Tri-Continental Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARD FINANCIAL SERVICES, INC. | 01/06/2025 | 465,384 | $14.75 M | -4.52% | 0.90% |
| LAZARD ASSET MANAGEMENT LLC | 02/14/2025 | 449,805 | $14.25 M | 0.00% | 0.87% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/07/2025 | 411,731 | $13.05 M | -0.20% | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 325,495 | $10.31 M | 100.00% | 0.63% |
| UBS GROUP AG | 02/14/2025 | 312,395 | $9.90 M | 22.05% | 0.60% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 273,012 | $8.65 M | -38.19% | 0.53% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 252,029 | $7.99 M | -0.48% | 0.49% |
| HTLF BANK | 01/28/2025 | 217,703 | $6.90 M | -2.68% | 0.42% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/14/2025 | 213,843 | $6.78 M | -5.42% | 0.41% |
| UNCOMMON CENTS INVESTING LLC | 01/16/2025 | 166,894 | $5.29 M | -0.80% | 0.32% |
| SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 164,067 | $5.20 M | 1.87% | 0.32% |
| CORNERSTONE ADVISORY, LLC | 02/18/2025 | 129,095 | $4.21 M | 100.00% | 0.25% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 126,932 | $4.02 M | 5.15% | 0.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/10/2025 | 126,471 | $4.18 M | 1.07% | 0.24% |
| EP WEALTH ADVISORS, LLC | 02/14/2025 | 103,486 | $3.28 M | 0.24% | 0.20% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 97,603 | $3.09 M | -21.17% | 0.19% |
| PLATFORM TECHNOLOGY PARTNERS | 01/28/2025 | 97,531 | $3.09 M | 69.00% | 0.19% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 95,546 | $3.03 M | 0.89% | 0.18% |
| 1620 INVESTMENT ADVISORS, INC. | 02/11/2025 | 89,044 | $2.82 M | 0.73% | 0.17% |
| MARINER, LLC | 02/13/2025 | 81,564 | $2.58 M | 7.20% | 0.16% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 80,628 | $2.56 M | -0.92% | 0.16% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 02/14/2025 | 75,513 | $2.39 M | 0.00% | 0.15% |
| 01/31/2025 | 68,080 | $2.22 M | 8.06% | 0.13% | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/12/2025 | 63,788 | $2.02 M | -25.03% | 0.12% |
| RB CAPITAL MANAGEMENT, LLC | 02/18/2025 | 63,187 | $2.00 M | 7.23% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/14/2025 | 60,087 | $1.90 M | -6.32% | 0.12% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 02/03/2025 | 59,871 | $1.90 M | 95.28% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 58,389 | $1.85 M | 4.23% | 0.11% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 01/24/2025 | 57,192 | $1.81 M | 0.00% | 0.11% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 56,749 | $1.80 M | 4.70% | 0.11% |
| CORNERSTONE ADVISORS, LLC | 02/07/2025 | 55,242 | $1.75 M | -55.06% | 0.11% |
| STOLPER CO | 01/14/2025 | 55,019 | $1.74 M | 3.70% | 0.11% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2025 | 54,470 | $1.73 M | 0.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 52,762 | $1.67 M | -1.20% | 0.10% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 51,675 | $1.71 M | -7.93% | 0.10% |
| ROYAL BANK OF CANADA | 02/14/2025 | 43,163 | $1.37 M | 0.72% | 0.08% |
| 01/29/2025 | 41,632 | $1.32 M | 1.73% | 0.08% | |
| WHITENER CAPITAL MANAGEMENT, INC. | 01/15/2025 | 36,676 | $1.16 M | -0.38% | 0.07% |
| ALTUS WEALTH GROUP LLC | 02/10/2025 | 34,802 | $1.10 M | -1.25% | 0.07% |
| AQR ARBITRAGE LLC | 02/14/2025 | 32,920 | $1.04 M | -41.42% | 0.06% |
| ALBION FINANCIAL GROUP /UT | 01/17/2025 | 32,510 | $1.03 M | -0.89% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 28,454 | $901,701 | 4.32% | 0.05% |
| FIRST MERCHANTS CORP | 01/30/2025 | 27,607 | $874,866 | 0.00% | 0.05% |
| CREATIVE PLANNING | 02/14/2025 | 26,957 | $854,254 | 4.24% | 0.05% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 25,483 | $807,559 | 22.72% | 0.05% |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 25,007 | $792,472 | -1.16% | 0.05% |
| MGO ONE SEVEN LLC | 02/14/2025 | 22,684 | $718,859 | -0.99% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 22,375 | $732,973 | 0.40% | 0.04% |
| KIRR MARBACH & CO LLC /IN/ | 01/23/2025 | 19,882 | $630,061 | 0.00% | 0.04% |
| QUANTEDGE CAPITAL PTE LTD | 02/14/2025 | 19,751 | $625,909 | -1.00% | 0.04% |
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Tri-Continental Corporation institutional Ownership - FAQ's
During the previous two years, 188 institutional investors and hedge funds held shares of Tri-Continental Corporation. The most heavily invested institutionals were:
Bard Financial Services, Inc.: 465,384
LAZARD ASSET MANAGEMENT LLC: 449,805
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 411,731
RAYMOND JAMES FINANCIAL INC: 325,495
UBS Group AG: 312,395
Allspring Global Investments Holdings, LLC: 273,012
13.18% of Tri-Continental Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 10.09 M shares in the last 24 months. This purchase volume represents approximately $320.45 M in transactions.