Archford Capital Strategies, LLC Tri Continental Corp Transaction History

Archford Capital Strategies, LLC

$611 Million
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 23, 2019	SELL	$26.02 - $27.66 $13,556 - $14,410	-521 Closed	0 $0
Q2 2019 Jul 18, 2019	BUY	$25.65 - $27.36 $51 - $54	2 Added 0.39%	521 $14,000
Q4 2018 Feb 13, 2019	BUY	$22.12 - $28.0 $331 - $420	15 Added 2.98%	519 $12,000
Q2 2018 Aug 14, 2018	BUY	$25.74 - $27.61 $12,972 - $13,915	504 New	504 $13,000

Others Institutions Holding TY

# of Institutions

143

Shares Held

6.78M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

543K
Shares

$17.9 Million
0.0% of portfolio
Bard Financial Services, Inc.

511K
Shares

$16.8 Million
1.65% of portfolio
Lazard Asset Management LLC New York, NY

450K
Shares

$14.8 Million
0.02% of portfolio
Allspring Global Investments Holdings, LLC

426K
Shares

$14 Million
0.02% of portfolio
Blue Bell Private Wealth Management, LLC

407K
Shares

$13.4 Million
2.74% of portfolio

About TRI-CONTINENTAL CORP

Ticker TY
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tri-Continental Corporation is a closed ended equity mutual fund launched and managed by Columbia Management Investment Advisers, LLC. It primarily invests in the public equity markets of the United States. The fund invests in stocks of companies that operate across diversified sectors. It seeks to invest in stocks of large-cap companies. The fu...

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