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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 %
BTIM
76
BancFirst Trust & Investment Management
Oklahoma
$363K 11,061 – –
AIFAIM
77
American Institute for Advanced Investment Management
Arizona
$356K 10,783 – –
CCA
78
Cora Capital Advisors
New Jersey
$346K 10,483 – –
FIA
79
Foundations Investment Advisors
Arizona
$346K 10,468 +92 +0.9%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$343K 10,369 -49 -0.5%
FWCM
81
Ferguson Wellman Capital Management
Oregon
$306K 9,266 – –
PAG
82
Private Advisor Group
New Jersey
$298K 9,025 +14 +0.2%
AWM
83
Apollon Wealth Management
South Carolina
$297K 8,996 +80 +0.9%
NP
84
NorthRock Partners
Minnesota
$287K 8,688 +59 +0.7%
Walleye Capital
85
Walleye Capital
New York
$269K 8,136 +8,136 New
TCM
86
Tandem Capital Management
New Jersey
$268K 8,100 – –
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$255K 7,743 -2,800 -27%
PSC
88
Prentiss Smith & Co
Vermont
$254K 7,689 – –
OC
89
Oppenheimer & Co
New York
$250K 7,560 -2,303 -23%
IFO
90
Independent Family Office
New York
$231K 6,987 – –
CIA
91
Choate Investment Advisors
Massachusetts
$229K 6,928 – –
BLC
92
Brown, Lisle/Cummings
Rhode Island
$225K 6,800 – –
9WM
93
9258 Wealth Management
Ohio
$222K 6,733 -284 -4%
Bessemer Group
94
Bessemer Group
New Jersey
$208K 6,303 – –
MSFS
95
Main Street Financial Solutions
Pennsylvania
$205K 6,206 +6,206 New
AA
96
Ancora Advisors
Ohio
$195K 5,900 – –
US Bancorp
97
US Bancorp
Minnesota
$187K 5,648 +796 +16%
CHA
98
Carmichael Hill & Associates
Maryland
$164K 4,960 – –
SPIA
99
Steward Partners Investment Advisory
New York
$149K 4,505 – –
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$120K 3,639 -5,073 -58%
2 3
4
5 6