Tri-Continental Ownership 2024 | Who Owns Tri-Continental Now?
Institutional Ownership
7.50%
Insider Ownership
0.03%
Retail Ownership
92.47%
Institutional Holders
89.00
Tri-Continental Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1.03% | 0.00% | 542,830 | 2,878 | 0.53% | 16,811,479 | Jun 30, 2024 |
| BARD FINANCIAL SERVICES, INC. | 0.97% | 1.64% | 511,293 | -5,502 | -1.06% | 15,834,768 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.85% | 0.02% | 449,805 | - | - | 13,930,000 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.81% | 0.02% | 426,380 | -122,164 | -22.27% | 13,204,988 | Jun 30, 2024 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.77% | 2.60% | 406,892 | -6,999 | -1.69% | 12,601,458 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.56% | 0.01% | 296,415 | -2,297 | -0.77% | 9,179,972 | Jun 30, 2024 |
| UBS GROUP AG | 0.51% | 0.00% | 270,252 | 26,904 | 11.06% | 8,369,704 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.49% | 0.00% | 259,274 | -5,761 | -2.17% | 8,029,715 | Jun 30, 2024 |
| HTLF BANK | 0.43% | 0.80% | 226,760 | -7,277 | -3.11% | 7,022,758 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.41% | 0.01% | 219,052 | 5,565 | 2.61% | 6,784,042 | Jun 30, 2024 |
| UNCOMMON CENTS INVESTING LLC | 0.32% | 1.63% | 167,889 | -70 | -0.04% | 5,199,509 | Jun 30, 2024 |
| CORNERSTONE ADVISORS, LLC | 0.32% | 0.21% | 167,382 | 25,646 | 18.09% | 5,183,821 | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.26% | 0.22% | 137,773 | 7,759 | 5.97% | 4,266,830 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.22% | 0.01% | 115,813 | 1,775 | 1.56% | 3,586,734 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.19% | 0.00% | 99,204 | -2,654 | -2.61% | 3,072,357 | Jun 30, 2024 |
| SHAKER FINANCIAL SERVICES, LLC | 0.18% | 1.19% | 94,909 | 25,434 | 36.61% | 2,939,332 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.17% | 2.13% | 89,870 | 1,178 | 1.33% | 2,783,271 | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | 0.15% | 0.02% | 81,020 | 298 | 0.37% | 2,509,217,000 | Jun 30, 2024 |
| CAPSTONE FINANCIAL ADVISORS, INC. | 0.14% | 0.15% | 75,513 | - | - | 2,338,638 | Jun 30, 2024 |
| MARINER, LLC | 0.14% | 0.00% | 75,447 | 1,331 | 1.80% | 2,336,597 | Jun 30, 2024 |
Tri-Continental's largest institutional shareholder is MORGAN STANLEY, holding 1.03% of the company's total share outstanding, currently valued at $16.81M. The top 10 institutional shareholders own together 6.82% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.77% | 2.60% | 406,892 | -6,999 | -1.69% | 12,601,458 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.17% | 2.13% | 89,870 | 1,178 | 1.33% | 2,783,271 | Jun 30, 2024 |
| BARD FINANCIAL SERVICES, INC. | 0.97% | 1.64% | 511,293 | -5,502 | -1.06% | 15,834,768 | Jun 30, 2024 |
| UNCOMMON CENTS INVESTING LLC | 0.32% | 1.63% | 167,889 | -70 | -0.04% | 5,199,509 | Jun 30, 2024 |
| SHAKER FINANCIAL SERVICES, LLC | 0.18% | 1.19% | 94,909 | 25,434 | 36.61% | 2,939,332 | Jun 30, 2024 |
| HTLF BANK | 0.43% | 0.80% | 226,760 | -7,277 | -3.11% | 7,022,758 | Jun 30, 2024 |
| STOLPER CO | 0.10% | 0.58% | 52,890 | -262 | -0.49% | 1,638,000 | Jun 30, 2024 |
| ALTUS WEALTH GROUP LLC | 0.07% | 0.56% | 36,024 | 2,825 | 8.51% | 1,115,659 | Jun 30, 2024 |
| RB CAPITAL MANAGEMENT, LLC | 0.11% | 0.44% | 57,506 | -175 | -0.30% | 1,780,968 | Jun 30, 2024 |
| DELTA CAPITAL MANAGEMENT LLC | 0.04% | 0.44% | 23,342 | 23,342 | 100.00% | 723,000 | Jun 30, 2024 |
| WHITENER CAPITAL MANAGEMENT, INC. | 0.07% | 0.34% | 36,555 | 965 | 2.71% | 1,132,109 | Jun 30, 2024 |
| SUCCESSFUL PORTFOLIOS LLC | 0.03% | 0.33% | 15,029 | -239 | -1.57% | 465,438 | Jun 30, 2024 |
| PRIEBE WEALTH HOLDINGS LLC | 0.02% | 0.27% | 11,119 | 103 | 0.94% | 344,346 | Jun 30, 2024 |
| AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 0.02% | 0.26% | 10,783 | 101 | 0.95% | 333,945 | Jun 30, 2024 |
| TOWER WEALTH PARTNERS, INC. | 0.02% | 0.24% | 12,719 | 237 | 1.90% | 393,900 | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.26% | 0.22% | 137,773 | 7,759 | 5.97% | 4,266,830 | Jun 30, 2024 |
| CORNERSTONE ADVISORS, LLC | 0.32% | 0.21% | 167,382 | 25,646 | 18.09% | 5,183,821 | Jun 30, 2024 |
| CORA CAPITAL ADVISORS LLC | 0.02% | 0.17% | 10,483 | 95 | 0.91% | 324,659 | Jun 30, 2024 |
| PRENTISS SMITH & CO INC | 0.01% | 0.17% | 7,689 | - | - | 238,128 | Jun 30, 2024 |
| BANCFIRST TRUST & INVESTMENT MANAGEMENT | 0.02% | 0.16% | 11,061 | 11,061 | 100.00% | 340,789 | Jun 30, 2024 |
The largest Tri-Continental shareholder by % of total assets is BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. The company owns 406.89K shares of Tri-Continental (TY), representing 2.60% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 0.11% | 0.10% | 57,192 | 57,192 | 100.00% | 1,771,236 | Jun 30, 2024 |
| FIRST MERCHANTS CORP | 0.05% | 0.03% | 27,607 | 27,607 | 100.00% | 854,989 | Jun 30, 2024 |
| UBS GROUP AG | 0.51% | 0.00% | 270,252 | 26,904 | 11.06% | 8,369,704 | Jun 30, 2024 |
| CORNERSTONE ADVISORS, LLC | 0.32% | 0.21% | 167,382 | 25,646 | 18.09% | 5,183,821 | Jun 30, 2024 |
| SHAKER FINANCIAL SERVICES, LLC | 0.18% | 1.19% | 94,909 | 25,434 | 36.61% | 2,939,332 | Jun 30, 2024 |
| ATLAS WEALTH LLC | 0.05% | 0.12% | 24,906 | 24,906 | 100.00% | 778,063 | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.10% | 0.02% | 53,133 | 24,427 | 85.09% | 1,645,529 | Jun 30, 2024 |
| DELTA CAPITAL MANAGEMENT LLC | 0.04% | 0.44% | 23,342 | 23,342 | 100.00% | 723,000 | Jun 30, 2024 |
| CI PRIVATE WEALTH, LLC | 0.02% | 0.00% | 11,172 | 11,172 | 100.00% | 345,997 | Jun 30, 2024 |
| BANCFIRST TRUST & INVESTMENT MANAGEMENT | 0.02% | 0.16% | 11,061 | 11,061 | 100.00% | 340,789 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.02% | 0.00% | 10,745 | 10,745 | 100.00% | 332,764 | Jun 30, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.02% | 0.00% | 10,543 | 10,543 | 100.00% | 326,523 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 0.11% | 0.05% | 59,629 | 9,559 | 19.09% | 1,846,710 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.08% | 0.00% | 41,368 | 9,165 | 28.46% | 1,281,174 | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.26% | 0.22% | 137,773 | 7,759 | 5.97% | 4,266,830 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.41% | 0.01% | 219,052 | 5,565 | 2.61% | 6,784,042 | Jun 30, 2024 |
| KIRR MARBACH & CO LLC /IN/ | 0.04% | 0.15% | 19,882 | 5,000 | 33.60% | 615,746 | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 0.06% | 0.03% | 29,338 | 4,869 | 19.90% | 908,591 | Jun 30, 2024 |
| WIDMANN FINANCIAL SERVICES, INC. | 0.01% | 0.09% | 3,750 | 3,750 | 100.00% | 116,138 | Jun 30, 2024 |
| MORGAN STANLEY | 1.03% | 0.00% | 542,830 | 2,878 | 0.53% | 16,811,479 | Jun 30, 2024 |
As of Jun 30 2024, Tri-Continental's largest institutional buyer is BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.. The company purchased 57.19K stocks of TY, valued at $1.77M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -236,144 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.81% | 0.02% | 426,380 | -122,164 | -22.27% | 13,204,988 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.04% | 0.00% | 20,555 | -51,146 | -71.33% | 636,656 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.12% | 0.00% | 62,474 | -24,336 | -28.03% | 1,935,000 | Jun 30, 2024 |
| HERITAGE WEALTH ADVISORS | 0.04% | 0.03% | 20,183 | -22,602 | -52.83% | 625,068 | Jun 30, 2024 |
| STONEBROOK PRIVATE INC. | - | - | - | -10,861 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -9,587 | -100.00% | - | Jun 30, 2024 |
| LOGAN STONE CAPITAL, LLC | - | - | - | -9,454 | -100.00% | - | Jun 30, 2024 |
| HTLF BANK | 0.43% | 0.80% | 226,760 | -7,277 | -3.11% | 7,022,758 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.07% | 0.00% | 37,733 | -7,183 | -15.99% | 1,168,601 | Jun 30, 2024 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.77% | 2.60% | 406,892 | -6,999 | -1.69% | 12,601,458 | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | - | - | - | -6,936 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.49% | 0.00% | 259,274 | -5,761 | -2.17% | 8,029,715 | Jun 30, 2024 |
| BARD FINANCIAL SERVICES, INC. | 0.97% | 1.64% | 511,293 | -5,502 | -1.06% | 15,834,768 | Jun 30, 2024 |
| NORTHROCK PARTNERS, LLC | 0.01% | 0.02% | 6,629 | -5,353 | -44.68% | 205,311 | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -5,143 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.01% | - | 4,133 | -4,619 | -52.78% | 127,999 | Jun 30, 2024 |
| ALBION FINANCIAL GROUP /UT | 0.06% | 0.08% | 32,802 | -3,793 | -10.36% | 1,015,878 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.09% | 0.13% | 48,752 | -2,659 | -5.17% | 1,509,849 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.19% | 0.00% | 99,204 | -2,654 | -2.61% | 3,072,357 | Jun 30, 2024 |
As of Jun 30 2024, Tri-Continental's biggest institutional seller is RELATIVE VALUE PARTNERS GROUP, LLC. The company sold -0.24M shares of TY, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 0.05% | 0.03% | 27,607 | 27,607 | 100.00% | 854,989 | Jun 30, 2024 |
| ATLAS WEALTH LLC | 0.05% | 0.12% | 24,906 | 24,906 | 100.00% | 778,063 | Jun 30, 2024 |
| DELTA CAPITAL MANAGEMENT LLC | 0.04% | 0.44% | 23,342 | 23,342 | 100.00% | 723,000 | Jun 30, 2024 |
| CI PRIVATE WEALTH, LLC | 0.02% | 0.00% | 11,172 | 11,172 | 100.00% | 345,997 | Jun 30, 2024 |
| BANCFIRST TRUST & INVESTMENT MANAGEMENT | 0.02% | 0.16% | 11,061 | 11,061 | 100.00% | 340,789 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.02% | 0.00% | 10,745 | 10,745 | 100.00% | 332,764 | Jun 30, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.02% | 0.00% | 10,543 | 10,543 | 100.00% | 326,523 | Jun 30, 2024 |
| WIDMANN FINANCIAL SERVICES, INC. | 0.01% | 0.09% | 3,750 | 3,750 | 100.00% | 116,138 | Jun 30, 2024 |
| ATWOOD & PALMER INC | 0.01% | 0.01% | 2,726 | 2,726 | 100.00% | 84,425 | Jun 30, 2024 |
| TRUNORTH CAPITAL MANAGEMENT, LLC | 0.00% | 0.00% | 301 | 301 | 100.00% | 9,322 | Jun 30, 2024 |
| INVESTORS RESEARCH CORP | 0.00% | 0.00% | 276 | 276 | 100.00% | 8,548 | Jun 30, 2024 |
Tri-Continental's largest new institutional shareholder by number of shares is FIRST MERCHANTS CORP, purchased 27.61K shares, valued at $854.99K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -236,144 | -100.00% | - | Jun 30, 2024 |
| STONEBROOK PRIVATE INC. | - | - | - | -10,861 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -9,587 | -100.00% | - | Jun 30, 2024 |
| LOGAN STONE CAPITAL, LLC | - | - | - | -9,454 | -100.00% | - | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | - | - | - | -6,936 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -5,143 | -100.00% | - | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | - | -327 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
Tri-Continental's largest sold out institutional shareholder by shares sold is RELATIVE VALUE PARTNERS GROUP, LLC, sold -0.24M shares, valued at -, as of undefined.
Tri-Continental Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CORNERSTONE TOTAL RETURN FUND INC | 0.25% | 63,310 | 29,741 | 88.60% | Mar 31, 2024 |
| CORNERSTONE STRATEGIC VALUE FUND INC | 0.17% | 78,426 | 25,400 | 47.90% | Mar 31, 2024 |
| Starboard Investment Trust | 0.09% | 50,000 | - | - | Feb 29, 2024 |
| GraniteShares ETF Trust | 0.00% | 8,546 | - | - | Sep 30, 2021 |
| VALUE LINE FUNDS VARIABLE TRUST | 0.00% | 1,100 | - | - | Mar 31, 2022 |
| FIRST TRUST EXCHANGE-TRADED FUND VIII | 0.00% | 27,457 | 2,325 | 9.25% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 202 | 25 | 14.12% | Dec 31, 2023 |
| RYDEX SERIES FUNDS | 0.00% | 360 | 11 | 3.15% | Dec 31, 2023 |
| THRIVENT MUTUAL FUNDS | 0.00% | 3,287 | -260 | -7.33% | Mar 28, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 3,420 | -450 | -11.63% | Mar 28, 2024 |
Tri-Continental's largest mutual fund holder by % of total assets is "CORNERSTONE TOTAL RETURN FUND INC", owning 63.31K shares, compromising 0.25% of its total assets.
Tri-Continental Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 89 | -31.54% |
| 31 Mar, 24 | 130 | 5.69% |
| 31 Dec, 23 | 123 | 3.36% |
| 30 Sep, 23 | 119 | -0.83% |
| 30 Jun, 23 | 120 | 5.26% |
| 31 Mar, 23 | 114 | -7.32% |
| 31 Dec, 22 | 123 | 10.81% |
| 30 Sep, 22 | 111 | -8.26% |
| 30 Jun, 22 | 121 | -5.47% |
| 31 Mar, 22 | 128 | -7.91% |
| 31 Dec, 21 | 139 | 24.11% |
| 30 Sep, 21 | 112 | -5.88% |
| 30 Jun, 21 | 119 | 2.59% |
| 31 Mar, 21 | 116 | 12.62% |
| 31 Dec, 20 | 103 | 6.19% |
| 30 Sep, 20 | 97 | -3.00% |
| 30 Jun, 20 | 100 | 8.70% |
| 31 Mar, 20 | 92 | -17.12% |
| 31 Dec, 19 | 111 | 7.77% |
| 30 Sep, 19 | 103 | 8.42% |
| 30 Jun, 19 | 95 | -6.86% |
| 31 Mar, 19 | 102 | 6.25% |
| 31 Dec, 18 | 96 | -9.43% |
| 30 Sep, 18 | 106 | - |
| 30 Jun, 18 | 106 | 6.00% |
| 31 Mar, 18 | 100 | - |
| 31 Dec, 17 | 100 | 8.70% |
| 30 Sep, 17 | 92 | 9.52% |
| 30 Jun, 17 | 84 | -1.18% |
| 31 Mar, 17 | 85 | - |
| 31 Dec, 16 | 85 | 13.33% |
| 30 Sep, 16 | 75 | 2.74% |
| 30 Jun, 16 | 73 | 2.82% |
| 31 Mar, 16 | 71 | -2.74% |
| 31 Dec, 15 | 73 | -1.35% |
| 30 Sep, 15 | 74 | 12.12% |
| 30 Jun, 15 | 66 | -7.04% |
| 31 Mar, 15 | 71 | 2.90% |
| 31 Dec, 14 | 69 | 13.11% |
| 30 Sep, 14 | 61 | -6.15% |
| 30 Jun, 14 | 65 | 3.17% |
| 31 Mar, 14 | 63 | 1.61% |
| 31 Dec, 13 | 62 | 8.77% |
| 30 Sep, 13 | 57 | -1.72% |
| 30 Jun, 13 | 58 | 241.18% |
| 31 Mar, 13 | 17 | -22.73% |
| 31 Dec, 12 | 22 | -12.00% |
| 30 Sep, 12 | 25 | 19.05% |
| 30 Jun, 12 | 21 | -8.70% |
| 31 Mar, 12 | 23 | 15.00% |
| 31 Dec, 11 | 20 | 33.33% |
| 30 Sep, 11 | 15 | -11.76% |
| 30 Jun, 11 | 17 | 13.33% |
| 31 Mar, 11 | 15 | -16.67% |
| 31 Dec, 10 | 18 | 38.46% |
| 30 Sep, 10 | 13 | - |
| 30 Jun, 10 | 13 | -7.14% |
| 31 Mar, 10 | 14 | -6.67% |
| 31 Dec, 09 | 15 | - |
| 30 Sep, 09 | 15 | 25.00% |
| 30 Jun, 09 | 12 | - |
| 31 Mar, 09 | 12 | -14.29% |
| 31 Dec, 08 | 14 | -33.33% |
| 30 Sep, 08 | 21 | -25.00% |
| 30 Jun, 08 | 28 | -3.45% |
| 31 Mar, 08 | 29 | 7.41% |
| 31 Dec, 07 | 27 | 3.85% |
| 30 Sep, 07 | 26 | 13.04% |
| 30 Jun, 07 | 23 | 9.52% |
| 31 Mar, 07 | 21 | 5.00% |
| 31 Dec, 06 | 20 | 11.11% |
| 30 Sep, 06 | 18 | - |
| 30 Jun, 06 | 18 | - |
| 31 Mar, 06 | 18 | 12.50% |
| 31 Dec, 05 | 16 | 6.67% |
| 30 Sep, 05 | 15 | - |
| 30 Jun, 05 | 15 | 66.67% |
| 31 Mar, 05 | 9 | 50.00% |
| 31 Dec, 04 | 6 | -14.29% |
| 30 Sep, 04 | 7 | 40.00% |
| 30 Jun, 04 | 5 | -28.57% |
| 31 Mar, 04 | 7 | -22.22% |
| 31 Dec, 03 | 9 | -10.00% |
| 30 Sep, 03 | 10 | 25.00% |
| 30 Jun, 03 | 8 | 33.33% |
| 31 Mar, 03 | 6 | -14.29% |
| 31 Dec, 02 | 7 | -36.36% |
| 30 Sep, 02 | 11 | -8.33% |
| 30 Jun, 02 | 12 | 9.09% |
| 31 Mar, 02 | 11 | 37.50% |
| 31 Dec, 01 | 8 | 14.29% |
| 30 Sep, 01 | 7 | 16.67% |
| 30 Jun, 01 | 6 | -33.33% |
| 31 Mar, 01 | 9 | 12.50% |
| 31 Dec, 00 | 8 | 14.29% |
| 30 Sep, 00 | 7 | - |
| 30 Jun, 00 | 7 | - |
| 31 Mar, 00 | 7 | - |
| 31 Dec, 99 | 7 | -30.00% |
| 30 Sep, 99 | 10 | 42.86% |
| 30 Jun, 99 | 7 | -12.50% |
| 31 Mar, 99 | 8 | - |
As of 30 Jun 24, 89 institutions are holding Tri-Continental's shares, representing a decrease of -31.54% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 3,968,422 | -40.44% |
| 31 Mar, 24 | 6,663,426 | 2.02% |
| 31 Dec, 23 | 6,531,505 | 1.09% |
| 30 Sep, 23 | 6,461,103 | 1.35% |
| 30 Jun, 23 | 6,375,051 | 1.47% |
| 31 Mar, 23 | 6,282,576 | -2.34% |
| 31 Dec, 22 | 6,432,800 | -0.21% |
| 30 Sep, 22 | 6,446,127 | -3.29% |
| 30 Jun, 22 | 6,665,440 | -9.75% |
| 31 Mar, 22 | 7,385,636 | 4.29% |
| 31 Dec, 21 | 7,081,936 | 3.13% |
| 30 Sep, 21 | 6,866,671 | 3.13% |
| 30 Jun, 21 | 6,658,157 | 3.09% |
| 31 Mar, 21 | 6,458,673 | 8.69% |
| 31 Dec, 20 | 5,942,123 | 10.21% |
| 30 Sep, 20 | 5,391,871 | -2.64% |
| 30 Jun, 20 | 5,537,905 | -1.70% |
| 31 Mar, 20 | 5,633,513 | 3.07% |
| 31 Dec, 19 | 5,465,792 | 3.77% |
| 30 Sep, 19 | 5,266,975 | -1.16% |
| 30 Jun, 19 | 5,328,813 | -8.25% |
| 31 Mar, 19 | 5,808,108 | -5.36% |
| 31 Dec, 18 | 6,136,750 | -8.37% |
| 30 Sep, 18 | 6,697,265 | -3.54% |
| 30 Jun, 18 | 6,943,198 | 5.14% |
| 31 Mar, 18 | 6,603,831 | 1.59% |
| 31 Dec, 17 | 6,500,416 | -9.55% |
| 30 Sep, 17 | 7,187,011 | -10.77% |
| 30 Jun, 17 | 8,054,347 | -15.10% |
| 31 Mar, 17 | 9,486,578 | -1.25% |
| 31 Dec, 16 | 9,606,559 | -7.13% |
| 30 Sep, 16 | 10,344,245 | -1.93% |
| 30 Jun, 16 | 10,547,404 | -8.72% |
| 31 Mar, 16 | 11,555,321 | -0.17% |
| 31 Dec, 15 | 11,574,961 | -1.26% |
| 30 Sep, 15 | 11,722,232 | -2.21% |
| 30 Jun, 15 | 11,987,362 | -0.47% |
| 31 Mar, 15 | 12,043,936 | 0.45% |
| 31 Dec, 14 | 11,989,385 | 0.77% |
| 30 Sep, 14 | 11,898,057 | 0.02% |
| 30 Jun, 14 | 11,895,875 | 0.89% |
| 31 Mar, 14 | 11,791,174 | 1.95% |
| 31 Dec, 13 | 11,566,148 | 1.76% |
| 30 Sep, 13 | 11,366,333 | 0.29% |
| 30 Jun, 13 | 11,332,942 | 247.74% |
| 31 Mar, 13 | 3,259,023 | -1.58% |
| 31 Dec, 12 | 3,311,394 | -15.75% |
| 30 Sep, 12 | 3,930,245 | 59.61% |
| 30 Jun, 12 | 2,462,461 | 9.51% |
| 31 Mar, 12 | 2,248,577 | 60.77% |
| 31 Dec, 11 | 1,398,617 | 6.53% |
| 30 Sep, 11 | 1,312,837 | 22.31% |
| 30 Jun, 11 | 1,073,341 | -29.73% |
| 31 Mar, 11 | 1,527,512 | -35.06% |
| 31 Dec, 10 | 2,352,071 | 34.48% |
| 30 Sep, 10 | 1,748,960 | 22.15% |
| 30 Jun, 10 | 1,431,781 | 49.74% |
| 31 Mar, 10 | 956,195 | -4.49% |
| 31 Dec, 09 | 1,001,179 | -14.24% |
| 30 Sep, 09 | 1,167,377 | -11.14% |
| 30 Jun, 09 | 1,313,669 | 68.34% |
| 31 Mar, 09 | 780,377 | -21.71% |
| 31 Dec, 08 | 996,776 | -72.50% |
| 30 Sep, 08 | 3,625,074 | 1.58% |
| 30 Jun, 08 | 3,568,756 | -13.22% |
| 31 Mar, 08 | 4,112,200 | -24.96% |
| 31 Dec, 07 | 5,480,239 | 0.48% |
| 30 Sep, 07 | 5,454,098 | 0.84% |
| 30 Jun, 07 | 5,408,683 | -10.38% |
| 31 Mar, 07 | 6,034,983 | 118.31% |
| 31 Dec, 06 | 2,764,351 | 30.75% |
| 30 Sep, 06 | 2,114,168 | 16.46% |
| 30 Jun, 06 | 1,815,377 | 14.20% |
| 31 Mar, 06 | 1,589,652 | -42.40% |
| 31 Dec, 05 | 2,759,836 | 62.93% |
| 30 Sep, 05 | 1,693,829 | -26.57% |
| 30 Jun, 05 | 2,306,861 | 15.94% |
| 31 Mar, 05 | 1,989,636 | 132.69% |
| 31 Dec, 04 | 855,055 | 476.99% |
| 30 Sep, 04 | 148,193 | -75.03% |
| 30 Jun, 04 | 593,579 | -17.05% |
| 31 Mar, 04 | 715,573 | 8.03% |
| 31 Dec, 03 | 662,409 | -32.74% |
| 30 Sep, 03 | 984,854 | 132.25% |
| 30 Jun, 03 | 424,054 | 15.04% |
| 31 Mar, 03 | 368,603 | -16.59% |
| 31 Dec, 02 | 441,939 | 3.93% |
| 30 Sep, 02 | 425,248 | 1.37% |
| 30 Jun, 02 | 419,519 | -20.16% |
| 31 Mar, 02 | 525,440 | -27.27% |
| 31 Dec, 01 | 722,493 | -13.56% |
| 30 Sep, 01 | 835,816 | 173.81% |
| 30 Jun, 01 | 305,256 | -10.13% |
| 31 Mar, 01 | 339,679 | 29.80% |
| 31 Dec, 00 | 261,687 | 15.99% |
| 30 Sep, 00 | 225,619 | 55.65% |
| 30 Jun, 00 | 144,957 | -6.57% |
| 31 Mar, 00 | 155,156 | -17.70% |
| 31 Dec, 99 | 188,536 | -62.24% |
| 30 Sep, 99 | 499,285 | 38.92% |
| 30 Jun, 99 | 359,394 | -5.62% |
| 31 Mar, 99 | 380,779 | - |
Tri-Continental (TY) has 3.97M shares outstanding as of 30 Jun 24, down -40.44% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 7.50% | 4.73% |
| 31 Mar, 24 | 12.59% | 8.49% |
| 31 Dec, 23 | 12.17% | 7.94% |
| 30 Sep, 23 | 12.38% | 8.30% |
| 30 Jun, 23 | 12.22% | 8.43% |
| 31 Mar, 23 | 12.04% | 7.92% |
| 31 Dec, 22 | 12.33% | 8.08% |
| 30 Sep, 22 | 12.35% | 7.57% |
| 30 Jun, 22 | 12.77% | 6.38% |
| 31 Mar, 22 | 14.15% | 7.68% |
| 31 Dec, 21 | 13.57% | 7.84% |
| 30 Sep, 21 | 13.16% | 7.61% |
| 30 Jun, 21 | 13.15% | 8.08% |
| 31 Mar, 21 | 12.76% | 9.26% |
| 31 Dec, 20 | 11.74% | 11.45% |
| 30 Sep, 20 | 10.12% | 9.36% |
| 30 Jun, 20 | 10.40% | 9.16% |
| 31 Mar, 20 | 10.66% | 9.97% |
| 31 Dec, 19 | 10.34% | 10.42% |
| 30 Sep, 19 | 9.96% | 10.23% |
| 30 Jun, 19 | 9.87% | 8.53% |
| 31 Mar, 19 | 10.75% | 6.78% |
| 31 Dec, 18 | 12.59% | 6.67% |
| 30 Sep, 18 | 13.74% | 8.34% |
| 30 Jun, 18 | 12.84% | 8.69% |
| 31 Mar, 18 | 12.15% | 5.46% |
| 31 Dec, 17 | 14.92% | 5.48% |
| 30 Sep, 17 | 16.49% | 7.94% |
| 30 Jun, 17 | 14.41% | 5.28% |
| 31 Mar, 17 | 16.53% | 5.53% |
| 31 Dec, 16 | 17.29% | 4.99% |
| 30 Sep, 16 | 18.61% | 5.62% |
| 30 Jun, 16 | 18.20% | 4.58% |
| 31 Mar, 16 | 19.94% | 5.16% |
| 31 Dec, 15 | 19.67% | 4.96% |
| 30 Sep, 15 | 19.92% | 5.01% |
| 30 Jun, 15 | 19.95% | 5.12% |
| 31 Mar, 15 | 19.73% | 5.11% |
| 31 Dec, 14 | 19.64% | 5.17% |
| 30 Sep, 14 | 19.49% | 5.22% |
| 30 Jun, 14 | 19.32% | 5.27% |
| 31 Mar, 14 | 19.14% | 5.43% |
| 31 Dec, 13 | 18.78% | 5.51% |
| 30 Sep, 13 | 18.45% | 5.64% |
| 30 Jun, 13 | 18.08% | 66.36% |
| 31 Mar, 13 | 5.22% | 18.56% |
| 31 Dec, 12 | 5.30% | 13.38% |
| 30 Sep, 12 | 6.30% | 42.10% |
| 30 Jun, 12 | 3.87% | 31.01% |
| 31 Mar, 12 | 3.53% | 74.64% |
| 31 Dec, 11 | 2.18% | 52.18% |
| 30 Sep, 11 | 2.04% | 76.13% |
| 30 Jun, 11 | 1.64% | 29.77% |
| 31 Mar, 11 | 2.35% | 17.98% |
| 31 Dec, 10 | 3.61% | 50.08% |
| 30 Sep, 10 | 2.69% | 60.37% |
| 30 Jun, 10 | 2.11% | 106.38% |
| 31 Mar, 10 | 1.41% | 64.78% |
| 31 Dec, 09 | 1.47% | 49.89% |
| 30 Sep, 09 | 1.72% | 48.67% |
| 30 Jun, 09 | 1.88% | 155.52% |
| 31 Mar, 09 | 1.10% | 55.76% |
| 31 Dec, 08 | 1.40% | 5.39% |
| 30 Sep, 08 | 5.11% | 43.04% |
| 30 Jun, 08 | 3.44% | 21.87% |
| 31 Mar, 08 | 3.97% | 14.03% |
| 31 Dec, 07 | 5.32% | 18.98% |
| 30 Sep, 07 | 5.29% | 18.99% |
| 30 Jun, 07 | 5.28% | 14.85% |
| 31 Mar, 07 | 5.96% | 79.94% |
| 31 Dec, 06 | 2.73% | 62.60% |
| 30 Sep, 06 | 2.09% | 70.99% |
| 30 Jun, 06 | 1.72% | 79.17% |
| 31 Mar, 06 | 1.47% | 22.54% |
| 31 Dec, 05 | 2.56% | 103.88% |
| 30 Sep, 05 | 1.57% | 36.16% |
| 30 Jun, 05 | 2.08% | 67.18% |
| 31 Mar, 05 | 1.76% | 307.51% |
| 31 Dec, 04 | 0.76% | 4401.14% |
| 30 Sep, 04 | 0.13% | 51.99% |
| 30 Jun, 04 | 0.50% | 137.02% |
| 31 Mar, 04 | 0.61% | 192.74% |
| 31 Dec, 03 | 0.56% | 80.72% |
| 30 Sep, 03 | 0.83% | 677.90% |
| 30 Jun, 03 | 0.35% | 400.68% |
| 31 Mar, 03 | 0.30% | 235.16% |
| 31 Dec, 02 | 0.35% | 304.51% |
| 30 Sep, 02 | 0.34% | 323.08% |
| 30 Jun, 02 | 0.33% | 210.90% |
| 31 Mar, 02 | 0.39% | 134.74% |
| 31 Dec, 01 | 0.54% | 138.44% |
| 30 Sep, 01 | 0.62% | 1151.31% |
| 30 Jun, 01 | 0.23% | 360.17% |
| 31 Mar, 01 | 0.25% | 662.58% |
| 31 Dec, 00 | 0.20% | 686.74% |
| 30 Sep, 00 | 0.17% | 1261.71% |
| 30 Jun, 00 | 0.12% | 754.68% |
| 31 Mar, 00 | 0.12% | 616.87% |
| 31 Dec, 99 | 0.14% | 100.67% |
| 30 Sep, 99 | 0.38% | 400.16% |
| 30 Jun, 99 | 0.31% | 290.94% |
| 31 Mar, 99 | 0.32% | - |
As of 30 Jun 24, Tri-Continental is held by 7.50% institutional shareholders, representing a 4.73% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 43 | -14.00% |
| 31 Mar, 24 | 50 | -13.79% |
| 31 Dec, 23 | 58 | 38.10% |
| 30 Sep, 23 | 42 | -20.75% |
| 30 Jun, 23 | 53 | 17.78% |
| 31 Mar, 23 | 45 | -26.23% |
| 31 Dec, 22 | 61 | 64.86% |
| 30 Sep, 22 | 37 | -36.21% |
| 30 Jun, 22 | 58 | 5.45% |
| 31 Mar, 22 | 55 | -36.78% |
| 31 Dec, 21 | 87 | 74.00% |
| 30 Sep, 21 | 50 | -24.24% |
| 30 Jun, 21 | 66 | 24.53% |
| 31 Mar, 21 | 53 | 15.22% |
| 31 Dec, 20 | 46 | 15.00% |
| 30 Sep, 20 | 40 | -4.76% |
| 30 Jun, 20 | 42 | 20.00% |
| 31 Mar, 20 | 35 | -42.62% |
| 31 Dec, 19 | 61 | 45.24% |
| 30 Sep, 19 | 42 | -10.64% |
| 30 Jun, 19 | 47 | -11.32% |
| 31 Mar, 19 | 53 | -10.17% |
| 31 Dec, 18 | 59 | 31.11% |
| 30 Sep, 18 | 45 | -10.00% |
| 30 Jun, 18 | 50 | 21.95% |
| 31 Mar, 18 | 41 | -16.33% |
| 31 Dec, 17 | 49 | 19.51% |
| 30 Sep, 17 | 41 | 2.50% |
| 30 Jun, 17 | 40 | - |
| 31 Mar, 17 | 40 | -2.44% |
| 31 Dec, 16 | 41 | 10.81% |
| 30 Sep, 16 | 37 | 42.31% |
| 30 Jun, 16 | 26 | -13.33% |
| 31 Mar, 16 | 30 | -9.09% |
| 31 Dec, 15 | 33 | -8.33% |
| 30 Sep, 15 | 36 | 50.00% |
| 30 Jun, 15 | 24 | -22.58% |
| 31 Mar, 15 | 31 | -8.82% |
| 31 Dec, 14 | 34 | 41.67% |
| 30 Sep, 14 | 24 | -25.00% |
| 30 Jun, 14 | 32 | 45.45% |
| 31 Mar, 14 | 22 | -31.25% |
| 31 Dec, 13 | 32 | 28.00% |
| 30 Sep, 13 | 25 | -46.81% |
| 30 Jun, 13 | 47 | 487.50% |
| 31 Mar, 13 | 8 | -20.00% |
| 31 Dec, 12 | 10 | - |
| 30 Sep, 12 | 10 | 11.11% |
| 30 Jun, 12 | 9 | -25.00% |
| 31 Mar, 12 | 12 | -7.69% |
| 31 Dec, 11 | 13 | 160.00% |
| 30 Sep, 11 | 5 | -16.67% |
| 30 Jun, 11 | 6 | - |
| 31 Mar, 11 | 6 | -45.45% |
| 31 Dec, 10 | 11 | 37.50% |
| 30 Sep, 10 | 8 | 14.29% |
| 30 Jun, 10 | 7 | -22.22% |
| 31 Mar, 10 | 9 | -10.00% |
| 31 Dec, 09 | 10 | 42.86% |
| 30 Sep, 09 | 7 | -12.50% |
| 30 Jun, 09 | 8 | - |
| 31 Mar, 09 | 8 | -11.11% |
| 31 Dec, 08 | 9 | - |
| 30 Sep, 08 | 9 | -30.77% |
| 30 Jun, 08 | 13 | -23.53% |
| 31 Mar, 08 | 17 | 41.67% |
| 31 Dec, 07 | 12 | - |
| 30 Sep, 07 | 12 | 9.09% |
| 30 Jun, 07 | 11 | -15.38% |
| 31 Mar, 07 | 13 | 30.00% |
| 31 Dec, 06 | 10 | -9.09% |
| 30 Sep, 06 | 11 | 175.00% |
| 30 Jun, 06 | 4 | -55.56% |
| 31 Mar, 06 | 9 | - |
| 31 Dec, 05 | 9 | -18.18% |
| 30 Sep, 05 | 11 | -8.33% |
| 30 Jun, 05 | 12 | 50.00% |
| 31 Mar, 05 | 8 | 60.00% |
| 31 Dec, 04 | 5 | 25.00% |
| 30 Sep, 04 | 4 | 33.33% |
| 30 Jun, 04 | 3 | - |
| 31 Mar, 04 | 3 | -40.00% |
| 31 Dec, 03 | 5 | - |
| 30 Sep, 03 | 5 | 66.67% |
| 30 Jun, 03 | 3 | -25.00% |
| 31 Mar, 03 | 4 | - |
| 31 Dec, 02 | 4 | -33.33% |
| 30 Sep, 02 | 6 | 100.00% |
| 30 Jun, 02 | 3 | -50.00% |
| 31 Mar, 02 | 6 | 20.00% |
| 31 Dec, 01 | 5 | - |
| 30 Sep, 01 | 5 | 150.00% |
| 30 Jun, 01 | 2 | -66.67% |
| 31 Mar, 01 | 6 | 20.00% |
| 31 Dec, 00 | 5 | 66.67% |
| 30 Sep, 00 | 3 | -25.00% |
| 30 Jun, 00 | 4 | 33.33% |
| 31 Mar, 00 | 3 | 50.00% |
| 31 Dec, 99 | 2 | -66.67% |
| 30 Sep, 99 | 6 | 50.00% |
| 30 Jun, 99 | 4 | -50.00% |
| 31 Mar, 99 | 8 | - |
43 institutional shareholders have increased their position in TY stock as of 30 Jun 24 compared to 50 in the previous quarter (a -14.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 20 | -48.72% |
| 31 Mar, 24 | 39 | 18.18% |
| 31 Dec, 23 | 33 | -13.16% |
| 30 Sep, 23 | 38 | 15.15% |
| 30 Jun, 23 | 33 | -5.71% |
| 31 Mar, 23 | 35 | 16.67% |
| 31 Dec, 22 | 30 | -9.09% |
| 30 Sep, 22 | 33 | 10.00% |
| 30 Jun, 22 | 30 | -16.67% |
| 31 Mar, 22 | 36 | 44.00% |
| 31 Dec, 21 | 25 | 38.89% |
| 30 Sep, 21 | 18 | -28.00% |
| 30 Jun, 21 | 25 | -26.47% |
| 31 Mar, 21 | 34 | 6.25% |
| 31 Dec, 20 | 32 | 18.52% |
| 30 Sep, 20 | 27 | -10.00% |
| 30 Jun, 20 | 30 | 20.00% |
| 31 Mar, 20 | 25 | 66.67% |
| 31 Dec, 19 | 15 | -37.50% |
| 30 Sep, 19 | 24 | -4.00% |
| 30 Jun, 19 | 25 | 31.58% |
| 31 Mar, 19 | 19 | - |
| 31 Dec, 18 | 19 | -32.14% |
| 30 Sep, 18 | 28 | 16.67% |
| 30 Jun, 18 | 24 | -14.29% |
| 31 Mar, 18 | 28 | -6.67% |
| 31 Dec, 17 | 30 | 25.00% |
| 30 Sep, 17 | 24 | - |
| 30 Jun, 17 | 24 | 9.09% |
| 31 Mar, 17 | 22 | 15.79% |
| 31 Dec, 16 | 19 | 35.71% |
| 30 Sep, 16 | 14 | -39.13% |
| 30 Jun, 16 | 23 | 21.05% |
| 31 Mar, 16 | 19 | -5.00% |
| 31 Dec, 15 | 20 | 17.65% |
| 30 Sep, 15 | 17 | -5.56% |
| 30 Jun, 15 | 18 | -14.29% |
| 31 Mar, 15 | 21 | 16.67% |
| 31 Dec, 14 | 18 | 5.88% |
| 30 Sep, 14 | 17 | 54.55% |
| 30 Jun, 14 | 11 | -50.00% |
| 31 Mar, 14 | 22 | 37.50% |
| 31 Dec, 13 | 16 | - |
| 30 Sep, 13 | 16 | 166.67% |
| 30 Jun, 13 | 6 | 20.00% |
| 31 Mar, 13 | 5 | -28.57% |
| 31 Dec, 12 | 7 | -12.50% |
| 30 Sep, 12 | 8 | 166.67% |
| 30 Jun, 12 | 3 | 200.00% |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | 1 | -75.00% |
| 30 Sep, 11 | 4 | 100.00% |
| 30 Jun, 11 | 2 | -33.33% |
| 31 Mar, 11 | 3 | - |
| 31 Dec, 10 | 3 | -40.00% |
| 30 Sep, 10 | 5 | 25.00% |
| 30 Jun, 10 | 4 | 300.00% |
| 31 Mar, 10 | 1 | -80.00% |
| 31 Dec, 09 | 5 | - |
| 30 Sep, 09 | 5 | 150.00% |
| 30 Jun, 09 | 2 | -33.33% |
| 31 Mar, 09 | 3 | -25.00% |
| 31 Dec, 08 | 4 | - |
| 30 Sep, 08 | 4 | - |
| 30 Jun, 08 | 4 | -33.33% |
| 31 Mar, 08 | 6 | 50.00% |
| 31 Dec, 07 | 4 | -33.33% |
| 30 Sep, 07 | 6 | 200.00% |
| 30 Jun, 07 | 2 | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 3 | 200.00% |
| 30 Sep, 06 | 1 | -83.33% |
| 30 Jun, 06 | 6 | 20.00% |
| 31 Mar, 06 | 5 | 150.00% |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | - | - |
| 30 Jun, 05 | - | -100.00% |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | - | -100.00% |
| 30 Sep, 04 | 2 | 100.00% |
| 30 Jun, 04 | 1 | -50.00% |
| 31 Mar, 04 | 2 | -33.33% |
| 31 Dec, 03 | 3 | 50.00% |
| 30 Sep, 03 | 2 | - |
| 30 Jun, 03 | 2 | 100.00% |
| 31 Mar, 03 | 1 | -66.67% |
| 31 Dec, 02 | 3 | 200.00% |
| 30 Sep, 02 | 1 | -80.00% |
| 30 Jun, 02 | 5 | 25.00% |
| 31 Mar, 02 | 4 | 100.00% |
| 31 Dec, 01 | 2 | - |
| 30 Sep, 01 | - | -100.00% |
| 30 Jun, 01 | 3 | 50.00% |
| 31 Mar, 01 | 2 | - |
| 31 Dec, 00 | 2 | -33.33% |
| 30 Sep, 00 | 3 | 200.00% |
| 30 Jun, 00 | 1 | -50.00% |
| 31 Mar, 00 | 2 | -50.00% |
| 31 Dec, 99 | 4 | 33.33% |
| 30 Sep, 99 | 3 | 50.00% |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | - | - |
20 institutional shareholders have reduced their position in TY stock as of 30 Jun 24 compared to 39 in the previous quarter (a -48.72% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 89 | -31.54% | 3,968,422 | -40.44% | 7.50% | 4.73% | 43 | -14.00% | 20 | -48.72% |
| 31 Mar, 24 | 130 | 5.69% | 6,663,426 | 2.02% | 12.59% | 8.49% | 50 | -13.79% | 39 | 18.18% |
| 31 Dec, 23 | 123 | 3.36% | 6,531,505 | 1.09% | 12.17% | 7.94% | 58 | 38.10% | 33 | -13.16% |
| 30 Sep, 23 | 119 | -0.83% | 6,461,103 | 1.35% | 12.38% | 8.30% | 42 | -20.75% | 38 | 15.15% |
| 30 Jun, 23 | 120 | 5.26% | 6,375,051 | 1.47% | 12.22% | 8.43% | 53 | 17.78% | 33 | -5.71% |
| 31 Mar, 23 | 114 | -7.32% | 6,282,576 | -2.34% | 12.04% | 7.92% | 45 | -26.23% | 35 | 16.67% |
| 31 Dec, 22 | 123 | 10.81% | 6,432,800 | -0.21% | 12.33% | 8.08% | 61 | 64.86% | 30 | -9.09% |
| 30 Sep, 22 | 111 | -8.26% | 6,446,127 | -3.29% | 12.35% | 7.57% | 37 | -36.21% | 33 | 10.00% |
| 30 Jun, 22 | 121 | -5.47% | 6,665,440 | -9.75% | 12.77% | 6.38% | 58 | 5.45% | 30 | -16.67% |
| 31 Mar, 22 | 128 | -7.91% | 7,385,636 | 4.29% | 14.15% | 7.68% | 55 | -36.78% | 36 | 44.00% |
| 31 Dec, 21 | 139 | 24.11% | 7,081,936 | 3.13% | 13.57% | 7.84% | 87 | 74.00% | 25 | 38.89% |
| 30 Sep, 21 | 112 | -5.88% | 6,866,671 | 3.13% | 13.16% | 7.61% | 50 | -24.24% | 18 | -28.00% |
| 30 Jun, 21 | 119 | 2.59% | 6,658,157 | 3.09% | 13.15% | 8.08% | 66 | 24.53% | 25 | -26.47% |
| 31 Mar, 21 | 116 | 12.62% | 6,458,673 | 8.69% | 12.76% | 9.26% | 53 | 15.22% | 34 | 6.25% |
| 31 Dec, 20 | 103 | 6.19% | 5,942,123 | 10.21% | 11.74% | 11.45% | 46 | 15.00% | 32 | 18.52% |
| 30 Sep, 20 | 97 | -3.00% | 5,391,871 | -2.64% | 10.12% | 9.36% | 40 | -4.76% | 27 | -10.00% |
| 30 Jun, 20 | 100 | 8.70% | 5,537,905 | -1.70% | 10.40% | 9.16% | 42 | 20.00% | 30 | 20.00% |
| 31 Mar, 20 | 92 | -17.12% | 5,633,513 | 3.07% | 10.66% | 9.97% | 35 | -42.62% | 25 | 66.67% |
| 31 Dec, 19 | 111 | 7.77% | 5,465,792 | 3.77% | 10.34% | 10.42% | 61 | 45.24% | 15 | -37.50% |
| 30 Sep, 19 | 103 | 8.42% | 5,266,975 | -1.16% | 9.96% | 10.23% | 42 | -10.64% | 24 | -4.00% |
| 30 Jun, 19 | 95 | -6.86% | 5,328,813 | -8.25% | 9.87% | 8.53% | 47 | -11.32% | 25 | 31.58% |
| 31 Mar, 19 | 102 | 6.25% | 5,808,108 | -5.36% | 10.75% | 6.78% | 53 | -10.17% | 19 | - |
| 31 Dec, 18 | 96 | -9.43% | 6,136,750 | -8.37% | 12.59% | 6.67% | 59 | 31.11% | 19 | -32.14% |
| 30 Sep, 18 | 106 | - | 6,697,265 | -3.54% | 13.74% | 8.34% | 45 | -10.00% | 28 | 16.67% |
| 30 Jun, 18 | 106 | 6.00% | 6,943,198 | 5.14% | 12.84% | 8.69% | 50 | 21.95% | 24 | -14.29% |
| 31 Mar, 18 | 100 | - | 6,603,831 | 1.59% | 12.15% | 5.46% | 41 | -16.33% | 28 | -6.67% |
| 31 Dec, 17 | 100 | 8.70% | 6,500,416 | -9.55% | 14.92% | 5.48% | 49 | 19.51% | 30 | 25.00% |
| 30 Sep, 17 | 92 | 9.52% | 7,187,011 | -10.77% | 16.49% | 7.94% | 41 | 2.50% | 24 | - |
| 30 Jun, 17 | 84 | -1.18% | 8,054,347 | -15.10% | 14.41% | 5.28% | 40 | - | 24 | 9.09% |
| 31 Mar, 17 | 85 | - | 9,486,578 | -1.25% | 16.53% | 5.53% | 40 | -2.44% | 22 | 15.79% |
| 31 Dec, 16 | 85 | 13.33% | 9,606,559 | -7.13% | 17.29% | 4.99% | 41 | 10.81% | 19 | 35.71% |
| 30 Sep, 16 | 75 | 2.74% | 10,344,245 | -1.93% | 18.61% | 5.62% | 37 | 42.31% | 14 | -39.13% |
| 30 Jun, 16 | 73 | 2.82% | 10,547,404 | -8.72% | 18.20% | 4.58% | 26 | -13.33% | 23 | 21.05% |
| 31 Mar, 16 | 71 | -2.74% | 11,555,321 | -0.17% | 19.94% | 5.16% | 30 | -9.09% | 19 | -5.00% |
| 31 Dec, 15 | 73 | -1.35% | 11,574,961 | -1.26% | 19.67% | 4.96% | 33 | -8.33% | 20 | 17.65% |
| 30 Sep, 15 | 74 | 12.12% | 11,722,232 | -2.21% | 19.92% | 5.01% | 36 | 50.00% | 17 | -5.56% |
| 30 Jun, 15 | 66 | -7.04% | 11,987,362 | -0.47% | 19.95% | 5.12% | 24 | -22.58% | 18 | -14.29% |
| 31 Mar, 15 | 71 | 2.90% | 12,043,936 | 0.45% | 19.73% | 5.11% | 31 | -8.82% | 21 | 16.67% |
| 31 Dec, 14 | 69 | 13.11% | 11,989,385 | 0.77% | 19.64% | 5.17% | 34 | 41.67% | 18 | 5.88% |
| 30 Sep, 14 | 61 | -6.15% | 11,898,057 | 0.02% | 19.49% | 5.22% | 24 | -25.00% | 17 | 54.55% |
| 30 Jun, 14 | 65 | 3.17% | 11,895,875 | 0.89% | 19.32% | 5.27% | 32 | 45.45% | 11 | -50.00% |
| 31 Mar, 14 | 63 | 1.61% | 11,791,174 | 1.95% | 19.14% | 5.43% | 22 | -31.25% | 22 | 37.50% |
| 31 Dec, 13 | 62 | 8.77% | 11,566,148 | 1.76% | 18.78% | 5.51% | 32 | 28.00% | 16 | - |
| 30 Sep, 13 | 57 | -1.72% | 11,366,333 | 0.29% | 18.45% | 5.64% | 25 | -46.81% | 16 | 166.67% |
| 30 Jun, 13 | 58 | 241.18% | 11,332,942 | 247.74% | 18.08% | 66.36% | 47 | 487.50% | 6 | 20.00% |
| 31 Mar, 13 | 17 | -22.73% | 3,259,023 | -1.58% | 5.22% | 18.56% | 8 | -20.00% | 5 | -28.57% |
| 31 Dec, 12 | 22 | -12.00% | 3,311,394 | -15.75% | 5.30% | 13.38% | 10 | - | 7 | -12.50% |
| 30 Sep, 12 | 25 | 19.05% | 3,930,245 | 59.61% | 6.30% | 42.10% | 10 | 11.11% | 8 | 166.67% |
| 30 Jun, 12 | 21 | -8.70% | 2,462,461 | 9.51% | 3.87% | 31.01% | 9 | -25.00% | 3 | 200.00% |
| 31 Mar, 12 | 23 | 15.00% | 2,248,577 | 60.77% | 3.53% | 74.64% | 12 | -7.69% | 1 | - |
| 31 Dec, 11 | 20 | 33.33% | 1,398,617 | 6.53% | 2.18% | 52.18% | 13 | 160.00% | 1 | -75.00% |
| 30 Sep, 11 | 15 | -11.76% | 1,312,837 | 22.31% | 2.04% | 76.13% | 5 | -16.67% | 4 | 100.00% |
| 30 Jun, 11 | 17 | 13.33% | 1,073,341 | -29.73% | 1.64% | 29.77% | 6 | - | 2 | -33.33% |
| 31 Mar, 11 | 15 | -16.67% | 1,527,512 | -35.06% | 2.35% | 17.98% | 6 | -45.45% | 3 | - |
| 31 Dec, 10 | 18 | 38.46% | 2,352,071 | 34.48% | 3.61% | 50.08% | 11 | 37.50% | 3 | -40.00% |
| 30 Sep, 10 | 13 | - | 1,748,960 | 22.15% | 2.69% | 60.37% | 8 | 14.29% | 5 | 25.00% |
| 30 Jun, 10 | 13 | -7.14% | 1,431,781 | 49.74% | 2.11% | 106.38% | 7 | -22.22% | 4 | 300.00% |
| 31 Mar, 10 | 14 | -6.67% | 956,195 | -4.49% | 1.41% | 64.78% | 9 | -10.00% | 1 | -80.00% |
| 31 Dec, 09 | 15 | - | 1,001,179 | -14.24% | 1.47% | 49.89% | 10 | 42.86% | 5 | - |
| 30 Sep, 09 | 15 | 25.00% | 1,167,377 | -11.14% | 1.72% | 48.67% | 7 | -12.50% | 5 | 150.00% |
| 30 Jun, 09 | 12 | - | 1,313,669 | 68.34% | 1.88% | 155.52% | 8 | - | 2 | -33.33% |
| 31 Mar, 09 | 12 | -14.29% | 780,377 | -21.71% | 1.10% | 55.76% | 8 | -11.11% | 3 | -25.00% |
| 31 Dec, 08 | 14 | -33.33% | 996,776 | -72.50% | 1.40% | 5.39% | 9 | - | 4 | - |
| 30 Sep, 08 | 21 | -25.00% | 3,625,074 | 1.58% | 5.11% | 43.04% | 9 | -30.77% | 4 | - |
| 30 Jun, 08 | 28 | -3.45% | 3,568,756 | -13.22% | 3.44% | 21.87% | 13 | -23.53% | 4 | -33.33% |
| 31 Mar, 08 | 29 | 7.41% | 4,112,200 | -24.96% | 3.97% | 14.03% | 17 | 41.67% | 6 | 50.00% |
| 31 Dec, 07 | 27 | 3.85% | 5,480,239 | 0.48% | 5.32% | 18.98% | 12 | - | 4 | -33.33% |
| 30 Sep, 07 | 26 | 13.04% | 5,454,098 | 0.84% | 5.29% | 18.99% | 12 | 9.09% | 6 | 200.00% |
| 30 Jun, 07 | 23 | 9.52% | 5,408,683 | -10.38% | 5.28% | 14.85% | 11 | -15.38% | 2 | - |
| 31 Mar, 07 | 21 | 5.00% | 6,034,983 | 118.31% | 5.96% | 79.94% | 13 | 30.00% | - | -100.00% |
| 31 Dec, 06 | 20 | 11.11% | 2,764,351 | 30.75% | 2.73% | 62.60% | 10 | -9.09% | 3 | 200.00% |
| 30 Sep, 06 | 18 | - | 2,114,168 | 16.46% | 2.09% | 70.99% | 11 | 175.00% | 1 | -83.33% |
| 30 Jun, 06 | 18 | - | 1,815,377 | 14.20% | 1.72% | 79.17% | 4 | -55.56% | 6 | 20.00% |
| 31 Mar, 06 | 18 | 12.50% | 1,589,652 | -42.40% | 1.47% | 22.54% | 9 | - | 5 | 150.00% |
| 31 Dec, 05 | 16 | 6.67% | 2,759,836 | 62.93% | 2.56% | 103.88% | 9 | -18.18% | 2 | - |
| 30 Sep, 05 | 15 | - | 1,693,829 | -26.57% | 1.57% | 36.16% | 11 | -8.33% | - | - |
| 30 Jun, 05 | 15 | 66.67% | 2,306,861 | 15.94% | 2.08% | 67.18% | 12 | 50.00% | - | -100.00% |
| 31 Mar, 05 | 9 | 50.00% | 1,989,636 | 132.69% | 1.76% | 307.51% | 8 | 60.00% | 1 | - |
| 31 Dec, 04 | 6 | -14.29% | 855,055 | 476.99% | 0.76% | 4401.14% | 5 | 25.00% | - | -100.00% |
| 30 Sep, 04 | 7 | 40.00% | 148,193 | -75.03% | 0.13% | 51.99% | 4 | 33.33% | 2 | 100.00% |
| 30 Jun, 04 | 5 | -28.57% | 593,579 | -17.05% | 0.50% | 137.02% | 3 | - | 1 | -50.00% |
| 31 Mar, 04 | 7 | -22.22% | 715,573 | 8.03% | 0.61% | 192.74% | 3 | -40.00% | 2 | -33.33% |
| 31 Dec, 03 | 9 | -10.00% | 662,409 | -32.74% | 0.56% | 80.72% | 5 | - | 3 | 50.00% |
| 30 Sep, 03 | 10 | 25.00% | 984,854 | 132.25% | 0.83% | 677.90% | 5 | 66.67% | 2 | - |
| 30 Jun, 03 | 8 | 33.33% | 424,054 | 15.04% | 0.35% | 400.68% | 3 | -25.00% | 2 | 100.00% |
| 31 Mar, 03 | 6 | -14.29% | 368,603 | -16.59% | 0.30% | 235.16% | 4 | - | 1 | -66.67% |
| 31 Dec, 02 | 7 | -36.36% | 441,939 | 3.93% | 0.35% | 304.51% | 4 | -33.33% | 3 | 200.00% |
| 30 Sep, 02 | 11 | -8.33% | 425,248 | 1.37% | 0.34% | 323.08% | 6 | 100.00% | 1 | -80.00% |
| 30 Jun, 02 | 12 | 9.09% | 419,519 | -20.16% | 0.33% | 210.90% | 3 | -50.00% | 5 | 25.00% |
| 31 Mar, 02 | 11 | 37.50% | 525,440 | -27.27% | 0.39% | 134.74% | 6 | 20.00% | 4 | 100.00% |
| 31 Dec, 01 | 8 | 14.29% | 722,493 | -13.56% | 0.54% | 138.44% | 5 | - | 2 | - |
| 30 Sep, 01 | 7 | 16.67% | 835,816 | 173.81% | 0.62% | 1151.31% | 5 | 150.00% | - | -100.00% |
| 30 Jun, 01 | 6 | -33.33% | 305,256 | -10.13% | 0.23% | 360.17% | 2 | -66.67% | 3 | 50.00% |
| 31 Mar, 01 | 9 | 12.50% | 339,679 | 29.80% | 0.25% | 662.58% | 6 | 20.00% | 2 | - |
| 31 Dec, 00 | 8 | 14.29% | 261,687 | 15.99% | 0.20% | 686.74% | 5 | 66.67% | 2 | -33.33% |
| 30 Sep, 00 | 7 | - | 225,619 | 55.65% | 0.17% | 1261.71% | 3 | -25.00% | 3 | 200.00% |
| 30 Jun, 00 | 7 | - | 144,957 | -6.57% | 0.12% | 754.68% | 4 | 33.33% | 1 | -50.00% |
| 31 Mar, 00 | 7 | - | 155,156 | -17.70% | 0.12% | 616.87% | 3 | 50.00% | 2 | -50.00% |
| 31 Dec, 99 | 7 | -30.00% | 188,536 | -62.24% | 0.14% | 100.67% | 2 | -66.67% | 4 | 33.33% |
| 30 Sep, 99 | 10 | 42.86% | 499,285 | 38.92% | 0.38% | 400.16% | 6 | 50.00% | 3 | 50.00% |
| 30 Jun, 99 | 7 | -12.50% | 359,394 | -5.62% | 0.31% | 290.94% | 4 | -50.00% | 2 | - |
| 31 Mar, 99 | 8 | - | 380,779 | - | 0.32% | - | 8 | - | - | - |
Tri-Continental Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Tri-Continental's stock was made by Waldner Matthew M on Mar 01 2024, selling - shares at - per share (valued at -). The last insider buy of TY was made by Sivaraman Raghavendran on Jul 07 2023, buying 415 shares at $27.10 per share (worth $11.25K).
Tri-Continental Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q1 2024 | - | 2 | - |
| Q3 2023 | 3 | 1 | 300.00% |
| Q1 2023 | - | 1 | - |
| Q1 2022 | 1 | 1 | 100.00% |
| Q2 2021 | 1 | 1 | 100.00% |
| Q1 2021 | - | - | - |
| Q4 2020 | 1 | - | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | 55 | 3 | 1833.33% |
| Q2 2019 | - | 1 | - |
| Q1 2019 | - | - | - |
| Q4 2018 | 8 | - | - |
| Q2 2018 | - | 7 | - |
| Q1 2018 | - | 2 | - |
| Q2 2017 | - | - | - |
| Q1 2017 | 27 | - | - |
| Q4 2016 | - | - | - |
| Q2 2016 | - | 1 | - |
| Q4 2015 | 4 | - | - |
0 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Tri-Continental's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q3 2023 | 3 | 1 | 300.00% |
| Q1 2023 | - | - | - |
| Q1 2022 | 1 | - | - |
| Q2 2021 | 1 | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | 1 | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 55 | 2 | 2750.00% |
| Q2 2019 | - | - | - |
| Q1 2019 | - | - | - |
| Q4 2018 | 8 | - | - |
| Q2 2018 | - | 7 | - |
| Q1 2018 | - | - | - |
| Q2 2017 | - | - | - |
| Q1 2017 | 27 | - | - |
| Q4 2016 | - | - | - |
| Q2 2016 | - | - | - |
| Q4 2015 | 4 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Tri-Continental's stocks.
TY Ownership FAQ
Who Owns Tri-Continental?
Tri-Continental is owned by institutional shareholders (7.50%), insiders (0.03%), and public (92.47%). The largest institutional shareholder of Tri-Continental is MORGAN STANLEY (1.03% of total shares) and the top mutual fund owner is CORNERSTONE TOTAL RETURN FUND INC (0.25% of total shares).
Who are the major institutional shareholders of Tri-Continental?
Tri-Continental's major institutional shareholders are MORGAN STANLEY, BARD FINANCIAL SERVICES, INC., LAZARD ASSET MANAGEMENT LLC, ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. The top five shareholders own together 4.41% of the company's share outstanding.
How many Tri-Continental shareholders are there?
As of Jun 2024, there are 89 institutional shareholders of Tri-Continental.
What percentage of Tri-Continental is owned by MORGAN STANLEY?
MORGAN STANLEY owns 542.83K shares of Tri-Continental, representing 1.03% of the company's total shares outstanding, valued at $16.81M (as of Jun 2024).
What percentage of Tri-Continental is owned by BARD FINANCIAL SERVICES, INC?
As of Jun 2024, BARD FINANCIAL SERVICES, INC holds 511.29K shares of Tri-Continental (TY), compromising 0.97% of the company, valued at $15.83M.
What percentage of Tri-Continental is owned by LAZARD ASSET MANAGEMENT LLC?
LAZARD ASSET MANAGEMENT LLC is the third largest holder of Tri-Continental. The company owns 449.8K of the company's shares outstanding (worth $13.93M).