BENJAMIN EDWARDS INC

Position in OTTR — Otter Tail Corp

CIK 1451623 Clayton, MO

Position in OTTR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,443,129

+$348,591 QoQ

Shares Held

39,229

+2.4% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

BENJAMIN EDWARDS INC holds $15,260,889 across 4 Conglomerates names. OTTR ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	39,377	$9,334,435
2	OTTR	Otter Tail Corp This page	39,229	$3,443,129
3	MMM	3M Co	16,217	$2,355,194
4	TTI	Tetra Technologies Inc	15,039	$128,131

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,443,129	39,229	+2.4%	Shares	Defined	2026-05-12
2025-12-31	$3,094,538	38,294	-0.1%	Shares	Defined	2026-02-02
2025-09-30	$3,143,385	38,348	+6.3%	Shares	Defined	2025-10-23
2024-12-31	$2,663,704	36,074	+2.0%	Shares	Defined	2025-02-14
2024-09-30	$2,765,300	35,380	-0.7%	Shares	Defined	2024-11-14
2024-06-30	$3,120,218	35,623	-2.9%	Shares	Defined	2024-08-12
2024-03-31	$3,168,201	36,669	+76.5%	Shares	Defined	2024-04-29
2023-12-31	$1,765,421	20,777	-0.1%	Shares	Defined	2024-02-06
2023-09-30	$1,579,743	20,808	+31.2%	Shares	Defined	2023-11-13
2023-06-30	$1,252,463	15,862	+1.8%	Shares	Defined	2023-08-15
2023-03-31	$1,126,111	15,582	-5.3%	Shares	Defined	2023-04-27
2022-12-31	$965,544	16,446	+2.2%	Shares	Defined	2023-02-07
2022-09-30	$989,856	16,090	—	Shares	Defined	2022-10-28
No filing history on record for this holder in this stock.