Free Trial
→ Genesis leading the smart algo revolution? (From Diversified Trading Institute) (Ad) Free TY Stock Alerts

Tri-Continental (TY) Institutional Ownership

Tri-Continental logo
$31.98 +0.16 (+0.50%)
(As of 11:30 AM ET)
Compare

Institutional Ownership Changes (13F Filings) for Tri-Continental (NYSE:TY)

Current
Institutional Ownership
Percentage
10.22%
Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$53.07M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$24.34M
Get TY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Tri-Continental stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

TY Institutional Buying and Selling by Quarter

Tri-Continental Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC63,004$2.14M0.0%+1.2%0.117%
11/20/2024 Bard Financial Services Inc.487,413$16.10M1.9%-4.7%0.904%
11/18/2024 RB Capital Management LLC58,925$1.95M0.5%+2.5%0.109%
11/15/2024 EP Wealth Advisors LLC103,243$3.41M0.0%N/A0.191%
11/15/2024 Kovitz Investment Group Partners LLC226,093$7.37M0.0%N/A0.419%
11/15/2024 Stifel Financial Corp94,702$3.13M0.0%-4.5%0.176%
11/15/2024 Integrated Wealth Concepts LLC64,141$2.12M0.0%-6.3%0.119%
11/14/2024 Walleye Capital LLC8,136$269K0.0%N/A0.015%
11/13/2024 D.A. Davidson & CO.81,380$2.69M0.0%+0.4%0.151%
11/9/2024 Landscape Capital Management L.L.C.85,081$2.81M0.3%+74.5%0.158%
11/8/2024 Cornerstone Advisors LLC122,919$4.06M0.2%-26.6%0.228%
11/7/2024 Thrivent Financial for Lutherans56,128$1.86M0.0%+8.1%0.104%
11/6/2024 Oppenheimer & Co. Inc.7,560$250K0.0%-23.3%0.014%
11/5/2024 Platform Technology Partners57,712$1.91M0.6%N/A0.107%
11/4/2024 Wolverine Asset Management LLC120,710$3.99M0.0%+127.2%0.224%
11/1/2024 Beckerman Institutional LLC40,924$1.35M1.1%N/A0.076%
10/31/2024 Shaker Financial Services LLC161,057$5.32M2.0%+69.7%0.299%
10/31/2024 Concurrent Investment Advisors LLC30,659$1.01M0.0%+4.5%0.057%
10/28/2024 US Bancorp DE5,648$187K0.0%+16.4%0.010%
10/25/2024 1620 Investment Advisors Inc.88,399$2.92M2.1%-1.6%0.164%
10/24/2024 Wealth Enhancement Advisory Services LLC125,128$4.13M0.0%+8.0%0.232%
10/23/2024 Hennion & Walsh Asset Management Inc.123,818$4.09M0.2%-10.1%0.230%
10/22/2024 International Assets Investment Management LLC232,295$7.03M0.0%+3,203.9%0.431%
10/22/2024 Altus Wealth Group LLC35,242$1.16M0.5%-2.2%0.065%
10/19/2024 Allspring Global Investments Holdings LLC441,730$14.60M0.0%+3.6%0.819%
10/18/2024Raymond James & Associates206,440$6.82M0.0%-30.4%0.383%
10/11/2024 Creative Planning25,860$854K0.0%+74.8%0.048%
10/5/2024 Bard Financial Services Inc.297,709$9.84M2.0%-41.8%0.552%
9/5/2024 Sanctuary Advisors LLC62,284$1.85M0.0%N/A0.116%
8/16/2024 Northwestern Mutual Wealth Management Co.3,577$111K0.0%+19.3%0.007%
8/13/2024 Thrivent Financial for Lutherans51,920$1.61M0.0%-1.2%0.096%
8/12/2024 Mercer Global Advisors Inc. ADV10,543$327K0.0%N/A0.020%
8/9/2024 Cornerstone Advisors LLC167,382$5.18M0.2%+18.1%0.310%
8/8/2024 Johnson Investment Counsel Inc.16,815$521K0.0%+3.6%0.031%
8/6/2024 Savant Capital LLC19,030$589K0.0%+12.5%0.035%
8/5/2024 Altus Wealth Group LLC36,024$1.12M0.6%+8.5%0.067%
8/5/2024 Blue Bell Private Wealth Management LLC406,892$12.60M2.6%-1.7%0.755%
8/3/2024 Shaker Financial Services LLC94,909$2.94M1.2%+36.6%0.176%
8/2/2024 Wolverine Asset Management LLC53,133$1.65M0.0%+85.1%0.099%
7/31/2024Commonwealth Equity Services LLC44,222$1.37M0.0%-3.4%0.082%
Is the Trump/Musk duo good for shares of TSLA? (Ad)

If you held shares of Tesla throughout 2024, you know It’s been a year of extreme highs and lows… But according to our one expert, new yearly highs are on the horizon… In his words, Tesla is building momentum like in 2020, especially as Trump supports the EV maker. Which is why we’re emailing you now… You see, most people will simply buy shares of Tesla ahead of the election… But as they say “There is more than one way to skin a cat” In fact, we’ve found another way to play shares of Tesla.

Discover how to trade Tesla, simply follow this link here.
7/31/2024 Baltimore Washington Financial Advisors Inc.57,192$1.77M0.1%N/A0.106%
7/31/2024 Concurrent Investment Advisors LLC29,338$909K0.0%+19.9%0.054%
7/26/2024 Cambridge Investment Research Advisors Inc.55,564$1.72M0.0%-2.0%0.103%
7/26/2024 Allspring Global Investments Holdings LLC426,380$13.21M0.0%-22.3%0.791%
7/25/2024 Raymond James Trust N.A.9,329$289K0.0%-8.3%0.017%
7/25/2024 First Merchants Corp27,607$855K0.0%N/A0.051%
7/23/2024 1620 Investment Advisors Inc.89,870$2.78M2.1%+1.3%0.167%
7/23/2024Kirr Marbach & Co. LLC IN19,882$616K0.1%+33.6%0.037%
7/20/2024 Hennion & Walsh Asset Management Inc.137,773$4.27M0.2%+6.0%0.256%
7/19/2024Raymond James & Associates296,415$9.18M0.0%-0.8%0.550%
7/17/2024 Whitener Capital Management Inc.36,555$1.13M0.3%+2.7%0.068%
7/16/2024 Wealth Enhancement Advisory Services LLC115,813$3.59M0.0%+1.6%0.215%
7/10/2024 Albion Financial Group UT32,802$1.02M0.1%-10.4%0.061%
7/10/2024 Atwood & Palmer Inc.2,726$84K0.0%N/A0.005%
7/9/2024 Bard Financial Services Inc.511,293$15.84M1.6%-1.1%0.948%
7/8/2024 BancFirst Trust & Investment Management11,061$341K0.2%N/A0.021%
5/24/2024Cetera Advisors LLC16,868$520K0.0%+105.3%0.031%
5/14/2024 RB Capital Management LLC57,681$1.78M0.5%-4.7%0.107%
5/10/2024 Cornerstone Advisors LLC141,736$4.37M0.2%+63.7%0.263%
5/10/2024 Motco3,511$108K0.0%N/A0.007%
5/9/2024 Koshinski Asset Management Inc.13,147$405K0.0%-31.4%0.024%
5/8/2024 Heritage Wealth Advisors42,785$1.32M0.0%+102.0%0.079%
5/7/2024 NorthRock Partners LLC11,982$369K0.0%N/A0.022%
5/7/2024 Choate Investment Advisors6,928$213K0.0%N/A0.013%
5/7/2024 Stonebrook Private Inc.10,861$335K0.1%-6.2%0.020%
5/7/2024 Concurrent Investment Advisors LLC24,469$754K0.0%+2.6%0.045%
5/7/2024 Oppenheimer & Co. Inc.10,519$324K0.0%N/A0.020%
5/6/2024 Bard Financial Services Inc.516,795$15.92M1.7%-3.8%0.958%
5/4/2024 9258 Wealth Management LLC6,928$213K0.0%N/A0.013%
5/1/2024 Janney Montgomery Scott LLC10,292$317K0.0%-9.2%0.019%
4/30/2024 Allspring Global Investments Holdings LLC548,544$16.90M0.0%-3.3%1.017%
4/30/2024Commonwealth Equity Services LLC45,784$1.41M0.0%-5.6%0.085%
4/26/2024 YHB Investment Advisors Inc.5,143$158K0.0%N/A0.010%
4/25/2024 Cambridge Investment Research Advisors Inc.56,687$1.75M0.0%+6.4%0.105%
4/24/2024 Blue Bell Private Wealth Management LLC413,891$12.75M2.7%-0.5%0.768%
4/23/2024Raymond James Financial Services Advisors Inc.213,487$6.58M0.0%-4.2%0.396%
4/22/2024Raymond James & Associates298,712$9.20M0.0%-1.8%0.554%
4/19/2024Uncommon Cents Investing LLC167,959$5.17M1.6%-0.4%0.311%
4/18/2024 Allspring Global Investments Holdings LLC548,544$16.90M0.0%-3.3%1.017%
4/18/2024 Successful Portfolios LLC15,268$470K0.3%-2.3%0.028%
4/17/2024 Hennion & Walsh Asset Management Inc.130,014$4.00M0.2%-2.0%0.241%
4/16/2024 Wealth Enhancement Advisory Services LLC114,038$3.51M0.0%-4.2%0.211%
4/13/2024 Priebe Wealth Holdings LLC11,016$339K0.3%-5.1%0.020%
4/9/2024 Stolper Co53,152$1.64M0.6%+0.7%0.099%
4/9/2024 Lowe Wealth Advisors LLC1,500$46K0.0%-42.6%0.003%
3/5/2024 Twin Focus Capital Partners LLC9,000$259K0.0%-5.3%0.017%
2/28/2024 EP Wealth Advisors LLC7,345$212K0.0%N/A0.014%
2/12/2024Relative Value Partners Group LLC241,439$6.96M0.4%-1.7%0.448%
2/9/2024 1620 Investment Advisors Inc.87,228$2.52M2.5%+1.5%0.162%
2/9/2024 Bard Financial Services Inc.537,183$15.49M1.7%-5.4%0.996%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
2/9/2024 D.A. Davidson & CO.81,427$2.35M0.0%-4.8%0.151%
2/9/2024 Wells Fargo & Company MN269,748$7.78M0.0%+6.0%0.500%
2/9/2024 Cornerstone Advisors LLC86,595$2.50M0.1%-8.6%0.161%
2/7/2024 Shaker Financial Services LLC36,464$1.05M0.4%-58.5%0.068%
2/6/2024 Apollon Wealth Management LLC8,676$250K0.0%N/A0.016%
2/6/2024 Private Advisor Group LLC10,307$297K0.0%+14.1%0.019%
2/5/2024 Savant Capital LLC21,378$616K0.0%+26.3%0.040%
2/5/2024 Stonebrook Private Inc.11,582$334K0.1%N/A0.021%
2/2/2024 Prentiss Smith & Co. Inc.7,973$230K0.2%N/A0.015%
1/30/2024 Independent Family Office LLC6,987$201K0.1%N/A0.013%
(Data available from 1/1/2016 forward)

TY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TY shares?

During the previous two years, 106 institutional investors and hedge funds held shares of Tri-Continental. The most heavily invested institutionals were Bard Financial Services Inc. ($16.10M), Allspring Global Investments Holdings LLC ($14.60M), Blue Bell Private Wealth Management LLC ($12.60M), Lazard Asset Management LLC ($11.96M), Wells Fargo & Company MN ($7.78M), Kovitz Investment Group Partners LLC ($7.37M), and International Assets Investment Management LLC ($7.03M).Learn more on TY's institutional investors.

What percentage of Tri-Continental stock is owned by institutional investors?

10.22% of Tri-Continental stock is owned by institutional investors. Learn more on TY's institutional investor holdings.

Which institutional investors have been buying Tri-Continental stock?

Of the 92 institutional investors that purchased Tri-Continental stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($430.35K), Kovitz Investment Group Partners LLC ($226.09K), Allspring Global Investments Holdings LLC ($219.38K), Shaker Financial Services LLC ($202.80K), Cornerstone Advisors LLC ($175.48K), Baltimore Washington Financial Advisors Inc. ($114.38K), and EP Wealth Advisors LLC ($110.59K).

How much institutional buying is happening at Tri-Continental?

Institutional investors have bought a total of 2,670,354 shares in the last 24 months. This purchase volume represents approximately $79.19M in transactions.

Which Tri-Continental major shareholders have been selling company stock?

Of the 58 institutional investors that sold Tri-Continental stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bard Financial Services Inc. ($372.22K), Allspring Global Investments Holdings LLC ($217.38K), Relative Value Partners Group LLC ($168.48K), Raymond James & Associates ($119.76K), Raymond James Financial Services Advisors Inc. ($84.65K), Shaker Financial Services LLC ($74.75K), and Cornerstone Advisors LLC ($52.56K).

How much institutional selling is happening at Tri-Continental?

Institutional investors have sold a total of 1,363,665 shares in the last 24 months. This volume of shares sold represents approximately $40.06M in transactions.


Related Companies

This page (NYSE:TY) was last updated on 12/18/2024 by MarketBeat.com Staff
From Our Partners
This drone stock is setting up to transform medical supply delivery
Drone stocks are on a tear, with certain symbols seeing gains as high as 300% over just a matter of weeks.
The Tomorrow Investor | Sponsored
Uncover the Top Gold Stock of the Bull Market
Gold Stocks Are Surging—Is West Red Lake Gold Mines Your Next Profit Play?
Huge Alerts | Sponsored
Healthcare Takes A Big Step Forward With The Help of A.I.
To date, we've seen baseline AI models lay the groundwork. Tools like ChatGPT are useful, but they are still s...
Wall Street Star | Sponsored
Seeing is believing…
Today, I want to share all the details with you… and show you how to leverage this incredible wealth-building ...
Porter & Company | Sponsored
Please don’t take this warning lightly…
Something huge is about to hit the stock market. Wall St. legend Louis Navellier calls it: "The most signif...
InvestorPlace | Sponsored
We recommended Palantir in 2021, now we’re recommending this...
My research indicates there is only one investment that can meet AI's unprecedented demand for energy.
Behind the Markets | Sponsored
Missed Nvidia? Buy Elon Musk’s “Silent Partner”
In February 2016, when almost nobody was talking about artificial intelligence… I picked Nvidia as one of my f...
Brownstone Research | Sponsored
50-year Wall Street legend: “Sell this tech stock NOW”
Something very strange is happening to U.S. stocks following President Trump's victory... And this could s...
Chaikin Analytics | Sponsored