Tri-Continental Ownership | Who Owns Tri-Continental?
Tri-Continental Ownership Summary
Tri-Continental is owned by 11.73% institutional investors, 0.03% insiders, and 88.24% 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 | 11.73% | 0.03% | 88.24% |
| Sector | Financial Services Stocks | 48.97% | 15.42% | 35.61% |
| Industry | Asset Management Stocks | 47.91% | 9.99% | 42.10% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 542.83K | 1.03% | $16.81M |
| Bard financial services | 470.80K | 0.88% | $14.91M |
| Lazard asset management | 449.81K | 0.84% | $14.24M |
| Blue bell private wealth management | 415.74K | 0.78% | $13.16M |
| 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 |
| Raymond james financial | 263.48K | 0.49% | $8.34M |
| 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 | 415.74K | 2.20% | $13.16M |
| 1620 investment advisors | 91.34K | 2.05% | $2.89M |
| Shaker financial services | 162.35K | 1.86% | $5.14M |
| Bard financial services | 470.80K | 1.78% | $14.91M |
| Uncommon cents investing | 161.84K | 1.37% | $5.12M |
| Htlf bank | 217.70K | 0.78% | $6.90M |
| Quantedge capital pte | 22.95K | 0.67% | $726.63K |
| Stolper | 58.39K | 0.61% | $1.85M |
| Platform technology partners | 63.02K | 0.52% | $2.00M |
| Cornerstone advisory | 139.18K | 0.47% | $4.41M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Saba capital management | 131.97K | 0.10% | 131.97K |
| Shaker financial services | 162.35K | 1.86% | 72.06K |
| Ubs group | 312.39K | 0.00% | 56.43K |
| Concurrent investment advisors | 59.87K | 0.05% | 29.21K |
| Bard financial services | 470.80K | 1.78% | 26.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Relative value partners group | - | - | -236.14K |
| Allspring global investments | 273.01K | 0.01% | -168.72K |
| Aqr arbitrage | - | - | -32.92K |
| Atlas wealth | - | - | -24.91K |
| Landscape capital management | 63.79K | 0.21% | -21.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Saba capital management | 131.97K | 0.10% | 131.97K | $4.18M |
| Wiley bros.-aintree capital | 20.77K | 0.01% | 20.77K | $657.53K |
| Two sigma securities | 7.60K | 0.03% | 7.60K | $240.71K |
| First command advisory services | 7.45K | 0.00% | 7.45K | $235.84K |
| Baird financial group | 6.95K | 0.00% | 6.95K | $220.01K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Bnp paribas arbitrage, snc | -100.00 |
| Stone house investment management | -121.00 |
| Tower research capital llc (trc) | -220.00 |
| Investors research | -276.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 144 | -2.70% | 6,196,736 | -9.55% | 11 | 6.74% | 42 | -45.45% | 45 | 36.36% |
| 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% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 20, 2025 | Larrenaga Ryan Collins | See Remarks | Buy | $3.30K |
| Mar 07, 2025 | Carlton Pamela G | - | Sell | $46.30K |
| Mar 07, 2025 | Carlton Pamela G | - | Sell | $10.38K |
| Nov 18, 2024 | TRUSCOTT WILLIAM F | Senior Vice President | Buy | $134.40K |
| Aug 29, 2023 | Carrig Janet | - | Sell | $748.14 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 2 |
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
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