Heritage Wealth Advisors Tri Continental Corp Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Tri Continental Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 20,183 shares of TY stock, worth $689,854. This represents 0.03% of its overall portfolio holdings.
Number of Shares
20,183
Previous 20,183
-0.0%
Holding current value
$689,854
Previous $625,000
6.24%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding TY
# of Institutions
145Shares Held
7.39MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY540KShares$18.5 Million0.0% of portfolio
-
Bard Financial Services, Inc.487KShares$16.7 Million1.91% of portfolio
-
Lazard Asset Management LLC New York, NY450KShares$15.4 Million0.02% of portfolio
-
Allspring Global Investments Holdings, LLC442KShares$15.1 Million0.02% of portfolio
-
Blue Bell Private Wealth Management, LLC413KShares$14.1 Million2.72% 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...