Purchases and Sales Made in Q1 2025 in Tri Continental Corp (TY)
This table provides information about the institutional ownership of Tri Continental Corp (TY) during Q1 2025. The information is specifically focused on institutions that hold shares of TRI-CONTINENTAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
24KNew |
$731K - $791K
|
24K
$766K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
23.9K+ 7.66% |
$727K - $787K
|
336K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18.5KNew |
$562K - $608K
|
18.5K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.3K+ 30.86% |
$405K - $438K
|
56.5K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.85K+ 6.19% |
$239K - $258K
|
135K
$4.29M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.52K+ 10.41% |
$137K - $149K
|
48K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.95K+ 6.97% |
$120K - $130K
|
60.7K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.54K+ 1.3% |
$108K - $116K
|
277K
$8.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
3.41KNew |
$104K - $112K
|
3.41K
$109K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3K+ 2.32% |
$91.2K - $98.8K
|
132K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.71K+ 1.08% |
$82.4K - $89.2K
|
255K
$8.12M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.18K+ 2.45% |
$66.3K - $71.8K
|
91.2K
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.04K+ 26.38% |
$62.1K - $67.2K
|
9.79K
$312K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.98K+ 74.95% |
$60.2K - $65.2K
|
4.62K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.76K+ 7.88% |
$53.6K - $58K
|
24.1K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.58KNew |
$47.9K - $51.8K
|
1.58K
$50.2K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.43K+ 12.68% |
$43.5K - $47.1K
|
12.7K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 1.43% |
$35.4K - $38.3K
|
82.7K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.11KNew |
$33.6K - $36.4K
|
1.11K
$35.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.03K+ 1.07% |
$31.2K - $33.7K
|
96.6K
$3.08M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
877+ 49.66% |
$26.7K - $28.9K
|
2.64K
$84.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
863+ 5.54% |
$26.2K - $28.4K
|
16.4K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
666+ 2.61% |
$20.2K - $21.9K
|
26.1K
$833K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
557New |
$16.9K - $18.3K
|
557
$17.7K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
381+ 0.65% |
$11.6K - $12.5K
|
58.8K
$1.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
349+ 0.63% |
$10.6K - $11.5K
|
55.4K
$1.76M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
333New |
$10.1K - $11K
|
333
$10.6K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
212+ 1.79% |
$6.44K - $6.98K
|
12.1K
$384K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159+ 0.56% |
$4.83K - $5.23K
|
28.6K
$912K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
131New |
$3.98K - $4.31K
|
131
$4.17K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
121+ 0.88% |
$3.68K - $3.98K
|
13.9K
$441K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
98+ 0.88% |
$2.98K - $3.23K
|
11.3K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
88+ 1.08% |
$2.68K - $2.9K
|
8.27K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
75+ 0.62% |
$2.28K - $2.47K
|
12.2K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
56+ 0.84% |
$1.7K - $1.84K
|
6.69K
$213K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
55+ 0.85% |
$1.67K - $1.81K
|
6.55K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
21+ 0.05% |
$638 - $691
|
41.7K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
8+ 0.05% |
$243 - $263
|
15.6K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.9% |
$213 - $230
|
786
$25K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.02% |
$122 - $132
|
17.4K
$555K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.17% |
$91.2 - $98.7
|
1.78K
$56.6K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2+ 1.16% |
$60.8 - $65.8
|
174
$5.54K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$30.4 - $32.9
|
27K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1- 0.03% |
$30.4 - $32.9
|
2.96K
$94.1K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.02% |
$30.4 - $32.9
|
5.7K
$181K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-20- 0.16% |
$608 - $658
|
12.2K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.01% |
$882 - $954
|
412K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-56- 0.84% |
$1.7K - $1.84K
|
6.63K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-76- 0.69% |
$2.31K - $2.5K
|
10.9K
$347K
|