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TRI-Continental Corp
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Overview Fund Activity

136 hedge funds and large institutions have $226M invested in TRI-Continental Corp in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
43
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$7.37M
2
EWA
2
EP Wealth Advisors
California
$3.41M
3
WAM
3
Wolverine Asset Management
Illinois
$3.99M
4
SFS
4
Shaker Financial Services
Virginia
$5.32M
5
PTP
5
Platform Technology Partners
New York
$1.91M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$6.82M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.59M
3
CA
3
Cornerstone Advisors
North Carolina
$4.06M
4
BFS
4
Bard Financial Services
Connecticut
$16.1M
5
AW
5
Atlas Wealth
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.12M 64,141 -4,347 -6%
RCM
27
RB Capital Management
Nevada
$1.95M 58,925 +1,419 +2%
PTP
28
Platform Technology Partners
New York
$1.91M 57,712 +57,712 New
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$1.89M 57,192 – –
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.86M 56,128 +4,208 +8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.85M 56,020 +11,798 +27%
AA
32
AQR Arbitrage
Connecticut
$1.84M 56,192 -3,437 -6%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$1.8M 54,470 – –
First Trust Advisors
34
First Trust Advisors
Illinois
$1.79M 54,202 -595 -1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.77M 53,405 -2,159 -4%
SC
36
Stolper & Co
Oklahoma
$1.75M 53,054 +164 +0.3%
LPL Financial
37
LPL Financial
California
$1.48M 44,727 +3,359 +8%
Bank of America
38
Bank of America
North Carolina
$1.44M 43,685 +5,952 +16%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.42M 42,856 -19,618 -31%
BI
40
Beckerman Institutional
New Jersey
$1.35M 40,924 +40,924 New
WCM
41
Whitener Capital Management
North Carolina
$1.22M 36,815 +260 +0.7%
AWG
42
Altus Wealth Group
Colorado
$1.16M 35,242 -782 -2%
AFG
43
Albion Financial Group
Utah
$1.08M 32,802 – –
CIA
44
Concurrent Investment Advisors
Florida
$1.01M 30,659 +1,321 +5%
FMC
45
First Merchants Corp
Indiana
$912K 27,607 – –
HighTower Advisors
46
HighTower Advisors
Illinois
$900K 27,276 +144 +0.5%
Northern Trust
47
Northern Trust
Illinois
$881K 26,678 +16,288 +157%
Creative Planning
48
Creative Planning
Kansas
$854K 25,860 +11,067 +75%
GC
49
Guggenheim Capital
Illinois
$836K 25,301 +7,405 +41%
DCM
50
Delta Capital Management
New Jersey
$771K 23,342 – –
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