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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 %
MOS
51
MGO One Seven
Ohio
$757K 22,910 -43 -0.2%
Osaic Holdings
52
Osaic Holdings
Arizona
$736K 22,286 +1,731 +8%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$686K 20,766 -641 -3%
HWA
54
Heritage Wealth Advisors
Virginia
$667K 20,183 – –
QC
55
Quantedge Capital
Singapore
$659K 19,951 +9,500 +91%
KMC
56
Kirr Marbach & Co
Indiana
$657K 19,882 – –
SC
57
Savant Capital
Illinois
$616K 18,632 -398 -2%
KAS
58
Kestra Advisory Services
Texas
$612K 18,521 -601 -3%
TW
59
Transform Wealth
Colorado
$609K 18,437 – –
JIC
60
Johnson Investment Counsel
Ohio
$556K 16,819 +4 +0%
FPB
61
First PREMIER Bank
South Dakota
$548K 16,574 – –
AF
62
Allworth Financial
California
$499K 15,113 +176 +1%
SP
63
Successful Portfolios
Florida
$496K 15,012 -17 -0.1%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$444K 13,426 -278 -2%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$435K 13,160 +9,027 +218%
Corient Private Wealth
66
Corient Private Wealth
Florida
$433K 13,102 +1,930 +17%
TWP
67
Tower Wealth Partners
Pennsylvania
$424K 12,832 +113 +0.9%
FFB
68
First Financial Bankshares
Texas
$420K 12,720 – –
NFG
69
Nations Financial Group
Iowa
$381K 11,529 +71 +0.6%
Ameriprise
70
Ameriprise
Minnesota
$379K 11,447 +702 +7%
MCA
71
MSH Capital Advisors
Arizona
$379K 11,470 – –
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$373K 11,291 – –
SBIA
73
Sheaff Brock Investment Advisors
Indiana
$371K 11,219 -10 -0.1%
PWH
74
Priebe Wealth Holdings
Minnesota
$367K 11,119 – –
TFCP
75
Twin Focus Capital Partners
Massachusetts
$363K 11,000 +2,000 +22%
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