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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 %
GC
51
Guggenheim Capital
Illinois
$505K 16,388 +1,317 +9%
JIC
52
Johnson Investment Counsel
Ohio
$500K 16,229 +4 +0%
SP
53
Successful Portfolios
Florida
$470K 15,268 -364 -2%
KMC
54
Kirr Marbach & Co
Indiana
$458K 14,882 – –
AF
55
Allworth Financial
California
$456K 14,815 +8,084 +120%
Creative Planning
56
Creative Planning
Kansas
$456K 14,812 +1,897 +15%
NP
57
NorthRock Partners
Minnesota
$431K 13,982 +13,982 New
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$405K 13,147 -6,030 -31%
FFB
59
First Financial Bankshares
Texas
$392K 12,720 -1,006 -7%
TWP
60
Tower Wealth Partners
Pennsylvania
$384K 12,482 +225 +2%
Citadel Advisors
61
Citadel Advisors
Florida
$360K 11,688 +11,688 New
MCA
62
MSH Capital Advisors
Arizona
$353K 11,470 – –
NFG
63
Nations Financial Group
Iowa
$348K 11,309 +67 +0.6%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$348K 11,291 – –
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$346K 11,239 -4 -0%
PWH
66
Priebe Wealth Holdings
Minnesota
$339K 11,016 -592 -5%
SP
67
Stonebrook Private
Michigan
$335K 10,861 -721 -6%
AIFAIM
68
American Institute for Advanced Investment Management
Arizona
$329K 10,682 – –
OC
69
Oppenheimer & Co
New York
$324K 10,519 +10,519 New
CCA
70
Cora Capital Advisors
New Jersey
$320K 10,388 – –
Northern Trust
71
Northern Trust
Illinois
$320K 10,386 -1,373 -12%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$317K 10,292 -1,046 -9%
FIA
73
Foundations Investment Advisors
Arizona
$314K 10,184 +86 +0.9%
RJT
74
Raymond James Trust
Florida
$313K 10,169 +1,633 +19%
PAG
75
Private Advisor Group
New Jersey
$309K 10,041 -266 -3%
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