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Get Institutions for : 
Tri-Continental Corp (TY)  
$30.79 0.40 (1.32%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 122    0
Total shares held : 
 6,542,023  
% of shares held : 
 9.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -32,564  
% of shares held change : 
   -0.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.48  
Last Quarter's Ending Price : 
 $28.83  
Last Quarter's Average Price : 
 $27.16  
Change from last quarter's     
avg. price to the last closing  : 
3.63 (13.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 69,031
 1.06%
 
Increased Positions :
40
 239,457
 3.66%
 
Unchanged Positions :
38
 1,019,243
 15.58%
 
Decreased Positions :
34
-257,199
-3.93%
 
Closed Positions :
10
-83,853
-1.28%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Allspring Global Investments Holdings LLC 606 - 2024-03-31 548,544 $16,895,000 0
   MORGAN STANLEY 2872 - 2024-03-31 539,952 $16,631,000 -56,856
   Bard Financial Services Inc. 9 - 2024-03-31 516,795 $15,917,000 -20,388
   LAZARD ASSET MANAGEMENT LLC 332 - 2024-03-31 449,805 $13,853,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6 - 2024-03-31 413,891 $12,748,000 -1,978
   RAYMOND JAMES & ASSOCIATES 1210 - 2024-03-31 298,712 $9,200,000 -5,604
   WELLS FARGO & CO/MN 1669 - 2024-03-31 265,035 $8,163,000 -4,713
   UBS Group AG 1820 - 2024-03-31 243,348 $7,495,000 -8,029
   HTLF Bank 30 - 2024-03-31 234,037 $7,208,000 -5,011
   Relative Value Partners Group LLC 45 - 2024-03-31 236,144 $6,836,000 -5,295
   DUBUQUE BANK & TRUST CO 29 - 2023-09-30 249,725 $6,640,000 -9,041
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 982 - 2024-03-31 213,487 $6,575,000 -9,470
   Uncommon Cents Investing LLC 13 - 2024-03-31 167,959 $5,173,000 -754
   Cornerstone Advisors LLC 139 - 2024-03-31 141,736 $4,365,000 55,141
   Hennion & Walsh Asset Management Inc. 114 - 2024-03-31 130,014 $4,004,000 -2,641
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 761 - 2024-03-31 114,038 $3,512,000 -4,964
   STIFEL FINANCIAL CORP 1416 - 2024-03-31 101,858 $3,137,000 -2,277
   1620 INVESTMENT ADVISORS INC. 4 - 2024-03-31 88,692 $2,732,000 1,464
   ROYAL BANK OF CANADA 2312 - 2024-03-31 86,810 $2,673,000 -2,862
   DAVIDSON D A & CO 469 - 2024-03-31 80,722 $2,486,000 -705
   Capstone Financial Advisors Inc. 34 - 2024-03-31 75,513 $2,326,000 0
   MARINER WEALTH ADVISORS, LLC 1046 - 2024-03-31 74,116 $2,283,000 594
   SHAKER FINANCIAL SERVICES, LLC 45 - 2024-03-31 69,475 $2,140,000 33,011
   Integrated Wealth Concepts LLC 501 - 2024-03-31 68,494 $2,110,000 -2,951
   Advisor Group Holdings Inc. 1693 - 2024-03-31 71,701 $1,992,000 -900
   RB Capital Management LLC 53 - 2024-03-31 57,681 $1,777,000 -2,813
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1351 - 2024-03-31 56,687 $1,746,000 3,430
   Heritage Wealth Advisors 65 - 2024-03-31 42,785 $1,668,000 21,602
   Stolper Co 52 - 2024-03-31 53,152 $1,637,000 380
   Atlantic Trust Group LLC 570 *New 2024-03-31 53,470 $1,637,000 53,470
   FIRST TRUST ADVISORS LP 1819 - 2024-03-31 52,793 $1,626,000 3,229
   THRIVENT FINANCIAL FOR LUTHERANS 1504 - 2024-03-31 52,564 $1,619,000 -1,292
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 204 - 2024-03-31 51,411 $1,583,000 17,766
   CNH PARTNERS LLC 196 - 2024-03-31 50,070 $1,542,000 12,977
   COMMONWEALTH EQUITY SERVICES LLC. 1988 - 2024-03-31 45,784 $1,410,000 -2,728
   BANK OF AMERICA CORP /DE/ 3839 - 2024-03-31 44,916 $1,383,000 -892
   ALBION FINANCIAL GROUP /UT 102 - 2024-03-31 36,595 $1,127,000 0
   WHITENER CAPITAL MANAGEMENT INC. 60 - 2024-03-31 35,590 $1,096,000 135
   Altus Wealth Group LLC 48 - 2024-03-31 33,199 $1,023,000 7,025
   LPL FINANCIAL CORP 3133 - 2024-03-31 32,203 $992,000 -8,320
   WOLVERINE ASSET MANAGEMENT LLC 295 - 2024-03-31 28,706 $884,000 28,706
   HIGHTOWER ADVISORS, LLC 1885 - 2024-03-31 27,039 $833,000 1,943
   Concurrent Investment Advisors LLC 436 - 2024-03-31 24,469 $754,000 620
   We Are One Seven LLC 419 - 2024-03-31 23,608 $727,000 235
   TIAA TRUST NATIONAL ASSOCIATION 401 - 2024-03-31 22,767 $701,000 0
   Cetera Investment Advisers 2409 *New 2024-03-31 20,655 $636,000 20,655
   TIAA FSB 388 - 2023-06-30 22,767 $624,000 0
   Kestra Advisory Services LLC 1563 - 2024-03-31 18,543 $571,000 1,650
   Carnick & Kubik Group LLC 143 - 2024-03-31 18,264 $563,000 154
   SAVANT CAPITAL MANAGEMENT INC 718 - 2024-03-31 16,920 $521,000 -4,458
   MULTIFINANCIAL SECURITIES CORP 1567 - 2024-03-31 16,868 $520,000 8,653
   First PREMIER Bank 107 - 2024-03-31 16,574 $510,000 0
   GUGGENHEIM CAPITAL LLC 1465 - 2024-03-31 16,388 $505,000 1,317
   JOHNSON INVESTMENT COUNSEL INC 510 - 2024-03-31 16,229 $500,000 4
   Successful Portfolios LLC 67 - 2024-03-31 15,268 $470,000 -364
   KIRR MARBACH & CO LLC /IN/ 44 - 2024-03-31 14,882 $458,000 0
   CREATIVE PLANNING 1908 - 2024-03-31 14,812 $456,000 1,897
   HANSON MCCLAIN, INC. 564 - 2024-03-31 14,815 $456,000 8,084
   Koshinski Asset Management Inc. 366 - 2024-03-31 13,147 $405,000 -6,030
   First Financial Bankshares Inc 145 - 2024-03-31 12,720 $392,000 -1,006
   Tower Wealth Partners Inc. 41 - 2024-03-31 12,482 $384,000 225
   NorthRock Partners LLC 259 *New 2024-03-31 11,982 $369,000 11,982
   CITADEL ADVISORS LLC 4040 *New 2024-03-31 11,688 $360,000 11,688
   Pathstone Holdings LLC 1847 - 2024-03-31 11,291 $348,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 503 - 2024-03-31 11,309 $348,000 67
   Sheaff Brock Investment Advisors LLC 328 - 2024-03-31 11,239 $346,000 -4
   Priebe Wealth Holdings LLC 35 - 2024-03-31 11,016 $339,000 -592
   Stonebrook Private Inc. 145 - 2024-03-31 10,861 $335,000 -721
   American Institute for Advanced Investment Managem 96 - 2024-03-31 10,682 $329,000 0
   OPPENHEIMER & CO INC 1152 - 2024-03-31 10,519 $324,000 10,519
   NORTHERN TRUST CORP 3719 - 2024-03-31 10,386 $320,000 -1,373
   CORA CAPITAL ADVISORS LLC 65 - 2024-03-31 10,388 $320,000 0
   JANNEY MONTGOMERY SCOTT LLC 2288 - 2024-03-31 10,292 $317,000 -1,046
   Foundations Investment Advisors LLC 565 - 2024-03-31 10,184 $314,000 86
   RAYMOND JAMES TRUST CO 945 - 2024-03-31 10,169 $313,000 1,633
   Private Advisor Group LLC 1803 - 2024-03-31 10,041 $309,000 -266
   PATHSTONE FAMILY OFFICE, LLC 1307 - 2023-09-30 11,291 $300,000 0
   Walleye Trading Advisors LLC 1561 - 2024-03-31 9,587 $295,000 9,587
   Logan Stone Capital LLC 122 *New 2024-03-31 9,454 $291,000 9,454
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 303 - 2024-03-31 9,266 $285,000 0
   PNC FINANCIAL SERVICES GROUP INC 1931 - 2024-03-31 9,081 $280,000 1,463
   TWIN FOCUS CAPITAL PARTNERS, LLC 121 - 2024-03-31 9,000 $277,000 0
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 199 - 2024-03-31 8,811 $271,000 0
   J P MORGAN CHASE & CO 4061 - 2024-03-31 8,752 $270,000 -10,261
   Apollon Wealth Management LLC 903 - 2024-03-31 8,750 $270,000 74
   Quantedge Capital Pte Ltd 103 *New 2024-03-31 8,351 $257,000 8,351
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1543 - 2023-09-30 9,623 $256,000 0
   TANDEM CAPITAL MANAGEMENT CORP /ADV 102 - 2024-03-31 8,100 $249,000 0
   PRENTISS SMITH & CO INC 62 - 2024-03-31 7,689 $237,000 -284
   GOFEN & GLOSSBERG LLC /IL/ 455 - 2022-12-31 8,831 $226,000 0
   Independent Family Office LLC 71 - 2024-03-31 6,987 $215,000 0
   Snowden Capital Advisors LLC 1092 - 2024-03-31 6,936 $214,000 -90
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 653 - 2024-03-31 6,965 $213,000 0
   9258 Wealth Management LLC 323 - 2024-03-31 6,928 $213,000 6,928
   CHOATE INVESTMENT ADVISORS 384 *New 2024-03-31 6,928 $213,000 6,928
   ANCORA ADVISORS, LLC 667 - 2024-03-31 5,900 $182,000 0
   YHB INVESTMENT ADVISORS, INC. 304 *New 2024-03-31 5,143 $158,000 5,143
   Carmichael Hill & Associates Inc. 193 - 2024-03-31 4,960 $153,000 0
   US BANCORP 2145 - 2024-03-31 4,852 $149,000 0
   Steward Partners Investment Advisory LLC 1598 - 2024-03-31 4,449 $137,000 -1,377
  100 Records found
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