CAPTRUST FINANCIAL ADVISORS

Position in OTTR — Otter Tail Corp

CIK 1512024 RALEIGH, NC

Position in OTTR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$321,852

+$46,937 QoQ

Shares Held

3,667

+7.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 81.3198800109081.ToString("F0")% Shared 0.ToString("F0")% None 18.6801199890919.ToString("F0")%

Industrials · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $86,914,468 across 9 Conglomerates names. OTTR ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	224,447	$53,205,834
2	MMM	3M Co	162,387	$23,583,464
3	VMI	Valmont Industries Inc	19,050	$7,611,808
4	MATW	Matthews International Corp	39,629	$1,023,220
5	BOC	BOSTON OMAHA Corp	54,772	$639,736
6	OTTR	Otter Tail Corp This page	3,667	$321,852
7	DLX	Deluxe Corp	9,655	$265,898
8	TTI	Tetra Technologies Inc	21,436	$182,634

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$321,852	3,667	+7.8%	Shares	Sole	2026-05-15
2025-12-31	$274,915	3,402	+1.1%	Shares	Sole	2026-02-17
2025-09-30	$275,911	3,366	+413.1%	Shares	Sole	2025-11-19
2022-06-30	$44,037	656	-29.0%	Shares	Sole	2022-08-23
2022-03-31	$57,750	924	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$65,849	922	-8.1%	Shares	Sole	2022-02-14
2021-09-30	$56,137	1,003	+0.3%	Shares	Sole	2021-11-16
2021-06-30	$48,810	1,000	+11.6%	Shares	Sole	2021-08-16
2021-03-31	$41,368	896	+30.0%	Shares	Sole	2021-05-17
2020-12-31	$29,358	689	+0.6%	Shares	Sole	2021-02-16
2020-09-30	$24,776	685	+0.7%	Shares	Sole	2020-11-17
2020-06-30	$26,377	680	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.