Tootsie Roll Industries Ownership | Who Owns Tootsie Roll Industries?
Tootsie Roll Industries Ownership Summary
Tootsie Roll Industries is owned by 15.60% institutional investors, 65.23% insiders, and 19.17% retail investors. Blackrock is the largest institutional shareholder, holding 2.72% of TR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 1.50% of its assets in Tootsie Roll Industries shares.
TR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Tootsie Roll Industries | 15.60% | 65.23% | 19.17% |
| Sector | Consumer Defensive Stocks | 52.71% | 13.91% | 33.39% |
| Industry | Confectionery Stocks | 50.79% | 21.06% | 28.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.94M | 2.72% | $59.41M |
| Vanguard group | 1.91M | 2.68% | $58.52M |
| First trust advisors lp | 1.58M | 2.22% | $48.44M |
| Allspring global investments | 1.14M | 1.60% | $37.18M |
| Dimensional fund advisors lp | 950.64K | 1.33% | $29.06M |
| Renaissance | 519.72K | 0.73% | $15.89M |
| State street | 376.04K | 0.53% | $11.53M |
| Hfr wealth management | 273.63K | 0.38% | $8.36M |
| Geode capital management | 239.04K | 0.33% | $7.31M |
| Invesco | 170.18K | 0.24% | $5.20M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hfr wealth management | 273.63K | 2.13% | $8.36M |
| Semanteon capital management, lp | 16.65K | 0.36% | $509.08K |
| Westhampton capital | 15.60K | 0.26% | $504.35K |
| Gsa capital partners llp | 102.35K | 0.22% | $3.13M |
| Brown, lisle/cummings | 20.07K | 0.20% | $613.54K |
| Reik | 15.06K | 0.12% | $487.05K |
| Marble harbor investment counsel | 30.16K | 0.11% | $921.84K |
| Rodgers brothers | 22.02K | 0.09% | $673.24K |
| Hamel associates | 8.50K | 0.08% | $259.85K |
| Allspring global investments | 1.14M | 0.06% | $37.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 1.58M | 0.05% | 1.56M |
| Gsa capital partners llp | 102.35K | 0.22% | 78.83K |
| Vanguard group | 1.91M | 0.00% | 48.40K |
| Allspring global investments | 1.14M | 0.06% | 41.33K |
| Janus henderson group | 43.10K | 0.00% | 35.41K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.94M | 0.00% | -116.84K |
| Granite investment partners | - | - | -92.45K |
| Millennium management | 52.39K | 0.00% | -81.94K |
| Tudor investment corp et al | - | - | -67.68K |
| Hrt financial lp | - | - | -60.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Baird financial group | 26.79K | 0.00% | 26.79K | $819.06K |
| Westhampton capital | 15.60K | 0.26% | 15.60K | $504.35K |
| Hamel associates | 8.50K | 0.08% | 8.50K | $259.85K |
| Commonwealth equity services | 8.08K | 0.00% | 8.08K | $247.00K |
| Lpl financial | 6.84K | 0.00% | 6.84K | $209.25K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Mendota financial group | -3.00 |
| Frazier financial advisors | -3.00 |
| Innealta capital | -9.00 |
| Abound wealth management | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 164 | 3.80% | 11,138,074 | -4.45% | 15 | 5.86% | 75 | -10.71% | 53 | -1.85% |
| Jun 30, 2024 | 156 | -1.89% | 11,656,561 | 11.39% | 16 | 7.60% | 82 | -13.68% | 54 | 38.46% |
| Mar 31, 2024 | 159 | -4.79% | 10,464,552 | 2.23% | 14 | 7.23% | 95 | 26.67% | 39 | -31.58% |
| Dec 31, 2023 | 167 | 5.70% | 10,235,847 | -2.56% | 14 | 6.63% | 75 | 31.58% | 57 | -3.39% |
| Sep 30, 2023 | 158 | -12.71% | 10,504,696 | -6.95% | 14 | 5.99% | 57 | -31.33% | 59 | -13.24% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.07M | 1.50% | 546.00 |
| Allspring Special Small Cap Value A | 925.14K | 1.29% | - |
| Vanguard Total Stock Mkt Idx Inv | 635.38K | 0.89% | 155.70K |
| Vanguard Small Cap Index | 471.38K | 0.66% | 54.91K |
| Vanguard Small Cap Growth Index Inv | 266.41K | 0.37% | 37.29K |
| Vanguard Institutional Extnd Mkt Idx Tr | 251.41K | 0.35% | -17.80K |
| DFA US Small Cap I | 176.37K | 0.25% | - |
| DFA US Micro Cap I | 168.52K | 0.24% | 2.45K |
| Vanguard Consumer Staples ETF | 159.34K | 0.22% | -341.00 |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 151.72K | 0.21% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 20, 2021 | WEINER LEIGH R | - | Sell | $9.86M |
| Dec 06, 2016 | GORDON ELLEN R | President | Sell | $2.05M |
| Dec 06, 2016 | GORDON ELLEN R | President | Buy | $2.05M |
| Jul 31, 2014 | LEWIS BRENT LANA JANE | - | Buy | $403.62K |
| May 07, 2013 | LEWIS BRENT LANA JANE | - | Sell | $461.34K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2022 Q4 | - | - |
| 2021 Q3 | - | 1 |
| 2021 Q1 | - | - |
| 2017 Q1 | - | - |
TR Ownership FAQ
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