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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.

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

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$233K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$8.65M
3
CA
Cornerstone Advisors
North Carolina
$1.75M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.09M
5
AA
AQR Arbitrage
Connecticut
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$29.8K – – –
PTC
127
Private Trust Company
Ohio
$26.4K +$1.49K +47 +6%
GWSG
128
GPS Wealth Strategies Group
Colorado
$24.7K +$1.62K +51 +7%
LWA
129
Lowe Wealth Advisors
Maryland
$19K – – –
CFO
130
CVA Family Office
Colorado
$14.7K – – –
HNB
131
Hilltop National Bank
Wyoming
$11.7K – – –
BTI
132
Blue Trust Inc
Georgia
$11.7K – – –
HI
133
Harbour Investments
Wisconsin
$7.95K – – –
SIC
134
SJS Investment Consulting
Ohio
$7.32K – – –
TRCT
135
Tower Research Capital (TRC)
New York
$6.97K +$6.97K +220 New
FPF
136
First Pacific Financial
Washington
$6.69K – – –
PFG
137
Putney Financial Group
California
$6.21K +$6.21K +196 New
IA
138
IFP Advisors
Florida
$5.7K – – –
TJHA
139
Thomas J. Herzfeld Advisors
Florida
$5.45K +$349 +11 +7%
TSMHT
140
Thurston Springer Miller Herd & Titak
Indiana
$4.98K +$4.98K +157 New
SIS
141
Strategic Investment Solutions
Illinois
$4.25K – – –
WA
142
WPG Advisers
Maryland
$3.42K +$3.42K +108 New
VWA
143
Valued Wealth Advisors
Utah
$3.16K +$3.16K +100 New
SIS
144
Sound Income Strategies
Florida
$2.7K – – –
JWA
145
JFS Wealth Advisors
Pennsylvania
$2.03K – – –
CFFP
146
Center for Financial Planning
Michigan
$761 +$32 +1 +4%
PS
147
Principal Securities
Iowa
$602 +$602 +19 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$32 +$32 +1 New
PAG
149
Private Advisor Group
New Jersey
– -$298K -9,025 Closed
NP
150
NorthRock Partners
Minnesota
– -$287K -8,688 Closed
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6
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