Tri-ContinentalTY
13F holders, Q2 2024 (June 30)135holders +6
12new positions
7sold out
1famous investor
$30.96avg. 13F price*
At the end of Q2 2024, 135 institutions reported holding Tri-Continental Corp. (TY) in their 13F filings, up 6 from Q1 2024. 12 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($16.8M), Bard Financial Services, Inc. ($15.8M) and Lazard Asset Management LLC ($13.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.7M |
| Exits | 7 | $8.0M |
All 13F filers, Q1 2024 → Q2 2024: 355,446 shares bought and 533,463 shares sold, net −178,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Morgan Stanley | 0.00% | Add +0.5% | 542,830 | $16.8M |
| Bard Financial Services, Inc. | 1.64% | Reduce -1.1% | 511,293 | $15.8M |
| Lazard Asset Management LLC | 0.02% | No change | 449,805 | $13.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -22.3% | 426,380 | $13.2M |
| Blue Bell Private Wealth Management, LLC | 2.60% | Reduce -1.7% | 406,892 | $12.6M |
| Raymond James & Associates | 0.01% | Reduce -0.8% | 296,415 | $9.2M |
| UBS Group AG | 0.00% | Add +11.1% | 270,252 | $8.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 259,274 | $8.0M |
| HTLF Bank | 0.80% | Reduce -3.1% | 226,760 | $7.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.6% | 219,052 | $6.8M |
| Uncommon Cents Investing LLC | 1.63% | Reduce -0.0% | 167,889 | $5.2M |
| Cornerstone Advisors, LLC | 0.21% | Add +18.1% | 167,382 | $5.2M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Add +6.0% | 137,773 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.6% | 115,813 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 99,204 | $3.1M |
| Shaker Financial Services, LLC | 1.19% | Add +36.6% | 94,909 | $2.9M |
| 1620 Investment Advisors, Inc. | 2.18% | Add +1.3% | 89,870 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +0.4% | 81,020 | $2.5M |
| Capstone Financial Advisors, Inc. | 0.15% | No change | 75,513 | $2.3M |
| Mariner, LLC | 0.00% | Add +1.8% | 75,447 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -0.0% | 68,488 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -28.0% | 62,474 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | — | 62,284 | $1.9M |
| AQR Arbitrage LLC | 0.08% | Add +19.1% | 59,629 | $1.8M |
| RB Capital Management, LLC | 0.48% | Reduce -0.3% | 57,506 | $1.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.10% | New | 57,192 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.0% | 55,564 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.9% | 54,470 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +3.8% | 54,797 | $1.7M |
| Wolverine Asset Management LLC | 0.16% | Add +85.1% | 53,133 | $1.6M |
| Stolper Co | 0.58% | Reduce -0.5% | 52,890 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.2% | 51,920 | $1.6M |
| Landscape Capital Management, L.L.C. | 0.13% | Reduce -5.2% | 48,752 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.4% | 44,222 | $1.4M |
| LPL Financial LLC | 0.00% | Add +28.5% | 41,368 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -16.0% | 37,733 | $1.2M |
| Whitener Capital Management, Inc. | 0.34% | Add +2.7% | 36,555 | $1.1M |
| Altus Wealth Group LLC | 0.56% | Add +8.5% | 36,024 | $1.1M |
| Albion Financial Group | 0.08% | Reduce -10.4% | 32,802 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +19.9% | 29,338 | $909K |
| First Merchants Corp. | 0.03% | New | 27,607 | $855K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 27,132 | $840K |
| Atlas Wealth LLC | 0.14% | New | 24,906 | $778K |
| Delta Capital Management LLC | 0.44% | New | 23,342 | $723K |
| Mgo One Seven LLC | 0.03% | Reduce -2.8% | 22,953 | $711K |
| Tiaa Trust, National Association | 0.00% | No change | 22,767 | $705K |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 21,407 | $663K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.3% | 20,555 | $637K |
| Heritage Wealth Advisors | 0.03% | No change | 20,183 | $625K |
| Kirr Marbach & Co. LLC | 0.15% | Add +33.6% | 19,882 | $616K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.1% | 19,122 | $592K |
| Savant Capital, LLC | 0.01% | Add +12.5% | 19,030 | $589K |
| Transform Wealth, LLC | 0.04% | Add +0.9% | 18,437 | $571K |
| Guggenheim Capital LLC | 0.00% | Add +9.2% | 17,896 | $554K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.6% | 16,815 | $521K |
| First PREMIER Bank | 0.14% | No change | 16,574 | $513K |
| Successful Portfolios LLC | 0.33% | Reduce -1.6% | 15,029 | $465K |
| Allworth Financial LP | 0.00% | Add +0.8% | 14,937 | $464K |
| Creative Planning | 0.00% | Reduce -0.1% | 14,793 | $458K |
| Koshinski Asset Management, Inc. | 0.04% | Add +4.2% | 13,704 | $429K |
| First Financial Bankshares Inc | 0.01% | No change | 12,720 | $394K |
| Tower Wealth Partners, Inc. | 0.24% | Add +1.9% | 12,719 | $394K |
| MSH Capital Advisors LLC | 0.12% | No change | 11,470 | $355K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +1.3% | 11,458 | $355K |
| Citadel Advisors | 0.00% | Reduce -3.2% | 11,310 | $350K |
| Pathstone Holdings, LLC | 0.00% | No change | 11,291 | $350K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -0.1% | 11,229 | $348K |
| Corient Private Wealth LP | 0.00% | New | 11,172 | $346K |
| Priebe Wealth Holdings LLC | 0.27% | Add +0.9% | 11,119 | $344K |
| BancFirst Trust & Investment Management | 0.16% | New | 11,061 | $341K |
| American Institute for Advanced Investment Management, LLP | 0.26% | Add +0.9% | 10,783 | $334K |
| Ameriprise Financial Inc. | 0.00% | New | 10,745 | $333K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,543 | $327K |
| Cora Capital Advisors LLC | 0.17% | Add +0.9% | 10,483 | $325K |
| Quantedge Capital Pte Ltd | 0.12% | Add +25.1% | 10,451 | $324K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.2% | 10,418 | $323K |
| Northern Trust Corp. | 0.00% | Add +0.0% | 10,390 | $322K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.9% | 10,376 | $321K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -6.2% | 9,863 | $305K |
| Raymond James Trust N.A. | 0.01% | Reduce -8.3% | 9,329 | $289K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,266 | $287K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.3% | 9,011 | $279K |
| Twin Focus Capital Partners, LLC | 0.04% | No change | 9,000 | $279K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.9% | 8,916 | $276K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 8,811 | $273K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.1% | 8,712 | $270K |
| NorthRock Partners, LLC | 0.01% | Reduce -38.3% | 8,629 | $267K |
| Tandem Capital Management Corp. | 0.14% | No change | 8,100 | $254K |
| Prentiss Smith & Co. Inc. | 0.17% | No change | 7,689 | $238K |
| International Assets Investment Management, LLC | 0.02% | Add +0.9% | 7,031 | $218K |
| 9258 Wealth Management, LLC | 0.03% | Add +1.3% | 7,017 | $217K |
| Independent Family Office, LLC | 0.12% | No change | 6,987 | $216K |
| Choate Investment Advisors | 0.01% | No change | 6,928 | $215K |
| Brown, Lisle/Cummings, Inc. | 0.07% | No change | 6,800 | $211K |
| Bessemer Group Inc. | 0.00% | Add +68.3% | 6,303 | $195K |
| Ancora Advisors LLC | 0.00% | No change | 5,900 | $183K |
| Carmichael Hill & Associates, Inc. | 0.06% | No change | 4,960 | $154K |
| US Bancorp \de | 0.00% | No change | 4,852 | $150K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.3% | 4,505 | $140K |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.8% | 4,133 | $128K |
"% of holder's portfolio" is TY's weight in each manager's 13F, not the share of Tri-Continental Corp. the manager owns.