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Tri Continental (TY) Institutional Ownership

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$33.78 -0.24 (-0.69%)
Closing price 03:58 PM Eastern
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$33.78 0.00 (0.00%)
As of 04:10 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)
81
Total
Institutional Inflows
(last 12 months)
$62.49M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$36.76M
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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
10/16/2025Uncommon Cents Investing LLC159,196$5.41M1.3%-1.6%0.306%
10/15/2025CWM LLC3,285$112K0.0%+83.9%0.006%
10/15/2025Successful Portfolios LLC14,791$503K0.3%-5.0%0.028%
10/10/2025 Brown Lisle Cummings Inc.4,200$143K0.0%-8.7%0.008%
10/7/2025 1620 Investment Advisors Inc.91,759$3.12M2.1%+0.5%0.177%
9/4/2025Osaic Holdings Inc.28,681$908K0.0%+18.8%0.055%
8/26/2025Thrivent Financial for Lutherans25,907$820K0.0%-53.0%0.050%
8/15/2025Corient Private Wealth LLC24,314$770K0.0%+99.5%0.047%
8/15/2025EP Wealth Advisors LLC93,327$2.96M0.0%-8.4%0.180%
8/15/2025BNP Paribas Financial Markets1,259$40K0.0%+529.5%0.002%
8/15/2025Bank of America Corp DE43,970$1.39M0.0%+4.6%0.085%
8/15/2025Ameriprise Financial Inc.11,590$367K0.0%-3.9%0.022%
8/14/2025Jane Street Group LLC14,222$450K0.0%N/A0.027%
8/14/2025Raymond James Financial Inc.263,482$8.34M0.0%+1.5%0.507%
8/14/2025Main Street Financial Solutions LLC6,532$207K0.0%N/A0.013%
8/14/2025Quantedge Capital Pte Ltd22,951$727K0.7%+33.0%0.044%
8/14/2025Transce3nd LLC1,375$44K0.0%-28.6%0.003%
8/13/2025Baird Financial Group Inc.6,949$220K0.0%N/A0.013%
8/13/2025First Trust Advisors LP62,617$1.98M0.0%+3.2%0.121%
8/13/2025Guggenheim Capital LLC28,819$912K0.0%+21.5%0.055%
8/13/2025Level Four Advisory Services LLC8,718$276K0.0%+5.5%0.017%
8/13/2025Baltimore Washington Financial Advisors Inc.24,416$773K0.0%-40.2%0.047%
8/12/2025Advisors Asset Management Inc.25,269$800K0.0%+5.1%0.049%
8/8/2025Cornerstone Advisors LLC21,078$667K0.0%N/A0.041%
8/8/2025Cetera Investment Advisers25,153$796K0.0%-3.8%0.048%
8/8/2025Creative Planning25,640$812K0.0%-4.9%0.049%
8/8/2025Foundations Investment Advisors LLC11,683$370K0.0%+3.4%0.022%
8/7/2025Allworth Financial LP40,485$1.28M0.0%+146.1%0.078%
8/6/2025Mascagni Wealth Management Inc.6,359$201K0.2%-4.9%0.012%
8/5/2025Shaker Financial Services LLC162,350$5.14M1.8%+79.8%0.312%
8/5/2025TIAA Trust National Association10,137$321K0.0%-5.8%0.020%
8/5/2025GHP Investment Advisors Inc.4,000$127K0.0%N/A0.008%
8/4/2025Wolverine Asset Management LLC154,054$4.88M0.0%+14.3%0.296%
8/1/2025First Command Advisory Services Inc.7,449$236K0.0%N/A0.014%
7/30/2025Cornerstone Advisory LLC139,177$4.41M0.5%+5.4%0.268%
7/30/2025D.A. Davidson & CO.72,715$2.30M0.0%-3.0%0.140%
7/29/2025Altus Wealth Group LLC30,851$977K0.4%-5.6%0.059%
7/28/2025Tower Wealth Partners Inc.14,323$453K0.3%+3.4%0.028%
7/25/2025Priebe Wealth Holdings LLC7,577$240K0.2%-17.0%0.015%
7/25/2025MGO One Seven LLC21,101$668K0.0%+2.8%0.041%
7/25/2025Allspring Global Investments Holdings LLC311,551$9.86M0.0%+12.7%0.600%
7/25/2025Concurrent Investment Advisors LLC35,443$1.12M0.0%+2.0%0.068%
7/23/2025Joel Isaacson & Co. LLC11,866$376K0.0%-35.8%0.023%
7/21/2025Ameritas Advisory Services LLC1,229$39K0.0%N/A0.002%
7/17/2025Albion Financial Group UT31,602$1.00M0.1%-1.4%0.061%
7/17/2025Uncommon 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%
7/14/2025Whitener 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%
7/10/2025Wealth Enhancement Advisory Services LLC126,281$4.05M0.0%+1.8%0.243%
7/8/2025Bard Financial Services Inc.470,799$14.91M1.8%+6.1%0.906%
7/7/2025RB 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%
(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, 127 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 109 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 ($419.12K), 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 1,937,287 shares in the last 24 months. This purchase volume represents approximately $62.49M in transactions.

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

Of the 52 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: 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), Bard Financial Services Inc. ($67.46K), and Raymond James Financial Inc. ($65.87K).

How much institutional selling is happening at Tri Continental?

Institutional investors have sold a total of 1,160,441 shares in the last 24 months. This volume of shares sold represents approximately $36.76M in transactions.


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This page (NYSE:TY) was last updated on 10/16/2025 by MarketBeat.com Staff
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