Free Trial
→ IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead? (From American Alternative) (Ad)tc pixel Free TY Stock Alerts

Tri Continental (TY) Institutional Ownership

Tri Continental logo
$33.97 +0.26 (+0.77%)
As of 10:41 AM Eastern
This is a fair market value 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)
81
Total
Institutional Inflows
(last 12 months)
$62.79M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$43.68M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
9/4/2025 Osaic Holdings Inc.28,681$908K0.0%+18.8%0.055%
8/26/2025 Thrivent Financial for Lutherans25,907$820K0.0%-53.0%0.050%
8/15/2025 Corient Private Wealth LLC24,314$770K0.0%+99.5%0.047%
8/15/2025 EP Wealth Advisors LLC93,327$2.96M0.0%-8.4%0.180%
8/15/2025 BNP Paribas Financial Markets1,259$40K0.0%+529.5%0.002%
8/15/2025 Bank of America Corp DE43,970$1.39M0.0%+4.6%0.085%
8/15/2025 Ameriprise Financial Inc.11,590$367K0.0%-3.9%0.022%
8/14/2025 Jane Street Group LLC14,222$450K0.0%N/A0.027%
8/14/2025 Raymond James Financial Inc.263,482$8.34M0.0%+1.5%0.507%
8/14/2025 Main Street Financial Solutions LLC6,532$207K0.0%N/A0.013%
8/14/2025 Quantedge Capital Pte Ltd22,951$727K0.7%+33.0%0.044%
8/14/2025 Transce3nd LLC1,375$44K0.0%-28.6%0.003%
8/13/2025 Baird Financial Group Inc.6,949$220K0.0%N/A0.013%
8/13/2025 First Trust Advisors LP62,617$1.98M0.0%+3.2%0.121%
8/13/2025 Guggenheim Capital LLC28,819$912K0.0%+21.5%0.055%
8/13/2025 Level Four Advisory Services LLC8,718$276K0.0%+5.5%0.017%
8/13/2025 Baltimore Washington Financial Advisors Inc.24,416$773K0.0%-40.2%0.047%
8/12/2025 Advisors Asset Management Inc.25,269$800K0.0%+5.1%0.049%
8/8/2025 Cornerstone Advisors LLC21,078$667K0.0%N/A0.041%
8/8/2025 Cetera Investment Advisers25,153$796K0.0%-3.8%0.048%
8/8/2025 Creative Planning25,640$812K0.0%-4.9%0.049%
8/8/2025 Foundations Investment Advisors LLC11,683$370K0.0%+3.4%0.022%
8/7/2025 Allworth Financial LP40,485$1.28M0.0%+146.1%0.078%
8/6/2025 Mascagni Wealth Management Inc.6,359$201K0.2%-4.9%0.012%
8/5/2025 Shaker Financial Services LLC162,350$5.14M1.8%+79.8%0.312%
8/5/2025 TIAA Trust National Association10,137$321K0.0%-5.8%0.020%
8/5/2025 GHP Investment Advisors Inc.4,000$127K0.0%N/A0.008%
8/4/2025 Wolverine Asset Management LLC154,054$4.88M0.0%+14.3%0.296%
8/1/2025 First Command Advisory Services Inc.7,449$236K0.0%N/A0.014%
7/30/2025 Cornerstone Advisory LLC139,177$4.41M0.5%+5.4%0.268%
7/30/2025 D.A. Davidson & CO.72,715$2.30M0.0%-3.0%0.140%
7/29/2025 Altus Wealth Group LLC30,851$977K0.4%-5.6%0.059%
7/28/2025 Tower Wealth Partners Inc.14,323$453K0.3%+3.4%0.028%
7/25/2025 Priebe Wealth Holdings LLC7,577$240K0.2%-17.0%0.015%
7/25/2025 MGO One Seven LLC21,101$668K0.0%+2.8%0.041%
7/25/2025 Allspring Global Investments Holdings LLC311,551$9.86M0.0%+12.7%0.600%
7/25/2025 Concurrent Investment Advisors LLC35,443$1.12M0.0%+2.0%0.068%
7/23/2025 Joel Isaacson & Co. LLC11,866$376K0.0%-35.8%0.023%
7/21/2025 Ameritas Advisory Services LLC1,229$39K0.0%N/A0.002%
7/17/2025 Albion Financial Group UT31,602$1.00M0.1%-1.4%0.061%
7/17/2025 Uncommon Cents Investing LLC161,836$5.12M1.4%-1.3%0.311%
7/16/2025 Brown Lisle Cummings Inc.4,600$146K0.0%-8.0%0.009%
7/14/2025 Whitener Capital Management Inc.33,735$1.07M0.3%-7.7%0.065%
7/10/2025 Stolper Co58,389$1.85M0.6%+5.5%0.112%
7/10/2025 Wealth Enhancement Advisory Services LLC126,281$4.05M0.0%+1.8%0.243%
7/8/2025 Bard Financial Services Inc.470,799$14.91M1.8%+6.1%0.906%
7/7/2025 RB Capital Management LLC60,993$1.93M0.4%-3.2%0.117%
5/16/2025Jones Financial Companies Lllp2,643$83K0.0%+49.7%0.005%
5/16/2025Integrated Wealth Concepts LLC56,737$1.74M0.0%-5.6%0.109%
5/16/2025Advisors Asset Management Inc.24,044$737K0.0%N/A0.046%
5/15/2025EP Wealth Advisors LLC101,861$3.12M0.0%-1.6%0.196%
5/15/2025Royal Bank of Canada56,484$1.73M0.0%+30.9%0.109%
5/15/2025Landscape Capital Management L.L.C.48,546$1.49M0.1%-23.9%0.093%
5/14/2025Northwestern Mutual Wealth Management Co.3,206$98K0.0%-10.4%0.006%
5/13/2025Raymond James Financial Inc.259,625$7.96M0.0%-20.2%0.500%
5/13/2025Kovitz Investment Group Partners LLC205,747$6.31M0.0%-3.8%0.396%
5/12/2025Wolverine Asset Management LLC134,784$4.13M0.0%+6.2%0.259%
5/9/2025Costello Asset Management INC1,575$48K0.0%N/A0.003%
5/9/2025Shaker Financial Services LLC90,287$2.77M1.1%-45.0%0.167%
5/8/2025TIAA Trust National Association10,763$330K0.0%-9.5%0.020%
5/7/2025LPL Financial LLC47,985$1.47M0.0%+10.4%0.089%
5/7/2025Cornerstone Advisory LLC132,096$3.97M0.5%+2.3%0.245%
5/6/2025Cetera Investment Advisers26,149$802K0.0%+2.6%0.048%
5/6/2025Readystate Asset Management LP11,064$339K0.0%-5.1%0.021%
5/5/2025Transce3nd LLC1,925$59K0.0%-36.4%0.004%
5/2/2025Apollon Wealth Management LLC9,502$291K0.0%-7.3%0.018%
5/1/2025Platform Technology Partners61,500$1.89M0.5%-36.9%0.114%
4/30/2025Allworth Financial LP16,448$481K0.0%+5.5%0.031%
4/29/2025Concurrent Investment Advisors LLC34,764$1.07M0.0%-41.9%0.064%
4/28/2025D.A. Davidson & CO.74,999$2.30M0.0%-7.0%0.139%
4/25/2025Koshinski Asset Management Inc.12,510$384K0.0%-6.8%0.023%
4/25/2025Altus Wealth Group LLC32,676$1.00M0.5%-6.1%0.061%
4/25/2025Albion Financial Group UT32,056$983K0.1%-1.4%0.059%
4/25/2025Joel Isaacson & Co. LLC18,481$567K0.0%N/A0.034%
4/24/2025Allspring Global Investments Holdings LLC276,551$8.48M0.0%+1.3%0.513%
4/23/2025Uncommon Cents Investing LLC163,916$5.03M1.5%-1.8%0.304%
4/23/2025Oppenheimer & Co. Inc.9,788$300K0.0%+26.4%0.018%
4/22/2025Brown Lisle Cummings Inc.5,000$153K0.0%-16.7%0.009%
4/22/2025Cambridge Investment Research Advisors Inc.51,617$1.58M0.0%-2.2%0.096%
4/18/2025Bfsg LLC3,406$104K0.0%N/A0.006%
4/16/2025Wealth Enhancement Advisory Services LLC124,064$3.81M0.0%-3.6%0.230%
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%
4/14/2025Priebe Wealth Holdings LLC9,126$280K0.2%-12.3%0.017%
4/10/2025Hennion & 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%
(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, 128 institutional investors and hedge funds held shares of Tri Continental. The most heavily invested institutionals were Bard Financial Services Inc. ($14.91M), Blue Bell Private Wealth Management LLC ($13.05M), Lazard Asset Management LLC ($11.96M), Allspring Global Investments Holdings LLC ($9.86M), Raymond James Financial Inc. ($8.34M), Wells Fargo & Company MN ($7.99M), and Relative Value Partners Group LLC ($6.96M).Learn more on Tri Continental's institutional investors.

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

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

Which institutional investors have been buying Tri Continental's stock?

Of the 108 institutional investors that purchased Tri Continental's 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. ($329.35K), Kovitz Investment Group Partners LLC ($226.09K), Allspring Global Investments Holdings LLC ($214.05K), Shaker Financial Services LLC ($183.84K), Cornerstone Advisory LLC ($139.18K), and Wolverine Asset Management LLC ($135.10K).

How much institutional buying is happening at Tri Continental?

Institutional investors have bought a total of 1,946,438 shares in the last 24 months. This purchase volume represents approximately $62.79M in transactions.

Which of Tri Continental's major shareholders have been selling company stock?

Of the 51 institutional investors that sold Tri Continental's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bard Financial Services Inc. ($281.04K), International Assets Investment Management LLC ($224.84K), Allspring Global Investments Holdings LLC ($168.72K), Cornerstone Advisors LLC ($112.14K), Raymond James & Associates ($89.98K), Shaker Financial Services LLC ($73.78K), and Raymond James Financial Inc. ($65.87K).

How much institutional selling is happening at Tri Continental?

Institutional investors have sold a total of 1,370,214 shares in the last 24 months. This volume of shares sold represents approximately $43.68M in transactions.


Related Companies

This page (NYSE:TY) was last updated on 9/26/2025 by MarketBeat.com Staff
From Our Partners
New Buy Alert: Should you put $1,000 into Oracle (ORCL) now?
Barron's is calling this Oracle's "Nvidia Moment..." While the Wall Street Journal is simply calling Oracle...
Chaikin Analytics | Sponsoredtc pixel
If You Keep Cash In A U.S. Bank Account… Read This NOW
The Treasury Department just issued a stunning warning: U.S. banks could lose up to $6.6 trillion of custom...
Banyan Hill Publishing | Sponsoredtc pixel
Another gold high? Here’s the move Wall Street is missing …
Gold has surged past $3,600 an ounce, up 45% in the last year, but Weiss Ratings analyst Sean Brodrick says th...
Weiss Ratings | Sponsoredtc pixel
6-Figure Target for BTC by 2025
Crypto ETF records broken – here's what’s next The biggest names in finance have built the infrastructure f...
Crypto 101 Media | Sponsoredtc pixel
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
China Targets MAGA In Stealth Trade War Tactics
China is deliberately targeting the economic backbone of conservative America - The very industries that supp...
Goldco Precious Metals | Sponsoredtc pixel
College grad makes $64,000 a month
Nothing hurts like a missed opportunity... And with AI stocks like Nvidia, Palantir, and Oracle continuing...
Stansberry Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel