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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,776
shares
|
$57,613
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,575
shares
|
$51,093
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,481
shares
|
$48,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,314
shares
|
$42,626
0.0% of portfolio
|
Q1 2024
Reduced 10.49%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,236
shares
|
$40,095
0.0% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,229
shares
|
$39,868
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,109
shares
|
$35,975
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,105
shares
|
$35,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
992
shares
|
$32,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
939
shares
|
$30,461
0.0% of portfolio
|
Q2 2023
Reduced 63.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
786
shares
|
$25,497
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
557
shares
|
$18,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
464
shares
|
$15,052
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
370
shares
|
$12,002
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
368
shares
|
$11,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
333
shares
|
$10,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
300
shares
|
$9,732
0.0% of portfolio
|
Q2 2020
Added 0.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
251
shares
|
$8,142
0.0% of portfolio
|
Q2 2022
Reduced 16.61%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
231
shares
|
$7,493
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
211
shares
|
$6,844
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
196
shares
|
$6,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
180
shares
|
$5,839
0.0% of portfolio
|
Q3 2023
Reduced 24.37%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
174
shares
|
$5,644
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
157
shares
|
$5,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
134
shares
|
$4,346
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|