Shaker Financial Services, LLC Tri Continental Corp Transaction History
Shaker Financial Services, LLC
- $247 Million
- Q1 2025
A detailed history of Shaker Financial Services, LLC transactions in Tri Continental Corp stock. As of the latest transaction made, Shaker Financial Services, LLC holds 90,287 shares of TY stock, worth $2.86 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
90,287
Previous 164,067
44.97%
Holding current value
$2.86 Million
Previous $5.2 Million
46.74%
% of portfolio
1.12%
Previous 2.07%
Shares
30 transactions
Others Institutions Holding TY
# of Institutions
158Shares Held
7.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY566KShares$17.9 Million0.0% of portfolio
-
Bard Financial Services, Inc.471KShares$14.9 Million1.83% of portfolio
-
Lazard Asset Management LLC New York, NY450KShares$14.3 Million0.02% of portfolio
-
Blue Bell Private Wealth Management, LLC412KShares$13.1 Million2.51% of portfolio
-
Ubs Group Ag336KShares$10.7 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...