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 146 institutions that hold shares in the stock, with a total of 7.1 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
540,267
shares
|
$17.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
465,384
shares
|
$15 Million
1.8% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
449,805
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
441,730
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
412,572
shares
|
$13.3 Million
2.72% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
255,964
shares
|
$8.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
253,257
shares
|
$8.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
249,725
shares
|
$8.07 Million
0.91% of portfolio
|
Q3 2023
Reduced 3.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
226,093
shares
|
$7.31 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
223,708
shares
|
$7.23 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
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%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
166,894
shares
|
$5.39 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
161,057
shares
|
$5.2 Million
2.03% of portfolio
|
Q3 2024
Added 69.7%
|
|
|
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%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
126,471
shares
|
$4.09 Million
0.01% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
122,919
shares
|
$3.97 Million
0.16% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
120,710
shares
|
$3.9 Million
0.09% of portfolio
|
Q3 2024
Added 127.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
103,243
shares
|
$3.34 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
97,603
shares
|
$3.15 Million
0.15% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
94,702
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
88,399
shares
|
$2.86 Million
2.34% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
85,081
shares
|
$2.75 Million
0.32% of portfolio
|
Q3 2024
Added 74.52%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
81,380
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
76,086
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
75,513
shares
|
$2.44 Million
0.15% of portfolio
|
Q2 2021
New holding
|