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TRI-Continental Corp
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Overview Fund Activity

122 hedge funds and large institutions have $178M invested in TRI-Continental Corp in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
41
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.22M
2
SFS
2
Shaker Financial Services
Virginia
$1.94M
3
AA
3
AQR Arbitrage
Connecticut
$700K
4
Walleye Capital
4
Walleye Capital
New York
$495K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.8M
2
BFS
2
Bard Financial Services
Connecticut
$16.6M
3
SP
3
Successful Portfolios
Florida
$467K
4
Stifel Financial
4
Stifel Financial
Missouri
$3.73M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.8M 648,903 -45,003 -6%
BFS
2
Bard Financial Services
Connecticut
$16.6M 606,405 -14,784 -2%
Lazard Asset Management
3
Lazard Asset Management
New York
$12.4M 452,487 +739 +0.2%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$11.6M 422,438 -1,059 -0.3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$11.2M 406,930 +8,384 +2%
RJA
6
Raymond James & Associates
Florida
$8.77M 319,948 -3,590 -1%
Wells Fargo
7
Wells Fargo
California
$7.37M 268,843 +689 +0.3%
DBT
8
Dubuque Bank & Trust
Iowa
$7.1M 258,766 -6,013 -2%
UBS Group
9
UBS Group
Switzerland
$6.94M 253,268 +929 +0.4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.85M 249,746 -4,180 -2%
RVPG
11
Relative Value Partners Group
$6.83M 249,245 -6,863 -3%
UCI
12
Uncommon Cents Investing
Wisconsin
$4.69M 171,153 -776 -0.5%
Stifel Financial
13
Stifel Financial
Missouri
$3.73M 135,872 -11,142 -8%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$3.16M 115,276 +16,745 +17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.99M 109,128 +1,256 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.54M 92,767 -8,838 -9%
DADC
17
D.A. Davidson & Co
Montana
$2.39M 87,024 +102 +0.1%
1IA
18
1620 Investment Advisors
Massachusetts
$2.37M 86,402 +432 +0.5%
CA
19
Cornerstone Advisors
North Carolina
$2.22M 80,955 +80,955 New
Osaic Holdings
20
Osaic Holdings
Arizona
$2.13M 77,726 +767 +1%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.11M 77,033 -7,736 -9%
CFA
22
Capstone Financial Advisors
Illinois
$2.07M 75,513 – –
SFS
23
Shaker Financial Services
Virginia
$1.94M 70,746 +40,068 +131%
RCM
24
RB Capital Management
Nevada
$1.69M 61,758 +2,477 +4%
Bank of America
25
Bank of America
North Carolina
$1.65M 60,254 +8,199 +16%
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