TRI CONTL CORP (TY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
149
Reporting holders
$235.3M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $23.7M | 689,725 | 0.61% | 5q | -6.2%-$1.6M |
| LAZARD ASSET MANAGEMENT LLC | $23.1M | 671,046 | 0.03% | 46q | +30.4%+$5.4M |
| MORGAN STANLEY | $18.7M | 543,357 | 0.00% | 35q | -1.9%-$359.3K |
| Allspring Global Investments Holdings, LLC | $15.3M | 445,614 | 0.02% | 19q | +21.7%+$2.7M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $14.8M | 429,902 | 1.84% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $8.6M | 249,337 | 0.00% | 7q | -4.5%-$400.9K |
| UBS Group AG | $7.8M | 226,335 | 0.00% | 31q | +6.1%+$449.7K |
| Focus Partners Wealth | $6.5M | 187,432 | 0.01% | 3q | -5.7%-$389.1K |
| UMB Bank, n.a. | $5.6M | 163,808 | 0.07% | 3q | -7.9%-$481.3K |
| Uncommon Cents Investing LLC | $5.5M | 159,026 | 1.19% | 31q | HELD |
| Hennion & Walsh Asset Management, Inc. | $5.4M | 156,550 | 0.15% | 22q | +8.1%+$405.4K |
| Cornerstone Advisory, LLC | $5.3M | 155,211 | 0.44% | 7q | +2.4%+$125.3K |
| WELLS FARGO & COMPANY/MN | $5.1M | 147,471 | 0.00% | 31q | -55.6%-$6.4M |
| OSAIC HOLDINGS, INC. | $4.4M | 127,904 | 0.01% | 26q | +3.9%+$166.2K |
| Mariner, LLC | $3.8M | 111,679 | 0.00% | 12q | +15.6%+$519.3K |
| STIFEL FINANCIAL CORP | $3.6M | 103,544 | 0.00% | 31q | HELD |
| LPL Financial LLC | $3.2M | 91,759 | 0.00% | 31q | +16.6%+$449.8K |
| 1620 INVESTMENT ADVISORS, INC. | $3.1M | 90,360 | 1.93% | 19q | -2.5%-$78.8K |
| Altium Capital Management LLC | $3.0M | 86,458 | 6.27% | 3q | +9.6%+$259.5K |
| FIRST TRUST ADVISORS LP | $2.9M | 83,694 | 0.00% | 31q | -1.1%-$30.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 80,682 | 0.00% | 12q | -2.4%-$69.2K |
| Capstone Financial Advisors, Inc. | $2.6M | 75,513 | 0.13% | 21q | HELD |
| EP Wealth Advisors, LLC | $2.6M | 75,065 | 0.01% | 7q | -13.0%-$385.7K |
| Platform Technology Partners | $2.3M | 68,034 | 0.38% | 8q | +1.5%+$35.7K |
| D.A. DAVIDSON & CO. | $2.3M | 66,669 | 0.01% | 29q | -8.8%-$221.6K |
| RB Capital Management, LLC | $2.1M | 61,076 | 0.41% | 31q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $2.0M | 57,423 | 0.12% | 3q | -6.8%-$144.9K |
| Pathstone Holdings, LLC | $1.9M | 55,935 | 0.01% | 11q | +44.7%+$594.7K |
| Concurrent Investment Advisors, LLC | $1.8M | 51,920 | 0.02% | 11q | +5.2%+$88.6K |
| ROYAL BANK OF CANADA | $1.8M | 50,968 | 0.00% | 31q | -12.5%-$250.5K |
| BANK OF AMERICA CORP /DE/ | $1.6M | 47,553 | 0.00% | 31q | +1.4%+$23.1K |
| Allworth Financial LP | $1.4M | 41,186 | 0.01% | 17q | HELD |
| Beckerman Institutional, LLC | $1.4M | 40,036 | 0.66% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $1.3M | 38,960 | 0.01% | 29q | +2.3%+$29.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 32,677 | 0.00% | 31q | -40.9%-$777.3K |
| Whitener Capital Management, Inc. | $1.1M | 31,386 | 0.23% | 17q | -7.2%-$83.8K |
| ALBION FINANCIAL GROUP /UT | $1.0M | 29,946 | 0.06% | 19q | -1.8%-$18.9K |
| HighTower Advisors, LLC | $1.0M | 29,663 | 0.00% | 31q | +2.1%+$20.6K |
| MGO ONE SEVEN LLC | $1.0M | 29,426 | 0.02% | 11q | +92.0%+$485.2K |
| Altus Wealth Group LLC | $1.0M | 29,314 | 0.36% | 23q | -1.0%-$10.3K |
| Creative Planning | $908.1K | 26,383 | 0.00% | 31q | +1.7%+$15.0K |
| &PARTNERS | $881.1K | 25,598 | 0.00% | 5q | +3.9%+$32.8K |
| Advisors Asset Management, Inc. | $847.0K | 24,609 | 0.01% | 6q | HELD |
| Baltimore-Washington Financial Advisors, Inc. | $840.4K | 24,416 | 0.03% | 9q | HELD |
| Corient Private Wealth LP | $812.4K | 23,602 | 0.00% | 9q | +100.6%+$407.5K |
| Atlas Wealth LLC | $784.2K | 22,782 | 0.11% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $760.7K | 22,100 | 0.00% | new | NEW |
| WESTBOURNE INVESTMENTS, INC. | $704.4K | 20,465 | 0.29% | new | NEW |
| KIRR MARBACH & CO LLC /IN/ | $684.3K | 19,882 | 0.12% | 17q | HELD |
| Cetera Investment Advisers | $649.1K | 18,857 | 0.00% | 10q | -16.6%-$129.1K |
| Foundations Investment Advisors, LLC | $623.8K | 18,125 | 0.01% | 16q | +1.7%+$10.3K |
| PNC Financial Services Group, Inc. | $623.2K | 18,105 | 0.00% | 31q | -20.7%-$162.2K |
| Heritage Wealth Advisors | $614.3K | 17,846 | 0.02% | 31q | HELD |
| Cerity Partners LLC | $613.0K | 17,810 | 0.00% | 4q | -2.9%-$18.4K |
| GUGGENHEIM CAPITAL LLC | $609.1K | 17,696 | 0.00% | 24q | -16.1%-$116.5K |
| JOHNSON INVESTMENT COUNSEL INC | $571.1K | 16,592 | 0.00% | 31q | -2.0%-$11.5K |
| JPMORGAN CHASE & CO | $556.7K | 15,910 | 0.00% | 15q | +1.9%+$10.5K |
| Tower Wealth Partners, Inc. | $549.8K | 15,973 | 0.27% | 23q | +2.4%+$12.7K |
| Successful Portfolios LLC | $546.3K | 15,389 | 0.26% | 31q | +1.2%+$6.5K |
| Rockefeller Capital Management L.P. | $535.3K | 15,551 | 0.00% | 4q | HELD |
| GatePass Capital, LLC | $507.9K | 14,756 | 0.19% | 7q | HELD |
| Waverly Advisors, LLC | $487.1K | 14,153 | 0.00% | 7q | +9.4%+$41.9K |
| XTX Topco Ltd | $471.1K | 13,688 | 0.01% | 3q | +10.7%+$45.7K |
| Financial Plan, Inc. | $450.6K | 13,091 | 0.04% | 3q | +18.9%+$71.8K |
| CITADEL ADVISORS LLC | $438.8K | 12,748 | 0.00% | 3q | -18.6%-$100.4K |
| MSH Capital Advisors LLC | $437.8K | 12,719 | 0.08% | 19q | HELD |
| Savvy Advisors, Inc. | $435.9K | 12,664 | 0.01% | 3q | +9.2%+$36.7K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $434.1K | 12,611 | 0.04% | 29q | HELD |
| Joel Isaacson & Co., LLC | $429.1K | 12,466 | 0.01% | 6q | +5.1%+$20.7K |
| CORA CAPITAL ADVISORS LLC | $418.7K | 12,165 | 0.12% | 15q | +1.5%+$6.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $389.3K | 11,309 | 0.01% | 7q | +0.5%+$2.0K |
| First Financial Bankshares Inc | $388.0K | 11,272 | 0.01% | 11q | -11.4%-$49.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $378.9K | 11,006 | 0.02% | 15q | HELD |
| SEI INVESTMENTS CO | $373.3K | 10,847 | 0.00% | 2q | -4.3%-$16.8K |
| NorthRock Partners, LLC | $359.6K | 10,447 | 0.01% | 2q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $358.8K | 10,425 | 0.01% | 2q | +93.3%+$173.2K |
| American Institute for Advanced Investment Management, LLP | $355.4K | 10,326 | 0.21% | 27q | +1.5%+$5.4K |
| NORTHERN TRUST CORP | $353.8K | 10,278 | 0.00% | 20q | +4.6%+$15.7K |
| Koshinski Asset Management, Inc. | $351.1K | 10,199 | 0.02% | 27q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $349.1K | 10,144 | 0.00% | 2q | HELD |
| OPPENHEIMER & CO INC | $346.0K | 10,051 | 0.00% | 10q | HELD |
| Engineers Gate Manager LP | $339.9K | 9,876 | 0.00% | new | NEW |
| MERIDIAN INVESTMENT COUNSEL INC. | $335.8K | 9,755 | 0.07% | 3q | HELD |
| Integrated Wealth Concepts LLC | $332.1K | 9,648 | 0.00% | 2q | -2.9%-$10.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $318.9K | 9,266 | 0.00% | 22q | HELD |
| R2 Capital Strategies, LLC | $312.1K | 9,067 | 0.14% | new | FIRST |
| Savant Capital, LLC | $311.3K | 9,319 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $298.5K | 8,673 | 0.00% | 3q | HELD |
| Quantinno Capital Management LP | $296.6K | 8,616 | 0.00% | 3q | +8.4%+$23.1K |
| Private Advisor Group, LLC | $288.8K | 8,392 | 0.00% | 4q | -24.5%-$93.9K |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | $285.7K | 8,300 | 0.12% | 12q | HELD |
| Unify Financial Advisors | $276.9K | 8,044 | 0.26% | 3q | -1.0%-$2.9K |
| AMERIPRISE FINANCIAL INC | $274.3K | 7,969 | 0.00% | 9q | -50.3%-$277.7K |
| Kestra Advisory Services, LLC | $267.4K | 7,767 | 0.00% | 24q | -59.2%-$387.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $258.9K | 7,440 | 0.02% | 11q | -1.2%-$3.2K |
| Independent Family Office, LLC | $240.5K | 6,987 | 0.10% | 11q | HELD |
| Baird Financial Group, Inc. | $228.2K | 6,630 | 0.00% | 5q | +1.2%+$2.8K |
| Mezzasalma Advisors, LLC | $221.8K | 6,444 | 0.04% | new | NEW |
| PRENTISS SMITH & CO INC | $220.3K | 6,400 | 0.12% | 11q | -8.9%-$21.5K |
| BNP PARIBAS FINANCIAL MARKETS | $220.3K | 6,400 | 0.00% | 6q | +94.5%+$107.0K |
Showing the largest 100 of 156 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 149 | $235.3M | 6,833,358 | 19 | 48 | 37 | 0.0% |
| Q1 2026 | 145 | $218.2M | 6,903,519 | 11 | 37 | 29 | 0.0% |
| Q4 2025 | 143 | $215.1M | 6,591,370 | 17 | 47 | 33 | 0.0% |
| Q3 2025 | 145 | $217.5M | 6,396,721 | 16 | 31 | 36 | 0.0% |
| Q2 2025 | 138 | $185.0M | 5,841,799 | 12 | 48 | 32 | 0.0% |
| Q1 2025 | 133 | $167.6M | 5,469,441 | 8 | 26 | 38 | 0.0% |
| Q4 2024 | 138 | $194.4M | 6,127,006 | 17 | 45 | 26 | 0.0% |
| Q3 2024 | 124 | $200.8M | 6,078,419 | 11 | 34 | 26 | 0.0% |
| Q2 2024 | 125 | $179.9M | 5,809,428 | 11 | 47 | 23 | 0.0% |
| Q1 2024 | 120 | $215.9M | 7,032,074 | 14 | 27 | 34 | 0.0% |
| Q4 2023 | 116 | $187.9M | 6,517,259 | 12 | 23 | 28 | 0.0% |
| Q3 2023 | 110 | $155.4M | 5,844,069 | 9 | 25 | 32 | 0.0% |
| Q2 2023 | 109 | $154.3M | 5,628,414 | 11 | 24 | 27 | 0.0% |
| Q1 2023 | 103 | $152.1M | 5,728,453 | 12 | 27 | 29 | 0.0% |
| Q4 2022 | 96 | $119.5M | 4,680,109 | 17 | 25 | 20 | 0.0% |
| Q3 2022 | 114 | $168.2M | 6,572,448 | 8 | 27 | 32 | 0.0% |
| Q2 2022 | 120 | $176.9M | 6,717,291 | 13 | 35 | 26 | 0.0% |
| Q1 2022 | 129 | $229.6M | 7,428,999 | 11 | 36 | 36 | 0.0% |
| Q4 2021 | 140 | $238.5M | 7,181,802 | 20 | 52 | 18 | 0.0% |
| Q3 2021 | 112 | $230.7M | 6,907,779 | 5 | 38 | 14 | 0.0% |
| Q2 2021 | 119 | $228.2M | 6,694,795 | 14 | 42 | 22 | 0.0% |
| Q1 2021 | 117 | $211.0M | 6,506,750 | 21 | 23 | 32 | 0.0% |
| Q4 2020 | 104 | $176.5M | 5,988,097 | 9 | 28 | 30 | 0.0% |
| Q3 2020 | 98 | $141.0M | 5,434,827 | 6 | 28 | 24 | 0.0% |
| Q2 2020 | 101 | $137.9M | 5,582,275 | 15 | 22 | 25 | 0.0% |
| Q1 2020 | 93 | $118.2M | 5,670,087 | 7 | 24 | 25 | 0.0% |
| Q4 2019 | 112 | $155.1M | 5,498,993 | 11 | 45 | 13 | 0.0% |
| Q3 2019 | 102 | $144.2M | 5,293,665 | 13 | 22 | 23 | 0.0% |
| Q2 2019 | 96 | $145.6M | 5,399,986 | 11 | 24 | 25 | 0.0% |
| Q1 2019 | 103 | $154.7M | 5,881,433 | 15 | 34 | 16 | 0.0% |
| Q4 2018 | 97 | $146.0M | 6,207,760 | 2 | 4 | 1 | 0.0% |