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Tri Continental (TY) Institutional Ownership

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$33.62 +0.10 (+0.30%)
Closing price 03:59 PM Eastern
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$33.62 0.00 (-0.01%)
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)
$64.72M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$43.68M
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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
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%
5/16/2025 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%
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%
(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 2,008,722 shares in the last 24 months. This purchase volume represents approximately $64.72M 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.


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This page (NYSE:TY) was last updated on 9/4/2025 by MarketBeat.com Staff
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