Recent Quarter Total Invested
$201.35 M
Recent Quarter Institutional Ownership Percentage
12.28%
Total Invested of Last Quarter
$204.91 M
Ownership Percentage of Last Quarter
12.59%
Tri-Continental Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KIRR MARBACH & CO LLC /IN/ | 07/22/2024 | 19,882 | $615,746 | 33.60% | 0.04% |
| HERITAGE WEALTH ADVISORS | 08/06/2024 | 20,183 | $625,068 | -52.83% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 20,555 | $636,656 | -71.33% | 0.04% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 21,407 | $662,982 | 3.64% | 0.04% |
| TIAA TRUST, NATIONAL ASSOCIATION | 08/01/2024 | 22,767 | $705,094 | 0.00% | 0.04% |
| MGO ONE SEVEN LLC | 08/07/2024 | 22,953 | $710,848 | -2.77% | 0.04% |
| DELTA CAPITAL MANAGEMENT LLC | 07/22/2024 | 23,342 | $723,000 | 100.00% | 0.04% |
| ATLAS WEALTH LLC | 07/31/2024 | 24,906 | $778,063 | 100.00% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 27,132 | $840,000 | 0.34% | 0.05% |
| FIRST MERCHANTS CORP | 07/25/2024 | 27,607 | $854,989 | 100.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/30/2024 | 29,338 | $908,591 | 19.90% | 0.06% |
| ALBION FINANCIAL GROUP /UT | 07/10/2024 | 32,802 | $1.02 M | -10.36% | 0.06% |
| ALTUS WEALTH GROUP LLC | 08/05/2024 | 36,024 | $1.12 M | 8.51% | 0.07% |
| WHITENER CAPITAL MANAGEMENT, INC. | 07/17/2024 | 36,555 | $1.13 M | 2.71% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 37,733 | $1.17 M | -15.99% | 0.07% |
| LPL FINANCIAL LLC | 08/07/2024 | 41,368 | $1.28 M | 28.46% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 44,222 | $1.37 M | -3.41% | 0.08% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 48,752 | $1.51 M | -5.17% | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 51,920 | $1.61 M | -1.23% | 0.10% |
| STOLPER CO | 08/08/2024 | 52,890 | $1.64 M | -0.49% | 0.10% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 53,133 | $1.65 M | 85.09% | 0.10% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 54,470 | $1.70 M | 1.87% | 0.10% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 54,797 | $1.70 M | 3.80% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 55,564 | $1.72 M | -1.98% | 0.10% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 07/30/2024 | 57,192 | $1.77 M | 100.00% | 0.11% |
| RB CAPITAL MANAGEMENT, LLC | 08/14/2024 | 57,506 | $1.78 M | -0.30% | 0.11% |
| AQR ARBITRAGE LLC | 08/14/2024 | 59,629 | $1.85 M | 19.09% | 0.11% |
| 09/05/2024 | 62,284 | $1.85 M | 100.00% | 0.12% | |
| ROYAL BANK OF CANADA | 08/14/2024 | 62,474 | $1.94 M | -28.03% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/14/2024 | 68,488 | $2.12 M | -0.01% | 0.13% |
| MARINER, LLC | 08/13/2024 | 75,447 | $2.34 M | 1.80% | 0.14% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 08/13/2024 | 75,513 | $2.34 M | 0.00% | 0.14% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 81,020 | $2.51 M | 0.37% | 0.15% |
| 1620 INVESTMENT ADVISORS, INC. | 07/23/2024 | 89,870 | $2.78 M | 1.33% | 0.17% |
| SHAKER FINANCIAL SERVICES, LLC | 08/02/2024 | 94,909 | $2.94 M | 36.61% | 0.18% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 99,204 | $3.07 M | -2.61% | 0.19% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/16/2024 | 115,813 | $3.59 M | 1.56% | 0.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 137,773 | $4.27 M | 5.97% | 0.26% |
| CORNERSTONE ADVISORS, LLC | 08/09/2024 | 167,382 | $5.18 M | 18.09% | 0.32% |
| UNCOMMON CENTS INVESTING LLC | 07/18/2024 | 167,889 | $5.20 M | -0.04% | 0.32% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 219,052 | $6.78 M | 2.61% | 0.41% |
| HTLF BANK | 07/23/2024 | 226,760 | $7.02 M | -3.11% | 0.43% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 259,274 | $8.03 M | -2.17% | 0.49% |
| UBS GROUP AG | 08/14/2024 | 270,252 | $8.37 M | 11.06% | 0.51% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 296,415 | $9.18 M | -0.77% | 0.56% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 406,892 | $12.60 M | -1.69% | 0.77% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 426,380 | $13.20 M | -22.27% | 0.81% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 449,805 | $13.93 M | 0.00% | 0.85% |
| BARD FINANCIAL SERVICES, INC. | 07/09/2024 | 511,293 | $15.83 M | -1.06% | 0.97% |
| MORGAN STANLEY | 08/14/2024 | 542,830 | $16.81 M | 0.53% | 1.03% |
Tri-Continental Corporationinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of TY shares?
During the previous two years, 181 institutional investors and hedge funds held shares of Tri-Continental Corporation. The most heavily invested institutionals were:
MORGAN STANLEY: 542,830
Bard Financial Services, Inc.: 511,293
LAZARD ASSET MANAGEMENT LLC: 449,805
Allspring Global Investments Holdings, LLC: 426,380
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 406,892
RAYMOND JAMES & ASSOCIATES: 296,415
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What percentage of Tri-Continental Corporation stock is owned by institutional investors?
12.28% of Tri-Continental Corporation stock is owned by institutional investors.
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How much institutional buying is happening at TY ?
Institutional investors have bought a total of 9.56 M shares in the last 24 months. This purchase volume represents approximately $315.79 M in transactions.