Aptus Capital Advisors’s Otter Tail OTTR Stock Holding History

Aptus Capital Advisors’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-79,294	Closed	-$5.86M	–	1482
2024 Q4	$5.86M	Buy	79,294 +14,539	+22%	+$1.14M	0.06%	242
2024 Q3	$5.06M	Buy	64,755 +8,744	+16%	+$757K	0.08%	210
2024 Q2	$4.91M	Buy	56,011 +11,103	+25%	+$972K	0.09%	186
2024 Q1	$3.88M	Buy	44,908 +4,736	+12%	+$412K	0.07%	208
2023 Q4	$3.41M	Sell	40,172 -444	-1%	-$34.3K	0.09%	169
2023 Q3	$3.08M	Sell	40,616 -8,288	-17%	-$680K	0.08%	183
2023 Q2	$3.86M	Buy	48,904 +3,648	+8%	+$274K	0.09%	170
2023 Q1	$3.27M	Buy	45,256 +5,302	+13%	+$352K	0.09%	166
2022 Q4	$2.35M	Buy	39,954 +4,018	+11%	+$241K	0.07%	198
2022 Q3	$2.21M	Buy	+35,936	New	+$2.59M	0.05%	195

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Aptus Capital Advisors's OTTR Position: Q1 2025 in Review

Aptus Capital Advisors sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 79,294 shares — an estimated $5.86M sold.

Aptus Capital Advisors first reported a position in OTTR in Q3 2022 and held it in 10 quarters. The position peaked at $5.86M in Q4 2024. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

Aptus Capital Advisors reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
Aptus Capital Advisors sold 79,294 Otter Tail shares in Q1 2025, an estimated $5.86M.
Aptus Capital Advisors first reported a position in Otter Tail in Q3 2022 and held it in 10 quarters.
Aptus Capital Advisors's Otter Tail position peaked at $5.86M in Q4 2024.
333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.