Janney Montgomery Scott
OTTR icon

Janney Montgomery Scott’s Otter Tail OTTR Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		$531K Buy
6,049
+1,920
+47% +$166K ﹤0.01% 2010
2025
Q4 		$334K Sell
4,129
-350
-8% -$28.4K ﹤0.01% 2480
2025
Q3 		$367K Hold
4,479
– – ﹤0.01% 2360
2025
Q2 		$345K Sell
4,479
-207
-4% -$16.2K ﹤0.01% 2261
2025
Q1 		$377K Sell
4,686
-470
-9% -$37.2K ﹤0.01% 2171
2024
Q4 		$381K Sell
5,156
-560
-10% -$43.9K ﹤0.01% 2167
2024
Q3 		$447K Buy
5,716
+235
+4% +$20.3K ﹤0.01% 2047
2024
Q2 		$480K Sell
5,481
-235
-4% -$20.6K ﹤0.01% 1922
2024
Q1 		$494K Hold
5,716
– – ﹤0.01% 2010
2023
Q4 		$486K Hold
5,716
– – ﹤0.01% 1922
2023
Q3 		$434K Sell
5,716
-147
-3% -$12.1K ﹤0.01% 1875
2023
Q2 		$463K Sell
5,863
-140
-2% -$10.5K ﹤0.01% 1924
2023
Q1 		$434K Buy
6,003
+1,020
+20% +$67.8K ﹤0.01% 1807
2022
Q4 		$293K Sell
4,983
-643
-11% -$38.5K ﹤0.01% 2147
2022
Q3 		$346K Buy
5,626
+727
+15% +$52.4K ﹤0.01% 1908
2022
Q2 		$324K Buy
4,899
+266
+6% +$16.9K ﹤0.01% 1868
2022
Q1 		$290K Buy
4,633
+300
+7% +$18.8K ﹤0.01% 1904
2021
Q4 		$309K Buy
4,333
+28
+0.7% +$1.81K ﹤0.01% 1983
2021
Q3 		$241K Buy
+4,305
New +$228K ﹤0.01% 2068
2015
Q4 		– Sell
-32,199
Closed -$839K – 1429
2015
Q3 		$839K Sell
32,199
-18,997
-37% -$502K 0.02% 600
2015
Q2 		$1.36M Sell
51,196
-17,037
-25% -$489K 0.03% 637
2015
Q1 		$2.19M Buy
68,233
+3,386
+5% +$108K 0.04% 533
2014
Q4 		$2.01M Buy
64,847
+3,349
+5% +$98.9K 0.04% 549
2014
Q3 		$1.64M Sell
61,498
-284
-0.5% -$8.03K 0.03% 610
2014
Q2 		$1.87M Buy
61,782
+3,365
+6% +$97.9K 0.04% 539
2014
Q1 		$1.8M Sell
58,417
-21,707
-27% -$640K 0.04% 499
2013
Q4 		$2.35M Buy
80,124
+4,633
+6% +$135K 0.06% 374
2013
Q3 		$2.08M Buy
+75,491
New +$2.17M 0.06% 373

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott's OTTR Position: Q1 2026 in Review

Janney Montgomery Scott increased its Otter Tail (OTTR) stake by 47% in Q1 2026, buying an estimated $166K and bringing the position to 6,049 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Janney Montgomery Scott first reported a position in OTTR in Q3 2013 and has held it in 28 quarters since. The position peaked at $2.35M in Q4 2013. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Janney Montgomery Scott held 6,049 shares of Otter Tail worth $531K as of Q1 2026.
  • Janney Montgomery Scott bought 1,920 Otter Tail shares in Q1 2026, an estimated $166K.
  • Otter Tail made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2010 holding.
  • Janney Montgomery Scott first reported a position in Otter Tail in Q3 2013 and has held it in 28 quarters since.
  • Janney Montgomery Scott's Otter Tail position peaked at $2.35M in Q4 2013.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.