Personal Wealth Partners Tri Continental Corp Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$33.3 - $35.12 $25,973 - $27,393	-780 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$32.66 - $34.91 $25,474 - $27,229	780 New	780 $27,000
Q1 2020 May 07, 2020	SELL	$17.61 - $29.05 $13,471 - $22,223	-765 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$26.68 - $28.84 $560 - $605	21 Added 2.82%	765 $22,000
Q3 2019 Oct 22, 2019	BUY	$26.02 - $27.66 $19,358 - $20,579	744 New	744 $20,000

Others Institutions Holding TY

# of Institutions

143

Shares Held

7.32M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

540K
Shares

$18.3 Million
0.0% of portfolio
Bard Financial Services, Inc.

487K
Shares

$16.5 Million
1.91% of portfolio
Lazard Asset Management LLC New York, NY

450K
Shares

$15.2 Million
0.02% of portfolio
Allspring Global Investments Holdings, LLC

442K
Shares

$15 Million
0.02% of portfolio
Blue Bell Private Wealth Management, LLC

413K
Shares

$14 Million
2.72% 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...

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