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TRI-Continental Corp
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Overview Fund Activity

121 hedge funds and large institutions have $179M invested in TRI-Continental Corp in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
43
Reduced
30
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.1M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$1.92M
3
BFS
3
Bard Financial Services
Connecticut
$17.1M
4
DBT
4
Dubuque Bank & Trust
Iowa
$7.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.34M

Top Sellers

1
1IA
1
1620 Investment Advisors
Massachusetts
$2.16M
2
CA
2
Cornerstone Advisors
North Carolina
$796K
3
WAM
3
Wolverine Asset Management
Illinois
$157K
4
SFS
4
Shaker Financial Services
Virginia
$6.46M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Stolper & Co
Oklahoma
$1.48M +$28.9K +1,105 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.44M +$18.8K +719 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.37M +$2.78K +106 +0.2%
LPL Financial
29
LPL Financial
California
$1.05M -$18.7K -714 -2%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$910K +$19.8K +757 +2%
SP
31
Successful Portfolios
Florida
$904K -$7.15K -273 -0.8%
AWG
32
Altus Wealth Group
Colorado
$809K +$87.5K +2,623 +12%
CA
33
Cornerstone Advisors
North Carolina
$796K -$6.78M -259,105 -89%
QC
34
Quantedge Capital
Singapore
$785K -$134K -5,100 -15%
GC
35
Guggenheim Capital
Illinois
$768K +$306K +11,703 +66%
HighTower Advisors
36
HighTower Advisors
Illinois
$764K -$6.11K -233 -0.8%
AFG
37
Albion Financial Group
Utah
$667K – – –
TCM
38
Tandem Capital Management
New Jersey
$620K – – –
TF
39
TIAA FSB
Florida
$596K – – –
SCA
40
Strategic Capital Advisers
Colorado
$592K +$2.56K +98 +0.4%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$576K +$471 +18 +0.1%
HWA
42
Heritage Wealth Advisors
Virginia
$567K – – –
KAS
43
Kestra Advisory Services
Texas
$563K +$98.8K +3,776 +21%
CA
44
Cetera Advisors
Colorado
$511K +$10.2K +391 +2%
JIC
45
Johnson Investment Counsel
Ohio
$480K +$136K +5,186 +39%
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$456K -$1.31K -50 -0.3%
MFG
47
Merit Financial Group
Georgia
$451K +$451K +17,248 New
HIG
48
Heritage Investment Group
Florida
$450K -$33.3K -1,272 -7%
ANTB
49
AMG National Trust Bank
Colorado
$448K – – –
FPB
50
First PREMIER Bank
South Dakota
$434K – – –
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