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TRI-Continental Corp
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Overview Fund Activity

121 hedge funds and large institutions have $179M invested in TRI-Continental Corp in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 20 closing their positions.

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
43
Reduced
30
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.1M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$1.92M
3
BFS
3
Bard Financial Services
Connecticut
$17.1M
4
DBT
4
Dubuque Bank & Trust
Iowa
$7.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.34M

Top Sellers

1
1IA
1
1620 Investment Advisors
Massachusetts
$2.16M
2
CA
2
Cornerstone Advisors
North Carolina
$796K
3
WAM
3
Wolverine Asset Management
Illinois
$157K
4
SFS
4
Shaker Financial Services
Virginia
$6.46M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$35K 1,352 – –
TJHA
102
Thomas J. Herzfeld Advisors
Florida
$33K 1,255 -3,260 -72%
SPIA
103
Steward Partners Investment Advisory
New York
$32K 1,233 +293 +31%
IA
104
IFP Advisors
Florida
$30K 1,078 – –
MRCM
105
M&R Capital Management
New Jersey
$22K 871 +15 +2%
PTC
106
Private Trust Company
Ohio
$20K 758 +758 New
HR
107
Howe & Rusling
New York
$18K 682 – –
TFP
108
Tilia Fiduciary Partners
North Carolina
$17K 624 – –
GWSG
109
GPS Wealth Strategies Group
Colorado
$17K 642 +11 +2%
VVP
110
Venture Visionary Partners
Ohio
$16.2K 618 +618 New
NL
111
NVWM LLC
Pennsylvania
$14K 552 – –
AA
112
Addison Advisors
Vermont
$12K 470 – –
CFO
113
CVA Family Office
Colorado
$12K 464 – –
SWM
114
Sugarloaf Wealth Management
Georgia
$11K 417 – –
TCOV
115
Trust Company of Vermont
Vermont
$8K 300 +300 New
APA
116
American Portfolios Advisors
New York
$7.8K 298 -61 -17%
HI
117
Harbour Investments
Wisconsin
$7K 251 +251 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$7K 256 +256 New
SIS
119
Sound Income Strategies
Florida
$2K 85 – –
CFFP
120
Center for Financial Planning
Michigan
$1K 23 – –
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$294 9,626 -6,249 -39%
CA
122
Cornerstone Advisory
Maryland
– – -54,971 Closed
5L
123
55I LLC
Massachusetts
– – -26,957 Closed
LSC
124
Logan Stone Capital
Illinois
– – -20,642 Closed
Walleye Capital
125
Walleye Capital
New York
– – -18,466 Closed
2 3 4
5
6