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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
   Bard Financial Services Inc. 8 - 2023-12-31 537,183 $15,487,000 -30,470
   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
   UBS Group AG 1659 - 2023-12-31 251,377 $7,247,000 -148
   HTLF Bank 30 - 2024-03-31 234,037 $7,208,000 -5,011
   Relative Value Partners Group LLC 47 - 2023-12-31 241,439 $6,961,000 -4,229
   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
   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
   ROYAL BANK OF CANADA 2360 - 2023-12-31 89,672 $2,586,000 -2,051
   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
   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
   FIRST TRUST ADVISORS LP 1860 - 2023-12-31 49,564 $1,429,000 -5,327
   COMMONWEALTH EQUITY SERVICES LLC. 1988 - 2024-03-31 45,784 $1,410,000 -2,728
   BANK OF AMERICA CORP /DE/ 3823 - 2023-12-31 45,808 $1,321,000 -2,142
   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
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 22,767 $656,000 -3,832
   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
   Priebe Wealth Holdings LLC 35 - 2024-03-31 11,016 $339,000 -592
   Sheaff Brock Investment Advisors LLC 326 - 2023-12-31 11,243 $324,000 -4
   JANNEY MONTGOMERY SCOTT LLC 2288 - 2024-03-31 10,292 $317,000 -1,046
   TWIN FOCUS CAPITAL PARTNERS, LLC 130 - 2023-12-31 9,000 $259,000 -500
   PRENTISS SMITH & CO INC 62 - 2024-03-31 7,689 $237,000 -284
   MULTIFINANCIAL SECURITIES CORP 1547 - 2023-12-31 8,215 $237,000 -568
   Steward Partners Investment Advisory LLC 1440 - 2023-12-31 5,826 $168,000 -58
   Lowe fs LLC 120 - 2024-03-31 1,500 $46,000 -1,115
   SALEM INVESTMENT COUNSELORS INC 594 - 2024-03-31 1,314 $40,000 -154
   COMERICA BANK 2795 - 2023-12-31 1,240 $36,000 -1,232
   Strategic Investment Solutions Inc. /IL 530 - 2023-12-31 134 $4,000 -8,308
   THOMAS J. HERZFELD ADVISORS, INC. 149 - 2023-12-31 155 $4,000 -1,199
   Cassady Schiller Wealth Management LLC 405 - 2023-12-31 21 $1,000 -1,129

  38 Records found
  1    
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