Tri-Continental Ownership | Who Owns Tri-Continental?
Tri-Continental Ownership Summary
Tri-Continental is owned by 8.74% institutional investors, 0.66% insiders, and 90.60% 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 | 8.74% | 0.66% | 90.60% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 542.83K | 1.03% | $16.81M |
| Bard financial services | 465.38K | 0.90% | $14.75M |
| Lazard asset management | 449.81K | 0.87% | $14.25M |
| Blue bell private wealth management | 411.73K | 0.79% | $13.05M |
| Raymond james financial | 325.50K | 0.63% | $10.31M |
| Ubs group | 312.39K | 0.60% | $9.90M |
| Raymond james & associates | 296.42K | 0.56% | $9.18M |
| Allspring global investments | 273.01K | 0.53% | $8.65M |
| Wells fargo & company/mn | 252.03K | 0.49% | $7.99M |
| Htlf bank | 217.70K | 0.42% | $6.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Blue bell private wealth management | 411.73K | 2.49% | $13.05M |
| 1620 investment advisors | 89.04K | 2.14% | $2.82M |
| Shaker financial services | 164.07K | 1.99% | $5.20M |
| Bard financial services | 465.38K | 1.77% | $14.75M |
| Uncommon cents investing | 166.89K | 1.57% | $5.29M |
| Platform technology partners | 97.53K | 0.94% | $3.09M |
| Htlf bank | 217.70K | 0.78% | $6.90M |
| Stolper | 55.02K | 0.58% | $1.74M |
| Altus wealth group | 34.80K | 0.49% | $1.10M |
| Rb capital management | 57.51K | 0.44% | $1.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 325.50K | 0.00% | 325.50K |
| Ubs group | 312.39K | 0.00% | 56.43K |
| Platform technology partners | 97.53K | 0.94% | 39.82K |
| Concurrent investment advisors | 59.87K | 0.05% | 29.21K |
| Mesirow financial investment management | 12.19K | 0.01% | 12.19K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Relative value partners group | - | - | -236.14K |
| International assets investment management | 7.46K | 0.02% | -224.84K |
| Allspring global investments | 273.01K | 0.01% | -168.72K |
| Cornerstone advisors | 55.24K | 0.07% | -67.68K |
| Hennion & walsh asset management | 97.60K | 0.14% | -26.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 325.50K | 0.00% | 325.50K | $10.31M |
| Mesirow financial investment management | 12.19K | 0.01% | 12.19K | $386.24K |
| Readystate asset management lp | 11.65K | 0.01% | 11.65K | $369.31K |
| Level four advisory services | 8.18K | 0.01% | 8.18K | $259.16K |
| Mezzasalma advisors | 6.49K | 0.07% | 6.49K | $205.80K |
Sold Out
| Holder | Change |
|---|---|
| Bnp paribas arbitrage, snc | -100.00 |
| Stone house investment management | -121.00 |
| Investors research | -276.00 |
| Trunorth capital management | -301.00 |
| Flaharty asset management | -308.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 113 | -16.91% | 4,541,279 | -35.69% | 8 | 4.73% | 57 | 3.64% | 25 | -21.88% |
| Sep 30, 2024 | 131 | -2.24% | 6,794,413 | 4.48% | 13 | 8.67% | 53 | -22.06% | 32 | - |
| 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% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 07, 2025 | Carlton Pamela G | - | Sell | $10.38K |
| Mar 07, 2025 | Carlton Pamela G | - | Sell | $46.30K |
| Nov 18, 2024 | TRUSCOTT WILLIAM F | Senior Vice President | Buy | $134.40K |
| Aug 29, 2023 | Carrig Janet | - | Sell | $748.14 |
| Jul 06, 2023 | Sivaraman Raghavendran | - | Buy | $19.28K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | 3 | 1 |
| 2023 Q1 | - | - |
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