Concurrent Investment Advisors, LLC Tri Continental Corp Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Tri Continental Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 59,871 shares of TY stock, worth $1.94 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
59,871
Previous 30,659
95.28%
Holding current value
$1.94 Million
Previous $1.01 Billion
87.3%
% of portfolio
0.05%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding TY
# of Institutions
150Shares Held
7.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY540KShares$17.5 Million0.0% of portfolio
-
Bard Financial Services, Inc.465KShares$15.1 Million1.8% of portfolio
-
Lazard Asset Management LLC New York, NY450KShares$14.6 Million0.02% of portfolio
-
Blue Bell Private Wealth Management, LLC413KShares$13.3 Million2.72% of portfolio
-
Allspring Global Investments Holdings, LLC273KShares$8.83 Million0.01% 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...