TY icon

TRI-Continental Corp

125 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
35
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.9M 697,482 +31,678 +5%
BFS
2
Bard Financial Services
Connecticut
$15.9M 618,948 -24,863 -4%
Lazard Asset Management
3
Lazard Asset Management
New York
$11.6M 451,748
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$11M 430,357 -7,052 -2%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$9.52M 371,446 -58,126 -14%
RVPG
6
Relative Value Partners Group
$8.67M 338,232 -20,361 -6%
RJA
7
Raymond James & Associates
Florida
$8.36M 326,201 +49,334 +18%
DBT
8
Dubuque Bank & Trust
Iowa
$7.25M 282,830 -6,692 -2%
Wells Fargo
9
Wells Fargo
California
$6.68M 260,668 -22,163 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.39M 249,162 -44,212 -15%
UCI
11
Uncommon Cents Investing
Wisconsin
$4.43M 172,824 +755 +0.4%
UBS Group
12
UBS Group
Switzerland
$4.22M 164,821 +13,178 +9%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$3.04M 118,469
Stifel Financial
14
Stifel Financial
Missouri
$3M 116,907 +661 +0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.85M 111,371 -2,556 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.45M 95,627 +1,522 +2%
DADC
17
D.A. Davidson & Co
Montana
$2.21M 86,063 +2,012 +2%
1IA
18
1620 Investment Advisors
Massachusetts
$2.16M 84,389 +2,498 +3%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.03M 79,354 -3,790 -5%
CFA
20
Capstone Financial Advisors
Illinois
$1.94M 75,513
Osaic Holdings
21
Osaic Holdings
Arizona
$1.93M 75,403 -187 -0.2%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.84M 71,847 -382 -0.5%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$1.82M 71,151 +31,145 +78%
Bank of America
24
Bank of America
North Carolina
$1.63M 63,416 -109,675 -63%
RCM
25
RB Capital Management
Nevada
$1.55M 60,635 +1,206 +2%