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TRI-Continental Corp
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Overview Fund Activity

125 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
35
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.38M
2
RJA
2
Raymond James & Associates
Florida
$8.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.9M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.82M
5
TW
5
Transform Wealth
Colorado
$584K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.63M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$9.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.39M
4
BFS
4
Bard Financial Services
Connecticut
$15.9M
5
TCM
5
Tandem Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
9WM
76
9258 Wealth Management
Ohio
$209K 8,159 -916 -10%
Millennium Management
77
Millennium Management
New York
$209K 8,139 -18,726 -70%
GC
78
Guggenheim Capital
Illinois
$209K 8,147 -4,772 -37%
AF
79
Allworth Financial
California
$196K 7,665 +200 +3%
AA
80
Ancora Advisors
Ohio
$177K 6,900 – –
EC
81
Elequin Capital
New York
$145K 5,665 +5,665 New
BLC
82
Brown, Lisle/Cummings
Rhode Island
$140K 5,475 – –
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$132K 5,160 +3,000 +139%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$128K 4,977 +4,977 New
US Bancorp
85
US Bancorp
Minnesota
$124K 4,835 – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$87.4K 3,411 +531 +18%
BBHC
87
Brown Brothers Harriman & Co
New York
$78.4K 3,057 -1,527 -33%
PFO
88
Pathstone Family Office
New Jersey
$77.6K 22,582 – –
FCT
89
First Community Trust
Iowa
$77K 3,000 – –
CA
90
Clearstead Advisors
Ohio
$64.1K 2,500 – –
GRP
91
Global Retirement Partners
California
$53.5K 2,086 – –
ME
92
McIlrath & Eck
Washington
$50.2K 1,958 +45 +2%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$44K 1,728 -248 -13%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$42.7K 1,666 -690 -29%
SWM
95
Spire Wealth Management
Virginia
$42K 1,650 – –
TSWM
96
Tyler-Stone Wealth Management
Ohio
$41K 1,611 +44 +3%
MS
97
Madden Securities
Texas
$37.7K 1,469 +1,469 New
SIC
98
Salem Investment Counselors
North Carolina
$37.6K 1,468 – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$37K 1,455 +1,412 +3,284%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$35.9K 1,400 +1,400 New
2 3
4
5 6