Latest Institutional Transactions on Tri Continental Corp (TY)
This table provides information on the latest institutional transactions involving Tri Continental Corp (TY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.22K+ 1.79% |
$60.7K - $70.6K
|
126K
$4.02M
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
27K+ 6.08% |
$738K - $859K
|
471K
$15M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.01K- 3.18% |
$54.9K - $63.9K
|
61K
$1.94M
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.98K+ 74.95% |
$60.2K - $65.2K
|
4.62K
$147K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
333New |
$10.1K - $11K
|
333
$10.6K
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-2.5K- 12.66% |
$76K - $82.3K
|
17.3K
$550K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-108Closed |
$3.28K - $3.55K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.35K- 5.58% |
$102K - $110K
|
56.7K
$1.81M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.43K+ 12.68% |
$43.5K - $47.1K
|
12.7K
$405K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.13K- 8.95% |
$126K - $136K
|
42K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.08K- 0.89% |
$154K - $167K
|
566K
$18M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.3K+ 30.86% |
$405K - $438K
|
56.5K
$1.8M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 1.43% |
$35.4K - $38.3K
|
82.7K
$2.64M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
24KNew |
$731K - $791K
|
24K
$766K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$30.4 - $32.9
|
27K
$859K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.78K- 36.66% |
$206K - $223K
|
11.7K
$373K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.63K- 1.57% |
$49.4K - $53.5K
|
102K
$3.25M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-272- 1.45% |
$8.27K - $8.95K
|
18.5K
$589K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
212+ 1.79% |
$6.44K - $6.98K
|
12.1K
$384K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-535- 4.2% |
$16.3K - $17.6K
|
12.2K
$388K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-371- 10.37% |
$11.3K - $12.2K
|
3.21K
$102K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-49.6K- 91.1% |
$1.51M - $1.63M
|
4.85K
$154K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
88+ 1.08% |
$2.68K - $2.9K
|
8.27K
$263K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-15.2K- 23.89% |
$463K - $502K
|
48.5K
$1.55M
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.18K+ 2.45% |
$66.3K - $71.8K
|
91.2K
$2.91M
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-16.4K- 28.65% |
$498K - $539K
|
40.8K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.28K- 5.11% |
$38.9K - $42.1K
|
23.7K
$756K
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2+ 1.16% |
$60.8 - $65.8
|
174
$5.54K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.95K+ 6.97% |
$120K - $130K
|
60.7K
$1.93M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.1K- 3.79% |
$246K - $266K
|
206K
$6.56M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.71K+ 1.08% |
$82.4K - $89.2K
|
255K
$8.12M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
75+ 0.62% |
$2.28K - $2.47K
|
12.2K
$388K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-397- 8.4% |
$12.1K - $13.1K
|
4.33K
$138K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-65.9K- 20.24% |
$2M - $2.17M
|
260K
$8.27M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
23.9K+ 7.66% |
$727K - $787K
|
336K
$10.7M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.03K+ 1.07% |
$31.2K - $33.7K
|
96.6K
$3.08M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.85K+ 6.19% |
$239K - $258K
|
135K
$4.29M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.08K- 17.08% |
$93.7K - $101K
|
15K
$477K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
131New |
$3.98K - $4.31K
|
131
$4.17K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159+ 0.56% |
$4.83K - $5.23K
|
28.6K
$912K
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-76- 0.69% |
$2.31K - $2.5K
|
10.9K
$347K
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-73.8K- 44.97% |
$2.24M - $2.43M
|
90.3K
$2.88M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.58KNew |
$47.9K - $51.8K
|
1.58K
$50.2K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
381+ 0.65% |
$11.6K - $12.5K
|
58.8K
$1.87M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.17K- 9.55% |
$65.9K - $71.3K
|
20.5K
$654K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.11KNew |
$33.6K - $36.4K
|
1.11K
$35.2K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.02% |
$30.4 - $32.9
|
5.7K
$181K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.14K- 9.55% |
$34.5K - $37.4K
|
10.8K
$343K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3K+ 2.32% |
$91.2K - $98.8K
|
132K
$4.21M
|