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TRI-Continental Corp
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Overview Fund Activity

136 hedge funds and large institutions have $226M invested in TRI-Continental Corp in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
43
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$7.37M
2
EWA
2
EP Wealth Advisors
California
$3.41M
3
WAM
3
Wolverine Asset Management
Illinois
$3.99M
4
SFS
4
Shaker Financial Services
Virginia
$5.32M
5
PTP
5
Platform Technology Partners
New York
$1.91M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$6.82M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.59M
3
CA
3
Cornerstone Advisors
North Carolina
$4.06M
4
BFS
4
Bard Financial Services
Connecticut
$16.1M
5
AW
5
Atlas Wealth
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.9M 540,267 -2,563 -0.5%
BFS
2
Bard Financial Services
Connecticut
$16.1M 487,413 -23,880 -5%
Lazard Asset Management
3
Lazard Asset Management
New York
$14.9M 449,805 – –
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$14.6M 441,730 +15,350 +4%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$13.6M 412,572 +5,680 +1%
UBS Group
6
UBS Group
Switzerland
$8.46M 255,964 -14,288 -5%
Wells Fargo
7
Wells Fargo
California
$8.37M 253,257 -6,017 -2%
HB
8
HTLF Bank
Colorado
$7.39M 223,708 -3,052 -1%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$7.37M 226,093 +226,093 New
RJA
10
Raymond James & Associates
Florida
$6.82M 206,440 -89,975 -30%
UCI
11
Uncommon Cents Investing
Wisconsin
$5.56M 168,234 +345 +0.2%
SFS
12
Shaker Financial Services
Virginia
$5.32M 161,057 +66,148 +70%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.59M 138,779 -80,273 -37%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.13M 125,128 +9,315 +8%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$4.09M 123,818 -13,955 -10%
CA
16
Cornerstone Advisors
North Carolina
$4.06M 122,919 -44,463 -27%
WAM
17
Wolverine Asset Management
Illinois
$3.99M 120,710 +67,577 +127%
EWA
18
EP Wealth Advisors
California
$3.41M 103,243 +103,243 New
Stifel Financial
19
Stifel Financial
Missouri
$3.13M 94,702 -4,502 -5%
1IA
20
1620 Investment Advisors
Massachusetts
$2.92M 88,399 -1,471 -2%
LCM
21
Landscape Capital Management
New Jersey
$2.81M 85,081 +36,329 +75%
DADC
22
D.A. Davidson & Co
Montana
$2.69M 81,380 +360 +0.4%
Mariner
23
Mariner
Kansas
$2.51M 76,086 +639 +0.8%
CFA
24
Capstone Financial Advisors
Illinois
$2.49M 75,513 – –
SA
25
Sanctuary Advisors
Indiana
$2.14M 63,004 +720 +1%
1
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