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TRI-Continental Corp

120 hedge funds and large institutions have $175M invested in TRI-Continental Corp in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
33
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.7M 591,208 -57,695 -9%
BFS
2
Bard Financial Services
Connecticut
$15.1M 567,653 -38,752 -6%
Lazard Asset Management
3
Lazard Asset Management
New York
$12M 449,805 -2,682 -0.6%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$11.9M 445,892 +38,962 +10%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$11.2M 419,981 -2,457 -0.6%
RJA
6
Raymond James & Associates
Florida
$8.13M 305,568 -14,380 -4%
Wells Fargo
7
Wells Fargo
California
$6.76M 254,397 -14,446 -5%
UBS Group
8
UBS Group
Switzerland
$6.69M 251,525 -1,743 -0.7%
DBT
9
Dubuque Bank & Trust
Iowa
$6.64M 249,725 -9,041 -3%
RVPG
10
Relative Value Partners Group
$6.53M 245,668 -3,577 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.14M 231,027 -18,719 -7%
UCI
12
Uncommon Cents Investing
Wisconsin
$4.59M 172,463 +1,310 +0.8%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$3.4M 128,024 +12,748 +11%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.08M 115,971 +115,971 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.91M 109,607 +479 +0.4%
Stifel Financial
16
Stifel Financial
Missouri
$2.76M 103,709 -32,163 -24%
CA
17
Cornerstone Advisors
North Carolina
$2.52M 94,693 +13,738 +17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.44M 91,723 -1,044 -1%
SFS
19
Shaker Financial Services
Virginia
$2.34M 87,931 +17,185 +24%
1IA
20
1620 Investment Advisors
Massachusetts
$2.28M 85,926 -476 -0.6%
DADC
21
D.A. Davidson & Co
Montana
$2.28M 85,571 -1,453 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.08M 78,397 +671 +0.9%
IWC
23
Integrated Wealth Concepts
Massachusetts
$2.05M 76,995 -38 -0%
CFA
24
Capstone Financial Advisors
Illinois
$2.01M 75,513
Mariner
25
Mariner
Kansas
$1.94M 72,869 +72,869 New