Tri-Continental Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 701.60 K | $22.91 M | 8.32% | 1.32% |
| MORGAN STANLEY | 02/13/2026 | 562.41 K | $18.37 M | 12.26% | 1.06% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 420.93 K | $13.75 M | 0.69% | 0.79% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 334.26 K | $10.92 M | -0.58% | 0.63% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 273.73 K | $8.94 M | 2.88% | 0.52% |
| UBS GROUP AG | 01/29/2026 | 262.20 K | $8.56 M | -10.76% | 0.49% |
| COLONY GROUP, LLC | 02/13/2026 | 192.69 K | $6.29 M | 100.00% | 0.36% |
| UMB BANK, N.A. | 02/13/2026 | 180.58 K | $5.90 M | 100.00% | 0.34% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 175.52 K | $5.73 M | -21.71% | 0.33% |
| UNCOMMON CENTS INVESTING LLC | 01/15/2026 | 159.86 K | $5.22 M | 0.41% | 0.30% |
| CORNERSTONE ADVISORY, LLC | 01/28/2026 | 147.47 K | $4.82 M | 4.60% | 0.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 127.04 K | $4.19 M | -3.13% | 0.24% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 123.78 K | $4.04 M | 27.36% | 0.23% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 99.87 K | $3.26 M | -0.56% | 0.19% |
| MARINER, LLC | 02/13/2026 | 93.91 K | $3.07 M | 6.63% | 0.18% |
| 1620 INVESTMENT ADVISORS, INC. | 02/05/2026 | 92.34 K | $3.02 M | 0.63% | 0.17% |
| EP WEALTH ADVISORS, LLC | 02/18/2026 | 88.12 K | $2.88 B | 100.00% | 0.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 81.30 K | $2.66 M | 25.77% | 0.15% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 74.14 K | $2.42 M | 0.31% | 0.14% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 73.34 K | $2.40 M | 8.44% | 0.14% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 70.45 K | $2.30 M | 455.47% | 0.13% |
| PLATFORM TECHNOLOGY PARTNERS | 02/13/2026 | 67.00 K | $2.19 M | 6.31% | 0.13% |
| RB CAPITAL MANAGEMENT, LLC | 02/03/2026 | 63.49 K | $2.07 M | 3.11% | 0.12% |
| STOLPER CO | 01/12/2026 | 61.66 K | $2.01 M | 5.67% | 0.12% |
| ROYAL BANK OF CANADA | 02/17/2026 | 57.17 K | $1.87 M | 0.64% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 53.95 K | $1.76 M | 0.93% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 48.53 K | $1.59 M | 3.38% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 46.83 K | $1.53 M | -0.18% | 0.09% |
| CITADEL ADVISORS LLC | 02/17/2026 | 44.87 K | $1.47 M | 100.00% | 0.08% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 44.81 K | $1.46 M | 16.69% | 0.08% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 41.09 K | $1.34 M | 1.34% | 0.08% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 40.50 K | $1.32 M | -1.25% | 0.08% |
| ALTIUM CAPITAL MANAGEMENT LP | 02/06/2026 | 40.45 K | $1.32 M | 100.00% | 0.08% |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 01/26/2026 | 38.41 K | $1.25 M | 0.00% | 0.07% |
| WHITENER CAPITAL MANAGEMENT, INC. | 01/23/2026 | 33.75 K | $1.10 M | 0.39% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 31.64 K | $1.03 M | 122.60% | 0.06% |
| ALBION FINANCIAL GROUP /UT | 01/21/2026 | 30.50 K | $996.00 K | -2.12% | 0.06% |
| ALTUS WEALTH GROUP LLC | 02/13/2026 | 30.18 K | $985.74 K | -2.17% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 28.93 K | $944.78 K | 4.64% | 0.05% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 25.91 K | $847.00 K | 0.00% | 0.05% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 25.00 K | $816.44 K | -0.35% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 24.82 K | $810.88 K | 6.32% | 0.05% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 02/13/2026 | 24.42 K | $797.43 K | 0.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 23.07 K | $753.41 K | -6.60% | 0.04% |
| MGO ONE SEVEN LLC | 02/03/2026 | 21.85 K | $713.63 K | 3.33% | 0.04% |
| KIRR MARBACH & CO LLC /IN/ | 01/26/2026 | 19.88 K | $649.35 K | 0.00% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 18.96 K | $619.22 K | 8.27% | 0.04% |
| HERITAGE WEALTH ADVISORS | 02/13/2026 | 18.17 K | $593.37 K | -4.52% | 0.03% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 02/10/2026 | 17.71 K | $578.48 K | 50.43% | 0.03% |
| JANE STREET GROUP, LLC | 02/12/2026 | 17.17 K | $560.81 K | 100.00% | 0.03% |
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Tri-Continental Corp. institutional Ownership - FAQ's
During the previous two years, 210 institutional investors and hedge funds held shares of Tri-Continental Corp.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 701,601
MORGAN STANLEY: 562,413
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 420,932
Allspring Global Investments Holdings, LLC: 334,257
RAYMOND JAMES FINANCIAL INC: 273,726
UBS Group AG: 262,197
7.68% of Tri-Continental Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 10.26 M shares in the last 24 months. This purchase volume represents approximately $342.26 M in transactions.