Tri-Continental Ownership | Who Owns Tri-Continental?
Tri-Continental Ownership Summary
Tri-Continental is owned by 12.28% institutional investors, 0.03% insiders, and 87.69% retail investors. Morgan stanley is the largest institutional shareholder, holding 1.03% of TY shares.
TY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Tri-Continental | 12.28% | 0.03% | 87.69% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Asset Management Stocks | 39.76% | 8.77% | 51.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 542.83K | 1.03% | $16.81M |
| Bard financial services | 511.29K | 0.97% | $15.83M |
| Lazard asset management | 449.81K | 0.85% | $13.93M |
| Allspring global investments | 426.38K | 0.81% | $13.20M |
| Blue bell private wealth management | 406.89K | 0.77% | $12.60M |
| Raymond james & associates | 296.42K | 0.56% | $9.18M |
| Ubs group | 270.25K | 0.51% | $8.37M |
| Wells fargo & company/mn | 259.27K | 0.49% | $8.03M |
| Htlf bank | 226.76K | 0.43% | $7.02M |
| Raymond james financial services advisors | 219.05K | 0.41% | $6.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Blue bell private wealth management | 406.89K | 2.60% | $12.60M |
| 1620 investment advisors | 89.87K | 2.13% | $2.78M |
| Bard financial services | 511.29K | 1.64% | $15.83M |
| Uncommon cents investing | 167.89K | 1.63% | $5.20M |
| Shaker financial services | 94.91K | 1.19% | $2.94M |
| Htlf bank | 226.76K | 0.80% | $7.02M |
| Stolper | 52.89K | 0.58% | $1.64M |
| Altus wealth group | 36.02K | 0.56% | $1.12M |
| Rb capital management | 57.51K | 0.44% | $1.78M |
| Delta capital management | 23.34K | 0.44% | $723.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Baltimore-washington financial advisors | 57.19K | 0.10% | 57.19K |
| First merchants | 27.61K | 0.03% | 27.61K |
| Ubs group | 270.25K | 0.00% | 26.90K |
| Cornerstone advisors | 167.38K | 0.21% | 25.65K |
| Shaker financial services | 94.91K | 1.19% | 25.43K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Relative value partners group | - | - | -236.14K |
| Allspring global investments | 426.38K | 0.02% | -122.16K |
| Advisor group | 20.55K | 0.00% | -51.15K |
| Royal bank of canada | 62.47K | 0.00% | -24.34K |
| Tiaa trust, national association | - | - | -22.77K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First merchants | 27.61K | 0.03% | 27.61K | $854.99K |
| Atlas wealth | 24.91K | 0.12% | 24.91K | $778.06K |
| Delta capital management | 23.34K | 0.44% | 23.34K | $723.00K |
| Ci private wealth | 11.17K | 0.00% | 11.17K | $346.00K |
| Bancfirst trust & investment management | 11.06K | 0.16% | 11.06K | $340.79K |
Sold Out
| Holder | Change |
|---|---|
| Bnp paribas arbitrage, snc | -100.00 |
| Investors research | -276.00 |
| Trunorth capital management | -301.00 |
| Johnson financial group | -327.00 |
| Tyler-stone wealth management | -1.73K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 134 | 3.08% | 6,503,131 | -2.41% | 12 | 7.75% | 68 | 36.00% | 32 | -17.95% |
| Mar 31, 2024 | 130 | 5.69% | 6,663,426 | 2.02% | 12 | 8.49% | 50 | -13.79% | 39 | 18.18% |
| Dec 31, 2023 | 123 | 3.36% | 6,531,505 | 1.09% | 12 | 7.94% | 58 | 38.10% | 33 | -13.16% |
| Sep 30, 2023 | 119 | -0.83% | 6,461,103 | 1.35% | 12 | 8.30% | 42 | -20.75% | 38 | 15.15% |
| Jun 30, 2023 | 120 | 5.26% | 6,375,051 | 1.47% | 12 | 8.43% | 53 | 17.78% | 33 | -5.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 29, 2023 | Carrig Janet | - | Sell | $748.14 |
| Jul 06, 2023 | Sivaraman Raghavendran | - | Buy | $19.28K |
| Jul 06, 2023 | Sivaraman Raghavendran | - | Buy | $11.25K |
| Jul 06, 2023 | Sivaraman Raghavendran | - | Buy | $50.68K |
| Mar 14, 2022 | Lee Grace | Buy | $58.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | 3 | 1 |
| 2023 Q1 | - | - |
| 2022 Q1 | 1 | - |
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