Latest Institutional Purchases of Tri Continental Corp (TY)
This list provides information on the latest institutional transactions involving Tri Continental Corp (TY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.12KNew |
$236K - $250K
|
9.12K
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.11KNew |
$236K - $250K
|
9.11K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.87KNew |
$152K - $161K
|
5.87K
$202K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
327New |
$8.47K - $8.97K
|
327
$11.3K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
211New |
$5.47K - $5.79K
|
211
$7.28K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
27+ 0.16% |
$700 - $740
|
17.3K
$598K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8+ 1.21% |
$207 - $219
|
667
$23K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.81KNew |
$225K - $248K
|
8.81K
$304K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.36KNew |
$112K - $123K
|
4.36K
$151K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.24KNew |
$82.9K - $91.1K
|
3.24K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
125New |
$3.2K - $3.51K
|
125
$4.31K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
15+ 1.1% |
$384 - $422
|
1.37K
$47.4K
|
|
| 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
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
9.11KNew |
$233K - $257K
|
9.11K
$314K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8.45KNew |
$216K - $238K
|
8.45K
$291K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.47KNew |
$37.5K - $41.5K
|
1.47K
$50.7K
|
|
|
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 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.11KNew |
$28.3K - $31.3K
|
1.11K
$38.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
860New |
$22K - $24.3K
|
860
$29.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
284New |
$7.25K - $8.02K
|
284
$9.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
194+ 2.36% |
$4.95K - $5.48K
|
8.41K
$290K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
9.46KNew |
$242K - $281K
|
9.46K
$326K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
227New |
$5.8K - $6.75K
|
227
$7.83K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38New |
$971 - $1.13K
|
38
$1.31K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
17.2KNew |
$438K - $541K
|
17.2K
$595K
|
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
9.33KNew |
$237K - $293K
|
9.33K
$322K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.06KNew |
$129K - $159K
|
5.06K
$174K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$59.6K - $73.6K
|
2.35K
$80.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
618New |
$15.7K - $19.4K
|
618
$21.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$7.63K - $9.41K
|
300
$10.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
98+ 0.43% |
$2.49K - $3.07K
|
22.6K
$781K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 1.75% |
$381 - $470
|
871
$30K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
22.5KNew |
$657K - $749K
|
22.5K
$778K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
15.8KNew |
$460K - $524K
|
15.8K
$545K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.3KNew |
$329K - $375K
|
11.3K
$390K
|
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.99KNew |
$175K - $199K
|
5.99K
$207K
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21.4KNew |
$680K - $764K
|
21.4K
$738K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
3KNew |
$95.3K - $107K
|
3K
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5KNew |
$79.4K - $89.2K
|
2.5K
$86.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
231New |
$7.33K - $8.24K
|
231
$7.97K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
169+ 1.95% |
$5.37K - $6.03K
|
8.83K
$305K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126+ 10.28% |
$4K - $4.5K
|
1.35K
$46.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2+ 9.52% |
$63.5 - $71.4
|
23
$794
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
75.5KNew |
$2.47M - $2.64M
|
75.5K
$2.61M
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
16.6KNew |
$541K - $579K
|
16.6K
$572K
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.7KNew |
$317K - $339K
|
9.7K
$335K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.59KNew |
$183K - $195K
|
5.59K
$193K
|
|
| Q1 2021 | |||||||
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.27KNew |
$270K - $300K
|
9.27K
$320K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
470New |
$11.9K - $14K
|
470
$16.2K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
44K+ 59.02% |
$873K - $1.16M
|
118K
$4.09M
|
|