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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.65K+ 105.33% |
$245K - $267K
|
16.9K
$537K
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.01K- 7.33% |
$28.5K - $31K
|
12.7K
$405K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.3K- 2.19% |
$150K - $163K
|
236K
$7.52M
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
3.51KNew |
$99.5K - $108K
|
3.51K
$112K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.93KNew |
$196K - $213K
|
6.93K
$221K
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-721- 6.23% |
$20.4K - $22.2K
|
10.9K
$346K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
370New |
$10.5K - $11.4K
|
370
$11.8K
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-284- 3.56% |
$8.05K - $8.75K
|
7.69K
$245K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.14KNew |
$146K - $158K
|
5.14K
$164K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-154- 10.49% |
$4.37K - $4.74K
|
1.31K
$41.9K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.39KNew |
$186K - $214K
|
7.39K
$235K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.3KNew |
$284K - $328K
|
11.3K
$360K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.31K- 98.41% |
$209K - $241K
|
134
$4.27K
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 98.17% |
$28.4K - $32.8K
|
21
$669
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
486New |
$12.2K - $14.1K
|
486
$15.5K
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
6.99KNew |
$176K - $203K
|
6.99K
$223K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
464New |
$11.7K - $13.5K
|
464
$14.8K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
55New |
$1.38K - $1.6K
|
55
$1.75K
|
|
Q3 2023 | |||||||
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
890New |
$23.4K - $25.3K
|
890
$28.4K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.68K- 0.59% |
$70.6K - $76.2K
|
450K
$14.3M
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.31K+ 118.58% |
$140K - $151K
|
9.79K
$312K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
668New |
$17.6K - $19K
|
668
$21.3K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
174+ 3.64% |
$4.58K - $4.95K
|
4.96K
$158K
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
8.1KNew |
$213K - $230K
|
8.1K
$258K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-9.04K- 3.49% |
$238K - $257K
|
250K
$7.96M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-58- 24.37% |
$1.53K - $1.65K
|
180
$5.73K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.29K- 38.04% |
$139K - $150K
|
8.61K
$274K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.87KNew |
$152K - $161K
|
5.87K
$187K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.11KNew |
$236K - $250K
|
9.11K
$290K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 63.73% |
$42.8K - $45.2K
|
939
$29.9K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
211New |
$5.47K - $5.79K
|
211
$6.72K
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
27+ 0.16% |
$700 - $740
|
17.3K
$552K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-687- 6.66% |
$17.8K - $18.8K
|
9.62K
$307K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.12KNew |
$236K - $250K
|
9.12K
$290K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
327New |
$8.47K - $8.97K
|
327
$10.4K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8+ 1.21% |
$207 - $219
|
667
$21.3K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 14.49% |
$25.6K - $28.1K
|
5.9K
$188K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-83- 50.0% |
$2.12K - $2.33K
|
83
$2.64K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
125New |
$3.2K - $3.51K
|
125
$3.98K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.36KNew |
$112K - $123K
|
4.36K
$139K
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.81KNew |
$225K - $248K
|
8.81K
$281K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.24KNew |
$82.9K - $91.1K
|
3.24K
$103K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.64K- 23.52% |
$67.6K - $74.3K
|
8.59K
$274K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
15+ 1.1% |
$384 - $422
|
1.37K
$43.7K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.64K- 13.8% |
$93.2K - $102K
|
22.8K
$725K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
9.11KNew |
$233K - $257K
|
9.11K
$290K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.7K- 69.7% |
$478K - $529K
|
8.14K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.76KNew |
$249K - $276K
|
9.76K
$311K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.53K- 33.31% |
$39K - $43.1K
|
3.06K
$97.4K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
284New |
$7.25K - $8.02K
|
284
$9.05K
|