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 159 institutions that hold shares in the stock, with a total of 7.54 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 |
Feb 14, 2025 Q4 2024 |
571,102
shares
|
$17.7 Million
0.0% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
465,384
shares
|
$14.4 Million
1.8% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
449,805
shares
|
$14 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
411,731
shares
|
$12.8 Million
2.61% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
325,495
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
312,395
shares
|
$9.69 Million
0.0% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
273,012
shares
|
$8.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
252,029
shares
|
$7.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
249,725
shares
|
$7.75 Million
0.91% of portfolio
|
Q3 2023
Reduced 3.49%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
217,703
shares
|
$6.75 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
213,843
shares
|
$6.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,440
shares
|
$6.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.35%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
166,894
shares
|
$5.18 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
164,067
shares
|
$5.09 Million
2.07% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,779
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.65%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
129,095
shares
|
$4 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
128,651
shares
|
$3.99 Million
0.01% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
126,932
shares
|
$3.94 Million
0.08% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
103,486
shares
|
$3.21 Million
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
97,603
shares
|
$3.03 Million
0.15% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
97,531
shares
|
$3.03 Million
0.99% of portfolio
|
Q4 2024
Added 69.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
95,546
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
89,044
shares
|
$2.76 Million
2.23% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
81,564
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
80,628
shares
|
$2.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.92%
|