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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$472M +$225M +3,390,987 +108%
Vanguard Group
2
Vanguard Group
Pennsylvania
$403M +$44.8M +673,828 +14%
State Street
3
State Street
Massachusetts
$107M +$40.1M +603,721 +69%
First Trust Advisors
4
First Trust Advisors
Illinois
$76.2M -$15.4M -231,335 -18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$75.6M +$69.5M +1,046,128 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$59M +$1.88M +28,248 +4%
GF
7
Gabelli Funds
New York
$52.4M -$365K -5,500 -0.8%
Northern Trust
8
Northern Trust
Illinois
$45.3M +$1.81M +27,202 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$42.1M +$10.9M +164,072 +39%
Nuveen
10
Nuveen
North Carolina
$36M -$804K -12,111 -2%
Charles Schwab
11
Charles Schwab
California
$35.9M +$233K +3,513 +0.7%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$30M +$16.5M +247,757 +149%
Morgan Stanley
13
Morgan Stanley
New York
$23.4M +$5.39M +81,136 +33%
GI
14
GAMCO Investors
Connecticut
$23.2M -$1.3M -19,533 -6%
Principal Financial Group
15
Principal Financial Group
Iowa
$18.6M +$16.4M +246,909 +2,439%
LSV Asset Management
16
LSV Asset Management
Illinois
$15M +$46.5K +700 +0.3%
Victory Capital Management
17
Victory Capital Management
Texas
$15M +$10.4M +157,234 +312%
Ameriprise
18
Ameriprise
Minnesota
$13.7M +$10.2M +153,790 +431%
Federated Hermes
19
Federated Hermes
Pennsylvania
$13.6M -$3.53M -53,163 -22%
Invesco
20
Invesco
Georgia
$11M +$5.06M +76,175 +100%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.5M +$7.72M +116,249 +396%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$10.1M -$1.59M -23,940 -15%
Legal & General Group
23
Legal & General Group
United Kingdom
$8.57M +$5.62M +84,559 +249%
PFC
24
Phocas Financial Corp
California
$8.11M +$75.4K +1,135 +1%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$7.75M +$2.9M +43,650 +69%