Tri-ContinentalTY
13F holders, Q4 2024 (December 31)149holders +13
17new positions
8sold out
1famous investor
$31.73avg. 13F price*
At the end of Q4 2024, 149 institutions reported holding Tri-Continental Corp. (TY) in their 13F filings, up 13 from Q3 2024. 17 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($18.1M), Bard Financial Services, Inc. ($14.7M) and Lazard Asset Management LLC ($14.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.3M |
| Exits | 8 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 456,057 shares bought and 439,128 shares sold, net +16,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Morgan Stanley | 0.00% | Add +5.7% | 571,102 | $18.1M |
| Bard Financial Services, Inc. | 1.77% | Reduce -4.5% | 465,384 | $14.7M |
| Lazard Asset Management LLC | 0.02% | No change | 449,805 | $14.3M |
| Blue Bell Private Wealth Management, LLC | 2.49% | Reduce -0.2% | 411,731 | $13.0M |
| Raymond James Financial Inc. | 0.00% | — | 325,495 | $10.3M |
| UBS Group AG | 0.00% | Add +22.1% | 312,395 | $9.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -38.2% | 273,012 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 252,029 | $8.0M |
| HTLF Bank | 0.78% | Reduce -2.7% | 217,703 | $6.9M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -5.4% | 213,843 | $6.8M |
| Uncommon Cents Investing LLC | 1.57% | Reduce -0.8% | 166,894 | $5.3M |
| Shaker Financial Services, LLC | 1.99% | Add +1.9% | 164,067 | $5.2M |
| Cornerstone Advisory, LLC | 0.48% | New | 129,095 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.8% | 128,651 | $4.1M |
| Wolverine Asset Management LLC | 0.30% | Add +5.2% | 126,932 | $4.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +0.2% | 103,486 | $3.3M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -21.2% | 97,603 | $3.1M |
| Platform Technology Partners | 0.94% | Add +69.0% | 97,531 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 95,546 | $3.0M |
| 1620 Investment Advisors, Inc. | 2.19% | Add +0.7% | 89,044 | $2.8M |
| Mariner, LLC | 0.00% | Add +7.2% | 81,564 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.9% | 80,628 | $2.6M |
| Capstone Financial Advisors, Inc. | 0.15% | No change | 75,513 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.1% | 68,080 | $2.2M |
| Landscape Capital Management, L.L.C. | 0.21% | Reduce -25.0% | 63,788 | $2.0M |
| RB Capital Management, LLC | 0.49% | Add +7.2% | 63,187 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -6.3% | 60,087 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +95.3% | 59,871 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 58,389 | $1.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.09% | No change | 57,192 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +4.7% | 56,749 | $1.8M |
| Cornerstone Advisors, LLC | 0.07% | Reduce -55.1% | 55,242 | $1.8M |
| Stolper Co | 0.58% | Add +3.7% | 55,019 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 54,470 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.9% | 51,675 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.2% | 52,762 | $1.7M |
| Bank of America Corp. | 0.00% | Add +5.6% | 46,149 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 43,462 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 43,163 | $1.4M |
| Beckerman Institutional, LLC | 1.06% | Add +1.7% | 41,632 | $1.3M |
| Whitener Capital Management, Inc. | 0.33% | Reduce -0.4% | 36,676 | $1.2M |
| Altus Wealth Group LLC | 0.49% | Reduce -1.3% | 34,802 | $1.1M |
| AQR Arbitrage LLC | 0.04% | Reduce -41.4% | 32,920 | $1.0M |
| Albion Financial Group | 0.07% | Reduce -0.9% | 32,510 | $1.0M |
| Prospera Capital Management, LLC | 0.68% | — | 29,345 | $928K |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 28,454 | $902K |
| First Merchants Corp. | 0.03% | No change | 27,607 | $875K |
| Creative Planning | 0.00% | Add +4.2% | 26,957 | $854K |
| Cetera Investment Advisers | 0.00% | Add +22.7% | 25,483 | $808K |
| Guggenheim Capital LLC | 0.01% | Reduce -1.2% | 25,007 | $792K |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 24,688 | $782K |
| Mgo One Seven LLC | 0.03% | Reduce -1.0% | 22,684 | $719K |
| Kirr Marbach & Co. LLC | 0.14% | No change | 19,882 | $630K |
| Quantedge Capital Pte Ltd | 0.23% | Reduce -1.0% | 19,751 | $626K |
| Heritage Wealth Advisors | 0.03% | Reduce -5.7% | 19,028 | $603K |
| Savant Capital, LLC | 0.00% | Add +1.7% | 18,950 | $601K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.3% | 18,761 | $595K |
| Citadel Advisors | 0.00% | New | 18,492 | $586K |
| Transform Wealth, LLC | 0.03% | No change | 18,437 | $584K |
| JPMorgan Chase & Co. | 0.00% | Add +37.1% | 18,048 | $572K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.6% | 17,430 | $552K |
| First PREMIER Bank | 0.13% | No change | 16,574 | $525K |
| Allworth Financial LP | 0.00% | Add +3.1% | 15,585 | $509K |
| Successful Portfolios LLC | 0.33% | Add +4.0% | 15,605 | $495K |
| Tower Wealth Partners, Inc. | 0.23% | Add +7.0% | 13,731 | $435K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -0.0% | 13,420 | $425K |
| Delta Capital Management LLC | 0.24% | Reduce -42.8% | 13,342 | $423K |
| Corient Private Wealth LP | 0.00% | Reduce -2.9% | 12,724 | $403K |
| First Financial Bankshares Inc | 0.01% | No change | 12,720 | $403K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +8.8% | 12,209 | $387K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 12,188 | $386K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +4.9% | 12,097 | $383K |
| Tiaa Trust, National Association | 0.00% | New | 11,899 | $377K |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 11,849 | $375K |
| Readystate Asset Management LP | 0.03% | New | 11,654 | $369K |
| Twin Focus Capital Partners, LLC | 0.05% | Add +5.5% | 11,611 | $368K |
| American Institute for Advanced Investment Management, LLP | 0.27% | Add +6.1% | 11,440 | $363K |
| Pathstone Holdings, LLC | 0.00% | No change | 11,291 | $358K |
| Waverly Advisors, LLC | 0.01% | New | 11,278 | $357K |
| Foundations Investment Advisors, LLC | 0.01% | Add +7.0% | 11,200 | $355K |
| BancFirst Trust & Investment Management | 0.16% | No change | 11,061 | $350K |
| Cora Capital Advisors LLC | 0.17% | Add +5.0% | 11,005 | $349K |
| MSH Capital Advisors LLC | 0.11% | Reduce -4.4% | 10,970 | $348K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.9% | 10,876 | $345K |
| Northern Trust Corp. | 0.00% | Reduce -59.4% | 10,823 | $343K |
| Priebe Wealth Holdings LLC | 0.22% | Reduce -6.4% | 10,407 | $330K |
| Apollon Wealth Management, LLC | 0.01% | Add +14.0% | 10,255 | $325K |
| GatePass Capital, LLC | 0.35% | — | 10,000 | $317K |
| JSF Financial, LLC | 0.08% | New | 9,787 | $310K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,266 | $294K |
| Crews Bank & Trust | 0.05% | — | 8,509 | $270K |
| Level Four Advisory Services, LLC | 0.01% | New | 8,177 | $259K |
| Tandem Capital Management Corp. | 0.14% | No change | 8,100 | $257K |
| PNC Financial Services Group, Inc. | 0.00% | Add +115.7% | 7,848 | $249K |
| Oppenheimer & Co. Inc. | 0.00% | Add +2.5% | 7,745 | $245K |
| Prentiss Smith & Co. Inc. | 0.16% | No change | 7,689 | $244K |
| International Assets Investment Management, LLC | 0.02% | Add +6.1% | 7,459 | $233K |
| Independent Family Office, LLC | 0.12% | No change | 6,987 | $221K |
| Choate Investment Advisors | 0.01% | No change | 6,928 | $220K |
| Mezzasalma Advisors, LLC | 0.07% | New | 6,494 | $206K |
| Mascagni Wealth Management, Inc. | 0.20% | — | 6,629 | $203K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Reduce -11.8% | 6,000 | $190K |
| Ancora Advisors LLC | 0.00% | No change | 5,900 | $187K |
| US Bancorp \de | 0.00% | Add +0.9% | 5,697 | $181K |
| MAI Capital Management | 0.00% | New | 4,990 | $158K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.9% | 4,726 | $150K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.3% | 3,577 | $113K |
| Parallel Advisors, LLC | 0.00% | No change | 3,240 | $103K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,057 | $97K |
| Transce3nd, LLC | 0.03% | — | 3,025 | $96K |
| Bessemer Group Inc. | 0.00% | Reduce -53.1% | 2,956 | $94K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,726 | $86K |
| Comerica Bank | 0.00% | Add +103.9% | 2,551 | $81K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,500 | $79K |
| McIlrath & Eck, LLC | 0.01% | Add +6.0% | 2,106 | $67K |
| Fifth Third Bancorp | 0.00% | Add +0.1% | 2,050 | $65K |
| Anchor Investment Management, LLC | 0.01% | New | 2,000 | $63K |
| NewEdge Advisors, LLC | 0.00% | Add +6.1% | 1,854 | $59K |
| Cwm, LLC | 0.00% | Add +554.2% | 1,773 | $56K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,766 | $56K |
| First Community Trust NA | 0.03% | Reduce -50.0% | 1,500 | $48K |
| NBT Bank, N.A. | 0.00% | No change | 1,481 | $47K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,314 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,109 | $35K |
| CoreFirst Bank & Trust | 0.02% | New | 1,100 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 992 | $31K |
| Spire Wealth Management | 0.00% | No change | 939 | $30K |
| Private Trust Co. NA | 0.00% | Add +6.0% | 832 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +7.0% | 779 | $25K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 600 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 464 | $15K |
| Hilltop National Bank | 0.00% | No change | 370 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 368 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 251 | $8K |
| SJS Investment Consulting Inc. | 0.00% | No change | 231 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 220 | $7K |
| First Pacific Financial | 0.00% | No change | 211 | $7K |
| Putney Financial Group LLC | 0.01% | — | 196 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 180 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +6.8% | 172 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 157 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 134 | $4K |
| WPG Advisers, LLC | 0.00% | — | 108 | $3K |
| Valued Wealth Advisors LLC | 0.00% | New | 100 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 85 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 64 | $2K |
| Center for Financial Planning, Inc. | 0.00% | Add +4.3% | 24 | $761 |
| Principal Securities, Inc. | 0.00% | New | 19 | $602 |
| FMR LLC | 0.00% | New | 1 | $32 |
"% of holder's portfolio" is TY's weight in each manager's 13F, not the share of Tri-Continental Corp. the manager owns.