Beacon Pointe Advisors, LLC

Position in OTTR — Otter Tail Corp

CIK 1744317 NEWPORT BEACH, CA

Position in OTTR

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$274,349

+$8,494 QoQ

Shares Held

3,049

+0.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#226

of 358 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $31,877,152 across 5 Conglomerates names. OTTR ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	124,868	$20,217,377
2	HON	Honeywell International Inc	46,780	$10,474,042
3	GHC	Graham Holdings Co	466	$531,901
4	VMI	Valmont Industries Inc	657	$379,483
5	OTTR	Otter Tail Corp This page	3,049	$274,349

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,349	3,049	+0.7%	Shares	Sole	2026-08-18
2026-03-31	$265,855	3,029	+8.6%	Shares	Sole	2026-05-15
2025-12-31	$225,459	2,790	+16.7%	Shares	Sole	2026-02-18
2024-06-30	$209,427	2,391	-7.3%	Shares	Sole	2024-08-12
2023-12-31	$219,222	2,580	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.