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TRI-Continental Corp

116 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 19 closing their positions.

Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.4M 693,906 -3,576 -0.5%
BFS
2
Bard Financial Services
Connecticut
$16.5M 621,189 +2,241 +0.4%
Lazard Asset Management
3
Lazard Asset Management
New York
$12M 451,748
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$11.2M 423,497 -6,860 -2%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$10.6M 398,546 +27,100 +7%
RJA
6
Raymond James & Associates
Florida
$8.59M 323,538 -2,663 -0.8%
Wells Fargo
7
Wells Fargo
California
$7.12M 268,154 +7,486 +3%
DBT
8
Dubuque Bank & Trust
Iowa
$7.03M 264,779 -18,051 -6%
RVPG
9
Relative Value Partners Group
$6.8M 256,108 -82,124 -24%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.74M 253,926 +4,764 +2%
UBS Group
11
UBS Group
Switzerland
$6.7M 252,339 +87,518 +53%
UCI
12
Uncommon Cents Investing
Wisconsin
$4.56M 171,929 -895 -0.5%
Stifel Financial
13
Stifel Financial
Missouri
$3.9M 147,014 +30,107 +26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.7M 101,605 -9,766 -9%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.62M 98,531 +27,380 +38%
DADC
16
D.A. Davidson & Co
Montana
$2.31M 86,922 +859 +1%
1IA
17
1620 Investment Advisors
Massachusetts
$2.28M 85,970 +1,581 +2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$2.25M 84,769 +5,415 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.04M 76,959 +1,556 +2%
CFA
20
Capstone Financial Advisors
Illinois
$2M 75,513
RCM
21
RB Capital Management
Nevada
$1.57M 59,281 -1,354 -2%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.54M 57,959 -13,888 -19%
SC
23
Stolper & Co
Oklahoma
$1.44M 54,328 -3,054 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.4M 52,864 -1,179 -2%
Bank of America
25
Bank of America
North Carolina
$1.38M 52,055 -11,361 -18%