Free Trial
→ Elon just did WHAT!? (From Brownstone Research) (Ad) Buy TY Stock  Free TY Stock Alerts

Tri-Continental (TY) Institutional Ownership

Tri-Continental logo
$31.04 -0.31 (-0.97%)
Closing price 03:58 PM Eastern
Extended Trading
$31.00 -0.04 (-0.11%)
As of 04:04 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.
Compare

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

Current
Institutional Ownership
Percentage
10.22%
Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$62.34M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$45.69M
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
5/16/2025 Jones Financial Companies Lllp2,643$83K0.0%+49.7%0.005%
5/16/2025 Integrated Wealth Concepts LLC56,737$1.74M0.0%-5.6%0.109%
5/16/2025 Advisors Asset Management Inc.24,044$737K0.0%N/A0.046%
5/15/2025 EP Wealth Advisors LLC101,861$3.12M0.0%-1.6%0.196%
5/15/2025 Royal Bank of Canada56,484$1.73M0.0%+30.9%0.109%
5/15/2025 Landscape Capital Management L.L.C.48,546$1.49M0.1%-23.9%0.093%
5/14/2025 Northwestern Mutual Wealth Management Co.3,206$98K0.0%-10.4%0.006%
5/13/2025 Raymond James Financial Inc.259,625$7.96M0.0%-20.2%0.500%
5/13/2025 Kovitz Investment Group Partners LLC205,747$6.31M0.0%-3.8%0.396%
5/12/2025 Wolverine Asset Management LLC134,784$4.13M0.0%+6.2%0.259%
5/9/2025 Costello Asset Management INC1,575$48K0.0%N/A0.003%
5/9/2025 Shaker Financial Services LLC90,287$2.77M1.1%-45.0%0.167%
5/8/2025 TIAA Trust National Association10,763$330K0.0%-9.5%0.020%
5/7/2025 LPL Financial LLC47,985$1.47M0.0%+10.4%0.089%
5/7/2025 Cornerstone Advisory LLC132,096$3.97M0.5%+2.3%0.245%
5/6/2025 Cetera Investment Advisers26,149$802K0.0%+2.6%0.048%
5/6/2025 Readystate Asset Management LP11,064$339K0.0%-5.1%0.021%
5/5/2025 Transce3nd LLC1,925$59K0.0%-36.4%0.004%
5/2/2025 Apollon Wealth Management LLC9,502$291K0.0%-7.3%0.018%
5/1/2025 Platform Technology Partners61,500$1.89M0.5%-36.9%0.114%
4/30/2025 Allworth Financial LP16,448$481K0.0%+5.5%0.031%
4/29/2025 Concurrent Investment Advisors LLC34,764$1.07M0.0%-41.9%0.064%
4/28/2025 D.A. Davidson & CO.74,999$2.30M0.0%-7.0%0.139%
4/25/2025 Koshinski Asset Management Inc.12,510$384K0.0%-6.8%0.023%
4/25/2025 Altus Wealth Group LLC32,676$1.00M0.5%-6.1%0.061%
4/25/2025 Albion Financial Group UT32,056$983K0.1%-1.4%0.059%
4/25/2025 Joel Isaacson & Co. LLC18,481$567K0.0%N/A0.034%
4/24/2025 Allspring Global Investments Holdings LLC276,551$8.48M0.0%+1.3%0.513%
4/23/2025 Uncommon Cents Investing LLC163,916$5.03M1.5%-1.8%0.304%
4/23/2025 Oppenheimer & Co. Inc.9,788$300K0.0%+26.4%0.018%
4/22/2025 Brown Lisle Cummings Inc.5,000$153K0.0%-16.7%0.009%
4/22/2025 Cambridge Investment Research Advisors Inc.51,617$1.58M0.0%-2.2%0.096%
4/18/2025 Bfsg LLC3,406$104K0.0%N/A0.006%
4/16/2025 Wealth Enhancement Advisory Services LLC124,064$3.81M0.0%-3.6%0.230%
4/15/2025 Fifth Third Bancorp1,401$43K0.0%-31.7%0.003%
4/15/2025 Bard 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%
3/24/2025 Mascagni Wealth Management Inc.6,685$212K0.2%N/A0.012%
3/17/2025 Wealth Enhancement Advisory Services LLC128,651$4.08M0.0%+2.8%0.239%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
2/18/2025 Cornerstone Advisory LLC129,095$4.21M0.5%N/A0.239%
2/18/2025 RB Capital Management LLC63,187$2.00M0.5%+7.2%0.117%
2/17/2025 Waverly Advisors LLC11,278$357K0.0%N/A0.021%
2/17/2025 NorthRock Partners LLC11,156$354K0.0%+66.8%0.021%
2/17/2025 Cetera Investment Advisers25,483$808K0.0%+22.7%0.047%
2/17/2025 Bank of America Corp DE46,149$1.46M0.0%+5.6%0.086%
2/17/2025 Ameriprise Financial Inc.11,849$375K0.0%+3.5%0.022%
2/14/2025 AQR Arbitrage LLC32,920$1.04M0.0%-41.4%0.061%
2/14/2025 Comerica Bank2,551$81K0.0%+103.9%0.005%
2/14/2025 Northern Trust Corp10,823$343K0.0%-59.4%0.020%
2/14/2025 Kovitz Investment Group Partners LLC213,843$6.78M0.0%-5.4%0.397%
2/14/2025 Integrated Wealth Concepts LLC60,087$1.90M0.0%-6.3%0.111%
2/14/2025 Stifel Financial Corp95,546$3.03M0.0%+0.9%0.177%
2/14/2025 Shaker Financial Services LLC164,067$5.20M2.0%+1.9%0.304%
2/14/2025 Transce3nd LLC3,025$96K0.0%N/A0.006%
2/14/2025 First Trust Advisors LP56,749$1.80M0.0%+4.7%0.105%
2/13/2025 MSH Capital Advisors LLC10,970$348K0.1%N/A0.020%
2/13/2025 Twin Focus Capital Partners LLC11,611$368K0.1%+5.6%0.022%
2/13/2025 Anchor Investment Management LLC2,000$63K0.0%N/A0.004%
2/13/2025 Mariner LLC81,564$2.59M0.0%+7.2%0.151%
2/13/2025 Bessemer Group Inc.2,956$94K0.0%-53.1%0.005%
2/13/2025 Wells Fargo & Company MN252,029$7.99M0.0%-0.5%0.467%
2/12/2025 Landscape Capital Management L.L.C.63,788$2.02M0.2%-25.0%0.118%
2/12/2025 Level Four Advisory Services LLC8,177$259K0.0%N/A0.015%
2/12/2025 JPMorgan Chase & Co.18,048$572K0.0%+37.1%0.033%
2/12/2025 Heritage Wealth Advisors19,028$603K0.0%-5.7%0.035%
2/11/2025 TIAA Trust National Association11,899$377K0.0%N/A0.022%
2/11/2025 CoreFirst Bank & Trust1,100$35K0.0%N/A0.002%
2/11/2025 LPL Financial LLC43,462$1.38M0.0%-2.8%0.081%
2/11/2025 1620 Investment Advisors Inc.89,044$2.82M2.1%+0.7%0.165%
2/10/2025 Thrivent Financial for Lutherans51,675$1.71M0.0%-7.9%0.096%
2/10/2025 Altus Wealth Group LLC34,802$1.10M0.5%-1.2%0.065%
2/10/2025 Corient Private Wealth LLC12,724$403K0.0%-2.9%0.024%
2/10/2025 Commonwealth Equity Services LLC58,389$1.85M0.0%+4.2%0.108%
2/7/2025 HighTower Advisors LLC28,454$902K0.0%+4.3%0.053%
2/7/2025 Cornerstone Advisors LLC55,242$1.75M0.1%-55.1%0.102%
2/7/2025 Johnson 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%
2/7/2025 PNC Financial Services Group Inc.7,848$249K0.0%+115.7%0.015%
2/7/2025 Mesirow Financial Investment Management Inc.12,188$386K0.0%N/A0.023%
2/7/2025 Blue Bell Private Wealth Management LLC411,731$13.05M2.5%-0.2%0.764%
2/6/2025 Raymond James Financial Inc.325,495$10.32M0.0%N/A0.604%
2/3/2025 Wolverine Asset Management LLC126,932$4.02M0.0%+5.2%0.235%
2/3/2025 Concurrent Investment Advisors LLC59,871$1.90M0.1%+95.3%0.111%
1/31/2025 D.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%
1/30/2025 Sheaff Brock Investment Advisors LLC12,209$387K0.0%+8.8%0.023%
1/30/2025 Allworth Financial LP15,585$509K0.0%+3.1%0.029%
1/30/2025 Nations Financial Group Inc. IA ADV12,097$383K0.0%+4.9%0.022%
1/29/2025 Beckerman Institutional LLC41,632$1.32M1.1%+1.7%0.077%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
1/29/2025 Allspring Global Investments Holdings LLC273,012$8.65M0.0%-38.2%0.506%
1/29/2025 JSF Financial LLC9,787$310K0.1%N/A0.018%
1/29/2025 Savant Capital LLC18,950$601K0.0%+1.7%0.035%
1/28/2025 Apollon Wealth Management LLC10,255$325K0.0%+14.0%0.019%
1/28/2025 Mezzasalma Advisors LLC6,494$206K0.1%N/A0.012%
1/28/2025 Platform Technology Partners97,531$3.09M0.9%+69.0%0.181%
1/27/2025 Brown Lisle Cummings Inc.6,000$190K0.1%-11.8%0.011%
1/23/2025 Crews Bank & Trust8,509$270K0.0%N/A0.016%
1/23/2025 American Institute for Advanced Investment Management LLP11,440$363K0.3%+6.1%0.021%
1/22/2025 Foundations Investment Advisors LLC11,200$355K0.0%+7.0%0.021%
(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, 121 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), Allspring Global Investments Holdings LLC ($8.48M), Wells Fargo & Company MN ($7.99M), Raymond James Financial Inc. ($7.96M), 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 101 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 ($426.06K), Raymond James Financial Inc. ($325.50K), Kovitz Investment Group Partners LLC ($226.09K), Allspring Global Investments Holdings LLC ($195.82K), Cornerstone Advisors LLC ($175.48K), Shaker Financial Services LLC ($151.85K), and Cornerstone Advisory LLC ($132.10K).

How much institutional buying is happening at Tri-Continental?

Institutional investors have bought a total of 2,958,620 shares in the last 24 months. This purchase volume represents approximately $91.05M in transactions.

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

Of the 69 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), Shaker Financial Services LLC ($125.25K), Cornerstone Advisors LLC ($120.24K), Raymond James & Associates ($117.10K), and Relative Value Partners Group LLC ($86.35K).

How much institutional selling is happening at Tri-Continental?

Institutional investors have sold a total of 1,963,065 shares in the last 24 months. This volume of shares sold represents approximately $60.43M in transactions.


Related Companies

This page (NYSE:TY) was last updated on 5/21/2025 by MarketBeat.com Staff
From Our Partners
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Buffett’s favorite chart just hit 209% – here’s what that means for gold
A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...
Golden Portfolio | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Is President Trump Lying To You With This?
President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...
Colonial Metals | Sponsored