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Tri Continental (TY) Institutional Ownership

Tri Continental logo
$34.54 +0.35 (+1.01%)
Closing price 03:59 PM Eastern
Extended Trading
$34.54 0.00 (0.00%)
As of 07:30 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 Massive. Learn more.
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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)
84
Total
Institutional Inflows
(last 12 months)
$56.59M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$19.19M
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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
9/9/2026Engineers Gate Manager LP9,876$340K0.0%N/A0.019%
9/9/2026Integrated Wealth Concepts LLC9,648$332K0.0%-2.9%0.018%
9/8/2026Waverly Advisors LLC14,153$487K0.0%+9.4%0.027%
9/2/2026Brown Lisle Cummings Inc.5,150$177K0.0%+22.6%0.010%
8/27/2026Corient Private Wealth LP11,138$383K0.0%-5.3%0.021%
8/26/2026HighTower Advisors LLC29,663$1.02M0.0%+2.1%0.056%
8/22/2026Concurrent Investment Advisors LLC51,920$1.79M0.0%+5.2%0.098%
8/18/2026RB Capital Management LLC61,076$2.10M0.4%N/A0.115%
8/17/2026Corient Private Wealth LP11,801$406K0.0%N/A0.022%
8/17/2026Bank of America Corp DE47,553$1.64M0.0%N/A0.089%
8/12/2026Northwestern Mutual Wealth Management Co.3,094$106K0.0%N/A0.006%
8/12/2026Evolve Private Wealth LLC57,423$1.98M0.1%N/A0.108%
8/12/2026EP Wealth Advisors LLC75,065$2.58M0.0%N/A0.141%
8/11/2026Beckerman Institutional LLC40,036$1.38M0.7%N/A0.075%
8/11/2026Allworth Financial LP41,186$1.42M0.0%N/A0.077%
8/11/2026MSH Capital Advisors LLC12,719$438K0.1%N/A0.024%
8/8/2026Main Street Financial Solutions LLC6,286$216K0.0%N/A0.012%
8/7/2026BlackRock Inc.1,562$54K0.0%N/A0.003%
7/10/2026Whitener Capital Management Inc.31,386$1.08M0.2%-7.2%0.059%
7/9/2026Hennion & Walsh Asset Management Inc.156,550$5.39M0.2%+8.1%0.294%
5/18/2026Royal Bank of Canada58,243$1.84M0.0%+1.9%0.109%
5/16/2026Quantinno Capital Management LP7,945$251K0.0%-7.3%0.015%
5/16/2026Saba Capital Management L.P.735,098$23.22M0.6%+4.8%1.381%
5/16/2026Lazard Asset Management LLC514,535$16.25M0.0%-0.6%0.967%
5/15/2026Gateway Wealth Partners LLC7,440$235K0.0%N/A0.014%
5/14/2026Sei Investments Co.11,335$358K0.0%N/A0.021%
5/13/2026Cetera Investment Advisers22,608$714K0.0%-2.0%0.042%
5/13/2026First Trust Advisors LP84,592$2.67M0.0%+15.3%0.159%
5/12/2026Quantedge Capital Pte Ltd6,351$201K0.1%N/A0.012%
5/8/2026PNC Financial Services Group Inc.22,817$721K0.0%+37.4%0.043%
5/6/2026Bessemer Group Inc.4,997$157K0.0%+78.4%0.009%
5/6/2026Allspring Global Investments Holdings LLC366,014$11.56M0.0%+9.5%0.688%
5/5/2026D.A. Davidson & CO.73,108$2.31M0.0%-1.4%0.137%
5/5/2026Cornerstone Advisory LLC151,571$4.79M0.5%+2.8%0.285%
5/4/2026Beckerman Institutional LLC39,994$1.26M0.7%-1.3%0.075%
5/2/2026International Assets Investment Management LLC7,532$241K0.0%-7.3%0.014%
5/2/2026Anchor Investment Management LLC1,465$46K0.0%-26.8%0.003%
5/1/2026Altium Capital Management LLC78,920$2.49M5.9%+95.1%0.148%
4/27/2026Altus Wealth Group LLC29,614$936K0.4%-1.9%0.057%
4/27/2026Private Advisor Group LLC11,121$351K0.0%-3.0%0.021%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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4/27/2026Financial Plan Inc.11,006$348K0.0%-8.2%0.021%
4/23/2026North Star Investment Management Corp.2,987$94K0.0%N/A0.006%
4/18/2026CENTRAL TRUST Co3,098$98K0.0%-38.1%0.006%
4/17/2026Hanson & Doremus Investment Management929$29K0.0%N/A0.002%
4/16/2026Uhlmann Price Securities LLC5,393$170K0.0%N/A0.010%
3/5/2026Bayban2,310$75K0.1%N/A0.004%
2/18/2026EP Wealth Advisors LLC88,120$2.88M0.0%N/A0.170%
2/18/2026XTX Topco Ltd8,056$263K0.0%N/A0.016%
2/18/2026Saba Capital Management L.P.701,601$22.91M0.7%+8.3%1.350%
2/18/2026Evolve Private Wealth LLC61,594$2.01M0.1%N/A0.119%
2/17/2026Guggenheim Capital LLC26,893$878K0.0%-5.0%0.052%
2/17/2026AQR Capital Management LLC8,166$267K0.0%N/A0.016%
2/17/2026Cetera Investment Advisers23,068$753K0.0%-6.6%0.044%
2/17/2026Osaic Holdings Inc.24,824$811K0.0%+6.3%0.048%
2/17/2026&PARTNERS23,524$768K0.0%-10.7%0.045%
2/17/2026Royal Bank of Canada57,171$1.87M0.0%+0.6%0.110%
2/16/2026Mariner LLC93,914$3.07M0.0%+6.6%0.181%
2/16/2026Focus Partners Wealth192,690$6.29M0.0%N/A0.371%
2/13/2026Kestra Advisory Services LLC18,960$619K0.0%+8.3%0.036%
2/13/2026Altus Wealth Group LLC30,182$986K0.4%-2.2%0.058%
2/13/2026UMB Bank n.a.180,580$5.90M0.1%N/A0.348%
2/13/2026Stifel Financial Corp99,870$3.26M0.0%-0.6%0.192%
2/13/2026Heritage Wealth Advisors18,168$593K0.0%-4.5%0.035%
2/13/2026First Trust Advisors LP73,338$2.40M0.0%+8.4%0.141%
2/13/2026Wells Fargo & Company MN175,519$5.73M0.0%-21.7%0.338%
2/12/2026Advocate Investing Services LLC1,649$54K0.0%N/A0.003%
2/12/2026Jane Street Group LLC17,171$561K0.0%N/A0.033%
2/12/2026Commonwealth Equity Services LLC53,953$1.76M0.0%+0.9%0.104%
2/12/2026Steward Partners Investment Advisory LLC31,638$1.03M0.0%+122.6%0.061%
2/12/2026Moneta Group Investment Advisors LLC6,609$216K0.0%N/A0.013%
2/11/2026Commonwealth Retirement Investments LLC900$29K0.0%N/A0.002%
2/11/2026Cerity Partners LLC15,102$493K0.0%+6.5%0.029%
2/11/2026LPL Financial LLC81,303$2.66M0.0%+25.8%0.156%
2/11/2026Closed End Fund Advisors Inc.6,338$207K0.1%N/A0.012%
2/11/2026First Command Advisory Services Inc.4,694$153K0.0%-37.0%0.009%
2/10/2026Beckerman Institutional LLC40,504$1.32M0.7%-1.3%0.078%
2/10/2026Foundations Investment Advisors LLC17,712$578K0.0%+50.4%0.034%
2/9/2026Blue Bell Private Wealth Management LLC420,932$13.75M2.0%+0.7%0.810%
2/6/2026Altium Capital Management LLC40,451$1.32M5.2%N/A0.078%
2/6/2026PNC Financial Services Group Inc.16,602$542K0.0%+150.3%0.032%
2/6/2026HighTower Advisors LLC28,928$945K0.0%+4.6%0.056%
2/5/20261620 Investment Advisors Inc.92,338$3.02M2.0%+0.6%0.178%
2/5/2026Allworth Financial LP41,086$1.34M0.0%+1.3%0.079%
2/3/2026RB Capital Management LLC63,494$2.07M0.4%+3.1%0.122%
2/3/2026Koshinski Asset Management Inc.10,199$333K0.0%-10.3%0.020%
2/3/2026International Assets Investment Management LLC8,126$265K0.0%+6.3%0.016%
2/3/2026MGO One Seven LLC21,850$714K0.0%+3.3%0.042%
2/2/2026Wolverine Asset Management LLC5,958$195K0.0%-62.7%0.011%
2/2/2026CENTRAL TRUST Co5,008$164K0.0%N/A0.010%
2/2/2026Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies6,272$205K0.2%N/A0.012%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/2/2026Oppenheimer & Co. Inc.10,007$327K0.0%+3.4%0.019%
1/29/2026Prentiss Smith & Co. Inc.7,026$229K0.1%-8.6%0.014%
1/29/2026UBS Group AG262,197$8.56M0.0%-10.8%0.505%
1/29/2026Concurrent Investment Advisors LLC44,812$1.46M0.0%+16.7%0.086%
1/28/2026Cora Capital Advisors LLC11,981$391K0.2%+6.3%0.023%
1/28/2026Cornerstone Advisory LLC147,472$4.82M0.5%+4.6%0.284%
1/28/2026Financial Plan Inc.11,988$392K0.0%N/A0.023%
1/27/2026Retirement Income Solutions Inc.6,213$203K0.0%N/A0.012%
1/26/2026Shaker Financial Services LLC70,445$2.30M0.7%+455.5%0.136%
1/26/2026CWM LLC6,421$210K0.0%+95.5%0.012%


TY Institutional Ownership - Frequently Asked Questions

During the previous two years, 149 institutional investors and hedge funds held shares of Tri Continental. The most heavily invested institutionals were Saba Capital Management L.P. ($23.22M), Lazard Asset Management LLC ($16.25M), Bard Financial Services Inc. ($15.13M), Blue Bell Private Wealth Management LLC ($13.75M), Allspring Global Investments Holdings LLC ($11.56M), Raymond James Financial Inc. ($9.05M), and UBS Group AG ($8.56M).Learn more on Tri Continental's institutional investors.

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

Of the 128 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: Raymond James Financial Inc. ($331.93K), EP Wealth Advisors LLC ($266.43K), Kovitz Investment Group Partners LLC ($226.09K), International Assets Investment Management LLC ($225.75K), Shaker Financial Services LLC ($198.98K), Focus Partners Wealth ($192.69K), and UMB Bank n.a. ($180.58K).

Institutional investors have bought a total of 1,701,241 shares in the last 24 months. This purchase volume represents approximately $56.59M in transactions.

Of the 41 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: Shaker Financial Services LLC ($149.67K), Wolverine Asset Management LLC ($148.10K), UBS Group AG ($78.68K), Wells Fargo & Company MN ($48.66K), Integrated Wealth Concepts LLC ($44.36K), Bard Financial Services Inc. ($25.84K), and Landscape Capital Management L.L.C. ($24.84K).

Institutional investors have sold a total of 570,166 shares in the last 24 months. This volume of shares sold represents approximately $19.19M in transactions.


Related Companies

Institutional ownership data for NYSE:TY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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