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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
23,729
shares
|
$769,768
0.01% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
22,767
shares
|
$738,561
0.0% of portfolio
|
Q1 2023
Reduced 13.8%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
22,637
shares
|
$734,344
0.49% of portfolio
|
Q2 2022
Added 0.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
20,517
shares
|
$665,571
0.03% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
19,882
shares
|
$644,972
0.13% of portfolio
|
Q2 2024
Added 33.6%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
19,028
shares
|
$617,268
0.03% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
18,950
shares
|
$614,738
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,489
shares
|
$599,783
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
18,481
shares
|
$599,523
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,437
shares
|
$598,096
0.04% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,434
shares
|
$565,558
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
17,251
shares
|
$559,622
0.17% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
16,574
shares
|
$537,660
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
16,448
shares
|
$533,573
0.0% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
15,562
shares
|
$504,831
0.3% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,966
shares
|
$485,497
0.0% of portfolio
|
Q1 2025
Reduced 17.08%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
13,852
shares
|
$449,358
0.23% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
13,342
shares
|
$432,814
0.16% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
12,720
shares
|
$412,636
0.01% of portfolio
|
Q1 2024
Reduced 7.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
12,708
shares
|
$412,247
0.0% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
12,510
shares
|
$405,824
0.03% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,189
shares
|
$395,411
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
12,189
shares
|
$395,411
0.0% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
12,172
shares
|
$394,859
0.03% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,061
shares
|
$391,258
0.0% of portfolio
|
Q1 2025
Added 1.79%
|