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TRI-Continental Corp
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Overview Fund Activity

135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
54
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$1.77M
2
FMC
2
First Merchants Corp
Indiana
$855K
3
UBS Group
3
UBS Group
Switzerland
$8.37M
4
CA
4
Cornerstone Advisors
North Carolina
$5.18M
5
SFS
5
Shaker Financial Services
Virginia
$2.94M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$13.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$637K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.94M
5
SP
5
Stonebrook Private
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WFS
101
Widmann Financial Services
Maryland
$116K 3,750 +3,750 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$111K 3,577 +579 +19%
M
103
MOTCO
Texas
$109K 3,511 – –
PA
104
Parallel Advisors
California
$100K 3,240 – –
BBHC
105
Brown Brothers Harriman & Co
New York
$94.7K 3,057 – –
FCT
106
First Community Trust
Iowa
$92.9K 3,000 – –
AP
107
Atwood & Palmer
Missouri
$84.4K 2,726 +2,726 New
CA
108
Clearstead Advisors
Ohio
$77.4K 2,500 – –
GRP
109
Global Retirement Partners
California
$65.2K 2,105 +19 +0.9%
ME
110
McIlrath & Eck
Washington
$61.5K 1,986 +18 +0.9%
NA
111
NewEdge Advisors
Louisiana
$54.1K 1,748 +15 +0.9%
TSWM
112
Tyler-Stone Wealth Management
Ohio
$53.5K 1,726 +32 +2%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$52.2K 1,686 +15 +0.9%
LWA
114
Lowe Wealth Advisors
Maryland
$46.5K 1,500 – –
SIC
115
Salem Investment Counselors
North Carolina
$40.7K 1,314 – –
Comerica Bank
116
Comerica Bank
Texas
$38.7K 1,251 +11 +0.9%
AAG
117
Armstrong Advisory Group
Massachusetts
$34.3K 1,109 – –
SWM
118
Spire Wealth Management
Virginia
$29.1K 939 – –
JWA
119
JFS Wealth Advisors
Pennsylvania
$25.8K 832 -273 -25%
PTC
120
Private Trust Company
Ohio
$24.3K 785 +7 +0.9%
GWSG
121
GPS Wealth Strategies Group
Colorado
$22.3K 721 +13 +2%
CFO
122
CVA Family Office
Colorado
$14.4K 464 – –
HNB
123
Hilltop National Bank
Wyoming
$11.5K 370 – –
TCM
124
TruNorth Capital Management
Michigan
$9.32K 301 +301 New
IRC
125
Investors Research Corp
Georgia
$8.55K 276 +276 New
2 3 4
5
6