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TRI-Continental Corp
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Overview Fund Activity

135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
54
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Sanctuary Advisors
Indiana
$1.85M
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$1.77M
3
FMC
3
First Merchants Corp
Indiana
$855K
4
UBS Group
4
UBS Group
Switzerland
$8.37M
5
CA
5
Cornerstone Advisors
North Carolina
$5.18M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$13.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$637K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.94M
5
SP
5
Stonebrook Private
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.8M 542,830 +2,878 +0.5%
BFS
2
Bard Financial Services
Connecticut
$15.8M 511,293 -5,502 -1%
Lazard Asset Management
3
Lazard Asset Management
New York
$13.9M 449,805 – –
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$13.2M 426,380 -122,164 -22%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$12.6M 406,892 -6,999 -2%
RJA
6
Raymond James & Associates
Florida
$9.18M 296,415 -2,297 -0.8%
UBS Group
7
UBS Group
Switzerland
$8.37M 270,252 +26,904 +11%
Wells Fargo
8
Wells Fargo
California
$8.03M 259,274 -5,761 -2%
HB
9
HTLF Bank
Colorado
$7.02M 226,760 -7,277 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.78M 219,052 +5,565 +3%
UCI
11
Uncommon Cents Investing
Wisconsin
$5.2M 167,889 -70 -0%
CA
12
Cornerstone Advisors
North Carolina
$5.18M 167,382 +25,646 +18%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$4.27M 137,773 +7,759 +6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.59M 115,813 +1,775 +2%
Stifel Financial
15
Stifel Financial
Missouri
$3.07M 99,204 -2,654 -3%
SFS
16
Shaker Financial Services
Virginia
$2.94M 94,909 +25,434 +37%
1IA
17
1620 Investment Advisors
Massachusetts
$2.78M 89,870 +1,178 +1%
DADC
18
D.A. Davidson & Co
Montana
$2.51M 81,020 +298 +0.4%
CFA
19
Capstone Financial Advisors
Illinois
$2.34M 75,513 – –
Mariner
20
Mariner
Kansas
$2.34M 75,447 +1,331 +2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.12M 68,488 -6 -0%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.94M 62,474 -24,336 -28%
SA
23
Sanctuary Advisors
Indiana
$1.85M 62,284 +62,284 New
AA
24
AQR Arbitrage
Connecticut
$1.85M 59,629 +9,559 +19%
RCM
25
RB Capital Management
Nevada
$1.78M 57,506 -175 -0.3%
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