HolderBook

TRI CONTL CORP (TY)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

5
Reporting holders
$1.2M
Reported value
0.0%
Calls
0.0%
Puts
-153
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Successful Portfolios LLC$500.8K14,6410.23%32q-4.9%-$25.6K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$318.2K9,2660.00%23qHELD
Worth Asset Management, LLC$230.2K6,7030.07%newNEW
ATWOOD & PALMER INC$93.6K2,7260.00%10qHELD
ARMSTRONG ADVISORY GROUP, INC$40.5K1,1780.00%16qHELD
CX Institutional$277960.00%7q+29.2%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20265$1.2M34,5141010.0%
Q2 2026158$243.4M7,068,7521956350.0%
Q1 2026153$222.5M7,032,6701239300.0%
Q4 2025151$220.8M6,767,1991751330.0%
Q3 2025154$225.0M6,617,9351632370.0%
Q2 2025149$207.6M6,554,5871250360.0%
Q1 2025145$191.0M6,227,500929400.0%
Q4 2024149$218.3M6,881,8091750300.0%
Q3 2024136$233.1M7,076,9091138270.0%
Q2 2024135$201.9M6,520,7341250260.0%
Q1 2024129$237.1M7,720,9391430370.0%
Q4 2023125$207.8M7,207,3081225300.0%
Q3 2023120$174.9M6,577,741928350.0%
Q2 2023122$178.1M6,495,8871228280.0%
Q1 2023116$176.8M6,658,0261231350.0%
Q4 2022123$167.0M6,536,9141934280.0%
Q3 2022114$168.2M6,572,448827320.0%
Q2 2022120$176.9M6,717,2911335260.0%
Q1 2022129$229.6M7,428,9991136360.0%
Q4 2021140$238.5M7,181,8022052180.0%
Q3 2021112$230.7M6,907,779538140.0%
Q2 2021119$228.2M6,694,7951442220.0%
Q1 2021117$211.0M6,506,7502123320.0%
Q4 2020104$176.5M5,988,097928300.0%
Q3 202098$141.0M5,434,827628240.0%
Q2 2020101$137.9M5,582,2751522250.0%
Q1 202093$118.2M5,670,087724250.0%
Q4 2019112$155.1M5,498,9931145130.0%
Q3 2019102$144.2M5,293,6651322230.0%
Q2 201996$145.6M5,399,9861124250.0%
Q1 2019103$154.7M5,881,4331534160.0%
Q4 201897$146.0M6,207,7602410.0%