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Global Financial Private Client’s Otter Tail OTTR Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-6
Closed -$482 – 1187
2025
Q1 		$482 Buy
6
+4
+200% +$317 ﹤0.01% 1291
2024
Q4 		$148 Buy
+2
New +$157 ﹤0.01% 1381

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Global Financial Private Client's OTTR Position: Q2 2025 in Review

Global Financial Private Client sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 6 shares — an estimated $482 sold.

Global Financial Private Client first reported a position in OTTR in Q4 2024 and held it in 2 quarters. The position peaked at $482 in Q1 2025. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • Global Financial Private Client reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Otter Tail shares in Q2 2025, an estimated $482.
  • Global Financial Private Client first reported a position in Otter Tail in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Otter Tail position peaked at $482 in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.