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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 %
SP
51
Successful Portfolios
Florida
$451K 15,632 -123 -0.8%
GC
52
Guggenheim Capital
Illinois
$434K 15,071 +6,836 +83%
KMC
53
Kirr Marbach & Co
Indiana
$429K 14,882 – –
FFB
54
First Financial Bankshares
Texas
$396K 13,726 +13,726 New
Creative Planning
55
Creative Planning
Kansas
$372K 12,915 – –
TWP
56
Tower Wealth Partners
Pennsylvania
$353K 12,257 +45 +0.4%
Northern Trust
57
Northern Trust
Illinois
$339K 11,759 +35 +0.3%
PWH
58
Priebe Wealth Holdings
Minnesota
$335K 11,608 +11,608 New
SP
59
Stonebrook Private
Michigan
$334K 11,582 +11,582 New
MCA
60
MSH Capital Advisors
Arizona
$331K 11,470 – –
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$327K 11,338 -6,960 -38%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$326K 11,291 +11,291 New
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$324K 11,243 -4 -0%
NFG
64
Nations Financial Group
Iowa
$324K 11,242 +102 +0.9%
AIFAIM
65
American Institute for Advanced Investment Management
Arizona
$308K 10,682 +39 +0.4%
CCA
66
Cora Capital Advisors
New Jersey
$299K 10,388 +36 +0.3%
PAG
67
Private Advisor Group
New Jersey
$297K 10,307 +1,275 +14%
FIA
68
Foundations Investment Advisors
Arizona
$295K 10,098 +133 +1%
FWCM
69
Ferguson Wellman Capital Management
Oregon
$267K 9,266 – –
TFCP
70
Twin Focus Capital Partners
Massachusetts
$259K 9,000 -500 -5%
ZIC
71
ZWJ Investment Counsel
Georgia
$254K 8,811 – –
AWM
72
Apollon Wealth Management
South Carolina
$250K 8,676 +8,676 New
DWP
73
Daymark Wealth Partners
Ohio
$248K 8,609 – –
RJT
74
Raymond James Trust
Florida
$246K 8,536 – –
WB
75
WesBanco Bank
West Virginia
$244K 8,473 – –
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