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 |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
6,987
shares
|
$226,658
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
6,928
shares
|
$224,744
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,733
shares
|
$218,418
0.03% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
6,629
shares
|
$215,044
0.2% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
6,549
shares
|
$212,449
0.07% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5,900
shares
|
$191,396
0.0% of portfolio
|
Q1 2023
Reduced 14.49%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,696
shares
|
$184,778
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,990
shares
|
$161,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,960
shares
|
$160,902
0.06% of portfolio
|
Q3 2023
Added 3.64%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,848
shares
|
$157,269
0.0% of portfolio
|
Q1 2025
Reduced 91.1%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,624
shares
|
$150,002
0.0% of portfolio
|
Q1 2025
Added 74.95%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
4,600
shares
|
$149,224
0.04% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,329
shares
|
$140,432
0.0% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,406
shares
|
$110,490
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,240
shares
|
$105,105
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,206
shares
|
$104,002
0.0% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
3,057
shares
|
$99,169
0.0% of portfolio
|
Q4 2022
Reduced 33.31%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,955
shares
|
$95,860
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
2,726
shares
|
$88,431
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,551
shares
|
$82,754
0.0% of portfolio
|
Q4 2024
Added 103.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,500
shares
|
$81,100
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,106
shares
|
$68,318
0.01% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
2,000
shares
|
$64,879
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,925
shares
|
$62,446
0.03% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,854
shares
|
$60,143
0.0% of portfolio
|
Q4 2024
Added 6.06%
|