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TRI-Continental Corp
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Overview Fund Activity

130 hedge funds and large institutions have $204M invested in TRI-Continental Corp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
32
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.37M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.64M
3
SFS
3
Shaker Financial Services
Virginia
$2.14M
4
WAM
4
Wolverine Asset Management
Illinois
$884K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$636K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.6M
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$0
3
BFS
3
Bard Financial Services
Connecticut
$15.9M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$16.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$270K
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$16.9M 548,544 -18,544 -3%
Morgan Stanley
2
Morgan Stanley
New York
$16.6M 539,952 -653,664 -55%
BFS
3
Bard Financial Services
Connecticut
$15.9M 516,795 -20,388 -4%
Lazard Asset Management
4
Lazard Asset Management
New York
$13.9M 449,805 – –
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$12.7M 413,891 -1,978 -0.5%
RJA
6
Raymond James & Associates
Florida
$9.2M 298,712 -5,604 -2%
Wells Fargo
7
Wells Fargo
California
$8.16M 265,035 -4,713 -2%
UBS Group
8
UBS Group
Switzerland
$7.5M 243,348 -8,029 -3%
HB
9
HTLF Bank
Colorado
$7.21M 234,037 -5,011 -2%
RVPG
10
Relative Value Partners Group
$6.84M 236,144 -5,295 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.58M 213,487 -9,470 -4%
UCI
12
Uncommon Cents Investing
Wisconsin
$5.17M 167,959 -754 -0.4%
CA
13
Cornerstone Advisors
North Carolina
$4.37M 141,736 +55,141 +64%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$4M 130,014 -2,641 -2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$3.51M 114,038 -4,964 -4%
Stifel Financial
16
Stifel Financial
Missouri
$3.14M 101,858 -2,277 -2%
1IA
17
1620 Investment Advisors
Massachusetts
$2.73M 88,692 +1,464 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.67M 86,810 -2,862 -3%
DADC
19
D.A. Davidson & Co
Montana
$2.49M 80,722 -705 -0.9%
CFA
20
Capstone Financial Advisors
Illinois
$2.33M 75,513 – –
Mariner
21
Mariner
Kansas
$2.28M 74,116 +594 +0.8%
SFS
22
Shaker Financial Services
Virginia
$2.14M 69,475 +33,011 +91%
IWC
23
Integrated Wealth Concepts
Massachusetts
$2.11M 68,494 -2,951 -4%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.99M 71,701 -900 -1%
RCM
25
RB Capital Management
Nevada
$1.78M 57,681 -2,813 -5%
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