Tri-ContinentalTY
13F holders, Q3 2024 (September 30)136holders +1
11new positions
11sold out
$33.03avg. 13F price*
At the end of Q3 2024, 136 institutions reported holding Tri-Continental Corp. (TY) in their 13F filings, up 1 from Q2 2024. 11 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($17.9M), Bard Financial Services, Inc. ($16.1M) and Lazard Asset Management LLC ($14.9M).
- Company
- Tri-Continental Corp.
- CUSIP
- 895436103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.4M |
| Exits | 11 | $2.8M |
All 13F filers, Q2 2024 → Q3 2024: 699,846 shares bought and 418,886 shares sold, net +280,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Morgan Stanley | 0.00% | Reduce -0.5% | 540,267 | $17.9M |
| Bard Financial Services, Inc. | 1.90% | Reduce -4.7% | 487,413 | $16.1M |
| Lazard Asset Management LLC | 0.02% | No change | 449,805 | $14.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +3.6% | 441,730 | $14.6M |
| Blue Bell Private Wealth Management, LLC | 2.60% | Add +1.4% | 412,572 | $13.6M |
| UBS Group AG | 0.00% | Reduce -5.3% | 255,964 | $8.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 253,257 | $8.4M |
| HTLF Bank | 0.80% | Reduce -1.4% | 223,708 | $7.4M |
| NorthCoast Asset Management LLC | 0.05% | New | 226,093 | $7.4M |
| Raymond James & Associates | 0.00% | Reduce -30.4% | 206,440 | $6.8M |
| Uncommon Cents Investing LLC | 1.56% | Add +0.2% | 168,234 | $5.6M |
| Shaker Financial Services, LLC | 2.01% | Add +69.7% | 161,057 | $5.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -36.6% | 138,779 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.0% | 125,128 | $4.1M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Reduce -10.1% | 123,818 | $4.1M |
| Cornerstone Advisors, LLC | 0.16% | Reduce -26.6% | 122,919 | $4.1M |
| Wolverine Asset Management LLC | 0.40% | Add +127.2% | 120,710 | $4.0M |
| EP Wealth Advisors, LLC | 0.03% | New | 103,243 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 94,702 | $3.1M |
| 1620 Investment Advisors, Inc. | 2.16% | Reduce -1.6% | 88,399 | $2.9M |
| Landscape Capital Management, L.L.C. | 0.29% | Add +74.5% | 85,081 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +0.4% | 81,380 | $2.7M |
| Mariner, LLC | 0.00% | Add +0.8% | 76,086 | $2.5M |
| Capstone Financial Advisors, Inc. | 0.15% | No change | 75,513 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.2% | 63,004 | $2.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -6.3% | 64,141 | $2.1M |
| RB Capital Management, LLC | 0.48% | Add +2.5% | 58,925 | $1.9M |
| Platform Technology Partners | 0.60% | New | 57,712 | $1.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.10% | No change | 57,192 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +8.1% | 56,128 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.7% | 56,020 | $1.9M |
| AQR Arbitrage LLC | 0.08% | Reduce -5.8% | 56,192 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 54,470 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 54,202 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.9% | 53,405 | $1.8M |
| Stolper Co | 0.57% | Add +0.3% | 53,054 | $1.8M |
| LPL Financial LLC | 0.00% | Add +8.1% | 44,727 | $1.5M |
| Bank of America Corp. | 0.00% | Add +15.8% | 43,685 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -31.4% | 42,856 | $1.4M |
| Beckerman Institutional, LLC | 1.14% | — | 40,924 | $1.4M |
| Whitener Capital Management, Inc. | 0.34% | Add +0.7% | 36,815 | $1.2M |
| Altus Wealth Group LLC | 0.50% | Reduce -2.2% | 35,242 | $1.2M |
| Albion Financial Group | 0.08% | No change | 32,802 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +4.5% | 30,659 | $1.0M |
| First Merchants Corp. | 0.03% | No change | 27,607 | $912K |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 27,276 | $900K |
| Northern Trust Corp. | 0.00% | Add +156.8% | 26,678 | $881K |
| Creative Planning | 0.00% | Add +74.8% | 25,860 | $854K |
| Guggenheim Capital LLC | 0.01% | Add +41.4% | 25,301 | $836K |
| Delta Capital Management LLC | 0.45% | No change | 23,342 | $771K |
| Mgo One Seven LLC | 0.03% | Reduce -0.2% | 22,910 | $757K |
| Osaic Holdings, Inc. | 0.00% | Add +8.4% | 22,286 | $736K |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 20,766 | $686K |
| Heritage Wealth Advisors | 0.03% | No change | 20,183 | $667K |
| Quantedge Capital Pte Ltd | 0.20% | Add +90.9% | 19,951 | $659K |
| Kirr Marbach & Co. LLC | 0.15% | No change | 19,882 | $657K |
| Savant Capital, LLC | 0.01% | Reduce -2.1% | 18,632 | $616K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.1% | 18,521 | $612K |
| Transform Wealth, LLC | 0.04% | No change | 18,437 | $609K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 16,819 | $556K |
| First PREMIER Bank | 0.14% | No change | 16,574 | $548K |
| Allworth Financial LP | 0.00% | Add +1.2% | 15,113 | $499K |
| Successful Portfolios LLC | 0.34% | Reduce -0.1% | 15,012 | $496K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -2.0% | 13,426 | $444K |
| JPMorgan Chase & Co. | 0.00% | Add +218.4% | 13,160 | $435K |
| Corient Private Wealth LP | 0.00% | Add +17.3% | 13,102 | $433K |
| Tower Wealth Partners, Inc. | 0.25% | Add +0.9% | 12,832 | $424K |
| First Financial Bankshares Inc | 0.01% | No change | 12,720 | $420K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.6% | 11,529 | $381K |
| Ameriprise Financial Inc. | 0.00% | Add +6.5% | 11,447 | $379K |
| MSH Capital Advisors LLC | 0.12% | No change | 11,470 | $379K |
| Pathstone Holdings, LLC | 0.00% | No change | 11,291 | $373K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -0.1% | 11,219 | $371K |
| Priebe Wealth Holdings LLC | 0.27% | No change | 11,119 | $367K |
| Twin Focus Capital Partners, LLC | 0.06% | Add +22.2% | 11,000 | $363K |
| BancFirst Trust & Investment Management | 0.12% | No change | 11,061 | $363K |
| American Institute for Advanced Investment Management, LLP | 0.26% | No change | 10,783 | $356K |
| Cora Capital Advisors LLC | 0.17% | No change | 10,483 | $346K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.9% | 10,468 | $346K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 10,369 | $343K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,266 | $306K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 9,025 | $298K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.9% | 8,996 | $297K |
| NorthRock Partners, LLC | 0.01% | Add +0.7% | 8,688 | $287K |
| Walleye Capital LLC | 0.00% | New | 8,136 | $269K |
| Tandem Capital Management Corp. | 0.14% | No change | 8,100 | $268K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.6% | 7,743 | $255K |
| Prentiss Smith & Co. Inc. | 0.16% | No change | 7,689 | $254K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -23.4% | 7,560 | $250K |
| International Assets Investment Management, LLC | 0.02% | No change | 7,031 | $232K |
| Independent Family Office, LLC | 0.12% | No change | 6,987 | $231K |
| Choate Investment Advisors | 0.01% | No change | 6,928 | $229K |
| Brown, Lisle/Cummings, Inc. | 0.07% | No change | 6,800 | $225K |
| 9258 Wealth Management, LLC | 0.03% | Reduce -4.0% | 6,733 | $222K |
| Bessemer Group Inc. | 0.00% | No change | 6,303 | $208K |
| Main Street Financial Solutions, LLC | 0.02% | New | 6,206 | $205K |
| Ancora Advisors LLC | 0.00% | No change | 5,900 | $195K |
| US Bancorp \de | 0.00% | Add +16.4% | 5,648 | $187K |
| Carmichael Hill & Associates, Inc. | 0.06% | No change | 4,960 | $164K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,505 | $149K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -58.2% | 3,639 | $120K |
| Parallel Advisors, LLC | 0.00% | No change | 3,240 | $107K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,057 | $101K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.4% | 3,025 | $100K |
| First Community Trust NA | 0.08% | No change | 3,000 | $99K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,726 | $90K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,500 | $83K |
| Fifth Third Bancorp | 0.00% | Add +21.5% | 2,049 | $68K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,986 | $66K |
| Jones Financial Companies LLLP | 0.00% | New | 1,766 | $58K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,748 | $58K |
| NBT Bank, N.A. | 0.00% | New | 1,481 | $49K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,314 | $43K |
| Comerica Bank | 0.00% | No change | 1,251 | $41K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,109 | $37K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,022 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 992 | $33K |
| Spire Wealth Management | 0.00% | No change | 939 | $31K |
| Private Trust Co. NA | 0.00% | No change | 785 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.0% | 728 | $24K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -60.0% | 600 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 464 | $15K |
| Hilltop National Bank | 0.00% | No change | 370 | $12K |
| Blue Trust, Inc. | 0.00% | New | 368 | $11K |
| Flaharty Asset Management, LLC | 0.00% | New | 308 | $10K |
| Cwm, LLC | 0.00% | Add +1.1% | 271 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 251 | $8K |
| SJS Investment Consulting Inc. | 0.00% | No change | 231 | $8K |
| First Pacific Financial | 0.00% | No change | 211 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 180 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +1.3% | 161 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 134 | $4K |
| Stone House Investment Management, LLC | 0.00% | Add +0.8% | 121 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 85 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -92.3% | 64 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 23 | $760 |
"% of holder's portfolio" is TY's weight in each manager's 13F, not the share of Tri-Continental Corp. the manager owns.