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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 %
PA
101
Parallel Advisors
California
$107K 3,240 – –
BBHC
102
Brown Brothers Harriman & Co
New York
$101K 3,057 – –
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$99.9K 3,025 -552 -15%
FCT
104
First Community Trust
Iowa
$99.1K 3,000 – –
AP
105
Atwood & Palmer
Missouri
$90.1K 2,726 – –
CA
106
Clearstead Advisors
Ohio
$82.6K 2,500 – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$67.7K 2,049 +363 +22%
ME
108
McIlrath & Eck
Washington
$65.6K 1,986 – –
Jones Financial Companies
109
Jones Financial Companies
Missouri
$57.9K 1,766 +1,766 New
NA
110
NewEdge Advisors
Louisiana
$57.7K 1,748 – –
NB
111
NBT Bank
New York
$48.9K 1,481 +1,481 New
SIC
112
Salem Investment Counselors
North Carolina
$43.4K 1,314 – –
Comerica Bank
113
Comerica Bank
Texas
$41.3K 1,251 – –
AAG
114
Armstrong Advisory Group
Massachusetts
$36.6K 1,109 – –
JIP
115
Jaffetilchin Investment Partners
Florida
$33.8K 1,022 +1,022 New
WSFS
116
Wilmington Savings Fund Society
Delaware
$32.8K 992 +992 New
SWM
117
Spire Wealth Management
Virginia
$31K 939 – –
PTC
118
Private Trust Company
Ohio
$25.9K 785 – –
GWSG
119
GPS Wealth Strategies Group
Colorado
$24K 728 +7 +1%
LWA
120
Lowe Wealth Advisors
Maryland
$19.8K 600 -900 -60%
CFO
121
CVA Family Office
Colorado
$15.3K 464 – –
HNB
122
Hilltop National Bank
Wyoming
$12.2K 370 – –
BTI
123
Blue Trust Inc
Georgia
$11.4K 368 +368 New
FAM
124
Flaharty Asset Management
Florida
$10.2K 308 +308 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$9K 271 +3 +1%
2 3 4
5
6