TRI-CONTINENTAL Corp
TY- 交易所
- NYSE
- SEC CIK
- 0000099614
近 90 天，TRI-CONTINENTAL Corp 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 158 家機構在 13F 申報持有，市值合計 $2.42 億；沒有大師持有。
其他股別TY.P
2021 年第 3 季 13F 持有人
TRI-CONTINENTAL Corp 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 113
- 較 2021 年第 2 季 −6 家
- 持有股數
- 690.8 萬
- 較 2021 年第 2 季 +21.3 萬 (+3.2%)
- 總市值
- $2.31 億
- 較 2021 年第 2 季 +$244.6 萬 (+1.1%)
- 新進機構
- 5
- 另有 47 家加碼
- 清倉機構
- 11
- 另有 18 家減碼
另有 1 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 158 | $2.42 億 |
| 2026 年第 1 季 | 153 | $2.17 億 |
| 2025 年第 4 季 | 151 | $2.20 億 |
| 2025 年第 3 季 | 154 | $2.25 億 |
| 2025 年第 2 季 | 149 | $2.08 億 |
| 2025 年第 1 季 | 145 | $1.91 億 |
| 2024 年第 4 季 | 149 | $2.18 億 |
| 2024 年第 3 季 | 136 | $2.33 億 |
| 2024 年第 2 季 | 135 | $2.02 億 |
| 2024 年第 1 季 | 129 | $2.37 億 |
| 2023 年第 4 季 | 125 | $2.08 億 |
| 2023 年第 3 季 | 120 | $1.75 億 |
| 2023 年第 2 季 | 122 | $1.78 億 |
| 2023 年第 1 季 | 116 | $1.77 億 |
| 2022 年第 4 季 | 125 | $1.67 億 |
| 2022 年第 3 季 | 114 | $1.68 億 |
| 2022 年第 2 季 | 121 | $1.79 億 |
| 2022 年第 1 季 | 130 | $2.30 億 |
| 2021 年第 4 季 | 142 | $2.38 億 |
| 2021 年第 3 季 | 113 | $2.31 億 |
| 2021 年第 2 季 | 120 | $2.28 億 |
| 2021 年第 1 季 | 117 | $2.11 億 |
2021 年第 3 季持有機構
每家機構持有 TRI-CONTINENTAL Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 567,249 | $1,894 萬 | 0.01% | +8,997+1.6% | 加碼 |
| Bard Financial Services, Inc. | 545,659 | $1,821 萬 | 1.61% | +15,887+3.0% | 加碼 |
| Wells Fargo & Company | 462,833 | $1,545 萬 | 0.00% | +23,055+5.2% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 452,029 | $1,510 萬 | 4.42% | −1,461−0.3% | 減碼 |
| Lazard Asset Management LLC | 433,075 | $1,446 萬 | 0.02% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 398,730 | $1,331 萬 | 1.00% | +640.0% | 加碼 |
| Morgan Stanley | 346,496 | $1,157 萬 | 0.00% | +2,236+0.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 280,945 | $937.8 萬 | 0.02% | −10,242−3.5% | 減碼 |
| Mark Stevens | 279,995 | $934.6 萬 | 1.05% | −13,853−4.7% | 減碼 |
| Cornerstone Advisors, LLC | 257,574 | $859.8 萬 | 0.50% | +48,040+22.9% | 加碼 |
| Raymond James & Associates | 229,598 | $766.4 萬 | 0.01% | −4,291−1.8% | 減碼 |
| Shaker Financial Services, LLC | 226,654 | $756.6 萬 | 3.03% | +4,387+2.0% | 加碼 |
| Bank of America Corp | 186,871 | $623.7 萬 | 0.00% | +936+0.5% | 加碼 |
| Stifel Financial Corp | 166,498 | $555.8 萬 | 0.01% | −1,260−0.8% | 減碼 |
| Uncommon Cents Investing LLC | 161,836 | $540.2 萬 | 2.18% | +345+0.2% | 加碼 |
| UBS Group AG | 146,065 | $487.6 萬 | 0.00% | −4,193−2.8% | 減碼 |
| 1832 Asset Management L.P. | 118,469 | $401.1 萬 | 0.01% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 116,175 | $387.7 萬 | 0.04% | +66,369+133.3% | 加碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $252.1 萬 | 0.20% | 00.0% | 不變 |
| First Trust Advisors LP | 74,493 | $248.7 萬 | 0.00% | +1,364+1.9% | 加碼 |
| Royal Bank of Canada | 67,409 | $225.0 萬 | 0.00% | +2,757+4.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 58,235 | $194.4 萬 | 0.01% | +1,921+3.4% | 加碼 |
| D.A. Davidson & Co. | 57,456 | $191.8 萬 | 0.02% | +6,995+13.9% | 加碼 |
| RB Capital Management, LLC | 54,650 | $182.4 萬 | 0.69% | +930+1.7% | 加碼 |
| Cornerstone Advisory, LLC | 50,008 | $167.0 萬 | 0.28% | −338−0.7% | 減碼 |
| Thrivent Financial for Lutherans | 49,230 | $164.3 萬 | 0.00% | +71+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 47,729 | $159.4 萬 | 0.00% | +4,451+10.3% | 加碼 |
| Commonwealth Equity Services, LLC | 46,699 | $155.8 萬 | 0.00% | +358+0.8% | 加碼 |
| Stolper Co | 45,114 | $150.6 萬 | 0.72% | +8,146+22.0% | 加碼 |
| LPL Financial LLC | 40,493 | $135.2 萬 | 0.00% | −2,598−6.0% | 減碼 |
| Creative Planning | 35,428 | $118.3 萬 | 0.00% | +33+0.1% | 加碼 |
| Successful Portfolios LLC | 34,632 | $115.6 萬 | 0.69% | −95−0.3% | 減碼 |
| FourThought Financial, LLC | 33,899 | $113.1 萬 | 0.15% | −1,816−5.1% | 減碼 |
| Quantedge Capital Pte Ltd | 30,358 | $101.3 萬 | 0.49% | +15,800+108.5% | 加碼 |
| Cetera Advisors LLC | 27,791 | $92.8 萬 | 0.02% | +10,502+60.7% | 加碼 |
| HighTower Advisors, LLC | 27,602 | $92.1 萬 | 0.00% | −860−3.0% | 減碼 |
| Walleye Capital LLC | 26,831 | $89.6 萬 | 0.03% | +1,887+7.6% | 加碼 |
| Tandem Capital Management Corp | 26,218 | $87.5 萬 | 0.55% | +12,852+96.2% | 加碼 |
| Altus Wealth Group LLC | 24,251 | $80.9 萬 | 0.80% | +6,078+33.4% | 加碼 |
| Guggenheim Capital LLC | 23,769 | $79.4 萬 | 0.00% | +4,676+24.5% | 加碼 |
| Janney Montgomery Scott LLC | 23,677 | $79.0 萬 | 0.00% | −65−0.3% | 減碼 |
| Ropes Wealth Advisors LLC | 23,219 | $77.5 萬 | 0.12% | +17,199+285.7% | 加碼 |
| Tiaa, FSB | 22,767 | $76.0 萬 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Advisors | 22,735 | $75.9 萬 | 0.05% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 22,378 | $74.7 萬 | 0.04% | +2,236+11.1% | 加碼 |
| Cetera Advisor Networks LLC | 21,334 | $71.2 萬 | 0.01% | +4,392+25.9% | 加碼 |
| Koshinski Asset Management, Inc. | 21,123 | $70.5 萬 | 0.06% | +7,864+59.3% | 加碼 |
| AdvisorNet Financial, Inc | 20,657 | $69.0 萬 | 0.05% | 00.0% | 不變 |
| Strategic Capital Advisers, Inc. | 20,373 | $68.0 萬 | 0.53% | +20,373 | 新進 |
| Kestra Advisory Services, LLC | 17,962 | $60.0 萬 | 0.01% | +62+0.3% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 17,350 | $57.9 萬 | 0.06% | 00.0% | 不變 |
| First PREMIER Bank | 16,574 | $55.3 萬 | 0.16% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 15,900 | $53.1 萬 | 0.12% | 00.0% | 不變 |
| Northern Trust Corp | 14,308 | $47.7 萬 | 0.00% | +14,308 | 新進 |
| Neuberger Berman Group LLC | 13,250 | $44.2 萬 | 0.00% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 13,118 | $43.8 萬 | 0.01% | +704+5.7% | 加碼 |
| Laurel Wealth Advisors, Inc. | 11,674 | $39.0 萬 | 0.07% | +83+0.7% | 加碼 |
| Ancora Advisors, LLC | 11,587 | $38.7 萬 | 0.01% | +1,687+17.0% | 加碼 |
| Raymond James Trust N.A. | 10,962 | $36.6 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 10,526 | $35.1 萬 | 0.04% | −12,500−54.3% | 減碼 |
| Shepherd Kaplan Krochuk, LLC | 10,380 | $34.6 萬 | 0.13% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 10,263 | $34.3 萬 | 0.00% | +2,484+31.9% | 加碼 |
| RSM US Wealth Management LLC | 10,194 | $34.0 萬 | 0.02% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 10,179 | $34.0 萬 | 0.09% | +19+0.2% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 10,035 | $33.5 萬 | 0.24% | 00.0% | 不變 |
| Tower Wealth Partners, Inc. | 9,789 | $32.7 萬 | 0.34% | +86+0.9% | 加碼 |
| Oppenheimer & Co Inc | 9,414 | $31.4 萬 | 0.01% | +1,086+13.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 8,783 | $29.3 萬 | 0.20% | +1,259+16.7% | 加碼 |
| Gofen & Glossberg LLC | 8,662 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Wesbanco Bank Inc | 8,473 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 8,333 | $27.8 萬 | 0.00% | +202+2.5% | 加碼 |
| Baldwin Investment Management, LLC | 7,316 | $24.4 萬 | 0.04% | 00.0% | 不變 |
| Independent Family Office, LLC | 6,987 | $23.3 萬 | 0.10% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 6,744 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Altus Wealth Management, LLC | 6,549 | $21.9 萬 | 0.14% | +20+0.3% | 加碼 |
| James Hambro & Partners | 6,377 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 6,197 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Nations Financial Group Inc, | 6,194 | $20.7 萬 | 0.03% | +54+0.9% | 加碼 |
| Strategy Asset Managers LLC | 6,171 | $20.6 萬 | 0.05% | +6,171 | 新進 |
| Bassett Hargrove Investment Counsel, LLC | 6,000 | $20.5 萬 | 0.31% | 00.0% | 不變 |
| Barrett Asset Management, LLC | 6,064 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 6,000 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,278 | $14.3 萬 | 0.00% | −1,916−30.9% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 4,073 | $13.6 萬 | 0.06% | +9+0.2% | 加碼 |
| Spire Wealth Management | 3,478 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 3,175 | $10.6 萬 | 0.01% | +289+10.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,889 | $9.70 萬 | 0.00% | −2,641−47.8% | 減碼 |
| Accel Wealth Management | 2,716 | $9.10 萬 | 0.06% | +2,716 | 新進 |
| US Bancorp | 2,710 | $9.00 萬 | 0.00% | −10.0% | 減碼 |
| Fifth Third Bancorp | 2,213 | $7.40 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,703 | $5.70 萬 | 0.02% | −1,703−50.0% | 減碼 |
| Salem Investment Counselors Inc | 1,468 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,226 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 1,109 | $3.80 萬 | 0.03% | 00.0% | 不變 |
| NVWM, LLC | 1,105 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| McCarthy Asset Management, Inc. | 887 | $3.00 萬 | 0.02% | +7+0.8% | 加碼 |
| M&R Capital Management Inc | 778 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| Howe & Rusling Inc | 682 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 572 | $1.90 萬 | 0.00% | 00.0% | 不變 |