Foundations Investment Advisors, LLC Tri Continental Corp Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Tri Continental Corp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 11,774 shares of TY stock, worth $397,254. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,774
Previous 11,683
0.78%
Holding current value
$397,254
Previous $369,000
8.4%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding TY
# of Institutions
170Shares Held
7.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$17.2 Million0.0% of portfolio
-
Lazard Asset Management LLC New York, NY450KShares$15.2 Million0.02% of portfolio
-
Bard Financial Services, Inc.445KShares$15 Million1.71% of portfolio
-
Blue Bell Private Wealth Management, LLC418KShares$14.1 Million2.27% of portfolio
-
Ubs Group Ag341KShares$11.5 Million0.0% 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...