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TRI-Continental Corp
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Overview Fund Activity

148 hedge funds and large institutions have $643M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
53
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisory
Maryland
$4.21M
2
UBS Group
2
UBS Group
Switzerland
$9.9M
3
PTP
3
Platform Technology Partners
New York
$3.09M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.1M
5
CIA
5
Concurrent Investment Advisors
Florida
$1.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$233K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.65M
3
CA
3
Cornerstone Advisors
North Carolina
$1.75M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.09M
5
AA
5
AQR Arbitrage
Connecticut
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
BLC
101
Brown, Lisle/Cummings
Rhode Island
$190K 6,000 -800 -12%
AA
102
Ancora Advisors
Ohio
$187K 5,900 – –
US Bancorp
103
US Bancorp
Minnesota
$181K 5,697 +49 +0.9%
MCM
104
MAI Capital Management
Ohio
$158K 4,990 +4,990 New
SPIA
105
Steward Partners Investment Advisory
New York
$150K 4,726 +221 +5%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$113K 3,577 +552 +18%
PA
107
Parallel Advisors
California
$103K 3,240 – –
BBHC
108
Brown Brothers Harriman & Co
New York
$96.9K 3,057 – –
T
109
Transce3nd
Texas
$95.9K 3,025 +3,025 New
Bessemer Group
110
Bessemer Group
New Jersey
$94K 2,956 -3,347 -53%
AP
111
Atwood & Palmer
Missouri
$86.4K 2,726 – –
Comerica Bank
112
Comerica Bank
Texas
$80.8K 2,551 +1,300 +104%
CA
113
Clearstead Advisors
Ohio
$79.2K 2,500 – –
ME
114
McIlrath & Eck
Washington
$66.7K 2,106 +120 +6%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$65K 2,050 +1 +0%
AIM
116
Anchor Investment Management
South Carolina
$63.4K 2,000 +2,000 New
NA
117
NewEdge Advisors
Louisiana
$58.7K 1,854 +106 +6%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$56K 1,773 +1,502 +554%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$56K 1,766 – –
FCT
120
First Community Trust
Iowa
$47.5K 1,500 -1,500 -50%
NB
121
NBT Bank
New York
$46.9K 1,481 – –
SIC
122
Salem Investment Counselors
North Carolina
$41.6K 1,314 – –
AAG
123
Armstrong Advisory Group
Massachusetts
$35.1K 1,109 – –
CBT
124
CoreFirst Bank & Trust
Kansas
$34.9K 1,100 +1,100 New
WSFS
125
Wilmington Savings Fund Society
Delaware
$31.4K 992 – –
3 4
5
6 7