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TRI-Continental Corp
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Overview Fund Activity

142 hedge funds and large institutions have $236M invested in TRI-Continental Corp in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
142
Holders Change
+29
Holders Change %
+25.66%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
53
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFS
1
Bard Financial Services
Connecticut
$19.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.15M
4
PPA
4
Parametric Portfolio Associates
Washington
$19.8M
5
5L
5
55I LLC
Massachusetts
$865K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.37M
2
CA
2
Cornerstone Advisors
North Carolina
$3.73M
3
SFS
3
Shaker Financial Services
Virginia
$3.76M
4
WAM
4
Wolverine Asset Management
Illinois
$2.03M
5
RWA
5
Ropes Wealth Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TJHA
101
Thomas J. Herzfeld Advisors
Florida
$149K 4,504 +431 +11%
SWM
102
Spire Wealth Management
Virginia
$142K 4,283 +805 +23%
WFS
103
Widmann Financial Services
Maryland
$124K 3,750 +3,750 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$106K 3,182 +293 +10%
FCT
105
First Community Trust
Iowa
$99.6K 3,000 +3,000 New
AWM
106
Accel Wealth Management
Iowa
$90K 2,716 – –
CA
107
Clearstead Advisors
Ohio
$83K 2,500 +2,500 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$81K 2,434 +221 +10%
US Bancorp
109
US Bancorp
Minnesota
$70K 2,109 -601 -22%
ME
110
McIlrath & Eck
Washington
$62K 1,878 +175 +10%
NFG
111
Next Financial Group
Texas
$57K 1,725 -1,450 -46%
SPIA
112
Steward Partners Investment Advisory
New York
$56K 1,701 +1,651 +3,302%
TSWM
113
Tyler-Stone Wealth Management
Ohio
$50K 1,493 +1,493 New
SIC
114
Salem Investment Counselors
North Carolina
$49K 1,468 – –
GWM
115
Geneos Wealth Management
Colorado
$44K 1,352 +126 +10%
FPWM
116
FSB Premier Wealth Management
Iowa
$41K 1,262 +1,262 New
CSWM
117
Cassady Schiller Wealth Management
Ohio
$38K 1,150 +1,150 New
NL
118
NVWM LLC
Pennsylvania
$37K 1,105 – –
CWS
119
Confluence Wealth Services
Pennsylvania
$37K 1,118 +1,118 New
MAM
120
McCarthy Asset Management
California
$33K 987 +100 +11%
MRCM
121
M&R Capital Management
New Jersey
$28K 856 +78 +10%
HR
122
Howe & Rusling
New York
$23K 682 – –
GWSG
123
GPS Wealth Strategies Group
Colorado
$21K 631 +59 +10%
TFP
124
Tilia Fiduciary Partners
North Carolina
$21K 624 +624 New
RIA
125
Richwood Investment Advisors
Ohio
$20K 600 +600 New
2 3 4
5
6