Bay Harbor Wealth Management, LLC

Position in OTTR — Otter Tail Corp

CIK 1767989 Hunt Valley, MD

Position in OTTR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$449

-$77 QoQ

Shares Held

-16.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#348

of 358 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $22,392 across 4 Conglomerates names. OTTR ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	80	$12,952
2	HON	Honeywell International Inc	35	$7,836
3	VMI	Valmont Industries Inc	2	$1,155
4	OTTR	Otter Tail Corp This page	5	$449

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449	5	-16.7%	Shares	Other	2026-07-28
2026-03-31	$526	6	+100.0%	Shares	Other	2026-04-14
2025-12-31	$242	3	+50.0%	Shares	Other	2026-02-02
2025-09-30	$163	2	0.0%	Shares	Other	2025-10-09
2025-06-30	$154	2	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$80	1	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.