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Get Institutions for : 
Tri-Continental Corp (TY)  
$29.76 0.20 (0.67%) as of 4:30 Wed 4/24


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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  : 
2.60 (9.57%)  




 
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
   MORGAN STANLEY 2819 - 2023-12-31 596,808 $17,206,000 5,600
   Allspring Global Investments Holdings LLC 604 - 2024-03-31 548,544 $16,895,000 -18,544
   Bard Financial Services Inc. 8 - 2023-12-31 537,183 $15,487,000 -30,470
   LAZARD ASSET MANAGEMENT LLC 378 - 2023-12-31 449,805 $12,967,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - 2023-12-31 415,869 $11,990,000 -4,112
   RAYMOND JAMES & ASSOCIATES 1180 - 2023-12-31 304,316 $8,773,000 -1,252
   WELLS FARGO & CO/MN 1647 - 2023-12-31 269,748 $7,777,000 15,351
   UBS Group AG 1659 - 2023-12-31 251,377 $7,247,000 -148
   Relative Value Partners Group LLC 47 - 2023-12-31 241,439 $6,961,000 -4,229
   HTLF Bank 32 - 2023-12-31 239,048 $6,892,000 0
   DUBUQUE BANK & TRUST CO 29 - 2023-09-30 249,725 $6,640,000 -9,041
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 937 - 2023-12-31 222,957 $6,428,000 -8,070
   Uncommon Cents Investing LLC 13 - 2024-03-31 167,959 $5,173,000 -754
   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 1400 - 2023-12-31 104,135 $3,002,000 426
   ROYAL BANK OF CANADA 2360 - 2023-12-31 89,672 $2,586,000 -2,051
   1620 INVESTMENT ADVISORS INC. 4 - 2023-12-31 87,228 $2,515,000 1,302
   Cornerstone Advisors LLC 185 - 2023-12-31 86,595 $2,497,000 -8,098
   DAVIDSON D A & CO 458 - 2023-12-31 81,427 $2,348,000 -4,144
   Capstone Financial Advisors Inc. 35 - 2023-12-31 75,513 $2,177,000 0
   MARINER WEALTH ADVISORS, LLC 1031 - 2023-12-31 73,522 $2,120,000 653
   Advisor Group Holdings Inc. 1817 - 2023-12-31 72,601 $2,092,000 -5,796
   Integrated Wealth Concepts LLC 466 - 2023-12-31 71,445 $2,060,000 -5,550
   RB Capital Management LLC 47 - 2023-12-31 60,494 $1,744,000 -29
   Baltimore-Washington Financial Advisors Inc. 81 - 2023-12-31 57,192 $1,649,000 0
   Stolper Co 52 - 2024-03-31 53,152 $1,637,000 380
   THRIVENT FINANCIAL FOR LUTHERANS 1490 - 2023-12-31 53,856 $1,553,000 25,260
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1363 - 2023-12-31 53,257 $1,535,000 -148
   FIRST TRUST ADVISORS LP 1860 - 2023-12-31 49,564 $1,429,000 -5,327
   COMMONWEALTH EQUITY SERVICES LLC. 1899 - 2023-12-31 48,512 $1,399,000 -61,095
   BANK OF AMERICA CORP /DE/ 3823 - 2023-12-31 45,808 $1,321,000 -2,142
   LPL FINANCIAL CORP 2869 - 2023-12-31 40,523 $1,168,000 3,703
   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
   CNH PARTNERS LLC 239 - 2023-12-31 37,093 $1,069,000 -17,465
   SHAKER FINANCIAL SERVICES, LLC 76 - 2023-12-31 36,464 $1,051,000 -51,467
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 232 - 2023-12-31 33,645 $970,000 20,955
   Altus Wealth Group LLC 56 - 2023-12-31 26,174 $755,000 16
   HIGHTOWER ADVISORS, LLC 1984 - 2023-12-31 25,096 $725,000 184
   Concurrent Investment Advisors LLC 411 - 2023-12-31 23,849 $688,000 0
   We Are One Seven LLC 427 *New 2023-12-31 23,373 $674,000 23,373
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 22,767 $656,000 -3,832
   TIAA FSB 388 - 2023-06-30 22,767 $624,000 0
   SAVANT CAPITAL MANAGEMENT INC 515 - 2023-12-31 21,378 $616,000 4,458
   Heritage Wealth Advisors 127 - 2023-12-31 21,183 $611,000 0
   Carnick & Kubik Group LLC 143 - 2024-03-31 18,264 $563,000 154
   Koshinski Asset Management Inc. 262 - 2023-12-31 19,177 $553,000 5,337
   J P MORGAN CHASE & CO 3621 - 2023-12-31 19,013 $548,000 17,225
   First PREMIER Bank 107 - 2024-03-31 16,574 $510,000 0
   Kestra Advisory Services LLC 1532 - 2023-12-31 16,893 $487,000 -6,577
   Successful Portfolios LLC 67 - 2024-03-31 15,268 $470,000 -364
   JOHNSON INVESTMENT COUNSEL INC 495 - 2023-12-31 16,225 $468,000 6
   GUGGENHEIM CAPITAL LLC 1505 - 2023-12-31 15,071 $434,000 6,836
   KIRR MARBACH & CO LLC /IN/ 44 - 2023-12-31 14,882 $429,000 0
   First Financial Bankshares Inc 144 - 2023-12-31 13,726 $396,000 0
   Tower Wealth Partners Inc. 41 - 2024-03-31 12,482 $384,000 225
   CREATIVE PLANNING 1923 - 2023-12-31 12,915 $372,000 0
   NORTHERN TRUST CORP 3679 - 2023-12-31 11,759 $339,000 35
   Priebe Wealth Holdings LLC 35 - 2024-03-31 11,016 $339,000 -592
   Stonebrook Private Inc. 143 - 2023-12-31 11,582 $334,000 0
   JANNEY MONTGOMERY SCOTT LLC 2143 - 2023-12-31 11,338 $327,000 -6,960
   Pathstone Holdings LLC 1763 - 2023-12-31 11,291 $326,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 498 - 2023-12-31 11,242 $324,000 102
   Sheaff Brock Investment Advisors LLC 326 - 2023-12-31 11,243 $324,000 -4
   CORA CAPITAL ADVISORS LLC 65 - 2024-03-31 10,388 $320,000 0
   American Institute for Advanced Investment Managem - 2023-12-31 10,682 $308,000 39
   PATHSTONE FAMILY OFFICE, LLC 1307 - 2023-09-30 11,291 $300,000 0
   Private Advisor Group LLC 1779 - 2023-12-31 10,307 $297,000 1,275
   Foundations Investment Advisors LLC 542 - 2023-12-31 10,098 $295,000 133
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 303 - 2024-03-31 9,266 $285,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 130 - 2023-12-31 9,000 $259,000 -500
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1543 - 2023-09-30 9,623 $256,000 0
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 174 - 2023-12-31 8,811 $254,000 0
   Apollon Wealth Management LLC 897 *New 2023-12-31 8,676 $250,000 8,676
   RAYMOND JAMES TRUST CO 1043 - 2023-12-31 8,536 $246,000 0
   WESBANCO BANK INC 345 - 2023-12-31 8,473 $244,000 0
   MULTIFINANCIAL SECURITIES CORP 1547 - 2023-12-31 8,215 $237,000 -568
   TANDEM CAPITAL MANAGEMENT CORP /ADV 103 - 2023-12-31 8,100 $234,000 0
   PRENTISS SMITH & CO INC 61 *New 2023-12-31 7,973 $230,000 7,973
   GOFEN & GLOSSBERG LLC /IL/ 455 - 2022-12-31 8,831 $226,000 0
   PNC FINANCIAL SERVICES GROUP INC 2080 - 2023-12-31 7,618 $220,000 8
   AE Wealth Management LLC 1848 *New 2023-12-31 7,385 $215,000 7,385
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 653 - 2024-03-31 6,965 $213,000 0
   EP WEALTH ADVISORS, INC. 698 *New 2023-12-31 7,345 $212,000 7,345
   Snowden Capital Advisors LLC 1063 *New 2023-12-31 7,026 $203,000 7,026
   Independent Family Office LLC 70 *New 2023-12-31 6,987 $201,000 6,987
   HANSON MCCLAIN, INC. - 2023-12-31 6,731 $194,000 84
   ANCORA ADVISORS, LLC 665 - 2023-12-31 5,900 $170,000 0
   Steward Partners Investment Advisory LLC 1440 - 2023-12-31 5,826 $168,000 -58
   Carmichael Hill & Associates Inc. - 2023-12-31 4,960 $143,000 0
   US BANCORP 2174 - 2023-12-31 4,852 $140,000 10
   BESSEMER GROUP INC 1196 - 2023-12-31 3,744 $108,000 13
   Parallel Advisors LLC 1137 - 2023-12-31 3,240 $93,000 0
   FIRST COMMUNITY TRUST NA 111 - 2024-03-31 3,000 $92,000 0
   BROWN BROTHERS HARRIMAN & CO 640 - 2023-12-31 3,057 $88,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1829 - 2023-12-31 2,998 $86,000 9
   Hartland & Co. LLC 654 - 2023-12-31 2,500 $72,000 0
   Global Retirement Partners LLC 1258 - 2023-12-31 2,086 $60,000 0
   Goss Wealth Management LLC 2155 - 2023-12-31 2,071 $60,000 7
  100 Records found
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