TY · Company research
TRI-Continental Corporation (TY): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
22records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2639 | 91441 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BAYBAN | 2110649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2310 | 79510 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Hanson & Doremus Investment Management | 1393944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 929 | 32 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Thomas J. Herzfeld Advisors, Inc. | 1509510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 6887 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Heritage Wealth Advisors | 1591122 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17846 | 614259 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| United Financial Planning Group LLC | 2088337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1043 | 35909 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15903 | 556446 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NBT BANK, N.A. | 898413 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1481 | 50976 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5963 | 205246 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First PREMIER Bank | 1653926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16574 | 570 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3057 | 105222 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Fourth Dimension Wealth, LLC | 2056691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1445 | 49750 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 882928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10144 | 349145 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4766 | 164046 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7969 | 274305 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 869353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9266 | 318936 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Strategic Investment Solutions, Inc. /IL | 1960144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134 | 4612 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6400 | 220288 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3950 | 136 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 4767 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138 | 4344 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8019 | 253321 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.