Tri-Continental Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 689.73 K | $23.74 M | -6.17% | 1.29% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 671.05 K | $23.10 M | 30.42% | 1.25% |
| MORGAN STANLEY | 08/13/2026 | 543.36 K | $18.70 M | -1.89% | 1.02% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 445.61 K | $15.34 M | 21.75% | 0.83% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 429.90 K | $14.80 M | -0.03% | 0.80% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 249.34 K | $8.58 M | -4.46% | 0.47% |
| UBS GROUP AG | 08/13/2026 | 226.34 K | $7.79 M | 6.13% | 0.42% |
| COLONY GROUP, LLC | 08/12/2026 | 187.43 K | $6.45 M | -5.69% | 0.35% |
| UMB BANK, N.A. | 08/13/2026 | 163.81 K | $5.64 M | -7.87% | 0.31% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 159.03 K | $5.47 M | -0.40% | 0.30% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 156.55 K | $5.39 M | 8.14% | 0.29% |
| CORNERSTONE ADVISORY, LLC | 07/29/2026 | 155.21 K | $5.34 M | 2.40% | 0.29% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 147.47 K | $5.08 M | -11.21% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 127.90 K | $4.40 M | 3.92% | 0.24% |
| MARINER, LLC | 08/13/2026 | 111.68 K | $3.84 M | 15.62% | 0.21% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 103.54 K | $3.56 M | -0.10% | 0.19% |
| LPL FINANCIAL LLC | 08/07/2026 | 91.76 K | $3.16 M | 16.61% | 0.17% |
| 1620 INVESTMENT ADVISORS, INC. | 07/14/2026 | 90.36 K | $3.11 M | -2.47% | 0.17% |
| ALTIUM CAPITAL MANAGEMENT LP | 08/12/2026 | 86.46 K | $2.98 M | 9.55% | 0.16% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 83.69 K | $2.88 M | -1.06% | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 80.68 K | $2.86 M | -2.36% | 0.15% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 08/14/2026 | 75.51 K | $2.60 M | 0.00% | 0.14% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 75.07 K | $2.58 M | -12.99% | 0.14% |
| PLATFORM TECHNOLOGY PARTNERS | 07/24/2026 | 68.03 K | $2.34 M | 1.55% | 0.13% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 66.67 K | $2.29 M | -8.81% | 0.12% |
| STOLPER CO | 07/14/2026 | 65.32 K | $2.25 M | 254.06% | 0.12% |
| RB CAPITAL MANAGEMENT, LLC | 08/18/2026 | 61.08 K | $2.10 M | 0.17% | 0.11% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 57.42 K | $1.98 M | -6.83% | 0.11% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 55.94 K | $1.93 M | 44.70% | 0.10% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 51.92 K | $1.79 M | 5.22% | 0.10% |
| ROYAL BANK OF CANADA | 08/14/2026 | 50.97 K | $1.76 M | -12.49% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 47.55 K | $1.64 M | 1.43% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 43.99 K | $1.51 M | -9.02% | 0.08% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 41.19 K | $1.42 M | 0.00% | 0.08% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 40.04 K | $1.38 M | 0.11% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 38.96 K | $1.34 M | 2.27% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 32.68 K | $1.12 M | -40.87% | 0.06% |
| WHITENER CAPITAL MANAGEMENT, INC. | 07/10/2026 | 31.39 K | $1.08 M | -7.20% | 0.06% |
| ALBION FINANCIAL GROUP /UT | 07/22/2026 | 29.95 K | $1.03 M | -1.80% | 0.06% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 29.89 K | $1.03 M | 15.37% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 29.66 K | $1.02 M | 2.06% | 0.06% |
| MGO ONE SEVEN LLC | 07/31/2026 | 29.43 K | $1.01 M | 91.95% | 0.06% |
| ALTUS WEALTH GROUP LLC | 07/17/2026 | 29.31 K | $1.01 M | -1.01% | 0.05% |
| CREATIVE PLANNING | 08/13/2026 | 26.38 K | $908.11 K | 1.68% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 25.60 K | $881.10 K | 3.87% | 0.05% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 24.61 K | $847.04 K | 0.04% | 0.05% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 08/13/2026 | 24.42 K | $840.40 K | 0.00% | 0.05% |
| ATLAS WEALTH LLC | 07/28/2026 | 22.78 K | $784.16 K | 100.00% | 0.04% |
| WESTBOURNE INVESTMENTS, INC. | 08/11/2026 | 20.47 K | $704.41 K | 100.00% | 0.04% |
| KIRR MARBACH & CO LLC /IN/ | 07/14/2026 | 19.88 K | $684.34 K | 0.00% | 0.04% |
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Tri-Continental Corp. institutional Ownership - FAQ's
During the previous two years, 226 institutional investors and hedge funds held shares of Tri-Continental Corp.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 689,725
LAZARD ASSET MANAGEMENT LLC: 671,046
MORGAN STANLEY: 543,357
Allspring Global Investments Holdings, LLC: 445,614
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 429,902
RAYMOND JAMES FINANCIAL INC: 249,337
13.04% of Tri-Continental Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 11.17 M shares in the last 24 months. This purchase volume represents approximately $359.88 M in transactions.