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 161 institutions that hold shares in the stock, with a total of 7.51 Million shares, which have been reported (via 13F filing form) to have a value of $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
12,097
shares
|
$344,522
0.03% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
11,899
shares
|
$338,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
11,849
shares
|
$337,459
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,654
shares
|
$331,905
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
11,611
shares
|
$330,681
0.05% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
11,440
shares
|
$325,811
0.26% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,291
shares
|
$321,567
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
11,291
shares
|
$321,567
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
11,278
shares
|
$321,197
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,200
shares
|
$318,976
0.01% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
11,156
shares
|
$317,722
0.01% of portfolio
|
Q4 2024
Added 66.81%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Apr 15, 2025 Q1 2025 |
11,061
shares
|
$315,017
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
11,005
shares
|
$313,422
0.16% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
10,970
shares
|
$312,425
0.11% of portfolio
|
Q3 2022
Added 4.56%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,823
shares
|
$308,239
0.0% of portfolio
|
Q4 2024
Reduced 59.43%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,535
shares
|
$300,036
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,255
shares
|
$292,062
0.01% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
9,787
shares
|
$278,733
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
9,640
shares
|
$274,547
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
|
$274,063
0.0% of portfolio
|
Q2 2023
Reduced 6.66%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
9,266
shares
|
$263,895
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
9,126
shares
|
$259,908
0.17% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,831
shares
|
$251,506
0.01% of portfolio
|
Q4 2021
Added 1.95%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,509
shares
|
$242,336
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
8,177
shares
|
$232,880
0.01% of portfolio
|
Q4 2024
New holding
|