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TRI-Continental Corp
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Overview Fund Activity

148 hedge funds and large institutions have $643M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
53
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$10.3M
2
CA
2
Cornerstone Advisory
Maryland
$4.21M
3
UBS Group
3
UBS Group
Switzerland
$9.9M
4
PTP
4
Platform Technology Partners
New York
$3.09M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.1M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$233K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.65M
3
CA
3
Cornerstone Advisors
North Carolina
$1.75M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.09M
5
AA
5
AQR Arbitrage
Connecticut
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$425M 13,420 -6 -0%
Morgan Stanley
2
Morgan Stanley
New York
$18.1M 571,102 +30,835 +6%
BFS
3
Bard Financial Services
Connecticut
$14.7M 465,384 -22,029 -5%
Lazard Asset Management
4
Lazard Asset Management
New York
$14.3M 449,805 – –
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$13M 411,731 -841 -0.2%
Raymond James Financial
6
Raymond James Financial
Florida
$10.3M 325,495 +325,495 New
UBS Group
7
UBS Group
Switzerland
$9.9M 312,395 +56,431 +22%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$8.65M 273,012 -168,718 -38%
Wells Fargo
9
Wells Fargo
California
$7.99M 252,029 -1,228 -0.5%
HB
10
HTLF Bank
Colorado
$6.9M 217,703 -6,005 -3%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$6.78M 213,843 -12,250 -5%
UCI
12
Uncommon Cents Investing
Wisconsin
$5.29M 166,894 -1,340 -0.8%
SFS
13
Shaker Financial Services
Virginia
$5.2M 164,067 +3,010 +2%
CA
14
Cornerstone Advisory
Maryland
$4.21M 129,095 +129,095 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.08M 128,651 +3,523 +3%
WAM
16
Wolverine Asset Management
Illinois
$4.02M 126,932 +6,222 +5%
EWA
17
EP Wealth Advisors
California
$3.28M 103,486 +243 +0.2%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$3.09M 97,603 -26,215 -21%
PTP
19
Platform Technology Partners
New York
$3.09M 97,531 +39,819 +69%
Stifel Financial
20
Stifel Financial
Missouri
$3.03M 95,546 +844 +0.9%
1IA
21
1620 Investment Advisors
Massachusetts
$2.82M 89,044 +645 +0.7%
Mariner
22
Mariner
Kansas
$2.58M 81,564 +5,478 +7%
DADC
23
D.A. Davidson & Co
Montana
$2.56M 80,628 -752 -0.9%
CFA
24
Capstone Financial Advisors
Illinois
$2.39M 75,513 – –
SA
25
Sanctuary Advisors
Indiana
$2.22M 68,080 +5,076 +8%
1
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