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Tri Continental (TY) Institutional Ownership

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$32.90 +0.21 (+0.63%)
As of 01:06 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)
75
Total
Institutional Inflows
(last 12 months)
$61.35M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$45.76M
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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
7/25/2025Concurrent 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%
4/25/2025 Albion Financial Group UT32,056$983K0.1%-1.4%0.059%
4/25/2025 Joel Isaacson & Co. LLC18,481$567K0.0%N/A0.034%
4/24/2025Allspring 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%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve. James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation.

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4/23/2025Oppenheimer & 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%
4/22/2025Cambridge 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%
4/14/2025Priebe 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%
3/17/2025 Wealth Enhancement Advisory Services LLC128,651$4.08M0.0%+2.8%0.239%
2/18/2025Cornerstone Advisory LLC129,095$4.21M0.5%N/A0.239%
2/18/2025 RB 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%
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%
2/7/2025Tower 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%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve. James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation.

See Altucher’s Great Gain gameplan here
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%
(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, 122 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 ($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 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 101 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. ($325.50K), Kovitz Investment Group Partners LLC ($226.09K), Allspring Global Investments Holdings LLC ($179.05K), 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 1,905,896 shares in the last 24 months. This purchase volume represents approximately $61.35M in transactions.

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

Of the 47 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: Allspring Global Investments Holdings LLC ($290.88K), Bard Financial Services Inc. ($281.04K), International Assets Investment Management LLC ($224.84K), 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 1,438,639 shares in the last 24 months. This volume of shares sold represents approximately $45.76M in transactions.


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This page (NYSE:TY) was last updated on 7/25/2025 by MarketBeat.com Staff
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