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Tri-Continental (TY) Institutional Ownership

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$28.86 +0.09 (+0.30%)
Closing price 04/15/2025 03:59 PM Eastern
Extended Trading
$28.78 -0.07 (-0.26%)
As of 04/15/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Tri-Continental (NYSE:TY)

Current
Institutional Ownership
Percentage
10.22%
Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$63.63M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$40.93M
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TY Institutional Buying and Selling by Quarter

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Tri-Continental Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Fifth Third Bancorp1,401$43K0.0%-31.7%0.003%
4/15/2025Bard Financial Services Inc.443,834$13.61M1.7%-4.6%0.823%
4/14/2025 Priebe Wealth Holdings LLC9,126$280K0.2%-12.3%0.017%
4/10/2025 Hennion & Walsh Asset Management Inc.94,859$2.91M0.1%-2.8%0.176%
3/24/2025Mascagni Wealth Management Inc.6,685$212K0.2%N/A0.012%
3/17/2025Wealth Enhancement Advisory Services LLC128,651$4.08M0.0%+2.8%0.239%
2/18/2025Cornerstone Advisory LLC129,095$4.21M0.5%N/A0.239%
2/18/2025RB Capital Management LLC63,187$2.00M0.5%+7.2%0.117%
2/17/2025Waverly Advisors LLC11,278$357K0.0%N/A0.021%
2/17/2025NorthRock Partners LLC11,156$354K0.0%+66.8%0.021%
2/17/2025Cetera Investment Advisers25,483$808K0.0%+22.7%0.047%
2/17/2025Bank of America Corp DE46,149$1.46M0.0%+5.6%0.086%
2/17/2025Ameriprise Financial Inc.11,849$375K0.0%+3.5%0.022%
2/14/2025AQR Arbitrage LLC32,920$1.04M0.0%-41.4%0.061%
2/14/2025Comerica Bank2,551$81K0.0%+103.9%0.005%
2/14/2025Northern Trust Corp10,823$343K0.0%-59.4%0.020%
2/14/2025Kovitz Investment Group Partners LLC213,843$6.78M0.0%-5.4%0.397%
2/14/2025Integrated Wealth Concepts LLC60,087$1.90M0.0%-6.3%0.111%
2/14/2025Stifel Financial Corp95,546$3.03M0.0%+0.9%0.177%
2/14/2025Shaker Financial Services LLC164,067$5.20M2.0%+1.9%0.304%
2/14/2025Transce3nd LLC3,025$96K0.0%N/A0.006%
2/14/2025First Trust Advisors LP56,749$1.80M0.0%+4.7%0.105%
2/13/2025MSH Capital Advisors LLC10,970$348K0.1%N/A0.020%
2/13/2025Twin Focus Capital Partners LLC11,611$368K0.1%+5.6%0.022%
2/13/2025Anchor Investment Management LLC2,000$63K0.0%N/A0.004%
2/13/2025Mariner LLC81,564$2.59M0.0%+7.2%0.151%
2/13/2025Bessemer Group Inc.2,956$94K0.0%-53.1%0.005%
2/13/2025Wells Fargo & Company MN252,029$7.99M0.0%-0.5%0.467%
2/12/2025Landscape Capital Management L.L.C.63,788$2.02M0.2%-25.0%0.118%
2/12/2025Level Four Advisory Services LLC8,177$259K0.0%N/A0.015%
2/12/2025JPMorgan Chase & Co.18,048$572K0.0%+37.1%0.033%
2/12/2025Heritage Wealth Advisors19,028$603K0.0%-5.7%0.035%
2/11/2025TIAA Trust National Association11,899$377K0.0%N/A0.022%
2/11/2025CoreFirst Bank & Trust1,100$35K0.0%N/A0.002%
2/11/2025LPL Financial LLC43,462$1.38M0.0%-2.8%0.081%
2/11/20251620 Investment Advisors Inc.89,044$2.82M2.1%+0.7%0.165%
2/10/2025Thrivent Financial for Lutherans51,675$1.71M0.0%-7.9%0.096%
2/10/2025Altus Wealth Group LLC34,802$1.10M0.5%-1.2%0.065%
2/10/2025Corient Private Wealth LLC12,724$403K0.0%-2.9%0.024%
2/10/2025Commonwealth Equity Services LLC58,389$1.85M0.0%+4.2%0.108%
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2/7/2025HighTower Advisors LLC28,454$902K0.0%+4.3%0.053%
2/7/2025Cornerstone Advisors LLC55,242$1.75M0.1%-55.1%0.102%
2/7/2025Johnson Investment Counsel Inc.17,430$552K0.0%+3.6%0.032%
2/7/2025 Tower Wealth Partners Inc.13,731$435K0.2%+7.0%0.025%
2/7/2025PNC Financial Services Group Inc.7,848$249K0.0%+115.7%0.015%
2/7/2025Mesirow Financial Investment Management Inc.12,188$386K0.0%N/A0.023%
2/7/2025Blue Bell Private Wealth Management LLC411,731$13.05M2.5%-0.2%0.764%
2/6/2025Raymond James Financial Inc.325,495$10.32M0.0%N/A0.604%
2/3/2025Wolverine Asset Management LLC126,932$4.02M0.0%+5.2%0.235%
2/3/2025Concurrent Investment Advisors LLC59,871$1.90M0.1%+95.3%0.111%
1/31/2025D.A. Davidson & CO.80,628$2.56M0.0%-0.9%0.150%
1/31/2025Sanctuary Advisors LLC68,080$2.22M0.0%+8.1%0.126%
1/30/2025Sheaff Brock Investment Advisors LLC12,209$387K0.0%+8.8%0.023%
1/30/2025Allworth Financial LP15,585$509K0.0%+3.1%0.029%
1/30/2025Nations Financial Group Inc. IA ADV12,097$383K0.0%+4.9%0.022%
1/29/2025Beckerman Institutional LLC41,632$1.32M1.1%+1.7%0.077%
1/29/2025Allspring Global Investments Holdings LLC273,012$8.65M0.0%-38.2%0.506%
1/29/2025JSF Financial LLC9,787$310K0.1%N/A0.018%
1/29/2025Savant Capital LLC18,950$601K0.0%+1.7%0.035%
1/28/2025Apollon Wealth Management LLC10,255$325K0.0%+14.0%0.019%
1/28/2025Mezzasalma Advisors LLC6,494$206K0.1%N/A0.012%
1/28/2025Platform Technology Partners97,531$3.09M0.9%+69.0%0.181%
1/27/2025Brown Lisle Cummings Inc.6,000$190K0.1%-11.8%0.011%
1/23/2025Crews Bank & Trust8,509$270K0.0%N/A0.016%
1/23/2025American Institute for Advanced Investment Management LLP11,440$363K0.3%+6.1%0.021%
1/22/2025Foundations Investment Advisors LLC11,200$355K0.0%+7.0%0.021%
1/21/2025 Cora Capital Advisors LLC11,005$349K0.2%+5.0%0.020%
1/17/2025Janney Montgomery Scott LLC10,876$345K0.0%+4.9%0.020%
1/16/2025 Priebe Wealth Holdings LLC10,407$330K0.2%-6.4%0.019%
1/16/2025Uncommon Cents Investing LLC166,894$5.29M1.6%-0.8%0.310%
1/16/2025 Successful Portfolios LLC15,605$495K0.3%+4.0%0.029%
1/16/2025Delta Capital Management LLC13,342$423K0.2%-42.8%0.025%
1/15/2025 Hennion & Walsh Asset Management Inc.97,603$3.09M0.1%-21.2%0.181%
1/14/2025 Stolper Co55,019$1.74M0.6%+3.7%0.102%
1/14/2025 First Community Trust NA1,500$48K0.0%-50.0%0.003%
1/10/2025Wealth Enhancement Advisory Services LLC126,471$4.18M0.0%+1.1%0.235%
1/8/2025International Assets Investment Management LLC7,459$233K0.0%-96.8%0.014%
1/6/2025Bard Financial Services Inc.465,384$14.75M1.8%-4.5%0.863%
12/26/2024JPMorgan Chase & Co.13,160$435K0.0%+218.4%0.024%
11/25/2024Sanctuary Advisors LLC63,004$2.14M0.0%+1.2%0.117%
11/20/2024Bard Financial Services Inc.487,413$16.10M1.9%-4.7%0.904%
11/18/2024RB Capital Management LLC58,925$1.95M0.5%+2.5%0.109%
11/15/2024EP Wealth Advisors LLC103,243$3.41M0.0%N/A0.191%
11/15/2024Kovitz Investment Group Partners LLC226,093$7.37M0.0%N/A0.419%
11/15/2024Stifel Financial Corp94,702$3.13M0.0%-4.5%0.176%
11/15/2024Integrated Wealth Concepts LLC64,141$2.12M0.0%-6.3%0.119%
11/14/2024Walleye Capital LLC8,136$269K0.0%N/A0.015%
11/13/2024D.A. Davidson & CO.81,380$2.69M0.0%+0.4%0.151%
11/9/2024Landscape Capital Management L.L.C.85,081$2.81M0.3%+74.5%0.158%
11/8/2024Cornerstone Advisors LLC122,919$4.06M0.2%-26.6%0.228%
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11/7/2024Thrivent Financial for Lutherans56,128$1.86M0.0%+8.1%0.104%
11/6/2024Oppenheimer & Co. Inc.7,560$250K0.0%-23.3%0.014%
11/5/2024Platform Technology Partners57,712$1.91M0.6%N/A0.107%
11/4/2024Wolverine Asset Management LLC120,710$3.99M0.0%+127.2%0.224%
11/1/2024Beckerman Institutional LLC40,924$1.35M1.1%N/A0.076%
10/31/2024Shaker Financial Services LLC161,057$5.32M2.0%+69.7%0.299%
10/31/2024Concurrent Investment Advisors LLC30,659$1.01M0.0%+4.5%0.057%
10/28/2024US Bancorp DE5,648$187K0.0%+16.4%0.010%
10/25/20241620 Investment Advisors Inc.88,399$2.92M2.1%-1.6%0.164%
10/24/2024Wealth Enhancement Advisory Services LLC125,128$4.13M0.0%+8.0%0.232%
(Data available from 1/1/2016 forward)

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TY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TY shares?

During the previous two years, 122 institutional investors and hedge funds held shares of Tri-Continental. The most heavily invested institutionals were Bard Financial Services Inc. ($13.61M), Blue Bell Private Wealth Management LLC ($13.05M), Lazard Asset Management LLC ($11.96M), Raymond James Financial Inc. ($10.32M), Allspring Global Investments Holdings LLC ($8.65M), Wells Fargo & Company MN ($7.99M), and Relative Value Partners Group LLC ($6.96M).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 104 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), Raymond James Financial Inc. ($325.50K), Kovitz Investment Group Partners LLC ($226.09K), Allspring Global Investments Holdings LLC ($192.28K), Cornerstone Advisors LLC ($175.48K), Shaker Financial Services LLC ($151.85K), and Cornerstone Advisory LLC ($129.10K).

How much institutional buying is happening at Tri-Continental?

Institutional investors have bought a total of 3,006,580 shares in the last 24 months. This purchase volume represents approximately $91.97M in transactions.

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

Of the 66 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. ($390.94K), Allspring Global Investments Holdings LLC ($327.97K), International Assets Investment Management LLC ($224.84K), Relative Value Partners Group LLC ($168.48K), Cornerstone Advisors LLC ($120.24K), Raymond James & Associates ($117.10K), and Shaker Financial Services LLC ($74.75K).

How much institutional selling is happening at Tri-Continental?

Institutional investors have sold a total of 1,842,817 shares in the last 24 months. This volume of shares sold represents approximately $56.19M in transactions.


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This page (NYSE:TY) was last updated on 4/16/2025 by MarketBeat.com Staff
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