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
2022 年第 1 季 13F 持有人
TRI-CONTINENTAL Corp 在 2022/3/31 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
- 130
- 較 2021 年第 4 季 −10 家
- 持有股數
- 742.9 萬
- 較 2021 年第 4 季 +31.1 萬 (+4.4%)
- 總市值
- $2.30 億
- 較 2021 年第 4 季 −$679.1 萬 (−2.9%)
- 新進機構
- 11
- 另有 44 家加碼
- 清倉機構
- 21
- 另有 37 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 608,876 | $1,878 萬 | 1.53% | +16,094+2.7% | 加碼 |
| Parametric Portfolio Associates LLC | 537,671 | $1,658 萬 | 0.01% | −59,638−10.0% | 減碼 |
| Lazard Asset Management LLC | 451,748 | $1,393 萬 | 0.02% | +6,840+1.5% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 446,260 | $1,376 萬 | 3.92% | −4,942−1.1% | 減碼 |
| Relative Value Partners Group, LLC | 385,844 | $1,190 萬 | 0.83% | −8,804−2.2% | 減碼 |
| Shaker Financial Services, LLC | 336,694 | $1,038 萬 | 3.91% | +223,476+197.4% | 加碼 |
| Cornerstone Advisors, LLC | 289,521 | $921.7 萬 | 0.54% | +178,010+159.6% | 加碼 |
| Raymond James & Associates | 298,010 | $919.1 萬 | 0.01% | +52,702+21.5% | 加碼 |
| Morgan Stanley | 296,609 | $914.7 萬 | 0.00% | −94,052−24.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 287,649 | $887.1 萬 | 0.02% | −7,155−2.4% | 減碼 |
| Mark Stevens | 279,374 | $861.6 萬 | 0.96% | +1,214+0.4% | 加碼 |
| Wells Fargo & Company | 269,015 | $829.6 萬 | 0.00% | +16,918+6.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 239,213 | $737.7 萬 | 0.01% | +22,926+10.6% | 加碼 |
| Bank of America Corp | 180,189 | $555.7 萬 | 0.00% | −4,546−2.5% | 減碼 |
| Stifel Financial Corp | 172,300 | $531.4 萬 | 0.01% | +2,686+1.6% | 加碼 |
| Uncommon Cents Investing LLC | 167,521 | $516.6 萬 | 1.87% | +6,279+3.9% | 加碼 |
| UBS Group AG | 147,589 | $455.2 萬 | 0.00% | −3,836−2.5% | 減碼 |
| Wolverine Asset Management LLC | 145,461 | $448.6 萬 | 0.06% | +84,207+137.5% | 加碼 |
| 1832 Asset Management L.P. | 118,469 | $360.3 萬 | 0.01% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 84,550 | $280.6 萬 | 3.05% | 00.0% | 不變 |
| First Trust Advisors LP | 76,688 | $236.5 萬 | 0.00% | −2,607−3.3% | 減碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $232.9 萬 | 0.17% | 00.0% | 不變 |
| D.A. Davidson & Co. | 71,673 | $221.0 萬 | 0.02% | +9,871+16.0% | 加碼 |
| Royal Bank of Canada | 71,616 | $220.9 萬 | 0.00% | +4,566+6.8% | 加碼 |
| Advisor Group Holdings, Inc. | 66,797 | $206.0 萬 | 0.00% | +9,429+16.4% | 加碼 |
| RB Capital Management, LLC | 59,596 | $183.8 萬 | 0.60% | −314−0.5% | 減碼 |
| Stolper Co | 55,478 | $171.1 萬 | 0.72% | +3,092+5.9% | 加碼 |
| Cornerstone Advisory, LLC | 54,971 | $169.6 萬 | 0.26% | +1,840+3.5% | 加碼 |
| Commonwealth Equity Services, LLC | 54,432 | $167.8 萬 | 0.00% | +6,103+12.6% | 加碼 |
| Thrivent Financial for Lutherans | 54,088 | $166.8 萬 | 0.00% | +8,068+17.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 52,080 | $160.6 萬 | 0.01% | −19,196−26.9% | 減碼 |
| LPL Financial LLC | 40,674 | $125.4 萬 | 0.00% | −4,440−9.8% | 減碼 |
| Quantedge Capital Pte Ltd | 35,081 | $108.2 萬 | 0.32% | +10,500+42.7% | 加碼 |
| Successful Portfolios LLC | 34,798 | $107.3 萬 | 0.61% | +189+0.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 34,019 | $104.9 萬 | 0.06% | +4,813+16.5% | 加碼 |
| HighTower Advisors, LLC | 29,359 | $90.3 萬 | 0.00% | −411−1.4% | 減碼 |
| 55I, LLC | 26,957 | $83.1 萬 | 0.02% | +896+3.4% | 加碼 |
| Albion Financial Group | 25,497 | $78.6 萬 | 0.07% | 00.0% | 不變 |
| Tandem Capital Management Corp | 23,700 | $70.9 萬 | 0.49% | −2,418−9.3% | 減碼 |
| Tiaa, FSB | 22,767 | $70.2 萬 | 0.00% | 00.0% | 不變 |
| Strategic Capital Advisers, Inc. | 22,539 | $69.5 萬 | 0.53% | +173+0.8% | 加碼 |
| Koshinski Asset Management, Inc. | 21,978 | $67.8 萬 | 0.06% | +72+0.3% | 加碼 |
| Heritage Wealth Advisors | 21,681 | $66.9 萬 | 0.04% | −1,050−4.6% | 減碼 |
| Altus Wealth Group LLC | 21,628 | $66.7 萬 | 0.55% | −2,617−10.8% | 減碼 |
| Janney Montgomery Scott LLC | 21,219 | $65.4 萬 | 0.00% | −6,431−23.3% | 減碼 |
| Logan Stone Capital, LLC | 20,642 | $63.7 萬 | 0.46% | +13,220+178.1% | 加碼 |
| Cetera Advisors LLC | 19,147 | $59.0 萬 | 0.01% | +29+0.2% | 加碼 |
| Creative Planning | 18,770 | $57.9 萬 | 0.00% | +1,388+8.0% | 加碼 |
| Heritage Investment Group, Inc. | 18,483 | $57.0 萬 | 0.41% | −6,546−26.2% | 減碼 |
| Bank of Montreal | 15,875 | $57.0 萬 | 0.00% | −3,183−16.7% | 減碼 |
| Walleye Capital LLC | 18,466 | $56.9 萬 | 0.02% | −13,288−41.8% | 減碼 |
| Kestra Advisory Services, LLC | 17,749 | $54.7 萬 | 0.01% | −923−4.9% | 減碼 |
| Guggenheim Capital LLC | 17,677 | $54.5 萬 | 0.00% | −9,443−34.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 17,479 | $53.9 萬 | 0.05% | 00.0% | 不變 |
| First PREMIER Bank | 16,574 | $51.1 萬 | 0.13% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 16,400 | $50.6 萬 | 0.10% | +500+3.1% | 加碼 |
| AMG National Trust Bank | 15,791 | $48.7 萬 | 0.02% | +15,791 | 新進 |
| FourThought Financial, LLC | 13,599 | $41.9 萬 | 0.05% | −2,436−15.2% | 減碼 |
| Neuberger Berman Group LLC | 13,513 | $41.7 萬 | 0.00% | +263+2.0% | 加碼 |
| Laurel Wealth Advisors, Inc. | 13,363 | $41.2 萬 | 0.03% | +94+0.7% | 加碼 |
| Johnson Investment Counsel Inc | 13,163 | $40.6 萬 | 0.01% | +40.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 12,203 | $37.6 萬 | 0.05% | −6,019−33.0% | 減碼 |
| MSH Capital Advisors LLC | 11,470 | $35.4 萬 | 0.15% | 00.0% | 不變 |
| Lido Advisors, LLC | 11,303 | $34.8 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 11,291 | $34.8 萬 | 0.01% | +11,291 | 新進 |
| 9258 Wealth Management, LLC | 11,264 | $34.7 萬 | 0.08% | +21+0.2% | 加碼 |
| Tower Wealth Partners, Inc. | 10,990 | $33.9 萬 | 0.37% | +97+0.9% | 加碼 |
| First Republic Investment Management, Inc. | 10,718 | $33.1 萬 | 0.00% | −602−5.3% | 減碼 |
| Private Advisor Group, LLC | 10,518 | $32.4 萬 | 0.00% | +2,226+26.8% | 加碼 |
| Ancora Advisors, LLC | 10,400 | $32.1 萬 | 0.01% | −1,993−16.1% | 減碼 |
| Shepherd Kaplan Krochuk, LLC | 10,380 | $32.0 萬 | 0.12% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 10,386 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 10,186 | $31.4 萬 | 0.23% | −888−8.0% | 減碼 |
| Nwam LLC | 10,106 | $31.2 萬 | 0.02% | +10,106 | 新進 |
| Northern Trust Corp | 9,630 | $29.7 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 9,561 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 9,254 | $28.5 萬 | 0.03% | −2,344−20.2% | 減碼 |
| Quad-Cities Investment Group, LLC | 9,137 | $28.2 萬 | 0.18% | −3,337−26.8% | 減碼 |
| Gofen & Glossberg LLC | 8,831 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| Wesbanco Bank Inc | 8,473 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Arvest Trust Co N A | 7,664 | $23.6 萬 | 0.01% | +7,664 | 新進 |
| Nations Financial Group Inc, | 7,502 | $23.1 萬 | 0.03% | +60+0.8% | 加碼 |
| Baldwin Investment Management, LLC | 7,316 | $22.6 萬 | 0.06% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 7,227 | $22.3 萬 | 0.01% | −8,600−54.3% | 減碼 |
| James Hambro & Partners | 7,037 | $21.8 萬 | 0.02% | +660+10.3% | 加碼 |
| Independent Family Office, LLC | 6,987 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| Altus Wealth Management, LLC | 6,834 | $21.1 萬 | 0.15% | +23+0.3% | 加碼 |
| United Capital Financial Advisers, LLC | 6,744 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| CNH Partners LLC | 6,692 | $20.6 萬 | 0.01% | +6,692 | 新進 |
| Equitable Holdings, Inc. | 6,667 | $20.6 萬 | 0.00% | +6,667 | 新進 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,993 | $18.4 萬 | 0.01% | +5,993 | 新進 |
| Brown, Lisle/Cummings, Inc. | 5,475 | $16.9 萬 | 0.08% | −700−11.3% | 減碼 |
| Barrett Asset Management, LLC | 5,064 | $15.6 萬 | 0.01% | −1,000−16.5% | 減碼 |
| Brown Brothers Harriman & Co | 4,584 | $14.1 萬 | 0.00% | +4,484+4,484.0% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 4,515 | $13.9 萬 | 0.05% | +11+0.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,479 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| First Community Trust NA | 3,000 | $9.30 萬 | 0.09% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,939 | $9.10 萬 | 0.00% | −243−7.6% | 減碼 |
| Spire Wealth Management | 2,789 | $8.60 萬 | 0.00% | −1,494−34.9% | 減碼 |