Tri-Continental (TY) Institutional Ownership

$31.45

+0.39 (+1.26%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 10.22%
Number of Institutional Buyers (last 12 months): 50
Total Institutional Inflows (last 12 months): $30.07M

Number of Institutional Sellers (last 12 months): 43
Total Institutional Outflows (last 12 months): $15.67M

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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
7/26/2024	Cambridge Investment Research Advisors Inc.	55,564	$1.72M	0.0%	-2.0%	0.103%
7/26/2024	Allspring Global Investments Holdings LLC	426,380	$13.21M	0.0%	-22.3%	0.791%
7/25/2024	Raymond James Trust N.A.	9,329	$289K	0.0%	-8.3%	0.017%
7/25/2024	First Merchants Corp	27,607	$855K	0.0%	N/A	0.051%
7/23/2024	1620 Investment Advisors Inc.	89,870	$2.78M	2.1%	+1.3%	0.167%
7/23/2024	Kirr Marbach & Co. LLC IN	19,882	$616K	0.1%	+33.6%	0.037%
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7/20/2024	Hennion & Walsh Asset Management Inc.	137,773	$4.27M	0.2%	+6.0%	0.256%
7/19/2024	Raymond James & Associates	296,415	$9.18M	0.0%	-0.8%	0.550%
7/17/2024	Whitener Capital Management Inc.	36,555	$1.13M	0.3%	+2.7%	0.068%
7/16/2024	Wealth Enhancement Advisory Services LLC	115,813	$3.59M	0.0%	+1.6%	0.215%
7/10/2024	Albion Financial Group UT	32,802	$1.02M	0.1%	-10.4%	0.061%
7/10/2024	Atwood & Palmer Inc.	2,726	$84K	0.0%	N/A	0.005%
7/9/2024	Bard Financial Services Inc.	511,293	$15.84M	1.6%	-1.1%	0.948%
7/8/2024	BancFirst Trust & Investment Management	11,061	$341K	0.2%	N/A	0.021%
5/24/2024	Cetera Advisors LLC	16,868	$520K	0.0%	+105.3%	0.031%
5/14/2024	RB Capital Management LLC	57,681	$1.78M	0.5%	-4.7%	0.107%
5/10/2024	Cornerstone Advisors LLC	141,736	$4.37M	0.2%	+63.7%	0.263%
5/10/2024	Motco	3,511	$108K	0.0%	N/A	0.007%
5/9/2024	Koshinski Asset Management Inc.	13,147	$405K	0.0%	-31.4%	0.024%
5/8/2024	Heritage Wealth Advisors	42,785	$1.32M	0.0%	+102.0%	0.079%
5/7/2024	NorthRock Partners LLC	11,982	$369K	0.0%	N/A	0.022%
5/7/2024	Choate Investment Advisors	6,928	$213K	0.0%	N/A	0.013%
5/7/2024	Stonebrook Private Inc.	10,861	$335K	0.1%	-6.2%	0.020%
5/7/2024	Concurrent Investment Advisors LLC	24,469	$754K	0.0%	+2.6%	0.045%
5/7/2024	Oppenheimer & Co. Inc.	10,519	$324K	0.0%	N/A	0.020%
5/6/2024	Bard Financial Services Inc.	516,795	$15.92M	1.7%	-3.8%	0.958%
5/4/2024	9258 Wealth Management LLC	6,928	$213K	0.0%	N/A	0.013%
5/1/2024	Janney Montgomery Scott LLC	10,292	$317K	0.0%	-9.2%	0.019%
4/30/2024	Allspring Global Investments Holdings LLC	548,544	$16.90M	0.0%	-3.3%	1.017%
4/30/2024	Commonwealth Equity Services LLC	45,784	$1.41M	0.0%	-5.6%	0.085%
4/26/2024	YHB Investment Advisors Inc.	5,143	$158K	0.0%	N/A	0.010%
4/25/2024	Cambridge Investment Research Advisors Inc.	56,687	$1.75M	0.0%	+6.4%	0.105%
4/24/2024	Blue Bell Private Wealth Management LLC	413,891	$12.75M	2.7%	-0.5%	0.768%
4/23/2024	Raymond James Financial Services Advisors Inc.	213,487	$6.58M	0.0%	-4.2%	0.396%
4/22/2024	Raymond James & Associates	298,712	$9.20M	0.0%	-1.8%	0.554%
4/19/2024	Uncommon Cents Investing LLC	167,959	$5.17M	1.6%	-0.4%	0.311%
4/18/2024	Allspring Global Investments Holdings LLC	548,544	$16.90M	0.0%	-3.3%	1.017%
4/18/2024	Successful Portfolios LLC	15,268	$470K	0.3%	-2.3%	0.028%
4/17/2024	Hennion & Walsh Asset Management Inc.	130,014	$4.00M	0.2%	-2.0%	0.241%
4/16/2024	Wealth Enhancement Advisory Services LLC	114,038	$3.51M	0.0%	-4.2%	0.211%
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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%
2/12/2024	Relative Value Partners Group LLC	241,439	$6.96M	0.4%	-1.7%	0.448%
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%
2/7/2024	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%
1/16/2024	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%
11/16/2023	RB Capital Management LLC	60,523	$1.61M	0.5%	-2.0%	0.112%
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	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	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%
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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%

(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, 109 institutional investors and hedge funds held shares of Tri-Continental. The most heavily invested institutionals were Bard Financial Services Inc. ($15.84M), Allspring Global Investments Holdings LLC ($13.21M), Blue Bell Private Wealth Management LLC ($12.75M), Lazard Asset Management LLC ($11.96M), Raymond James & Associates ($9.18M), Wells Fargo & Company MN ($7.78M), and Relative Value Partners Group LLC ($6.96M).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 86 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), International Assets Investment Management LLC ($205.09K), Cornerstone Advisors LLC ($149.83K), Shaker Financial Services LLC ($111.22K), 1620 Investment Advisors Inc. ($86.00K), Hennion & Walsh Asset Management Inc. ($84.26K), and Integrated Wealth Concepts LLC ($78.69K).

How much institutional buying is happening at Tri-Continental?: Institutional investors have bought a total of 2,087,419 shares in the last 24 months. This purchase volume represents approximately $56.65M in transactions.
Which Tri-Continental major shareholders have been selling company stock?: Of the 68 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: Allspring Global Investments Holdings LLC ($217.38K), Relative Value Partners Group LLC ($172.74K), Shaker Financial Services LLC ($164.69K), Bard Financial Services Inc. ($145.83K), Wolverine Asset Management LLC ($139.43K), Raymond James Financial Services Advisors Inc. ($84.65K), and 1620 Investment Advisors Inc. ($84.65K).
How much institutional selling is happening at Tri-Continental?: Institutional investors have sold a total of 1,345,962 shares in the last 24 months. This volume of shares sold represents approximately $36.77M in transactions.