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LPL Financial’s
Tootsie Roll Industries
TR
Stock Holding History
LPL Financial’s Portfolio
TR Stock Details
TR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$596K
Buy
13,951
+1,492
+12%
+$58.4K
﹤0.01%
4607
2025
Q4
$443K
Buy
12,459
+4,727
+61%
+$179K
﹤0.01%
4827
2025
Q3
$315K
Sell
7,732
-1,003
-11%
-$37.9K
﹤0.01%
5014
2025
Q2
$284K
Buy
8,735
+178
+2%
+$5.71K
﹤0.01%
4813
2025
Q1
$262K
Buy
8,557
+219
+3%
+$6.53K
﹤0.01%
4673
2024
Q4
$254K
Buy
8,338
+429
+5%
+$12.7K
﹤0.01%
4659
2024
Q3
$231K
Buy
7,909
+647
+9%
+$18.4K
﹤0.01%
4626
2024
Q2
$209K
Buy
+7,262
New
+$205K
﹤0.01%
4538
2023
Q2
–
Sell
-7,042
Closed
-$289K
–
4686
2023
Q1
$289K
Buy
+7,042
New
+$281K
﹤0.01%
3774
2018
Q3
–
Sell
-11,534
Closed
-$281K
–
3306
2018
Q2
$281K
Sell
11,534
-1,903
-14%
-$43.9K
﹤0.01%
2710
2018
Q1
$312K
Sell
13,437
-1,341
-9%
-$34.8K
﹤0.01%
2572
2017
Q4
$412K
Sell
14,778
-806
-5%
-$22.6K
﹤0.01%
2222
2017
Q3
$454K
Sell
15,584
-544
-3%
-$15.4K
﹤0.01%
2020
2017
Q2
$431K
Sell
16,128
-23,549
-59%
-$655K
﹤0.01%
1987
2017
Q1
$1.14M
Sell
39,677
-1,480
-4%
-$42.5K
0.01%
1174
2016
Q4
$1.21M
Sell
41,157
-934
-2%
-$26K
0.01%
1088
2016
Q3
$1.12M
Buy
42,091
+28,546
+211%
+$797K
0.01%
1114
2016
Q2
$381K
Buy
+13,545
New
+$361K
﹤0.01%
1895
Other funds holding TR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
HWM
HFR Wealth Management
Niskayuna, New York
$407M AUM
7.81%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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