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Tri-Continental (TY) Institutional Ownership

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$32.34 +0.31 (+0.95%)
As of 01/17/2025 03:59 PM Eastern
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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)
53
Total
Institutional Inflows
(last 12 months)
$53.48M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$33.13M
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TY Institutional Buying and Selling by Quarter

Tri-Continental Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC10,876$345K0.0%+4.9%0.020%
1/16/2025Priebe Wealth Holdings LLC10,407$330K0.2%-6.4%0.019%
1/16/2025Uncommon Cents Investing LLC166,894$5.29M1.6%-0.8%0.310%
1/16/2025Successful 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%
1/10/2025 Wealth Enhancement Advisory Services LLC126,471$4.18M0.0%+1.1%0.235%
1/8/2025 International Assets Investment Management LLC7,459$233K0.0%-96.8%0.014%
1/6/2025 Bard 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%
11/20/2024 Bard 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%
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%
10/24/2024 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%
10/22/2024Altus Wealth Group LLC35,242$1.16M0.5%-2.2%0.065%
10/19/2024Allspring 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%
10/11/2024Creative Planning25,860$854K0.0%+74.8%0.048%
10/5/2024 Bard Financial Services Inc.297,709$9.84M2.0%-41.8%0.552%
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9/5/2024Sanctuary Advisors LLC62,284$1.85M0.0%N/A0.116%
8/16/2024Northwestern Mutual Wealth Management Co.3,577$111K0.0%+19.3%0.007%
8/13/2024Thrivent Financial for Lutherans51,920$1.61M0.0%-1.2%0.096%
8/12/2024Mercer Global Advisors Inc. ADV10,543$327K0.0%N/A0.020%
8/9/2024Cornerstone Advisors LLC167,382$5.18M0.2%+18.1%0.310%
8/8/2024Johnson Investment Counsel Inc.16,815$521K0.0%+3.6%0.031%
8/6/2024Savant Capital LLC19,030$589K0.0%+12.5%0.035%
8/5/2024Altus Wealth Group LLC36,024$1.12M0.6%+8.5%0.067%
8/5/2024Blue Bell Private Wealth Management LLC406,892$12.60M2.6%-1.7%0.755%
8/3/2024Shaker Financial Services LLC94,909$2.94M1.2%+36.6%0.176%
8/2/2024Wolverine 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%
7/31/2024Baltimore Washington Financial Advisors Inc.57,192$1.77M0.1%N/A0.106%
7/31/2024Concurrent Investment Advisors LLC29,338$909K0.0%+19.9%0.054%
7/26/2024Cambridge Investment Research Advisors Inc.55,564$1.72M0.0%-2.0%0.103%
7/26/2024Allspring Global Investments Holdings LLC426,380$13.21M0.0%-22.3%0.791%
7/25/2024Raymond James Trust N.A.9,329$289K0.0%-8.3%0.017%
7/25/2024First Merchants Corp27,607$855K0.0%N/A0.051%
7/23/20241620 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%
7/10/2024Albion Financial Group UT32,802$1.02M0.1%-10.4%0.061%
7/10/2024Atwood & 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%
5/14/2024RB Capital Management LLC57,681$1.78M0.5%-4.7%0.107%
5/10/2024Cornerstone Advisors LLC141,736$4.37M0.2%+63.7%0.263%
5/10/2024Motco3,511$108K0.0%N/A0.007%
5/9/2024Koshinski Asset Management Inc.13,147$405K0.0%-31.4%0.024%
5/8/2024Heritage Wealth Advisors42,785$1.32M0.0%+102.0%0.079%
5/7/2024NorthRock Partners LLC11,982$369K0.0%N/A0.022%
5/7/2024Choate Investment Advisors6,928$213K0.0%N/A0.013%
5/7/2024Stonebrook Private Inc.10,861$335K0.1%-6.2%0.020%
5/7/2024Concurrent Investment Advisors LLC24,469$754K0.0%+2.6%0.045%
5/7/2024Oppenheimer & 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%
5/4/20249258 Wealth Management LLC6,928$213K0.0%N/A0.013%
5/1/2024Janney Montgomery Scott LLC10,292$317K0.0%-9.2%0.019%
4/30/2024Allspring 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%
4/26/2024YHB Investment Advisors Inc.5,143$158K0.0%N/A0.010%
4/25/2024Cambridge Investment Research Advisors Inc.56,687$1.75M0.0%+6.4%0.105%
4/24/2024Blue 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%
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4/18/2024Allspring Global Investments Holdings LLC548,544$16.90M0.0%-3.3%1.017%
4/18/2024Successful 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%
4/13/2024Priebe 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%
3/5/2024Twin Focus Capital Partners LLC9,000$259K0.0%-5.3%0.017%
2/28/2024EP Wealth Advisors LLC7,345$212K0.0%N/A0.014%
2/12/2024Relative Value Partners Group LLC241,439$6.96M0.4%-1.7%0.448%
(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, 107 institutional investors and hedge funds held shares of Tri-Continental. The most heavily invested institutionals were Bard Financial Services Inc. ($14.75M), 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 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 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 2,625,332 shares in the last 24 months. This purchase volume represents approximately $78.13M in transactions.

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

Of the 61 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. ($394.25K), International Assets Investment Management LLC ($224.84K), 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), and Shaker Financial Services LLC ($74.75K).

How much institutional selling is happening at Tri-Continental?

Institutional investors have sold a total of 1,649,471 shares in the last 24 months. This volume of shares sold represents approximately $49.12M in transactions.


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This page (NYSE:TY) was last updated on 1/18/2025 by MarketBeat.com Staff
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