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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.16K- 5.72% |
$35.8K - $40K
|
19K
$606K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.1KNew |
$34.1K - $38.1K
|
1.1K
$35K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.45K- 7.93% |
$138K - $154K
|
51.7K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-67.7K- 55.06% |
$2.1M - $2.35M
|
55.2K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.21K+ 115.66% |
$131K - $146K
|
7.85K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.2KNew |
$378K - $423K
|
12.2K
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
47+ 5.99% |
$1.46K - $1.63K
|
832
$26.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.08K+ 8.06% |
$157K - $176K
|
68.1K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19New |
$589 - $659
|
19
$605
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 4.35% |
$31 - $34.7
|
24
$765
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
9.79KNew |
$303K - $339K
|
9.79K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
318+ 1.71% |
$9.86K - $11K
|
19K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-6.01K- 2.68% |
$186K - $208K
|
218K
$6.94M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
657+ 6.09% |
$20.4K - $22.8K
|
11.4K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.51KNew |
$264K - $295K
|
8.51K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
100New |
$3.1K - $3.47K
|
100
$3.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
522+ 4.98% |
$16.2K - $18.1K
|
11K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10K- 42.84% |
$310K - $347K
|
13.3K
$425K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-1.5K- 50.0% |
$46.5K - $52K
|
1.5K
$47.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
157New |
$4.87K - $5.44K
|
157
$5K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-225K- 96.79% |
$6.97M - $7.8M
|
7.46K
$238K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
59+ 0.68% |
$1.76K - $1.94K
|
8.69K
$277K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
992New |
$29.6K - $32.7K
|
992
$31.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.14KNew |
$243K - $268K
|
8.14K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.48KNew |
$44.2K - $48.8K
|
1.48K
$47.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.8K- 26.56% |
$83.6K - $92.2K
|
7.74K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-284- 4.05% |
$8.48K - $9.35K
|
6.73K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.21KNew |
$185K - $204K
|
6.21K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.02KNew |
$30.5K - $33.6K
|
1.02K
$32.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-768- 92.31% |
$22.9K - $25.3K
|
64
$2.04K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14+ 0.16% |
$418 - $461
|
9.03K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80.3K- 36.65% |
$2.4M - $2.64M
|
139K
$4.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-90K- 30.35% |
$2.69M - $2.96M
|
206K
$6.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
368New |
$11K - $12.1K
|
368
$11.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-900- 60.0% |
$26.9K - $29.6K
|
600
$19.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.75KNew |
$110K - $116K
|
3.75K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
32+ 1.89% |
$936 - $993
|
1.73K
$55K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
276New |
$8.07K - $8.56K
|
276
$8.79K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
24.9KNew |
$728K - $773K
|
24.9K
$794K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-840- 8.26% |
$24.6K - $26.1K
|
9.33K
$297K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
27.6KNew |
$807K - $857K
|
27.6K
$880K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.91% |
$556 - $590
|
2.11K
$67.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
5K+ 33.6% |
$146K - $155K
|
19.9K
$633K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
301New |
$8.8K - $9.34K
|
301
$9.59K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
173+ 0.95% |
$5.06K - $5.37K
|
18.4K
$587K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2.73KNew |
$79.7K - $84.6K
|
2.73K
$86.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
11.1KNew |
$323K - $343K
|
11.1K
$352K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.45KNew |
$268K - $291K
|
9.45K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-90- 1.28% |
$2.55K - $2.77K
|
6.94K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
327New |
$9.27K - $10.1K
|
327
$10.4K
|
|