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TRI-Continental Corp
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Overview Fund Activity

130 hedge funds and large institutions have $204M invested in TRI-Continental Corp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
32
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.37M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.64M
3
SFS
3
Shaker Financial Services
Virginia
$2.14M
4
WAM
4
Wolverine Asset Management
Illinois
$884K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$636K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.6M
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$0
3
BFS
3
Bard Financial Services
Connecticut
$15.9M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$16.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$270K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.75M 56,687 +3,430 +6%
SC
27
Stolper & Co
Oklahoma
$1.64M 53,152 +380 +0.7%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$1.64M 53,470 +53,470 New
First Trust Advisors
29
First Trust Advisors
Illinois
$1.63M 52,793 +3,229 +7%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.62M 52,564 -1,292 -2%
LCM
31
Landscape Capital Management
New Jersey
$1.58M 51,411 +17,766 +53%
AA
32
AQR Arbitrage
Connecticut
$1.54M 50,070 +12,977 +35%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.41M 45,784 -2,728 -6%
Bank of America
34
Bank of America
North Carolina
$1.38M 44,916 -892 -2%
AFG
35
Albion Financial Group
Utah
$1.13M 36,595 – –
WCM
36
Whitener Capital Management
North Carolina
$1.1M 35,590 +135 +0.4%
AWG
37
Altus Wealth Group
Colorado
$1.02M 33,199 +7,025 +27%
LPL Financial
38
LPL Financial
California
$992K 32,203 -8,320 -21%
WAM
39
Wolverine Asset Management
Illinois
$884K 28,706 +28,706 New
HighTower Advisors
40
HighTower Advisors
Illinois
$833K 27,039 +1,943 +8%
CIA
41
Concurrent Investment Advisors
Florida
$754K 24,469 +620 +3%
MOS
42
MGO One Seven
Ohio
$727K 23,608 +235 +1%
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$701K 22,767 – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$636K 20,655 +20,655 New
HWA
45
Heritage Wealth Advisors
Virginia
$622K 20,183 -1,000 -5%
KAS
46
Kestra Advisory Services
Texas
$571K 18,543 +1,650 +10%
TW
47
Transform Wealth
Colorado
$563K 18,264 +154 +0.9%
SC
48
Savant Capital
Illinois
$521K 16,920 -4,458 -21%
CA
49
Cetera Advisors
Colorado
$520K 16,868 +8,653 +105%
FPB
50
First PREMIER Bank
South Dakota
$510K 16,574 – –
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