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Otter Tail Corporation shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Otter Tail Corporation (OTTR) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Otter Tail Corporation

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All positions including Otter Tail Corporation held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Otter Tail Corporation by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $487k 5.6k 86.40
2023-12-31 $432k 5.1k 84.97
2023-09-30 $222k 2.9k 75.91
2023-06-30 $293k 3.7k 78.97
2023-03-31 $269k 3.7k 72.26
2020-09-30 $270k 7.5k 36.23
2020-03-31 $247k 5.5k 44.61

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding Otter Tail Corporation

BlackRock
Vanguard Group
Dimensional Fund Advisors
Geode Capital Management
Hanna Zanoni
Northern Trust
Morgan Stanley
Charles Schwab Investment Management
Bank of New York Mellon
Principal Financial Group
Citadel Advisors
Nuveen Asset Management
Millennium Management
Ameriprise Financial
Federated Investors

View all funds holding Otter Tail Corporation