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 145 institutions that hold shares in the stock, with a total of 7.14 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
728
shares
|
$22,764
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
600
shares
|
$18,762
0.01% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
464
shares
|
$14,509
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
370
shares
|
$11,569
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
368
shares
|
$11,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
308
shares
|
$9,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
300
shares
|
$9,381
0.0% of portfolio
|
Q2 2020
Added 0.1%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
271
shares
|
$8,474
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
251
shares
|
$7,848
0.0% of portfolio
|
Q2 2022
Reduced 16.61%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
231
shares
|
$7,223
0.0% of portfolio
|
Q4 2021
New holding
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
211
shares
|
$6,597
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
180
shares
|
$5,628
0.0% of portfolio
|
Q3 2023
Reduced 24.37%
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
161
shares
|
$5,034
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
134
shares
|
$4,190
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
121
shares
|
$3,783
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
85
shares
|
$2,657
0.0% of portfolio
|
Q4 2017
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
83
shares
|
$2,595
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
64
shares
|
$2,001
0.0% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
23
shares
|
$719
0.0% of portfolio
|
Q4 2021
Added 9.52%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|