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Tri-Continental (TY) Institutional Ownership

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(As of 05/3/2024 ET)
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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)
44
Total
Institutional Inflows
(last 12 months)
$26.27M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$16.95M
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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
5/4/20249258 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%
4/23/2024 Raymond James Financial Services Advisors Inc.213,487$6.58M0.0%-4.2%0.396%
4/22/2024 Raymond James & Associates298,712$9.20M0.0%-1.8%0.554%
4/19/2024 Uncommon 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%
3/5/2024Twin 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%
2/9/20241620 Investment Advisors Inc.87,228$2.52M2.5%+1.5%0.162%
2/9/2024Bard Financial Services Inc.537,183$15.49M1.7%-5.4%0.996%
2/9/2024D.A. Davidson & CO.81,427$2.35M0.0%-4.8%0.151%
2/9/2024Wells Fargo & Company MN269,748$7.78M0.0%+6.0%0.500%
2/9/2024Cornerstone Advisors LLC86,595$2.50M0.1%-8.6%0.161%
2/7/2024Shaker Financial Services LLC36,464$1.05M0.4%-58.5%0.068%
2/6/2024Apollon Wealth Management LLC8,676$250K0.0%N/A0.016%
2/6/2024 Private Advisor Group LLC10,307$297K0.0%+14.1%0.019%
2/5/2024Savant Capital LLC21,378$616K0.0%+26.3%0.040%
2/5/2024Stonebrook 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%
1/29/2024Koshinski Asset Management Inc.19,177$553K0.1%+38.6%0.036%
1/26/2024 Priebe Wealth Holdings LLC11,608$335K0.3%N/A0.022%
1/26/2024 Albion Financial Group UT36,595$1.06M0.1%-12.4%0.068%
1/25/2024 Allspring Global Investments Holdings LLC567,088$16.35M0.0%+27.2%1.052%
1/25/2024 Blue Bell Private Wealth Management LLC415,869$11.99M2.9%-1.0%0.771%
1/24/2024 International Assets Investment Management LLC200,793$5.79M0.0%+2,793.7%0.372%
1/23/2024TIAA Trust National Association22,767$656K0.0%-14.4%0.042%
1/18/2024 Uncommon Cents Investing LLC168,713$4.86M1.6%-2.2%0.313%
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1/16/2024 Raymond James Financial Services Advisors Inc.222,957$6.43M0.0%-3.5%0.413%
1/16/2024 Raymond James & Associates304,316$8.77M0.0%-0.4%0.564%
1/12/2024 Stolper Co52,772$1.52M0.6%+1.9%0.098%
1/11/2024 Whitener Capital Management Inc.35,455$1.02M0.4%-2.3%0.066%
11/16/2023RB Capital Management LLC60,523$1.61M0.5%-2.0%0.112%
11/14/2023Lazard Asset Management LLC449,805$11.96M0.0%-0.6%0.834%
11/14/2023AQR Arbitrage LLC54,558$1.45M0.1%+113.6%0.101%
11/13/2023Stifel Financial Corp103,709$2.76M0.0%-23.7%0.192%
11/13/2023Mariner LLC72,869$1.94M0.0%N/A0.135%
11/13/2023Wolverine Asset Management LLC11,969$318K0.0%+439.4%0.022%
11/13/2023Kestra Advisory Services LLC23,470$624K0.0%-8.9%0.044%
11/13/2023PNC Financial Services Group Inc.7,610$202K0.0%-11.2%0.014%
11/9/2023Cornerstone Advisors LLC94,693$2.52M0.1%+17.0%0.176%
11/9/20231620 Investment Advisors Inc.85,926$2.29M2.5%-0.6%0.159%
11/9/2023UBS Group AG251,525$6.69M0.0%-0.7%0.466%
11/8/2023HighTower Advisors LLC24,912$661K0.0%-3.4%0.046%
11/8/2023Baltimore Washington Financial Advisors Inc.57,192$1.52M0.1%N/A0.106%
11/8/2023D.A. Davidson & CO.85,571$2.28M0.0%-1.7%0.159%
11/8/2023 Janney Montgomery Scott LLC18,298$487K0.0%+7.2%0.034%
11/8/2023Landscape Capital Management L.L.C.12,690$337K0.0%-24.0%0.024%
11/3/2023 Private Advisor Group LLC9,032$240K0.0%-5.1%0.017%
11/2/2023 Whitener Capital Management Inc.36,289$965K0.4%+2.0%0.067%
11/2/2023Shaker Financial Services LLC87,931$2.34M1.1%+24.3%0.163%
10/31/2023 Allworth Financial LP6,647$177K0.0%-22.6%0.012%
10/30/2023 Blue Bell Private Wealth Management LLC419,981$11.17M3.0%-0.6%0.779%
10/30/2023Tandem Capital Management Corp ADV8,100$215K0.1%N/A0.015%
10/27/2023 Hennion & Walsh Asset Management Inc.128,024$3.40M0.2%+11.1%0.237%
10/27/2023 Allspring Global Investments Holdings LLC445,892$11.86M0.0%+9.6%0.827%
10/27/2023TIAA Trust National Association26,599$707K0.0%N/A0.049%
10/24/2023 Raymond James Financial Services Advisors Inc.231,027$6.14M0.0%-7.5%0.428%
10/24/2023 Raymond James & Associates305,568$8.13M0.0%-4.5%0.567%
10/24/2023 Cambridge Investment Research Advisors Inc.53,405$1.42M0.0%+1.1%0.099%
10/23/2023Commonwealth Equity Services LLC109,607$2.91M0.0%+0.4%0.203%
10/23/2023 Lowe Wealth Advisors LLC2,615$70K0.0%-36.5%0.005%
10/20/2023 Uncommon Cents Investing LLC172,463$4.59M1.7%+0.8%0.320%
10/17/2023 Kirr Marbach & Co. LLC IN14,882$396K0.1%+6.8%0.028%
10/16/2023Bard Financial Services Inc.567,653$15.09M1.9%-6.4%1.053%
10/11/2023 Transform Wealth LLC23,440$623K0.1%-49.6%0.043%
10/11/2023 Successful Portfolios LLC15,755$419K0.4%-7.6%0.029%
10/10/2023 Cora Capital Advisors LLC10,352$275K0.2%-22.5%0.019%
10/10/2023 Daymark Wealth Partners LLC8,609$229K0.0%-38.0%0.016%
10/4/2023 International Assets Investment Management LLC6,939$183K0.0%N/A0.013%
8/14/20231620 Investment Advisors Inc.86,402$2.37M2.6%+0.5%0.160%
8/11/2023Cornerstone Advisors LLC80,955$2.22M0.1%N/A0.150%
8/11/2023Kestra Advisory Services LLC25,755$706K0.0%+33.5%0.048%
8/11/2023Landscape Capital Management L.L.C.16,698$458K0.1%+54.6%0.031%
8/10/2023Bessemer Group Inc.3,731$102K0.0%N/A0.007%
8/10/2023Commonwealth Equity Services LLC109,128$2.99M0.0%+1.2%0.202%
8/10/2023Johnson Investment Counsel Inc.16,214$445K0.0%-8.3%0.030%
8/10/2023 Private Advisor Group LLC9,519$261K0.0%-8.4%0.018%
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8/10/2023Nwam LLC9,106$250K0.0%N/A0.017%
8/10/2023Cetera Advisors LLC8,783$241K0.0%-46.1%0.016%
8/9/2023 Spire Wealth Management939$26K0.0%-63.7%0.002%
8/8/20239258 Wealth Management LLC7,541$207K0.0%N/A0.014%
8/8/2023 Blue Bell Private Wealth Management LLC422,438$11.58M3.1%-0.3%0.783%
8/8/2023RB Capital Management LLC61,758$1.69M0.4%+4.2%0.115%
8/7/2023Wolverine Asset Management LLC2,219$61K0.0%+343.8%0.004%
8/7/2023Shaker Financial Services LLC70,746$1.94M0.8%+130.6%0.131%
8/3/2023Altus Wealth Group LLC25,575$701K0.4%+3.9%0.047%
7/31/2023LPL Financial LLC29,802$817K0.0%+8.0%0.055%
(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, 114 institutional investors and hedge funds held shares of Tri-Continental. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($16.90M), Bard Financial Services Inc. ($15.49M), Blue Bell Private Wealth Management LLC ($12.75M), Lazard Asset Management LLC ($11.96M), Raymond James & Associates ($9.20M), Wells Fargo & Company MN ($7.78M), 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 86 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: Allspring Global Investments Holdings LLC ($394.39K), Shaker Financial Services LLC ($334.69K), Cornerstone Advisors LLC ($272.70K), International Assets Investment Management LLC ($205.09K), Raymond James & Associates ($102.04K), Wolverine Asset Management LLC ($95.68K), and 1620 Investment Advisors Inc. ($84.83K).

How much institutional buying is happening at Tri-Continental?

Institutional investors have bought a total of 2,590,166 shares in the last 24 months. This purchase volume represents approximately $71.81M in transactions.

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

Of the 72 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: Relative Value Partners Group LLC ($172.74K), Shaker Financial Services LLC ($164.69K), Wolverine Asset Management LLC ($139.43K), Bard Financial Services Inc. ($119.94K), Allspring Global Investments Holdings LLC ($95.21K), Raymond James Financial Services Advisors Inc. ($91.81K), and 1620 Investment Advisors Inc. ($84.65K).

How much institutional selling is happening at Tri-Continental?

Institutional investors have sold a total of 1,233,953 shares in the last 24 months. This volume of shares sold represents approximately $33.30M in transactions.


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This page (NYSE:TY) was last updated on 5/4/2024 by MarketBeat.com Staff

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