Cetera Investment Advisers
TY icon

Cetera Investment Advisers’s TRI-Continental Corp TY Stock Holding History

Cetera Investment Advisers’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$714K Sell
22,608
-460
-2% -$15.1K ﹤0.01% 3203
2025
Q4 		$753K Sell
23,068
-1,631
-7% -$55.2K ﹤0.01% 3080
2025
Q3 		$840K Sell
24,699
-454
-2% -$15K ﹤0.01% 2927
2025
Q2 		$796K Sell
25,153
-996
-4% -$30.2K ﹤0.01% 2575
2025
Q1 		$802K Buy
26,149
+666
+3% +$21.2K ﹤0.01% 2448
2024
Q4 		$808K Buy
25,483
+4,717
+23% +$157K ﹤0.01% 2314
2024
Q3 		$686K Sell
20,766
-641
-3% -$20.3K ﹤0.01% 2392
2024
Q2 		$663K Buy
21,407
+752
+4% +$22.8K ﹤0.01% 2383
2024
Q1 		$636K Buy
+20,655
New +$607K ﹤0.01% 2426

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return