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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$515M +$29.7M +379,241 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$390M +$3.38M +43,186 +0.8%
State Street
3
State Street
Massachusetts
$123M +$4.87M +62,237 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$73.2M -$126K -1,609 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$71.5M -$3.48M -44,388 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$50.4M -$2.92M -37,286 -5%
Northern Trust
7
Northern Trust
Illinois
$40.3M +$5.61M +71,601 +15%
Charles Schwab
8
Charles Schwab
California
$39.6M +$2.15M +27,415 +5%
Morgan Stanley
9
Morgan Stanley
New York
$37.8M -$1.21M -15,418 -3%
GF
10
Gabelli Funds
New York
$34.9M -$157K -2,000 -0.4%
Millennium Management
11
Millennium Management
New York
$30.4M +$3.83M +48,888 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29.9M +$704K +8,993 +2%
Invesco
13
Invesco
Georgia
$21.5M +$7.56M +96,573 +50%
GI
14
GAMCO Investors
Connecticut
$20.2M +$803K +10,250 +4%
UBS Group
15
UBS Group
Switzerland
$19.4M +$14.3M +182,697 +229%
Goldman Sachs
16
Goldman Sachs
New York
$18.8M +$5.8M +74,079 +41%
Bank of America
17
Bank of America
North Carolina
$16.7M +$3.62M +46,236 +26%
Principal Financial Group
18
Principal Financial Group
Iowa
$16.7M +$712K +9,088 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
19
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.5M +$11M +140,044 +169%
Citadel Advisors
20
Citadel Advisors
Florida
$15.9M +$8.06M +102,944 +91%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$15.1M +$17.8K +227 +0.1%
JP Morgan Chase
22
JP Morgan Chase
New York
$14M +$7.17M +91,516 +94%
Federated Hermes
23
Federated Hermes
Pennsylvania
$13.4M +$2M +25,552 +16%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$12.7M +$2.82M +36,010 +27%
Nuveen
25
Nuveen
North Carolina
$12.1M -$9.29M -118,688 -42%