Selective Wealth Management, Inc. Tri Continental Corp Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 27, 2021	SELL	$33.3 - $35.12 $9,157 - $9,658	-275 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$26.02 - $27.66 $7,155 - $7,606	275 New	275 $7,000
Q1 2019 Apr 04, 2019	SELL	$23.25 - $26.53 $6,393 - $7,295	-275 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$26.48 - $28.12 $7,282 - $7,733	275 New	275 $8,000

Others Institutions Holding TY

# of Institutions

156

Shares Held

7.37M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

571K
Shares

$18.6 Million
0.0% of portfolio
Bard Financial Services, Inc.

465K
Shares

$15.2 Million
1.8% of portfolio
Lazard Asset Management LLC New York, NY

450K
Shares

$14.7 Million
0.02% of portfolio
Blue Bell Private Wealth Management, LLC

412K
Shares

$13.4 Million
2.61% of portfolio
Raymond James Financial Inc St. Petersburg, FL

325K
Shares

$10.6 Million
0.0% 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...

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