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Get Institutions for : 
Tri-Continental Corp (TY)  
$29.92 0.27 (0.91%) as of 4:30 Fri 5/3


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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  : 
2.76 (10.16%)  




 
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  
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            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
   WELLS FARGO & CO/MN 1647 - 2023-12-31 269,748 $7,777,000 15,351
   STIFEL FINANCIAL CORP 1400 - 2023-12-31 104,135 $3,002,000 426
   1620 INVESTMENT ADVISORS INC. 4 - 2023-12-31 87,228 $2,515,000 1,302
   MARINER WEALTH ADVISORS, LLC 1031 - 2023-12-31 73,522 $2,120,000 653
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1351 - 2024-03-31 56,687 $1,746,000 3,430
   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
   LPL FINANCIAL CORP 2869 - 2023-12-31 40,523 $1,168,000 3,703
   WHITENER CAPITAL MANAGEMENT INC. 60 - 2024-03-31 35,590 $1,096,000 135
   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
   SAVANT CAPITAL MANAGEMENT INC 515 - 2023-12-31 21,378 $616,000 4,458
   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
   JOHNSON INVESTMENT COUNSEL INC 495 - 2023-12-31 16,225 $468,000 6
   HANSON MCCLAIN, INC. 564 - 2024-03-31 14,815 $456,000 8,084
   GUGGENHEIM CAPITAL LLC 1505 - 2023-12-31 15,071 $434,000 6,836
   Tower Wealth Partners Inc. 41 - 2024-03-31 12,482 $384,000 225
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 503 - 2024-03-31 11,309 $348,000 67
   NORTHERN TRUST CORP 3679 - 2023-12-31 11,759 $339,000 35
   RAYMOND JAMES TRUST CO 945 - 2024-03-31 10,169 $313,000 1,633
   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
   PNC FINANCIAL SERVICES GROUP INC 2080 - 2023-12-31 7,618 $220,000 8
   US BANCORP 2174 - 2023-12-31 4,852 $140,000 10
   BESSEMER GROUP INC 1196 - 2023-12-31 3,744 $108,000 13
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1829 - 2023-12-31 2,998 $86,000 9
   Goss Wealth Management LLC 2155 - 2023-12-31 2,071 $60,000 7
   McIlrath & Eck LLC 243 - 2023-12-31 1,968 $57,000 7
   Tyler-Stone Wealth Management 358 - 2023-12-31 1,680 $48,000 16
   JFS WEALTH ADVISORS, LLC 487 - 2023-12-31 1,096 $32,000 14
   GPS Wealth Strategies Group LLC 701 - 2023-12-31 702 $20,000 9
   CWM LLC 3410 - 2024-03-31 263 $8,000 72
   Stone House Investment Management LLC 242 - 2023-12-31 117 $3,000 2

  37 Records found
  1    
  Page 1 of 1
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