Purchases and Sales Made in Q4 2023 in Tri Continental Corp (TY)
This table provides information about the institutional ownership of Tri Continental Corp (TY) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
239KNew |
$6.02M - $6.94M
|
239K
$8.17M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
201KNew |
$5.05M - $5.83M
|
201K
$6.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
121K+ 27.18% |
$3.05M - $3.52M
|
567K
$19.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
54K+ 9.94% |
$1.36M - $1.57M
|
597K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.3K+ 88.33% |
$636K - $734K
|
53.9K
$1.84M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.8KNew |
$600K - $693K
|
23.8K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.4KNew |
$588K - $679K
|
23.4K
$799K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
21K+ 165.13% |
$527K - $609K
|
33.6K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.2K+ 963.37% |
$434K - $500K
|
19K
$650K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 6.03% |
$386K - $446K
|
270K
$9.22M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13.7KNew |
$345K - $399K
|
13.7K
$469K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
11.6KNew |
$292K - $337K
|
11.6K
$397K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
11.6KNew |
$292K - $336K
|
11.6K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.3KNew |
$284K - $328K
|
11.3K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.68KNew |
$218K - $252K
|
8.68K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
7.97KNew |
$201K - $232K
|
7.97K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.39KNew |
$186K - $214K
|
7.39K
$252K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.35KNew |
$185K - $213K
|
7.35K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.03KNew |
$177K - $204K
|
7.03K
$240K
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
6.99KNew |
$176K - $203K
|
6.99K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.84K+ 83.01% |
$172K - $199K
|
15.1K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.6K+ 0.95% |
$141K - $163K
|
597K
$20.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.34K+ 38.56% |
$134K - $155K
|
19.2K
$656K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.63K+ 3.62% |
$117K - $134K
|
133K
$4.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.46K+ 26.35% |
$112K - $129K
|
21.4K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.7K+ 10.06% |
$93.2K - $108K
|
40.5K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.03K+ 2.61% |
$76.3K - $88K
|
119K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.3K+ 1.52% |
$32.8K - $37.8K
|
87.2K
$2.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.28K+ 14.12% |
$32.1K - $37K
|
10.3K
$352K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1K+ 17.24% |
$25.2K - $29K
|
6.8K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
971+ 1.87% |
$24.4K - $28.2K
|
52.8K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
653+ 0.9% |
$16.4K - $19K
|
73.5K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
486New |
$12.2K - $14.1K
|
486
$16.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
464New |
$11.7K - $13.5K
|
464
$15.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
426+ 0.41% |
$10.7K - $12.4K
|
104K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
184+ 0.74% |
$4.63K - $5.34K
|
25.1K
$858K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
133+ 1.33% |
$3.35K - $3.86K
|
10.1K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
105New |
$2.64K - $3.05K
|
105
$3.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
102+ 0.92% |
$2.57K - $2.96K
|
11.2K
$384K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
84+ 1.26% |
$2.11K - $2.44K
|
6.73K
$230K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
55New |
$1.38K - $1.6K
|
55
$1.88K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
45+ 0.37% |
$1.13K - $1.31K
|
12.3K
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
39+ 0.37% |
$982 - $1.13K
|
10.7K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
36+ 0.35% |
$906 - $1.05K
|
10.4K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35+ 0.3% |
$881 - $1.02K
|
11.8K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 0.96% |
$403 - $465
|
1.68K
$57.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
16+ 0.06% |
$403 - $465
|
26.2K
$895K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.29% |
$352 - $407
|
1.1K
$37.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13+ 0.35% |
$327 - $378
|
3.74K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.21% |
$252 - $290
|
4.85K
$166K
|