Tri-Continental (TY) Institutional Ownership

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(As of 04/15/2024 ET)

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Current Institutional Ownership Percentage: 10.22%
Number of Institutional Buyers (last 12 months): 64
Total Institutional Inflows (last 12 months): $33.76M

Number of Institutional Sellers (last 12 months): 56
Total Institutional Outflows (last 12 months): $18.60M

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TY Institutional Buying and Selling by Quarter

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Tri-Continental Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/13/2024	Priebe Wealth Holdings LLC	11,016	$339K	0.3%	-5.1%	0.020%
4/9/2024	Stolper Co	53,152	$1.64M	0.6%	+0.7%	0.099%
4/9/2024	Lowe Wealth Advisors LLC	1,500	$46K	0.0%	-42.6%	0.003%
3/5/2024	Twin Focus Capital Partners LLC	9,000	$259K	0.0%	-5.3%	0.017%
2/28/2024	EP Wealth Advisors LLC	7,345	$212K	0.0%	N/A	0.014%
2/15/2024	Comerica Bank	1,240	$36K	0.0%	-49.8%	0.002%
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2/14/2024	Royal Bank of Canada	89,672	$2.59M	0.0%	-2.2%	0.166%
2/14/2024	Pathstone Holdings LLC	11,291	$326K	0.0%	N/A	0.021%
2/14/2024	Kestra Advisory Services LLC	16,893	$487K	0.0%	-28.0%	0.031%
2/14/2024	MGO One Seven LLC	23,373	$674K	0.0%	N/A	0.043%
2/13/2024	First Trust Advisors LP	49,564	$1.43M	0.0%	-9.7%	0.092%
2/12/2024	Relative Value Partners Group LLC	241,439	$6.96M	0.4%	-1.7%	0.448%
2/12/2024	Stifel Financial Corp	104,135	$3.00M	0.0%	+0.4%	0.193%
2/9/2024	1620 Investment Advisors Inc.	87,228	$2.52M	2.5%	+1.5%	0.162%
2/9/2024	Bard Financial Services Inc.	537,183	$15.49M	1.7%	-5.4%	0.996%
2/9/2024	D.A. Davidson & CO.	81,427	$2.35M	0.0%	-4.8%	0.151%
2/9/2024	Wells Fargo & Company MN	269,748	$7.78M	0.0%	+6.0%	0.500%
2/9/2024	Cornerstone Advisors LLC	86,595	$2.50M	0.1%	-8.6%	0.161%
2/8/2024	Janney Montgomery Scott LLC	11,338	$327K	0.0%	-38.0%	0.021%
2/7/2024	Shaker Financial Services LLC	36,464	$1.05M	0.4%	-58.5%	0.068%
2/6/2024	Apollon Wealth Management LLC	8,676	$250K	0.0%	N/A	0.016%
2/6/2024	Private Advisor Group LLC	10,307	$297K	0.0%	+14.1%	0.019%
2/5/2024	Savant Capital LLC	21,378	$616K	0.0%	+26.3%	0.040%
2/5/2024	Stonebrook Private Inc.	11,582	$334K	0.1%	N/A	0.021%
2/2/2024	Prentiss Smith & Co. Inc.	7,973	$230K	0.2%	N/A	0.015%
1/30/2024	Independent Family Office LLC	6,987	$201K	0.1%	N/A	0.013%
1/29/2024	Koshinski Asset Management Inc.	19,177	$553K	0.1%	+38.6%	0.036%
1/26/2024	Priebe Wealth Holdings LLC	11,608	$335K	0.3%	N/A	0.022%
1/26/2024	Albion Financial Group UT	36,595	$1.06M	0.1%	-12.4%	0.068%
1/25/2024	Allspring Global Investments Holdings LLC	567,088	$16.35M	0.0%	+27.2%	1.052%
1/25/2024	Blue Bell Private Wealth Management LLC	415,869	$11.99M	2.9%	-1.0%	0.771%
1/24/2024	International Assets Investment Management LLC	200,793	$5.79M	0.0%	+2,793.7%	0.372%
1/23/2024	TIAA Trust National Association	22,767	$656K	0.0%	-14.4%	0.042%
1/18/2024	Uncommon Cents Investing LLC	168,713	$4.86M	1.6%	-2.2%	0.313%
1/18/2024	Transform Wealth LLC	18,110	$522K	0.1%	-22.7%	0.034%
1/16/2024	Raymond James Financial Services Advisors Inc.	222,957	$6.43M	0.0%	-3.5%	0.413%
1/16/2024	Raymond James & Associates	304,316	$8.77M	0.0%	-0.4%	0.564%
1/12/2024	Stolper Co	52,772	$1.52M	0.6%	+1.9%	0.098%
1/11/2024	Whitener Capital Management Inc.	35,455	$1.02M	0.4%	-2.3%	0.066%
11/21/2023	Walleye Capital LLC	15,171	$403K	0.0%	-15.9%	0.028%
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11/21/2023	Comerica Bank	2,472	$66K	0.0%	N/A	0.005%
11/16/2023	Creative Planning	12,915	$343K	0.0%	-12.6%	0.024%
11/16/2023	RB Capital Management LLC	60,523	$1.61M	0.5%	-2.0%	0.112%
11/15/2023	Royal Bank of Canada	91,723	$2.44M	0.0%	-1.1%	0.170%
11/14/2023	Lazard Asset Management LLC	449,805	$11.96M	0.0%	-0.6%	0.834%
11/14/2023	AQR Arbitrage LLC	54,558	$1.45M	0.1%	+113.6%	0.101%
11/13/2023	Northern Trust Corp	11,724	$312K	0.0%	-4.1%	0.022%
11/13/2023	Stifel Financial Corp	103,709	$2.76M	0.0%	-23.7%	0.192%
11/13/2023	Mariner LLC	72,869	$1.94M	0.0%	N/A	0.135%
11/13/2023	LPL Financial LLC	36,820	$979K	0.0%	+23.5%	0.068%
11/13/2023	Wolverine Asset Management LLC	11,969	$318K	0.0%	+439.4%	0.022%
11/13/2023	Kestra Advisory Services LLC	23,470	$624K	0.0%	-8.9%	0.044%
11/13/2023	PNC Financial Services Group Inc.	7,610	$202K	0.0%	-11.2%	0.014%
11/9/2023	Cornerstone Advisors LLC	94,693	$2.52M	0.1%	+17.0%	0.176%
11/9/2023	1620 Investment Advisors Inc.	85,926	$2.29M	2.5%	-0.6%	0.159%
11/9/2023	UBS Group AG	251,525	$6.69M	0.0%	-0.7%	0.466%
11/8/2023	HighTower Advisors LLC	24,912	$661K	0.0%	-3.4%	0.046%
11/8/2023	Baltimore Washington Financial Advisors Inc.	57,192	$1.52M	0.1%	N/A	0.106%
11/8/2023	D.A. Davidson & CO.	85,571	$2.28M	0.0%	-1.7%	0.159%
11/8/2023	Janney Montgomery Scott LLC	18,298	$487K	0.0%	+7.2%	0.034%
11/8/2023	Landscape Capital Management L.L.C.	12,690	$337K	0.0%	-24.0%	0.024%
11/3/2023	Private Advisor Group LLC	9,032	$240K	0.0%	-5.1%	0.017%
11/2/2023	Whitener Capital Management Inc.	36,289	$965K	0.4%	+2.0%	0.067%
11/2/2023	Shaker Financial Services LLC	87,931	$2.34M	1.1%	+24.3%	0.163%
10/31/2023	Allworth Financial LP	6,647	$177K	0.0%	-22.6%	0.012%
10/30/2023	Blue Bell Private Wealth Management LLC	419,981	$11.17M	3.0%	-0.6%	0.779%
10/30/2023	Tandem Capital Management Corp ADV	8,100	$215K	0.1%	N/A	0.015%
10/27/2023	Hennion & Walsh Asset Management Inc.	128,024	$3.40M	0.2%	+11.1%	0.237%
10/27/2023	Allspring Global Investments Holdings LLC	445,892	$11.86M	0.0%	+9.6%	0.827%
10/27/2023	TIAA Trust National Association	26,599	$707K	0.0%	N/A	0.049%
10/24/2023	Raymond James Financial Services Advisors Inc.	231,027	$6.14M	0.0%	-7.5%	0.428%
10/24/2023	Raymond James & Associates	305,568	$8.13M	0.0%	-4.5%	0.567%
10/24/2023	Cambridge Investment Research Advisors Inc.	53,405	$1.42M	0.0%	+1.1%	0.099%
10/23/2023	Commonwealth Equity Services LLC	109,607	$2.91M	0.0%	+0.4%	0.203%
10/23/2023	Lowe Wealth Advisors LLC	2,615	$70K	0.0%	-36.5%	0.005%
10/20/2023	Uncommon Cents Investing LLC	172,463	$4.59M	1.7%	+0.8%	0.320%
10/17/2023	Kirr Marbach & Co. LLC IN	14,882	$396K	0.1%	+6.8%	0.028%
10/16/2023	Bard Financial Services Inc.	567,653	$15.09M	1.9%	-6.4%	1.053%
10/11/2023	Transform Wealth LLC	23,440	$623K	0.1%	-49.6%	0.043%
10/11/2023	Successful Portfolios LLC	15,755	$419K	0.4%	-7.6%	0.029%
10/10/2023	Cora Capital Advisors LLC	10,352	$275K	0.2%	-22.5%	0.019%
10/10/2023	Daymark Wealth Partners LLC	8,609	$229K	0.0%	-38.0%	0.016%
10/4/2023	International Assets Investment Management LLC	6,939	$183K	0.0%	N/A	0.013%
8/21/2023	Osaic Holdings Inc.	77,726	$2.13M	0.0%	+1.0%	0.144%
8/15/2023	Wells Fargo & Company MN	268,843	$7.37M	0.0%	+0.3%	0.499%
8/15/2023	Integrated Wealth Concepts LLC	77,033	$2.11M	0.0%	-9.1%	0.143%
8/15/2023	Walleye Capital LLC	18,049	$495K	0.0%	N/A	0.033%
8/15/2023	Tyler Stone Wealth Management	1,648	$45K	0.0%	N/A	0.003%
8/15/2023	Lazard Asset Management LLC	452,487	$12.41M	0.0%	+0.2%	0.839%
8/15/2023	Royal Bank of Canada	92,767	$2.54M	0.0%	-8.7%	0.172%
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8/15/2023	Rockefeller Capital Management L.P.	5,866	$161K	0.0%	N/A	0.011%
8/15/2023	Stifel Financial Corp	135,872	$3.73M	0.0%	-7.6%	0.252%
8/14/2023	1620 Investment Advisors Inc.	86,402	$2.37M	2.6%	+0.5%	0.160%
8/11/2023	Cornerstone Advisors LLC	80,955	$2.22M	0.1%	N/A	0.150%
8/11/2023	Kestra Advisory Services LLC	25,755	$706K	0.0%	+33.5%	0.048%
8/11/2023	Landscape Capital Management L.L.C.	16,698	$458K	0.1%	+54.6%	0.031%
8/11/2023	JPMorgan Chase & Co.	1,598	$44K	0.0%	-71.9%	0.003%
8/10/2023	Osaic Holdings Inc.	77,726	$2.13M	0.0%	+1.0%	0.144%
8/10/2023	Bessemer Group Inc.	3,731	$102K	0.0%	N/A	0.007%
8/10/2023	Commonwealth Equity Services LLC	109,128	$2.99M	0.0%	+1.2%	0.202%

(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, 139 institutional investors and hedge funds held shares of Tri-Continental. The most heavily invested institutionals were Morgan Stanley ($17.88M), Allspring Global Investments Holdings LLC ($16.35M), Bard Financial Services Inc. ($15.49M), Blue Bell Private Wealth Management LLC ($11.99M), Lazard Asset Management LLC ($11.96M), Raymond James & Associates ($8.77M), and Wells Fargo & Company MN ($7.78M).Learn more on TY's institutional investors.
What percentage of Tri-Continental stock is owned by institutional investors?: 10.22% of Tri-Continental stock is owned by institutional investors. Learn more on TY's institutional investor holdings.
Which institutional investors have been buying Tri-Continental stock?: Of the 111 institutional investors that purchased Tri-Continental stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($394.39K), Shaker Financial Services LLC ($334.69K), Cornerstone Advisors LLC ($272.70K), International Assets Investment Management LLC ($205.09K), UBS Group AG ($104.75K), Raymond James & Associates ($102.04K), and Wolverine Asset Management LLC ($95.68K).

How much institutional buying is happening at Tri-Continental?: Institutional investors have bought a total of 2,995,292 shares in the last 24 months. This purchase volume represents approximately $82.90M in transactions.
Which Tri-Continental major shareholders have been selling company stock?: Of the 82 institutional investors that sold Tri-Continental stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Relative Value Partners Group LLC ($172.74K), Shaker Financial Services LLC ($164.69K), Wolverine Asset Management LLC ($139.43K), Bank of America Corp DE ($125.58K), Bard Financial Services Inc. ($119.94K), 1620 Investment Advisors Inc. ($84.65K), and Raymond James Financial Services Advisors Inc. ($82.34K).
How much institutional selling is happening at Tri-Continental?: Institutional investors have sold a total of 1,551,824 shares in the last 24 months. This volume of shares sold represents approximately $41.65M in transactions.

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This page (NYSE:TY) was last updated on 4/16/2024 by MarketBeat.com Staff

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Tri-Continental (TY) Institutional Ownership

TY Institutional Buying and Selling by Quarter

Tri-Continental Major Shareholders & Ownership History

TY Institutional Ownership - Frequently Asked Questions

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Tri-Continental (TY) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Tri-Continental (NYSE:TY)

TY Institutional Buying and Selling by Quarter

Tri-Continental Major Shareholders & Ownership History

TY Institutional Ownership - Frequently Asked Questions