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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 Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Harbour Investments
Wisconsin
$8.29K – – –
SIC
127
SJS Investment Consulting
Ohio
$7.63K – – –
IAIM
128
International Assets Investment Management
Florida
$7.03K +$6.82K +225,264 +3,204%
FPF
129
First Pacific Financial
Washington
$6.97K – – –
IA
130
IFP Advisors
Florida
$5.95K – – –
TJHA
131
Thomas J. Herzfeld Advisors
Florida
$5.31K +$66 +2 +1%
SIS
132
Strategic Investment Solutions
Illinois
$4.43K – – –
SHIM
133
Stone House Investment Management
Pennsylvania
$4K +$33 +1 +0.8%
SIS
134
Sound Income Strategies
Florida
$2.82K – – –
JWA
135
JFS Wealth Advisors
Pennsylvania
$2.12K -$25.4K -768 -92%
CFFP
136
Center for Financial Planning
Michigan
$760 – – –
AW
137
Atlas Wealth
Ohio
– -$778K -24,906 Closed
TIAA Trust, National Association
138
TIAA Trust, National Association
North Carolina
– -$705K -22,767 Closed
Citadel Advisors
139
Citadel Advisors
Florida
– -$350K -11,310 Closed
RJT
140
Raymond James Trust
Florida
– -$289K -9,329 Closed
ZIC
141
ZWJ Investment Counsel
Georgia
– -$273K -8,811 Closed
WFS
142
Widmann Financial Services
Maryland
– -$116K -3,750 Closed
M
143
MOTCO
Texas
– -$109K -3,511 Closed
GRP
144
Global Retirement Partners
California
– -$65.2K -2,105 Closed
TSWM
145
Tyler-Stone Wealth Management
Ohio
– -$53.5K -1,726 Closed
TCM
146
TruNorth Capital Management
Michigan
– -$9.32K -301 Closed
IRC
147
Investors Research Corp
Georgia
– -$8.55K -276 Closed
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