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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 %
TSWM
101
Tyler-Stone Wealth Management
Ohio
$48.4K +$461 +16 +1%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$48.2K +$173 +6 +0.4%
SIC
103
Salem Investment Counselors
North Carolina
$42.3K – – –
Comerica Bank
104
Comerica Bank
Texas
$35.7K -$35.5K -1,232 -50%
AAG
105
Armstrong Advisory Group
Massachusetts
$32K – – –
JWA
106
JFS Wealth Advisors
Pennsylvania
$31.6K +$404 +14 +1%
SWM
107
Spire Wealth Management
Virginia
$26.9K – – –
PTC
108
Private Trust Company
Ohio
$22.4K +$58 +2 +0.3%
GWSG
109
GPS Wealth Strategies Group
Colorado
$20.2K +$259 +9 +1%
ASN
110
Advisory Services Network
Georgia
$14K +$14K +486 New
CFO
111
CVA Family Office
Colorado
$13.4K +$13.4K +464 New
HI
112
Harbour Investments
Wisconsin
$7.24K – – –
SIC
113
SJS Investment Consulting
Ohio
$6.66K – – –
FPF
114
First Pacific Financial
Washington
$6.08K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
IA
116
IFP Advisors
Florida
$5.19K – – –
TJHA
117
Thomas J. Herzfeld Advisors
Florida
$4.47K -$34.6K -1,199 -89%
SIS
118
Strategic Investment Solutions
Illinois
$3.86K -$240K -8,308 -98%
SHIM
119
Stone House Investment Management
Pennsylvania
$3.36K +$57 +2 +2%
TRCT
120
Tower Research Capital (TRC)
New York
$3.03K +$3.03K +105 New
SIS
121
Sound Income Strategies
Florida
$2.46K – – –
RG
122
Retirement Group
California
$2.39K – – –
CFD
123
Creative Financial Designs
Indiana
$1.59K +$1.59K +55 New
CFFP
124
Center for Financial Planning
Michigan
$664 – – –
CSWM
125
Cassady Schiller Wealth Management
Ohio
$605 -$32.5K -1,129 -98%
2 3 4
5
6