Otelco Inc (OTEL) Ownership

0.71 ↑0.00 (0.00%)

As of March 30, 2021, 10:29am EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Otelco Inc (OTEL), owning a total of 126 thousand shares. Combined, the top 19 institutional holders of OTEL own 6.23% of the company with a total of 213 thousand shares.

In the latest ownership report on March 31st 2021, the top 19 institutional holders increased their combined ownership of OTEL by 69 thousand shares. 5 institutions bought 126,562 total additional shares and increased their ownership by an average of 65.80%. However 8 institutions sold 57,530 total shares and decreased their ownership by an average of 70.37%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Otelco increased by a net total of 69,032 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	3.680%	0.000%	125,931	125,931	2021-03-31
Yacktman Asset Management Co	0.995%	0.000%	34,031	0	2021-03-31
Advisor Group Holdings, Inc.	0.706%	-0.083%	24,156	-20	2021-03-31
Northern Trust Corp	0.330%	-60.880%	11,303	-17,590	2021-03-31
Ancora Advisors LLC	0.321%	0.000%	10,980	0	2021-03-31
James Investment Research, Inc.	0.130%	0.000%	4,450	0	2021-03-31
Wells Fargo & Co	0.021%	238.095%	710	500	2021-03-31
Morgan Stanley - Brokerage Accounts	0.018%	-76.658%	609	-2,000	2021-03-31
Tower Research Capital LLC	0.006%	90.909%	189	90	2021-03-31
AIG Financial Advisors Inc	0.002%	-25.317%	59	-20	2021-03-31
UBS Group AG	0.001%	0.000%	30	30	2021-03-31
Bank of America Corp	0.000%	0.000%	11	11	2021-03-31
Sargent Bickham Lagudis, LLC	0.000%	-100.000%	0	-50	2021-03-31
Tradewinds Capital Management, LLC	0.000%	-100.000%	0	-22,950	2021-03-31
Pacitti Group Inc.	0.000%	-100.000%	0	-200	2021-03-31
LSV Asset Management	0.000%	-100.000%	0	-14,700	2021-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	3.680%	0.000%	125,931	125,931	2021-03-31
Yacktman Asset Management Co	0.995%	0.000%	34,031	0	2021-03-31
Advisor Group Holdings, Inc.	0.706%	-0.083%	24,156	-20	2021-03-31
Northern Trust Corp	0.330%	-60.880%	11,303	-17,590	2021-03-31
Ancora Advisors LLC	0.321%	0.000%	10,980	0	2021-03-31
James Investment Research, Inc.	0.130%	0.000%	4,450	0	2021-03-31
BlackRock Inc	0.024%	0.000%	811	0	2020-12-31
Wells Fargo & Co	0.021%	238.095%	710	500	2021-03-31
Morgan Stanley - Brokerage Accounts	0.018%	-76.658%	609	-2,000	2021-03-31
Tower Research Capital LLC	0.006%	90.909%	189	90	2021-03-31
AIG Financial Advisors Inc	0.002%	-25.317%	59	-20	2021-03-31
UBS Group AG	0.001%	0.000%	30	30	2021-03-31
Bank of America Corp	0.000%	0.000%	11	11	2021-03-31
Sargent Bickham Lagudis, LLC	0.000%	-100.000%	0	-50	2021-03-31
Tradewinds Capital Management, LLC	0.000%	-100.000%	0	-22,950	2021-03-31
Pacitti Group Inc.	0.000%	-100.000%	0	-200	2021-03-31
Wedbush Morgan Securities Inc	0.000%	-100.000%	0	-143,036	2020-12-31
CATALYST PRIVATE WEALTH, LLC	0.000%	-100.000%	0	-500	2020-12-31
LSV Asset Management	0.000%	-100.000%	0	-14,700	2021-03-31

Mutual Fund Ownership

AMG Yacktman Special Opportunities Z is the biggest individual fund holder of Otelco Inc (OTEL), owning a total of 34 thousand shares. Combined, the top 12 mutual fund holders of OTEL own 2.01% of the company with a total of 69 thousand shares.

In the latest ownership report on March 31st 2021, the top 12 fund holders increased their combined ownership of OTEL by 331 shares. 1 funds bought 284 total additional shares and increased their ownership by an average of 0.00%. However 5 funds sold 615 total shares and decreased their ownership by an average of 5.84%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Otelco decreased by a net total of -331 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
AMG Yacktman Special Opportunities Z	0.995%	0.000%	34,031	0	2021-03-31
Bantleon Event Driven Eq IA EUR Inc	0.415%	0.000%	14,191	0	2021-03-31
NT Quality Small Cap Core	0.173%	-1.201%	5,925	-72	2021-03-31
NT Quality SCC US Fund - L	0.173%	-1.201%	5,925	-72	2021-03-31
Northern Small Cap Core K	0.115%	-1.577%	3,933	-63	2021-03-31
SSgA U.S. Extended Market Index Class I	0.041%	0.000%	1,400	0	2021-03-31
NT Ext Equity Mkt Idx Fd - L	0.036%	-24.531%	1,246	-405	2021-03-31
Dimensional Global Core Equity A	0.020%	0.000%	671	0	2021-03-31
SSgA U.S. Total Market Index Strategy	0.012%	-0.708%	421	-3	2021-03-31
Gabelli Global Mini Mites I	0.012%	0.000%	400	0	2021-03-31
USAA Extended Market Index	0.008%	0.000%	284	284	2021-03-31
NT US Market Cap Idx Fd - L	0.006%	0.000%	199	0	2021-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
AMG Yacktman Special Opportunities Z	0.995%	0.000%	34,031	0	2021-03-31
Bantleon Event Driven Eq IA EUR Inc	0.415%	0.000%	14,191	0	2021-03-31
NT Quality Small Cap Core	0.173%	-1.201%	5,925	-72	2021-03-31
NT Quality SCC US Fund - L	0.173%	-1.201%	5,925	-72	2021-03-31
Northern Small Cap Core K	0.115%	-1.577%	3,933	-63	2021-03-31
SSgA U.S. Extended Market Index Class I	0.041%	0.000%	1,400	0	2021-03-31
NT Ext Equity Mkt Idx Fd - L	0.036%	-24.531%	1,246	-405	2021-03-31
Dimensional Global Core Equity A	0.020%	0.000%	671	0	2021-03-31
SSgA U.S. Total Market Index Strategy	0.012%	-0.708%	421	-3	2021-03-31
Gabelli Global Mini Mites I	0.012%	0.000%	400	0	2021-03-31
USAA Extended Market Index	0.008%	0.000%	284	284	2021-03-31
NT US Market Cap Idx Fd - L	0.006%	0.000%	199	0	2021-03-31