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TRI-Continental Corp
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Overview Fund Activity

125 hedge funds and large institutions have $207M invested in TRI-Continental Corp in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
40
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.4M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$16.3M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.55M
4
MOS
4
MGO One Seven
Ohio
$674K
5
LCM
5
Landscape Capital Management
New Jersey
$970K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.4M
2
SFS
2
Shaker Financial Services
Virginia
$1.05M
3
BFS
3
Bard Financial Services
Connecticut
$15.5M
4
AW
4
Atlas Wealth
Ohio
$0
5
AA
5
AQR Arbitrage
Connecticut
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.55M 53,856 +25,260 +88%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.54M 53,257 -148 -0.3%
SC
28
Stolper & Co
Oklahoma
$1.52M 52,772 +971 +2%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.43M 49,564 -5,327 -10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.4M 48,512 -61,095 -56%
Bank of America
31
Bank of America
North Carolina
$1.32M 45,808 -2,142 -4%
LPL Financial
32
LPL Financial
California
$1.17M 40,523 +3,703 +10%
AA
33
AQR Arbitrage
Connecticut
$1.07M 37,093 -17,465 -32%
AFG
34
Albion Financial Group
Utah
$1.06M 36,595 -5,202 -12%
SFS
35
Shaker Financial Services
Virginia
$1.05M 36,464 -51,467 -59%
WCM
36
Whitener Capital Management
North Carolina
$1.02M 35,455 -834 -2%
LCM
37
Landscape Capital Management
New Jersey
$970K 33,645 +20,955 +165%
AWG
38
Altus Wealth Group
Colorado
$755K 26,174 +16 +0.1%
HighTower Advisors
39
HighTower Advisors
Illinois
$725K 25,096 +184 +0.7%
CIA
40
Concurrent Investment Advisors
Florida
$688K 23,849 +23,849 New
MOS
41
MGO One Seven
Ohio
$674K 23,373 +23,373 New
TIAA Trust, National Association
42
TIAA Trust, National Association
North Carolina
$656K 22,767 -3,832 -14%
SC
43
Savant Capital
Illinois
$616K 21,378 +4,458 +26%
HWA
44
Heritage Wealth Advisors
Virginia
$611K 21,183 – –
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$553K 19,177 +5,337 +39%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$548K 19,013 +17,225 +963%
TW
47
Transform Wealth
Colorado
$522K 18,110 -5,330 -23%
KAS
48
Kestra Advisory Services
Texas
$487K 16,893 -6,577 -28%
FPB
49
First PREMIER Bank
South Dakota
$478K 16,574 – –
JIC
50
Johnson Investment Counsel
Ohio
$468K 16,225 +6 +0%
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