Creative Planning - TRI CONTL CORP ownership

TRI CONTL CORP's ticker is TY and the CUSIP is 895436103. A total of 114 filers reported holding TRI CONTL CORP in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of TRI CONTL CORP
ValueSharesWeighting
Q3 2023$343,399
-15.3%
12,915
-12.6%
0.00%
-100.0%
Q2 2023$405,256
+17.5%
14,780
+13.8%
0.00%
Q1 2023$344,953
-2.3%
12,993
-5.7%
0.00%
-100.0%
Q4 2022$353,198
+0.3%
13,7810.0%0.00%0.0%
Q3 2022$352,000
-12.2%
13,781
-10.1%
0.00%0.0%
Q2 2022$401,000
-30.7%
15,326
-18.3%
0.00%0.0%
Q1 2022$579,000
+0.3%
18,770
+8.0%
0.00%0.0%
Q4 2021$577,000
-51.2%
17,382
-50.9%
0.00%
-50.0%
Q3 2021$1,183,000
-2.0%
35,428
+0.1%
0.00%0.0%
Q2 2021$1,207,000
+12.0%
35,395
+6.5%
0.00%0.0%
Q1 2021$1,078,000
+10.0%
33,2500.0%0.00%0.0%
Q4 2020$980,000
+14.8%
33,250
+1.0%
0.00%0.0%
Q3 2020$854,000
+4.9%
32,9280.0%0.00%0.0%
Q2 2020$814,000
+17.5%
32,928
-0.6%
0.00%0.0%
Q1 2020$693,000
-29.9%
33,141
-5.4%
0.00%
-33.3%
Q4 2019$988,000
+3.3%
35,034
-0.1%
0.00%0.0%
Q3 2019$956,000
+5.3%
35,071
+4.2%
0.00%0.0%
Q2 2019$908,000
-7.5%
33,655
-9.8%
0.00%
-25.0%
Q1 2019$982,000
+19.0%
37,322
+6.4%
0.00%
+33.3%
Q4 2018$825,000
-15.5%
35,092
+0.2%
0.00%
-25.0%
Q3 2018$976,000
+5.3%
35,006
+0.1%
0.00%0.0%
Q2 2018$927,000
+0.8%
34,9690.0%0.00%0.0%
Q1 2018$920,000
-1.0%
34,969
+1.5%
0.00%0.0%
Q4 2017$929,000
-2.6%
34,469
-7.7%
0.00%0.0%
Q3 2017$954,000
+21.2%
37,335
+15.5%
0.00%0.0%
Q2 2017$787,000
+5.6%
32,315
+0.2%
0.00%0.0%
Q1 2017$745,000
+7.2%
32,241
+2.2%
0.00%0.0%
Q4 2016$695,000
+11.4%
31,533
+8.1%
0.00%0.0%
Q3 2016$624,000
+15.6%
29,171
+10.9%
0.00%0.0%
Q2 2016$540,000
+3.6%
26,295
+0.7%
0.00%0.0%
Q1 2016$521,000
+1057.8%
26,108
+1070.2%
0.00%
Q4 2015$45,000
-2.2%
2,231
-5.4%
0.00%
Q3 2015$46,000
+17.9%
2,358
+30.2%
0.00%
Q1 2015$39,000
+8.3%
1,811
+8.3%
0.00%
Q4 2014$36,000
+16.1%
1,672
+13.1%
0.00%
Q3 2014$31,000
-26.2%
1,478
-25.4%
0.00%
-100.0%
Q2 2014$42,000
+13.5%
1,981
+7.5%
0.00%0.0%
Q1 2014$37,0000.0%1,842
+0.7%
0.00%0.0%
Q4 2013$37,000
+2.8%
1,829
-7.5%
0.00%0.0%
Q3 2013$36,000
+89.5%
1,978
+84.5%
0.00%
Q2 2013$19,0001,0720.00%
Other shareholders
TRI CONTL CORP shareholders Q3 2021
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 336,694$10,384,0003.91%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 446,260$13,763,0003.90%
1620 INVESTMENT ADVISORS, INC. 84,550$2,806,0003.05%
Uncommon Cents Investing LLC 167,521$5,166,0001.87%
Bard Financial Services, Inc. 608,876$18,778,0001.53%
DUBUQUE BANK & TRUST CO 279,374$8,616,0000.96%
Relative Value Partners Group, LLC 385,844$11,899,0000.83%
Stolper Co 55,478$1,711,0000.72%
Successful Portfolios LLC 34,798$1,073,0000.61%
RB Capital Management, LLC 59,596$1,838,0000.59%
View complete list of TRI CONTL CORP shareholders