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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 Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$237K -$16.4K -568 -6%
TCM
77
Tandem Capital Management
New Jersey
$234K – – –
PSC
78
Prentiss Smith & Co
Vermont
$230K +$230K +7,973 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$220K +$231 +8 +0.1%
AWM
80
AE Wealth Management
Kansas
$215K +$215K +7,385 New
EWA
81
EP Wealth Advisors
California
$212K +$212K +7,345 New
SCA
82
Snowden Capital Advisors
New York
$203K +$203K +7,026 New
IFO
83
Independent Family Office
New York
$201K +$201K +6,987 New
IAIM
84
International Assets Investment Management
Florida
$201K +$201K +6,965 New
BLC
85
Brown, Lisle/Cummings
Rhode Island
$196K +$28.8K +1,000 +17%
AF
86
Allworth Financial
California
$194K +$2.42K +84 +1%
AA
87
Ancora Advisors
Ohio
$170K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$168K -$1.67K -58 -1%
CHA
89
Carmichael Hill & Associates
Maryland
$143K – – –
US Bancorp
90
US Bancorp
Minnesota
$140K +$288 +10 +0.2%
Bessemer Group
91
Bessemer Group
New Jersey
$108K +$375 +13 +0.3%
PA
92
Parallel Advisors
California
$93.4K – – –
BBHC
93
Brown Brothers Harriman & Co
New York
$88.1K – – –
FCT
94
First Community Trust
Iowa
$86.5K – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$86.4K +$259 +9 +0.3%
LWA
96
Lowe Wealth Advisors
Maryland
$75.4K – – –
CA
97
Clearstead Advisors
Ohio
$72.1K -$72.1K -2,500 -50%
NA
98
NewEdge Advisors
Louisiana
$59.7K +$202 +7 +0.3%
GRP
99
Global Retirement Partners
California
$59.6K – – –
ME
100
McIlrath & Eck
Washington
$56.7K +$202 +7 +0.4%
2 3
4
5 6