Go Pro
→ Someone just dumped the biggest gold fund. (From Behind the Markets) (Ad)tc pixel Free TY Stock Alerts

Tri Continental (TY) Institutional Ownership

Tri Continental logo
$35.62 +0.24 (+0.68%)
Closing price 08/25/2026 03:59 PM Eastern
Extended Trading
$35.61 -0.01 (-0.03%)
As of 08:05 AM 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.
Compare

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)
$56.31M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$19.16M
Get TY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Tri Continental stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TY Institutional Buying and Selling by Quarter

Tri Continental Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 HighTower Advisors LLC29,663$1.02M0.0%+2.1%0.056%
8/22/2026 Concurrent Investment Advisors LLC51,920$1.79M0.0%+5.2%0.098%
8/18/2026 RB Capital Management LLC61,076$2.10M0.4%N/A0.115%
8/17/2026 Corient Private Wealth LP11,801$406K0.0%N/A0.022%
8/17/2026 Bank of America Corp DE47,553$1.64M0.0%N/A0.089%
8/12/2026 Northwestern Mutual Wealth Management Co.3,094$106K0.0%N/A0.006%
8/12/2026 Evolve Private Wealth LLC57,423$1.98M0.1%N/A0.108%
8/12/2026 EP Wealth Advisors LLC75,065$2.58M0.0%N/A0.141%
8/11/2026 Beckerman Institutional LLC40,036$1.38M0.7%N/A0.075%
8/11/2026 Allworth Financial LP41,186$1.42M0.0%N/A0.077%
8/11/2026 MSH Capital Advisors LLC12,719$438K0.1%N/A0.024%
8/8/2026 Main Street Financial Solutions LLC6,286$216K0.0%N/A0.012%
8/7/2026 BlackRock Inc.1,562$54K0.0%N/A0.003%
7/10/2026 Whitener Capital Management Inc.31,386$1.08M0.2%-7.2%0.059%
7/9/2026 Hennion & Walsh Asset Management Inc.156,550$5.39M0.2%+8.1%0.294%
5/18/2026 Royal Bank of Canada58,243$1.84M0.0%+1.9%0.109%
5/16/2026 Quantinno Capital Management LP7,945$251K0.0%-7.3%0.015%
5/16/2026 Saba Capital Management L.P.735,098$23.22M0.6%+4.8%1.381%
5/16/2026 Lazard Asset Management LLC514,535$16.25M0.0%-0.6%0.967%
5/15/2026 Gateway Wealth Partners LLC7,440$235K0.0%N/A0.014%
5/14/2026 Sei Investments Co.11,335$358K0.0%N/A0.021%
5/13/2026 Cetera Investment Advisers22,608$714K0.0%-2.0%0.042%
5/13/2026 First Trust Advisors LP84,592$2.67M0.0%+15.3%0.159%
5/12/2026 Quantedge Capital Pte Ltd6,351$201K0.1%N/A0.012%
5/8/2026 PNC Financial Services Group Inc.22,817$721K0.0%+37.4%0.043%
5/6/2026 Bessemer Group Inc.4,997$157K0.0%+78.4%0.009%
5/6/2026 Allspring Global Investments Holdings LLC366,014$11.56M0.0%+9.5%0.688%
5/5/2026 D.A. Davidson & CO.73,108$2.31M0.0%-1.4%0.137%
5/5/2026 Cornerstone Advisory LLC151,571$4.79M0.5%+2.8%0.285%
5/4/2026 Beckerman Institutional LLC39,994$1.26M0.7%-1.3%0.075%
5/2/2026 International Assets Investment Management LLC7,532$241K0.0%-7.3%0.014%
5/2/2026Anchor Investment Management LLC1,465$46K0.0%-26.8%0.003%
5/1/2026 Altium Capital Management LLC78,920$2.49M5.9%+95.1%0.148%
4/27/2026 Altus Wealth Group LLC29,614$936K0.4%-1.9%0.057%
4/27/2026 Private Advisor Group LLC11,121$351K0.0%-3.0%0.021%
4/27/2026 Financial Plan Inc.11,006$348K0.0%-8.2%0.021%
4/23/2026 North Star Investment Management Corp.2,987$94K0.0%N/A0.006%
4/18/2026 CENTRAL TRUST Co3,098$98K0.0%-38.1%0.006%
4/17/2026 Hanson & Doremus Investment Management929$29K0.0%N/A0.002%
4/16/2026 Uhlmann Price Securities LLC5,393$170K0.0%N/A0.010%
Near retirement? Buy this stock (Ad)

On August 9, the Wall Street Journal profiled a unique AI strategy used by three companies. Whitney Tilson of Stansberry Research says one of them has returned more than Apple, Amazon, and the S&P 500 index combined in recent years. One well-known Wall Street money manager reportedly has roughly half his entire fund in this stock. Tilson's free write-up names the company and ticker, with no subscription required.tc pixel

Click here to see the free stock report now
3/5/2026 Bayban2,310$75K0.1%N/A0.004%
2/18/2026 EP Wealth Advisors LLC88,120$2.88M0.0%N/A0.170%
2/18/2026 XTX Topco Ltd8,056$263K0.0%N/A0.016%
2/18/2026 Saba Capital Management L.P.701,601$22.91M0.7%+8.3%1.350%
2/18/2026 Evolve Private Wealth LLC61,594$2.01M0.1%N/A0.119%
2/17/2026 Guggenheim Capital LLC26,893$878K0.0%-5.0%0.052%
2/17/2026 AQR Capital Management LLC8,166$267K0.0%N/A0.016%
2/17/2026 Cetera Investment Advisers23,068$753K0.0%-6.6%0.044%
2/17/2026 Osaic Holdings Inc.24,824$811K0.0%+6.3%0.048%
2/17/2026 &PARTNERS23,524$768K0.0%-10.7%0.045%
2/17/2026 Royal Bank of Canada57,171$1.87M0.0%+0.6%0.110%
2/16/2026 Mariner LLC93,914$3.07M0.0%+6.6%0.181%
2/16/2026 Focus Partners Wealth192,690$6.29M0.0%N/A0.371%
2/13/2026 Kestra Advisory Services LLC18,960$619K0.0%+8.3%0.036%
2/13/2026 Altus Wealth Group LLC30,182$986K0.4%-2.2%0.058%
2/13/2026 UMB Bank n.a.180,580$5.90M0.1%N/A0.348%
2/13/2026 Stifel Financial Corp99,870$3.26M0.0%-0.6%0.192%
2/13/2026 Heritage Wealth Advisors18,168$593K0.0%-4.5%0.035%
2/13/2026 First Trust Advisors LP73,338$2.40M0.0%+8.4%0.141%
2/13/2026 Wells Fargo & Company MN175,519$5.73M0.0%-21.7%0.338%
2/12/2026 Advocate Investing Services LLC1,649$54K0.0%N/A0.003%
2/12/2026 Jane Street Group LLC17,171$561K0.0%N/A0.033%
2/12/2026 Commonwealth Equity Services LLC53,953$1.76M0.0%+0.9%0.104%
2/12/2026 Steward Partners Investment Advisory LLC31,638$1.03M0.0%+122.6%0.061%
2/12/2026 Moneta Group Investment Advisors LLC6,609$216K0.0%N/A0.013%
2/11/2026 Commonwealth Retirement Investments LLC900$29K0.0%N/A0.002%
2/11/2026 Cerity Partners LLC15,102$493K0.0%+6.5%0.029%
2/11/2026 LPL Financial LLC81,303$2.66M0.0%+25.8%0.156%
2/11/2026 Closed End Fund Advisors Inc.6,338$207K0.1%N/A0.012%
2/11/2026 First Command Advisory Services Inc.4,694$153K0.0%-37.0%0.009%
2/10/2026 Beckerman Institutional LLC40,504$1.32M0.7%-1.3%0.078%
2/10/2026 Foundations Investment Advisors LLC17,712$578K0.0%+50.4%0.034%
2/9/2026 Blue Bell Private Wealth Management LLC420,932$13.75M2.0%+0.7%0.810%
2/6/2026 Altium Capital Management LLC40,451$1.32M5.2%N/A0.078%
2/6/2026 PNC Financial Services Group Inc.16,602$542K0.0%+150.3%0.032%
2/6/2026 HighTower Advisors LLC28,928$945K0.0%+4.6%0.056%
2/5/2026 1620 Investment Advisors Inc.92,338$3.02M2.0%+0.6%0.178%
2/5/2026 Allworth Financial LP41,086$1.34M0.0%+1.3%0.079%
2/3/2026 RB Capital Management LLC63,494$2.07M0.4%+3.1%0.122%
2/3/2026 Koshinski Asset Management Inc.10,199$333K0.0%-10.3%0.020%
2/3/2026 International Assets Investment Management LLC8,126$265K0.0%+6.3%0.016%
2/3/2026 MGO One Seven LLC21,850$714K0.0%+3.3%0.042%
2/2/2026 Wolverine Asset Management LLC5,958$195K0.0%-62.7%0.011%
2/2/2026 CENTRAL TRUST Co5,008$164K0.0%N/A0.010%
2/2/2026 Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies6,272$205K0.2%N/A0.012%
2/2/2026 Oppenheimer & Co. Inc.10,007$327K0.0%+3.4%0.019%
1/29/2026 Prentiss Smith & Co. Inc.7,026$229K0.1%-8.6%0.014%
1/29/2026 UBS Group AG262,197$8.56M0.0%-10.8%0.505%
1/29/2026 Concurrent Investment Advisors LLC44,812$1.46M0.0%+16.7%0.086%
1/28/2026 Cora Capital Advisors LLC11,981$391K0.2%+6.3%0.023%
Near retirement? Buy this stock (Ad)

On August 9, the Wall Street Journal profiled a unique AI strategy used by three companies. Whitney Tilson of Stansberry Research says one of them has returned more than Apple, Amazon, and the S&P 500 index combined in recent years. One well-known Wall Street money manager reportedly has roughly half his entire fund in this stock. Tilson's free write-up names the company and ticker, with no subscription required.tc pixel

Click here to see the free stock report now
1/28/2026 Cornerstone Advisory LLC147,472$4.82M0.5%+4.6%0.284%
1/28/2026 Financial Plan Inc.11,988$392K0.0%N/A0.023%
1/27/2026 Retirement Income Solutions Inc.6,213$203K0.0%N/A0.012%
1/26/2026 Shaker Financial Services LLC70,445$2.30M0.7%+455.5%0.136%
1/26/2026CWM LLC6,421$210K0.0%+95.5%0.012%
1/23/2026 Assetmark Inc.1,639$54K0.0%N/A0.003%
1/23/2026 Successful Portfolios LLC15,197$505K0.3%+2.7%0.029%
1/21/2026 Albion Financial Group UT30,496$996K0.1%-2.1%0.059%
1/21/2026 Crews Bank & Trust4,434$145K0.0%-47.9%0.009%
1/20/2026 Meridian Investment Counsel Inc.9,755$319K0.1%N/A0.019%


TY Institutional Ownership - Frequently Asked Questions

During the previous two years, 148 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 126 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 1,693,142 shares in the last 24 months. This purchase volume represents approximately $56.29M in transactions.

Of the 40 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 ($44.07K), Bard Financial Services Inc. ($25.84K), and Landscape Capital Management L.L.C. ($24.84K).

Institutional investors have sold a total of 569,251 shares in the last 24 months. This volume of shares sold represents approximately $19.16M 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 8/26/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
A $382 trillion migration and the position no one is talking about
Trump just signed a law requiring America's entire $382 trillion financial system to migrate to a new money ne...
Awesomely | Sponsoredtc pixel
Bezos… DOOMED
A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X com...
Paradigm Press | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Near retirement? Buy this stock
On August 9, the Wall Street Journal profiled a unique AI strategy used by three companies. Whitney Tilson of ...
Stansberry Research | Sponsoredtc pixel
China is not hedging. It's escaping.
China's US Treasury holdings have fallen from a peak of $1.32 trillion to roughly $659 billion, an 18-year low...
Behind the Markets | Sponsoredtc pixel
Free Stock Pick: The Company First in Line for America’s New Super Fuel
The U.S. Army and Department of Energy are launching Project Janus - a high-priority initiative ordered by Pre...
Banyan Hill Publishing | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel