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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 63.73% |
$42.8K - $45.2K
|
939
$32.4K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
211New |
$5.47K - $5.79K
|
211
$7.28K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-687- 6.66% |
$17.8K - $18.8K
|
9.62K
$332K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
27+ 0.16% |
$700 - $740
|
17.3K
$598K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.12KNew |
$236K - $250K
|
9.12K
$315K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
327New |
$8.47K - $8.97K
|
327
$11.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8+ 1.21% |
$207 - $219
|
667
$23K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 14.49% |
$25.6K - $28.1K
|
5.9K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-83- 50.0% |
$2.12K - $2.33K
|
83
$2.86K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
125New |
$3.2K - $3.51K
|
125
$4.31K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.36KNew |
$112K - $123K
|
4.36K
$151K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.81KNew |
$225K - $248K
|
8.81K
$304K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.24KNew |
$82.9K - $91.1K
|
3.24K
$112K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
15+ 1.1% |
$384 - $422
|
1.37K
$47.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.64K- 23.52% |
$67.6K - $74.3K
|
8.59K
$296K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.64K- 13.8% |
$93.2K - $102K
|
22.8K
$785K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.76KNew |
$249K - $276K
|
9.76K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.7K- 69.7% |
$478K - $529K
|
8.14K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
9.11KNew |
$233K - $257K
|
9.11K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.53K- 33.31% |
$39K - $43.1K
|
3.06K
$105K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
284New |
$7.25K - $8.02K
|
284
$9.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-248- 12.55% |
$6.33K - $7K
|
1.73K
$59.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8.45KNew |
$216K - $238K
|
8.45K
$291K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$35.7K - $39.5K
|
1.4K
$48.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
194+ 2.36% |
$4.95K - $5.48K
|
8.41K
$290K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.11KNew |
$28.3K - $31.3K
|
1.11K
$38.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.47KNew |
$37.5K - $41.5K
|
1.47K
$50.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
860New |
$22K - $24.3K
|
860
$29.7K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.18K- 10.92% |
$30.2K - $35.2K
|
9.64K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-742- 7.45% |
$19K - $22.1K
|
9.22K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
9.46KNew |
$242K - $281K
|
9.46K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.85K- 98.31% |
$252K - $293K
|
169
$5.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.83K- 29.46% |
$98K - $114K
|
9.18K
$317K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38New |
$971 - $1.13K
|
38
$1.31K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
227New |
$5.8K - $6.75K
|
227
$7.83K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.06KNew |
$129K - $159K
|
5.06K
$174K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 16.61% |
$1.27K - $1.57K
|
251
$8.66K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.11KClosed |
$28.2K - $34.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.67KClosed |
$169K - $209K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13.5KClosed |
$344K - $424K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-268Closed |
$6.81K - $8.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-27KClosed |
$685K - $845K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-7.66KClosed |
$195K - $240K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.74KClosed |
$171K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.25K- 39.36% |
$159K - $196K
|
9.63K
$332K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-200Closed |
$5.08K - $6.27K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-44- 0.48% |
$1.12K - $1.38K
|
9.09K
$314K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
17.2KNew |
$438K - $541K
|
17.2K
$595K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
SELL
|
- |
-195Closed |
$4.96K - $6.12K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-7.32KClosed |
$186K - $229K
|
0
$0
|
|