asset Management held 23,141 shares of Otter Tail worth $2.08M as of Q2 2026.
- Advisors Asset Management bought 1,837 Otter Tail shares in Q2 2026, an estimated $162K.
- Otter Tail made up 0.03% of Advisors Asset Management's portfolio in Q2 2026, its #593 holding.
- Advisors Asset Management first reported a position in Otter Tail in Q3 2014 and has held it in 46 quarters since.
- Advisors Asset Management's Otter Tail position peaked at $8.87M in Q1 2015.
- 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.