Tri-ContinentalTY
13F holders, Q1 2024 (March 31)129holders
1famous investor
$30.70avg. 13F price*
At the end of Q1 2024, 129 institutions reported holding Tri-Continental Corp. (TY) in their 13F filings. The largest holders were Allspring Global Investments Holdings, LLC ($16.9M), Morgan Stanley ($16.6M) and Bard Financial Services, Inc. ($15.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Tri-Continental Corp.
- CUSIP
- 895436103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.7M |
| Exits | 9 | $2.6M |
Ownership 129 holders
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -3.3% | 548,544 | $16.9M |
| Morgan Stanley | 0.00% | Reduce -9.5% | 539,952 | $16.6M |
| Bard Financial Services, Inc. | 1.69% | Reduce -3.8% | 516,795 | $15.9M |
| Lazard Asset Management LLC | 0.02% | No change | 449,805 | $13.9M |
| Blue Bell Private Wealth Management, LLC | 2.74% | Reduce -0.5% | 413,891 | $12.7M |
| Raymond James & Associates | 0.01% | Reduce -1.8% | 298,712 | $9.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.8% | 265,035 | $8.2M |
| UBS Group AG | 0.00% | Reduce -3.2% | 243,348 | $7.5M |
| HTLF Bank | 0.83% | Reduce -2.1% | 234,037 | $7.2M |
| Relative Value Partners Group, LLC | 0.43% | Reduce -2.2% | 236,144 | $6.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -4.3% | 213,487 | $6.6M |
| Uncommon Cents Investing LLC | 1.58% | Reduce -0.5% | 167,959 | $5.2M |
| Cornerstone Advisors, LLC | 0.18% | Add +63.7% | 141,736 | $4.4M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Reduce -2.0% | 130,014 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.2% | 114,038 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 101,858 | $3.1M |
| 1620 Investment Advisors, Inc. | 2.75% | Add +1.7% | 88,692 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 86,810 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.9% | 80,722 | $2.5M |
| Capstone Financial Advisors, Inc. | 0.16% | No change | 75,513 | $2.3M |
| Mariner, LLC | 0.00% | Add +0.8% | 74,116 | $2.3M |
| Shaker Financial Services, LLC | 0.83% | Add +90.5% | 69,475 | $2.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -4.1% | 68,494 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.2% | 71,701 | $2.0M |
| RB Capital Management, LLC | 0.50% | Reduce -4.7% | 57,681 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.4% | 56,687 | $1.7M |
| Stolper Co | 0.59% | Add +0.7% | 53,152 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | New | 53,470 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +6.5% | 52,793 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.4% | 52,564 | $1.6M |
| Landscape Capital Management, L.L.C. | 0.14% | Add +52.8% | 51,411 | $1.6M |
| AQR Arbitrage LLC | 0.08% | Add +35.0% | 50,070 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.6% | 45,784 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 44,916 | $1.4M |
| Albion Financial Group | 0.09% | No change | 36,595 | $1.1M |
| Whitener Capital Management, Inc. | 0.36% | Add +0.4% | 35,590 | $1.1M |
| Altus Wealth Group LLC | 0.51% | Add +26.8% | 33,199 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -20.5% | 32,203 | $992K |
| Wolverine Asset Management LLC | 0.08% | New | 28,706 | $884K |
| HighTower Advisors, LLC | 0.00% | Add +7.7% | 27,039 | $833K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +2.6% | 24,469 | $754K |
| Mgo One Seven LLC | 0.04% | Add +1.0% | 23,608 | $727K |
| Tiaa Trust, National Association | 0.00% | No change | 22,767 | $701K |
| Cetera Investment Advisers | 0.00% | New | 20,655 | $636K |
| Heritage Wealth Advisors | 0.03% | Reduce -4.7% | 20,183 | $622K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.8% | 18,543 | $571K |
| Transform Wealth, LLC | 0.05% | Add +0.8% | 18,264 | $563K |
| Savant Capital, LLC | 0.01% | Reduce -20.9% | 16,920 | $521K |
| First PREMIER Bank | 0.13% | No change | 16,574 | $510K |
| Guggenheim Capital LLC | 0.00% | Add +8.7% | 16,388 | $505K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 16,229 | $500K |
| Successful Portfolios LLC | 0.32% | Reduce -2.3% | 15,268 | $470K |
| Kirr Marbach & Co. LLC | 0.11% | No change | 14,882 | $458K |
| Allworth Financial LP | 0.00% | Add +120.1% | 14,815 | $456K |
| Creative Planning | 0.00% | Add +14.7% | 14,812 | $456K |
| NorthRock Partners, LLC | 0.02% | New | 13,982 | $431K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -31.4% | 13,147 | $405K |
| First Financial Bankshares Inc | 0.01% | Reduce -7.3% | 12,720 | $392K |
| Tower Wealth Partners, Inc. | 0.25% | Add +1.8% | 12,482 | $384K |
| Citadel Advisors | 0.00% | New | 11,688 | $360K |
| MSH Capital Advisors LLC | 0.12% | No change | 11,470 | $353K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.6% | 11,309 | $348K |
| Pathstone Holdings, LLC | 0.00% | No change | 11,291 | $348K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -0.0% | 11,239 | $346K |
| Priebe Wealth Holdings LLC | 0.26% | Reduce -5.1% | 11,016 | $339K |
| Stonebrook Private Inc. | 0.10% | Reduce -6.2% | 10,861 | $335K |
| American Institute for Advanced Investment Management, LLP | 0.26% | No change | 10,682 | $329K |
| Oppenheimer & Co. Inc. | 0.01% | New | 10,519 | $324K |
| Cora Capital Advisors LLC | 0.17% | No change | 10,388 | $320K |
| Northern Trust Corp. | 0.00% | Reduce -11.7% | 10,386 | $320K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.2% | 10,292 | $317K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.8% | 10,184 | $314K |
| Raymond James Trust N.A. | 0.01% | Add +19.1% | 10,169 | $313K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.6% | 10,041 | $309K |
| Walleye Capital LLC | 0.00% | New | 9,587 | $295K |
| Logan Stone Capital, LLC | 0.06% | New | 9,454 | $291K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,266 | $285K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.2% | 9,081 | $280K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 9,000 | $277K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 8,811 | $271K |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.0% | 8,752 | $270K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.8% | 8,750 | $270K |
| Quantedge Capital Pte Ltd | 0.11% | New | 8,351 | $257K |
| Tandem Capital Management Corp. | 0.14% | No change | 8,100 | $249K |
| Prentiss Smith & Co. Inc. | 0.17% | Reduce -3.6% | 7,689 | $237K |
| Independent Family Office, LLC | 0.12% | No change | 6,987 | $215K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.3% | 6,936 | $214K |
| 9258 Wealth Management, LLC | 0.03% | New | 6,928 | $213K |
| Choate Investment Advisors | 0.01% | New | 6,928 | $213K |
| International Assets Investment Management, LLC | 0.02% | No change | 6,965 | $213K |
| Brown, Lisle/Cummings, Inc. | 0.07% | No change | 6,800 | $209K |
| Ancora Advisors LLC | 0.00% | No change | 5,900 | $182K |
| Carmichael Hill & Associates, Inc. | 0.06% | No change | 4,960 | $153K |
| US Bancorp \de | 0.00% | No change | 4,852 | $149K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.6% | 4,449 | $137K |
| Bessemer Group Inc. | 0.00% | No change | 3,744 | $115K |
| Motco | 0.01% | New | 3,511 | $108K |
| Parallel Advisors, LLC | 0.00% | No change | 3,240 | $100K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,057 | $94K |
| First Community Trust NA | 0.09% | No change | 3,000 | $92K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,998 | $92K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,500 | $76K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,086 | $64K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,968 | $61K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.3% | 1,733 | $53K |
| Tyler-Stone Wealth Management | 0.02% | Add +0.8% | 1,694 | $52K |
| Fifth Third Bancorp | 0.00% | No change | 1,671 | $51K |
| Lowe Wealth Advisors, LLC | 0.02% | Reduce -42.6% | 1,500 | $46K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -10.5% | 1,314 | $40K |
| Comerica Bank | 0.00% | No change | 1,240 | $38K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 1,105 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,109 | $32K |
| Spire Wealth Management | 0.00% | No change | 939 | $29K |
| Private Trust Co. NA | 0.00% | No change | 778 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.8% | 708 | $22K |
| CVA Family Office, LLC | 0.00% | No change | 464 | $14K |
| Hilltop National Bank | 0.00% | — | 370 | $11K |
| Johnson Financial Group, Inc. | 0.00% | New | 327 | $10K |
| Cwm, LLC | 0.00% | Add +37.7% | 263 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 251 | $8K |
| SJS Investment Consulting Inc. | 0.00% | No change | 231 | $7K |
| First Pacific Financial | 0.00% | No change | 211 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 180 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 155 | $5K |
| Stone House Investment Management, LLC | 0.00% | Add +0.8% | 118 | $4K |
| BNP Paribas Financial Markets | 0.00% | New | 100 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 85 | $3K |
| Retirement Group, LLC | 0.00% | No change | 83 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 23 | $709 |
"% of holder's portfolio" is TY's weight in each manager's 13F, not the share of Tri-Continental Corp. the manager owns.