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TRI-Continental Corp
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Overview Fund Activity

135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
54
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$1.77M
2
FMC
2
First Merchants Corp
Indiana
$855K
3
UBS Group
3
UBS Group
Switzerland
$8.37M
4
CA
4
Cornerstone Advisors
North Carolina
$5.18M
5
SFS
5
Shaker Financial Services
Virginia
$2.94M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$13.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$637K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.94M
5
SP
5
Stonebrook Private
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWFA
26
Baltimore-Washington Financial Advisors
Maryland
$1.77M 57,192 +57,192 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.72M 55,564 -1,123 -2%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$1.7M 54,470 +1,000 +2%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.7M 54,797 +2,004 +4%
WAM
30
Wolverine Asset Management
Illinois
$1.65M 53,133 +24,427 +85%
SC
31
Stolper & Co
Oklahoma
$1.64M 52,890 -262 -0.5%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.61M 51,920 -644 -1%
LCM
33
Landscape Capital Management
New Jersey
$1.51M 48,752 -2,659 -5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.37M 44,222 -1,562 -3%
LPL Financial
35
LPL Financial
California
$1.28M 41,368 +9,165 +28%
Bank of America
36
Bank of America
North Carolina
$1.17M 37,733 -7,183 -16%
WCM
37
Whitener Capital Management
North Carolina
$1.13M 36,555 +965 +3%
AWG
38
Altus Wealth Group
Colorado
$1.12M 36,024 +2,825 +9%
AFG
39
Albion Financial Group
Utah
$1.02M 32,802 -3,793 -10%
CIA
40
Concurrent Investment Advisors
Florida
$909K 29,338 +4,869 +20%
FMC
41
First Merchants Corp
Indiana
$855K 27,607 +27,607 New
HighTower Advisors
42
HighTower Advisors
Illinois
$840K 27,132 +93 +0.3%
AW
43
Atlas Wealth
Ohio
$778K 24,906 +24,906 New
DCM
44
Delta Capital Management
New Jersey
$723K 23,342 +23,342 New
MOS
45
MGO One Seven
Ohio
$711K 22,953 -655 -3%
TIAA Trust, National Association
46
TIAA Trust, National Association
North Carolina
$705K 22,767 – –
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$663K 21,407 +752 +4%
Osaic Holdings
48
Osaic Holdings
Arizona
$637K 20,555 -51,146 -71%
HWA
49
Heritage Wealth Advisors
Virginia
$625K 20,183 – –
KMC
50
Kirr Marbach & Co
Indiana
$616K 19,882 +5,000 +34%
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