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TRI-Continental Corp
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Overview Fund Activity

122 hedge funds and large institutions have $178M invested in TRI-Continental Corp in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
41
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.22M
2
SFS
2
Shaker Financial Services
Virginia
$1.94M
3
AA
3
AQR Arbitrage
Connecticut
$700K
4
Walleye Capital
4
Walleye Capital
New York
$495K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.8M
2
BFS
2
Bard Financial Services
Connecticut
$16.6M
3
SP
3
Successful Portfolios
Florida
$467K
4
Stifel Financial
4
Stifel Financial
Missouri
$3.73M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.54M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$1.52M 55,539 -2,420 -4%
SC
27
Stolper & Co
Oklahoma
$1.45M 52,926 -1,402 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.45M 52,826 -38 -0.1%
TW
29
Transform Wealth
Colorado
$1.27M 46,492 +500 +1%
AFG
30
Albion Financial Group
Utah
$1.15M 41,797 -245 -0.6%
WCM
31
Whitener Capital Management
North Carolina
$975K 35,576 +1,684 +5%
LPL Financial
32
LPL Financial
California
$817K 29,802 +2,218 +8%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$784K 28,596 – –
AW
34
Atlas Wealth
Ohio
$759K 27,018 -2,521 -9%
HighTower Advisors
35
HighTower Advisors
Illinois
$707K 25,801 +525 +2%
KAS
36
Kestra Advisory Services
Texas
$706K 25,755 +6,464 +34%
AWG
37
Altus Wealth Group
Colorado
$701K 25,575 +965 +4%
AA
38
AQR Arbitrage
Connecticut
$700K 25,540 +25,540 New
TF
39
TIAA FSB
Florida
$624K 22,767 – –
HWA
40
Heritage Wealth Advisors
Virginia
$581K 21,183 -223 -1%
Walleye Capital
41
Walleye Capital
New York
$495K 18,049 +18,049 New
RIS
42
Retirement Income Solutions
Michigan
$475K 17,328 +27 +0.2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$468K 17,068 +60 +0.4%
SP
44
Successful Portfolios
Florida
$467K 17,042 -14,447 -46%
SC
45
Savant Capital
Illinois
$464K 16,920 – –
LCM
46
Landscape Capital Management
New Jersey
$458K 16,698 +5,896 +55%
FPB
47
First PREMIER Bank
South Dakota
$454K 16,574 – –
JIC
48
Johnson Investment Counsel
Ohio
$445K 16,214 -1,459 -8%
ANTB
49
AMG National Trust Bank
Colorado
$433K 15,791 – –
Creative Planning
50
Creative Planning
Kansas
$405K 14,780 +1,787 +14%
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