Tri-Continental Ownership | Who Owns Tri-Continental?
Tri-Continental Ownership Summary
Tri-Continental is owned by 12.92% institutional investors, and 87.08% retail investors. Saba capital management is the largest institutional shareholder, holding 1.29% of TY shares.
TY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Tri-Continental | 12.92% | - | 87.08% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Asset Management Stocks | 43.54% | 11.59% | 44.87% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Saba capital management | 689.73K | 1.29% | $23.74M |
| Lazard asset management | 671.05K | 1.25% | $23.10M |
| Morgan stanley | 543.36K | 1.02% | $18.70M |
| Bard financial services | 444.96K | 0.84% | $15.13M |
| Allspring global investments | 445.61K | 0.83% | $15.34M |
| Blue bell private wealth management | 429.90K | 0.80% | $14.80M |
| Raymond james & associates | 296.42K | 0.56% | $9.18M |
| Raymond james financial | 249.34K | 0.47% | $8.58M |
| Ubs group | 226.34K | 0.42% | $7.79M |
| Htlf bank | 217.70K | 0.42% | $6.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Altium capital management lp | 86.46K | 6.27% | $2.98M |
| 1620 investment advisors | 90.36K | 1.93% | $3.11M |
| Blue bell private wealth management | 429.90K | 1.84% | $14.80M |
| Bard financial services | 444.96K | 1.66% | $15.13M |
| Uncommon cents investing | 159.03K | 1.19% | $5.47M |
| Htlf bank | 217.70K | 0.78% | $6.90M |
| Beckerman institutional | 40.04K | 0.66% | $1.38M |
| Saba capital management | 689.73K | 0.61% | $23.74M |
| Stolper | 65.32K | 0.58% | $2.25M |
| Cornerstone advisory | 155.21K | 0.44% | $5.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lazard asset management | 671.05K | 0.04% | 156.51K |
| Allspring global investments | 445.61K | 0.02% | 79.60K |
| Stolper | 65.32K | 0.58% | 46.87K |
| Atlas wealth | 22.78K | 0.11% | 22.78K |
| Westbourne investments | 20.46K | 0.29% | 20.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Relative value partners group | - | - | -236.14K |
| Shaker financial services | - | - | -93.66K |
| Saba capital management | 689.73K | 0.61% | -45.37K |
| Quadrant private wealth management | - | - | -38.41K |
| Readystate asset management lp | - | - | -35.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Atlas wealth | 22.78K | 0.11% | 22.78K | $784.16K |
| Westbourne investments | 20.46K | 0.29% | 20.46K | $704.40K |
| Heritage wealth advisors | 17.85K | 0.02% | 17.85K | $614.26K |
| Mercer global advisors inc /adv | 11.03K | 0.00% | 11.03K | $379.73K |
| Engineers gate manager lp | 9.88K | 0.00% | 9.88K | $339.93K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Principal securities | -19.00 |
| Jfs wealth advisors | -64.00 |
| Cornerstone advisors | -72.00 |
| Western wealth management | -93.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 155 | 1.31% | 6,911,807 | 1.04% | 12 | 7.90% | 78 | 25.81% | 41 | 20.59% |
| Mar 31, 2026 | 93 | -38.41% | 3,033,687 | -54.92% | 5 | 3.51% | 31 | -61.25% | 18 | -47.06% |
| Dec 31, 2025 | 108 | -30.77% | 4,068,546 | -38.77% | 7 | 4.88% | 57 | 3.64% | 21 | -47.50% |
| Sep 30, 2025 | 150 | 0.67% | 6,596,955 | 9.96% | 12 | 9.94% | 52 | -22.39% | 40 | 2.56% |
| Jun 30, 2025 | 149 | 3.47% | 6,464,666 | 4.29% | 12 | 8.76% | 67 | 63.41% | 40 | -13.04% |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | - |
| 2025 Q3 | 1 | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 2 |
TY Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools