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TRI-Continental Corp
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Overview Fund Activity

121 hedge funds and large institutions have $179M invested in TRI-Continental Corp in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 20 closing their positions.

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
43
Reduced
30
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.1M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$1.92M
3
BFS
3
Bard Financial Services
Connecticut
$17.1M
4
DBT
4
Dubuque Bank & Trust
Iowa
$7.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.34M

Top Sellers

1
1IA
1
1620 Investment Advisors
Massachusetts
$2.16M
2
CA
2
Cornerstone Advisors
North Carolina
$796K
3
WAM
3
Wolverine Asset Management
Illinois
$157K
4
SFS
4
Shaker Financial Services
Virginia
$6.46M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.1M 768,509 +471,900 +159%
BFS
2
Bard Financial Services
Connecticut
$17.1M 654,885 +46,009 +8%
Lazard Asset Management
3
Lazard Asset Management
New York
$11.8M 451,748 – –
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$11.7M 446,427 +167 +0%
RVPG
5
Relative Value Partners Group
$10.3M 362,859 -22,985 -6%
DBT
6
Dubuque Bank & Trust
Iowa
$7.8M 298,054 +18,680 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.57M 289,413 +1,764 +0.6%
RJA
8
Raymond James & Associates
Florida
$7.37M 281,662 -16,348 -5%
Wells Fargo
9
Wells Fargo
California
$6.7M 255,864 -13,151 -5%
SFS
10
Shaker Financial Services
Virginia
$6.46M 246,752 -89,942 -27%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$6.26M 239,213 – –
Bank of America
12
Bank of America
North Carolina
$4.59M 175,457 -4,732 -3%
UCI
13
Uncommon Cents Investing
Wisconsin
$4.48M 171,179 +3,658 +2%
UBS Group
14
UBS Group
Switzerland
$3.88M 148,280 +691 +0.5%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$3.1M 118,469 – –
Stifel Financial
16
Stifel Financial
Missouri
$2.66M 101,526 -70,774 -41%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.34M 89,404 +17,788 +25%
1IA
18
1620 Investment Advisors
Massachusetts
$2.16M 380 -84,170 -100%
DADC
19
D.A. Davidson & Co
Montana
$2.06M 78,702 +7,029 +10%
First Trust Advisors
20
First Trust Advisors
Illinois
$2M 76,521 -167 -0.2%
CFA
21
Capstone Financial Advisors
Illinois
$1.98M 75,513 – –
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.92M 73,276 +73,276 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1.85M 70,248 +3,451 +5%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.59M 60,913 +6,825 +13%
RCM
25
RB Capital Management
Nevada
$1.58M 60,264 +668 +1%
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