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TRI-Continental Corp

116 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 19 closing their positions.

Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TW
26
Transform Wealth
Colorado
$1.22M 45,992 +23,219 +102%
AFG
27
Albion Financial Group
Utah
$1.12M 42,042 +16,545 +65%
WCM
28
Whitener Capital Management
North Carolina
$900K 33,892 +3,273 +11%
SP
29
Successful Portfolios
Florida
$836K 31,489 -1,022 -3%
SFS
30
Shaker Financial Services
Virginia
$815K 30,678 -23,284 -43%
AW
31
Atlas Wealth
Ohio
$784K 29,539 -1,263 -4%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$759K 28,596 -13,762 -32%
LPL Financial
33
LPL Financial
California
$732K 27,584 +5,166 +23%
HighTower Advisors
34
HighTower Advisors
Illinois
$671K 25,276 -4,489 -15%
AWG
35
Altus Wealth Group
Colorado
$653K 24,610 +14 +0.1%
TF
36
TIAA FSB
Florida
$604K 22,767 -3,644 -14%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$584K 22,004 -285 -1%
HWA
38
Heritage Wealth Advisors
Virginia
$568K 21,406 -275 -1%
KAS
39
Kestra Advisory Services
Texas
$512K 19,291 -2,409 -11%
JIC
40
Johnson Investment Counsel
Ohio
$469K 17,673 +5 +0%
RIS
41
Retirement Income Solutions
Michigan
$459K 17,301
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$452K 17,008 +2,008 +13%
SC
43
Savant Capital
Illinois
$449K 16,920 +16,920 New
FPB
44
First PREMIER Bank
South Dakota
$440K 16,574
CA
45
Cetera Advisors
Colorado
$433K 16,300 -279 -2%
ANTB
46
AMG National Trust Bank
Colorado
$419K 15,791
DWP
47
Daymark Wealth Partners
Ohio
$386K 14,538 +3,180 +28%
KMC
48
Kirr Marbach & Co
Indiana
$370K 13,932
CCA
49
Cora Capital Advisors
New Jersey
$354K 13,332
Creative Planning
50
Creative Planning
Kansas
$345K 12,993 -788 -6%