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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-600Closed |
$17.5K - $19.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.12KClosed |
$32.6K - $37.1K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
22.5KNew |
$657K - $749K
|
22.5K
$718K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.26KClosed |
$36.8K - $41.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-7.53KClosed |
$219K - $250K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20.7KClosed |
$602K - $686K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.17KClosed |
$180K - $205K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5KNew |
$79.4K - $89.2K
|
2.5K
$79.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.2KClosed |
$197K - $221K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-756Closed |
$24K - $27K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
231New |
$7.33K - $8.24K
|
231
$7.36K
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-23.2KClosed |
$737K - $828K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-33Closed |
$1.05K - $1.18K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126+ 10.28% |
$4K - $4.5K
|
1.35K
$43.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
169+ 1.95% |
$5.37K - $6.03K
|
8.83K
$281K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-300Closed |
$9.53K - $10.7K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-129Closed |
$4.1K - $4.6K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21.4KNew |
$680K - $764K
|
21.4K
$682K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-7.68KClosed |
$256K - $270K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.96KClosed |
$199K - $209K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.53KClosed |
$251K - $264K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-960Closed |
$32K - $33.7K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-275Closed |
$9.16K - $9.66K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-780Closed |
$26K - $27.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-717Closed |
$23.4K - $25K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
75.5KNew |
$2.47M - $2.64M
|
75.5K
$2.41M
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-91Closed |
$2.97K - $3.18K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-300Closed |
$9.8K - $10.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.59KNew |
$183K - $195K
|
5.59K
$178K
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.7KNew |
$317K - $339K
|
9.7K
$309K
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400Closed |
$13.1K - $14K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-620- 6.82% |
$20.2K - $21.6K
|
8.47K
$270K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-1.59KClosed |
$51.8K - $55.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-397Closed |
$13K - $13.9K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-369Closed |
$12.1K - $12.9K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-77Closed |
$2.51K - $2.69K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
16.6KNew |
$541K - $579K
|
16.6K
$528K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.25KClosed |
$36.4K - $40.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.34KClosed |
$38.9K - $43.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-15Closed |
$436 - $486
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-86.1KClosed |
$2.51M - $2.79M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-7.73KClosed |
$225K - $251K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-26Closed |
$756 - $843
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-10Closed |
$291 - $324
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.58KClosed |
$75.1K - $83.7K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.27KNew |
$270K - $300K
|
9.27K
$295K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-50.1KClosed |
$1.27M - $1.49M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-7.85KClosed |
$199K - $233K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Matisse Capital
|
SELL
|
- |
-50.1KClosed |
$1.27M - $1.49M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15.6KClosed |
$394K - $462K
|
0
$0
|
|