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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$515M -$111K -1,481 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M -$11.1M -147,578 -3%
State Street
3
State Street
Massachusetts
$118M +$1.44M +19,124 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81.4M -$1.11M -14,762 -1%
First Trust Advisors
5
First Trust Advisors
Illinois
$78.3M -$4.74M -63,186 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$66.6M +$2.09M +27,779 +3%
GF
7
Gabelli Funds
New York
$52.9M -$4.17M -55,600 -8%
Northern Trust
8
Northern Trust
Illinois
$49.4M -$96.4K -1,284 -0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$42.9M -$2.98M -39,732 -7%
Charles Schwab
10
Charles Schwab
California
$39.3M +$88.5K +1,179 +0.2%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$32.6M -$92.9K -1,237 -0.3%
Nuveen
12
Nuveen
North Carolina
$32.1M -$6.91M -92,040 -18%
Morgan Stanley
13
Morgan Stanley
New York
$26.4M +$734K +9,781 +3%
GI
14
GAMCO Investors
Connecticut
$23.9M -$1.38M -18,325 -6%
Principal Financial Group
15
Principal Financial Group
Iowa
$19.2M -$995K -13,253 -5%
Victory Capital Management
16
Victory Capital Management
Texas
$16.2M -$212K -2,828 -1%
LSV Asset Management
17
LSV Asset Management
Illinois
$16.1M -$293K -3,900 -2%
Invesco
18
Invesco
Georgia
$15M +$2.83M +37,659 +25%
Ameriprise
19
Ameriprise
Minnesota
$14.1M -$818K -10,898 -6%
Federated Hermes
20
Federated Hermes
Pennsylvania
$13.7M -$1.19M -15,886 -8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.5M +$972K +12,940 +9%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$11.3M +$260K +3,460 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$9.36M +$1.88K +25 +0%
ProShare Advisors
24
ProShare Advisors
Maryland
$8.84M +$7.96M +105,948 +1,772%
PFC
25
Phocas Financial Corp
California
$8.8M -$60.1K -800 -0.7%