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Sheaff Brock Investment Advisors’s TRI-Continental Corp TY Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$374K Sell
12,189
-20
-0.2% -$637 0.03% 298
2024
Q4 		$387K Buy
12,209
+990
+9% +$32.9K 0.03% 295
2024
Q3 		$371K Sell
11,219
-10
-0.1% -$317 0.03% 301
2024
Q2 		$348K Sell
11,229
-10
-0.1% -$303 0.03% 303
2024
Q1 		$346K Sell
11,239
-4
-0% -$118 0.02% 335
2023
Q4 		$324K Sell
11,243
-4
-0% -$109 0.03% 331
2023
Q3 		$299K Sell
11,247
-10
-0.1% -$275 0.03% 328
2023
Q2 		$309K Sell
11,257
-147
-1% -$3.9K 0.03% 341
2023
Q1 		$303K Sell
11,404
-6,010
-35% -$161K 0.03% 345
2022
Q4 		$446K Hold
17,414
– – 0.04% 265
2022
Q3 		$445K Sell
17,414
-15
-0.1% -$415 0.05% 252
2022
Q2 		$456K Sell
17,429
-50
-0.3% -$1.44K 0.04% 261
2022
Q1 		$539K Hold
17,479
– – 0.04% 269
2021
Q4 		$580K Buy
17,479
+129
+0.7% +$4.44K 0.04% 250
2021
Q3 		$579K Hold
17,350
– – 0.04% 237
2021
Q2 		$592K Hold
17,350
– – 0.04% 237
2021
Q1 		$562K Sell
17,350
-26
-0.1% -$803 0.04% 236
2020
Q4 		$512K Hold
17,376
– – 0.04% 234
2020
Q3 		$451K Sell
17,376
-1,289
-7% -$33.5K 0.04% 224
2020
Q2 		$461K Sell
18,665
-300
-2% -$7.08K 0.05% 226
2020
Q1 		$397K Sell
18,965
-16
-0.1% -$418 0.05% 214
2019
Q4 		$535K Sell
18,981
-2,306
-11% -$64.1K 0.05% 239
2019
Q3 		$580K Sell
21,287
-25
-0.1% -$675 0.06% 216
2019
Q2 		$575K Sell
21,312
-3,011
-12% -$80.6K 0.06% 219
2019
Q1 		$640K Buy
24,323
+11
+0% +$282 0.08% 208
2018
Q4 		$572K Buy
24,312
+1,033
+4% +$26.6K 0.09% 208
2018
Q3 		$649K Buy
23,279
+192
+0.8% +$5.28K 0.06% 223
2018
Q2 		$612K Buy
23,087
+319
+1% +$8.57K 0.06% 227
2018
Q1 		$599K Buy
22,768
+1,973
+9% +$53.5K 0.06% 220
2017
Q4 		$560K Buy
20,795
+44
+0.2% +$1.15K 0.07% 237
2017
Q3 		$530K Buy
20,751
+1,012
+5% +$25.2K 0.07% 250
2017
Q2 		$481K Buy
19,739
+9,439
+92% +$225K 0.06% 280
2017
Q1 		$238K Sell
10,300
-2,366
-19% -$54.1K 0.03% 465
2016
Q4 		$279K Buy
+12,666
New +$272K 0.04% 424

Other funds holding TY

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
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Sheaff Brock Investment Advisors's TY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its TRI-Continental Corp (TY) stake by 0.16% in Q1 2025, selling an estimated $637 and leaving 12,189 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #298.

Sheaff Brock Investment Advisors first reported a position in TY in Q4 2016 and has held it in 34 quarters since. The position peaked at $649K in Q3 2018. 145 funds tracked by Wall St. Rank hold TY as of Q1 2025.

  • Sheaff Brock Investment Advisors held 12,189 shares of TRI-Continental Corp worth $374K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 20 TRI-Continental Corp shares in Q1 2025, an estimated $637.
  • TRI-Continental Corp made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #298 holding.
  • Sheaff Brock Investment Advisors first reported a position in TRI-Continental Corp in Q4 2016 and has held it in 34 quarters since.
  • Sheaff Brock Investment Advisors's TRI-Continental Corp position peaked at $649K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.