Walled Lake Planning & Wealth Management, LLC Tri Continental Corp Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$29.09 - $32.43 $436 - $486	-15 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$25.32 - $29.71 $379 - $445	-15 Reduced 50.0%	15 $0
Q2 2020 Aug 18, 2020	BUY	$19.85 - $26.44 $19 - $26	1 Added 3.45%	30 $1,000
Q1 2020 May 15, 2020	BUY	$17.61 - $29.05 $510 - $842	29 New	29 $1,000

Others Institutions Holding TY

# of Institutions

145

Shares Held

7.39M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

540K
Shares

$18.5 Million
0.0% of portfolio
Bard Financial Services, Inc.

487K
Shares

$16.7 Million
1.91% of portfolio
Lazard Asset Management LLC New York, NY

450K
Shares

$15.4 Million
0.02% of portfolio
Allspring Global Investments Holdings, LLC

442K
Shares

$15.1 Million
0.02% of portfolio
Blue Bell Private Wealth Management, LLC

413K
Shares

$14.1 Million
2.72% of portfolio

View Full List

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...

More about TY

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