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 |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,682
shares
|
$431,948
0.15% of portfolio
|
Q3 2025
Reduced 92.19%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,611
shares
|
$429,530
0.06% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,414
shares
|
$422,820
0.0% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,189
shares
|
$415,157
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,158
shares
|
$414,101
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
11,866
shares
|
$404,155
0.02% of portfolio
|
Q2 2025
Reduced 35.79%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,796
shares
|
$401,771
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,774
shares
|
$401,022
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,365
shares
|
$387,091
0.03% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,291
shares
|
$384,571
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
11,275
shares
|
$384,026
0.16% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
11,203
shares
|
$381,574
0.0% of portfolio
|
Q3 2025
Reduced 79.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
11,128
shares
|
$379,019
0.0% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
11,106
shares
|
$378,270
0.03% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2025 Q3 2025 |
11,061
shares
|
$376,737
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,042
shares
|
$376,090
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
10,273
shares
|
$349,898
0.22% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
10,136
shares
|
$345,232
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
9,680
shares
|
$329,700
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
9,640
shares
|
$328,338
0.04% of portfolio
|
Q3 2022
Reduced 10.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,623
shares
|
$327,759
0.0% of portfolio
|
Q2 2023
Reduced 6.66%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
9,266
shares
|
$315,599
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,831
shares
|
$300,783
0.01% of portfolio
|
Q4 2021
Added 1.95%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,762
shares
|
$298,433
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,509
shares
|
$289,816
0.04% of portfolio
|
Q4 2024
New holding
|
|