Institutional Ownership Tootsie Roll Industries Inc (TR)
This table provides information about the institutional ownership of Tootsie Roll Industries Inc (TR). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $348 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
25
shares
|
$761
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
24
shares
|
$731
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
23
shares
|
$700
0.0% of portfolio
|
Q3 2024
Reduced 34.29%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
16
shares
|
$487
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
15
shares
|
$457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
14
shares
|
$426
0.0% of portfolio
|
Q1 2023
Added 16.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
11
shares
|
$335
0.0% of portfolio
|
Q2 2024
Added 22.22%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
8
shares
|
$243
0.0% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
8
shares
|
$243
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$182
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
3
shares
|
$91
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2
shares
|
$60
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1
shares
|
$30
0.0% of portfolio
|
Q4 2021
Reduced 96.77%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$30
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1
shares
|
$30
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|