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TRI-Continental Corp
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Overview Fund Activity

148 hedge funds and large institutions have $643M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
53
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisory
Maryland
$4.21M
2
UBS Group
2
UBS Group
Switzerland
$9.9M
3
PTP
3
Platform Technology Partners
New York
$3.09M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.1M
5
CIA
5
Concurrent Investment Advisors
Florida
$1.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$233K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.65M
3
CA
3
Cornerstone Advisors
North Carolina
$1.75M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.09M
5
AA
5
AQR Arbitrage
Connecticut
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$2.02M -$675K -21,293 -25%
RCM
27
RB Capital Management
Nevada
$2M +$135K +4,262 +7%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.9M -$128K -4,054 -6%
CIA
29
Concurrent Investment Advisors
Florida
$1.9M +$926K +29,212 +95%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.85M +$75.1K +2,369 +4%
BWFA
31
Baltimore-Washington Financial Advisors
Maryland
$1.81M – – –
First Trust Advisors
32
First Trust Advisors
Illinois
$1.8M +$80.7K +2,547 +5%
CA
33
Cornerstone Advisors
North Carolina
$1.75M -$2.14M -67,677 -55%
SC
34
Stolper & Co
Oklahoma
$1.74M +$62.3K +1,965 +4%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$1.73M – – –
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$1.71M -$147K -4,453 -8%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.67M -$20.4K -643 -1%
Bank of America
38
Bank of America
North Carolina
$1.46M +$78.1K +2,464 +6%
LPL Financial
39
LPL Financial
California
$1.38M -$40.1K -1,265 -3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.37M +$9.73K +307 +0.7%
BI
41
Beckerman Institutional
New Jersey
$1.32M +$22.4K +708 +2%
WCM
42
Whitener Capital Management
North Carolina
$1.16M -$4.41K -139 -0.4%
AWG
43
Altus Wealth Group
Colorado
$1.1M -$13.9K -440 -1%
AA
44
AQR Arbitrage
Connecticut
$1.04M -$737K -23,272 -41%
AFG
45
Albion Financial Group
Utah
$1.03M -$9.25K -292 -0.9%
PCM
46
Prospera Capital Management
Arizona
$928K +$928K +29,345 New
HighTower Advisors
47
HighTower Advisors
Illinois
$902K +$37.3K +1,178 +4%
FMC
48
First Merchants Corp
Indiana
$875K – – –
Creative Planning
49
Creative Planning
Kansas
$854K +$34.8K +1,097 +4%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$808K +$149K +4,717 +23%
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