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 175 institutions that hold shares in the stock, with a total of 7.74 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,416
shares
|
$831,608
0.04% of portfolio
|
Q2 2025
Reduced 40.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
23,348
shares
|
$795,232
0.0% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
22,767
shares
|
$775,444
0.0% of portfolio
|
Q1 2023
Reduced 13.8%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
22,637
shares
|
$771,016
0.49% of portfolio
|
Q2 2022
Added 0.43%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,557
shares
|
$768,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
21,146
shares
|
$720,232
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Kirr Marbach & CO LLC
|
Oct 14, 2025 Q3 2025 |
19,882
shares
|
$677,180
0.13% of portfolio
|
Q2 2024
Added 33.6%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
19,028
shares
|
$648,093
0.03% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
18,950
shares
|
$645,437
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,437
shares
|
$627,964
0.04% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,512
shares
|
$596,458
0.0% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
17,081
shares
|
$581,778
0.0% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
16,574
shares
|
$564,510
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
15,969
shares
|
$543,904
0.01% of portfolio
|
Q3 2025
Reduced 89.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
14,987
shares
|
$510,457
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
14,791
shares
|
$503,781
0.3% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
14,756
shares
|
$502,589
0.29% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,591
shares
|
$496,969
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
14,434
shares
|
$491,622
0.27% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,213
shares
|
$484,094
0.0% of portfolio
|
Q3 2025
Added 227.64%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
14,175
shares
|
$482,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
13,342
shares
|
$454,428
0.16% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
12,894
shares
|
$439,169
0.12% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
12,720
shares
|
$433,243
0.01% of portfolio
|
Q1 2024
Reduced 7.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
12,691
shares
|
$432,255
0.0% of portfolio
|
Q2 2025
Added 12.4%
|
|