Position in OTTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,869,852
+$434,505 QoQ
Shares Held
21,304
+19.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Advisors Asset Management, Inc. holds $27,574,204 across 7 Conglomerates names. OTTR ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
42,874 | $10,163,410 | |
| 2 | VMI |
Valmont Industries Inc
|
24,150 | $9,649,615 | |
| 3 | MMM |
3M Co
|
27,576 | $4,004,862 | |
| 4 | DLX |
Deluxe Corp
|
67,906 | $1,870,131 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
21,304 | $1,869,852 | |
| 6 | GHC |
Graham Holdings Co
|
8 | $8,458 | |
| 7 | PAM |
Pampa Energy Inc.
|
89 | $7,876 |
All Filings in OTTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,869,852 | 21,304 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,435,347 | 17,762 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,303,077 | 15,897 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,051,815 | 13,644 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $982,925 | 12,230 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $963,168 | 13,044 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $961,446 | 12,301 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $813,623 | 9,289 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $701,481 | 8,119 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $417,117 | 4,909 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $263,518 | 3,471 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $145,997 | 1,849 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $45,096 | 624 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $181,922 | 2,710 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $401,875 | 6,430 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $658,063 | 9,214 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $654,065 | 11,686 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $764,706 | 15,667 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $721,960 | 15,637 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $717,765 | 16,845 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $601,362 | 16,626 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $632,121 | 16,296 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $756,575 | 17,017 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||