Institutional Ownership Tri Continental Corp (TY)
This table provides information about the institutional ownership of Tri Continental Corp (TY). We have compiled data on the 158 institutions that hold shares in the stock, with a total of 7.19 Million shares, which have been reported (via 13F filing form) to have a value of $232 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
566,027
shares
|
$18.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
470,799
shares
|
$15.2 Million
1.83% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
449,805
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
411,702
shares
|
$13.3 Million
2.51% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
336,310
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
276,551
shares
|
$8.93 Million
0.02% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
259,625
shares
|
$8.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
254,740
shares
|
$8.23 Million
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
249,725
shares
|
$8.07 Million
0.91% of portfolio
|
Q3 2023
Reduced 3.49%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
217,703
shares
|
$7.03 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,440
shares
|
$6.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.35%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
205,747
shares
|
$6.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
161,836
shares
|
$5.23 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,779
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.65%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
134,784
shares
|
$4.35 Million
0.1% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
132,096
shares
|
$4.27 Million
0.51% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
126,281
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
101,861
shares
|
$3.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
96,571
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
94,859
shares
|
$3.06 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
91,226
shares
|
$2.95 Million
2.24% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
90,287
shares
|
$2.92 Million
1.12% of portfolio
|
Q1 2025
Reduced 44.97%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
82,728
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
75,513
shares
|
$2.44 Million
0.15% of portfolio
|
Q2 2021
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
74,999
shares
|
$2.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.98%
|