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Carrols Restaurant Group Ownership | Who Owns Carrols Restaurant Group?

OverviewForecastRevenueFinancialsChart

Carrols Restaurant Group Ownership Summary

Carrols Restaurant Group is owned by 54.98% institutional investors, and 45.02% retail investors. First trust capital management is the largest institutional shareholder, holding 0% of TAST shares. Fidelity Canadian Large Cap Sr B is the top mutual fund, with 2.19% of its assets in Carrols Restaurant Group shares.

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
First trust capital management---
Financial gravity asset management---
Price t rowe associates inc /md/---
Nexpoint asset management---
Geode capital management---
Voya investment management---
Manatuck hill partners---
Clear street markets---
Cerity partners---
Gabelli funds---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
First trust capital management---
Financial gravity asset management---
Price t rowe associates inc /md/---
Nexpoint asset management---
Geode capital management---
Voya investment management---
Manatuck hill partners---
Clear street markets---
Cerity partners---
Gabelli funds---

Top Buyers

HolderShares% AssetsChange
Newedge advisors---6.00
Nelson, van denburg & campbell wealth management group---7.00
Nisa investment advisors---10.00
Financial gravity asset management---28.00
Cornerstone planning group---48.00

Top Sellers

HolderShares% AssetsChange
Blackrock---2.72M
Fil---2.30M
Vanguard group---1.77M
Gabelli funds---1.54M
Dimensional fund advisors lp---1.39M

Sold Out

HolderChange
Newedge advisors-6.00
Nelson, van denburg & campbell wealth management group-7.00
Nisa investment advisors-10.00
Financial gravity asset management-28.00
Cornerstone planning group-48.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2024130-6.47%28,770,436-2.90%541.66%77-12.50%3831.03%
Dec 31, 20231396.92%29,628,24614.65%572.29%8817.33%29-14.71%
Sep 30, 202313018.18%25,842,40513.04%502.55%75-9.64%34112.50%
Jun 30, 202311077.42%22,861,72945.21%444.73%83186.21%1623.08%
Mar 31, 20236214.81%15,743,7621.49%303.28%2970.59%13-38.10%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity Canadian Large Cap Sr B1.15M2.19%1.15M
First Trust Merger Arbitrage Cl I1.02M1.93%1.02M
Fidelity Canadian Large Cp Mlt Ast Bs O930.38K1.77%-
Gabelli ABC AAA600.00K1.14%600.00K
NexPoint Merger Arbitrage Z464.88K0.88%464.88K
Fidelity Small Cap Index346.33K0.66%556.00
Fidelity Monthly Income Series F337.33K0.64%337.33K
GDL Fund275.00K0.52%275.00K
Man GLG Event Driven Alternative IN USD261.73K0.50%261.73K
Fidelity Concntr Val Priv Pool Sr F215.00K0.41%215.00K

Recent Insider Transactions

DateNameRoleActivityValue
Jan 16, 2024Hull Anthony E VP, CFO, andTreasurerSell$2.82K
Jan 16, 2024Hull Anthony E VP, CFO, andTreasurerSell$81.95K
Jan 16, 2024Hull Anthony E VP, CFO, andTreasurerSell$942.50
Jan 16, 2024Hull Anthony E VP, CFO, andTreasurerSell$58.59K
Jan 16, 2024Hull Anthony E VP, CFO, andTreasurerSell$73.40K

Insider Transactions Trends

DateBuySell
2024 Q2--
2024 Q1-9
2023 Q4-36
2023 Q3-3
2023 Q2--

TAST Ownership FAQ

Who owns the most shares of Carrols Restaurant Group?

Carrols Restaurant Group’s largest shareholders are First trust capital management (0 shares, 0%), Financial gravity asset management (0 shares, 0%), and Price t rowe associates inc /md/ (0 shares, 0%). Together, they hold 0% of Carrols Restaurant Group’s total shares outstanding.

Does Blackrock own Carrols Restaurant Group?

BlackRock is not among the top 10 institutional shareholders of Carrols Restaurant Group.

Who is Carrols Restaurant Group’s biggest shareholder by percentage of total assets invested?

First trust capital management is Carrols Restaurant Group’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 Carrols Restaurant Group shares, valued at 0$.

Who is the top mutual fund holder of Carrols Restaurant Group shares?

Fidelity Canadian Large Cap Sr B is the top mutual fund holder of Carrols Restaurant Group shares, with 2.19% of its total shares outstanding invested in 1.15M Carrols Restaurant Group shares.

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