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 145 institutions that hold shares in the stock, with a total of 7.39 Million shares, which have been reported (via 13F filing form) to have a value of $236 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,291
shares
|
$361,763
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
11,219
shares
|
$359,456
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
11,119
shares
|
$356,252
0.27% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2024 Q3 2024 |
11,061
shares
|
$354,394
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,000
shares
|
$352,440
0.06% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
10,783
shares
|
$345,487
0.25% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
10,483
shares
|
$335,875
0.17% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,468
shares
|
$335,394
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,369
shares
|
$332,222
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
9,640
shares
|
$308,865
0.04% of portfolio
|
Q3 2022
Reduced 10.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,623
shares
|
$308,320
0.0% of portfolio
|
Q2 2023
Reduced 6.66%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
9,266
shares
|
$296,882
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,025
shares
|
$289,161
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,996
shares
|
$288,231
0.01% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,831
shares
|
$282,945
0.01% of portfolio
|
Q4 2021
Added 1.95%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
8,136
shares
|
$260,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
8,100
shares
|
$259,524
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,743
shares
|
$248,085
0.0% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
7,689
shares
|
$246,355
0.17% of portfolio
|
Q1 2024
Reduced 3.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7,560
shares
|
$242,222
0.0% of portfolio
|
Q3 2024
Reduced 23.35%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
6,987
shares
|
$223,863
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,928
shares
|
$221,973
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
6,800
shares
|
$217,872
0.07% of portfolio
|
Q4 2023
Added 17.24%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,733
shares
|
$215,725
0.03% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
6,688
shares
|
$214,283
0.02% of portfolio
|
Q3 2024
Added 0.89%
|