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 4 季 13F 持有人
TRI-CONTINENTAL Corp 在 2022/12/31 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
- 125
- 較 2022 年第 3 季 +13 家
- 持有股數
- 654.0 萬
- 較 2022 年第 3 季 −1.13 萬 (−0.2%)
- 總市值
- $1.67 億
- 較 2022 年第 3 季 −$67.7 萬 (−0.4%)
- 新進機構
- 27
- 另有 35 家加碼
- 清倉機構
- 14
- 另有 30 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 697,482 | $1,788 萬 | 0.00% | +31,678+4.8% | 加碼 |
| Bard Financial Services, Inc. | 618,948 | $1,586 萬 | 1.35% | −24,863−3.9% | 減碼 |
| Lazard Asset Management LLC | 451,748 | $1,158 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 430,357 | $1,103 萬 | 3.61% | −7,052−1.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 371,446 | $952.0 萬 | 0.02% | −58,126−13.5% | 減碼 |
| Relative Value Partners Group, LLC | 338,232 | $866.9 萬 | 0.61% | −20,361−5.7% | 減碼 |
| Raymond James & Associates | 326,201 | $836.0 萬 | 0.01% | +49,334+17.8% | 加碼 |
| Mark Stevens | 282,830 | $724.9 萬 | 0.95% | −6,692−2.3% | 減碼 |
| Wells Fargo & Company | 260,668 | $668.1 萬 | 0.00% | −22,163−7.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 249,162 | $638.6 萬 | 0.01% | −44,212−15.1% | 減碼 |
| Uncommon Cents Investing LLC | 172,824 | $442.9 萬 | 1.63% | +755+0.4% | 加碼 |
| UBS Group AG | 164,821 | $422.4 萬 | 0.00% | +13,178+8.7% | 加碼 |
| 1832 Asset Management L.P. | 118,469 | $303.6 萬 | 0.01% | 00.0% | 不變 |
| Stifel Financial Corp | 116,907 | $299.6 萬 | 0.00% | +661+0.6% | 加碼 |
| Royal Bank of Canada | 111,371 | $285.4 萬 | 0.00% | −2,556−2.2% | 減碼 |
| Commonwealth Equity Services, LLC | 95,627 | $245.0 萬 | 0.01% | +1,522+1.6% | 加碼 |
| D.A. Davidson & Co. | 86,063 | $220.6 萬 | 0.03% | +2,012+2.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 84,389 | $216.3 萬 | 2.62% | +2,498+3.1% | 加碼 |
| Integrated Wealth Concepts LLC | 79,354 | $203.4 萬 | 0.06% | −3,790−4.6% | 減碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $193.5 萬 | 0.16% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 75,403 | $193.4 萬 | 0.00% | −187−0.2% | 減碼 |
| First Trust Advisors LP | 71,847 | $184.1 萬 | 0.00% | −382−0.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 71,151 | $182.4 萬 | 0.11% | +31,145+77.9% | 加碼 |
| Bank of America Corp | 63,416 | $162.5 萬 | 0.00% | −109,675−63.4% | 減碼 |
| RB Capital Management, LLC | 60,635 | $155.4 萬 | 0.57% | +1,206+2.0% | 加碼 |
| Stolper Co | 57,382 | $147.1 萬 | 0.64% | −826−1.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 54,043 | $138.5 萬 | 0.01% | +1,857+3.6% | 加碼 |
| Shaker Financial Services, LLC | 53,962 | $138.3 萬 | 0.65% | +53,962 | 新進 |
| Thrivent Financial for Lutherans | 42,358 | $108.6 萬 | 0.00% | +321+0.8% | 加碼 |
| Successful Portfolios LLC | 32,511 | $83.3 萬 | 0.54% | −735−2.2% | 減碼 |
| Atlas Wealth LLC | 30,802 | $78.9 萬 | 0.21% | +30,802 | 新進 |
| Whitener Capital Management, Inc. | 30,619 | $78.5 萬 | 0.34% | +5,762+23.2% | 加碼 |
| HighTower Advisors, LLC | 29,765 | $76.4 萬 | 0.00% | +516+1.8% | 加碼 |
| Tiaa, FSB | 26,411 | $67.7 萬 | 0.00% | +3,644+16.0% | 加碼 |
| Albion Financial Group | 25,497 | $65.3 萬 | 0.06% | 00.0% | 不變 |
| Altus Wealth Group LLC | 24,596 | $63.0 萬 | 0.48% | +345+1.4% | 加碼 |
| Transform Wealth, LLC | 22,773 | $58.4 萬 | 0.07% | +22,773 | 新進 |
| First Republic Investment Management, Inc. | 22,669 | $58.1 萬 | 0.00% | +11,942+111.3% | 加碼 |
| LPL Financial LLC | 22,418 | $57.5 萬 | 0.00% | −5,105−18.5% | 減碼 |
| Koshinski Asset Management, Inc. | 22,289 | $57.1 萬 | 0.06% | −329−1.5% | 減碼 |
| Kestra Advisory Services, LLC | 21,700 | $55.6 萬 | 0.00% | −5,548−20.4% | 減碼 |
| Heritage Wealth Advisors | 21,681 | $55.6 萬 | 0.03% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 17,668 | $45.3 萬 | 0.01% | −685−3.7% | 減碼 |
| Citadel Advisors LLC | 17,650 | $45.2 萬 | 0.00% | +17,650 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 17,414 | $44.6 萬 | 0.05% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 17,301 | $44.3 萬 | 0.14% | +17,301 | 新進 |
| First PREMIER Bank | 16,574 | $42.5 萬 | 0.13% | 00.0% | 不變 |
| Cetera Advisors LLC | 16,579 | $42.5 萬 | 0.01% | +377+2.3% | 加碼 |
| AMG National Trust Bank | 15,791 | $40.5 萬 | 0.01% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 15,000 | $38.4 萬 | 0.00% | +2,726+22.2% | 加碼 |
| Kirr Marbach & Co LLC | 13,932 | $35.7 萬 | 0.11% | 00.0% | 不變 |
| Creative Planning | 13,781 | $35.3 萬 | 0.00% | 00.0% | 不變 |
| Cora Capital Advisors LLC | 13,332 | $34.2 萬 | 0.24% | +13,332 | 新進 |
| Tower Wealth Partners, Inc. | 11,817 | $30.3 萬 | 0.26% | +387+3.4% | 加碼 |
| Oppenheimer & Co Inc | 11,728 | $30.1 萬 | 0.01% | +129+1.1% | 加碼 |
| MSH Capital Advisors LLC | 11,470 | $29.4 萬 | 0.13% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 11,358 | $29.1 萬 | 0.05% | +11,358 | 新進 |
| Kovack Advisors, Inc. | 11,231 | $28.8 萬 | 0.04% | −346−3.0% | 減碼 |
| Nations Financial Group Inc, | 11,223 | $28.8 萬 | 0.03% | +11,223 | 新進 |
| American Institute for Advanced Investment Management, LLP | 10,626 | $27.2 萬 | 0.25% | +245+2.4% | 加碼 |
| CI Private Wealth, LLC | 9,806 | $25.1 萬 | 0.00% | +9,806 | 新進 |
| Northern Trust Corp | 9,762 | $25.0 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 9,762 | $25.0 萬 | 0.00% | +9,762 | 新進 |
| Foundations Investment Advisors, LLC | 9,645 | $24.7 萬 | 0.01% | +315+3.4% | 加碼 |
| Twin Focus Capital Partners, LLC | 9,500 | $24.3 萬 | 0.05% | −5,900−38.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Weiss Asset Management LP | 9,110 | $23.3 萬 | 0.01% | +9,110 | 新進 |
| Nwam LLC | 9,106 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| Cozad Asset Management Inc | 9,104 | $23.3 萬 | 0.03% | +297+3.4% | 加碼 |
| Raymond James Trust N.A. | 8,917 | $22.9 萬 | 0.01% | −644−6.7% | 減碼 |
| Gofen & Glossberg LLC | 8,831 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 8,571 | $22.0 萬 | 0.00% | +4,051+89.6% | 加碼 |
| Wesbanco Bank Inc | 8,473 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 8,445 | $21.6 萬 | 0.03% | +8,445 | 新進 |
| Davenport & Co LLC | 8,414 | $21.6 萬 | 0.00% | +194+2.4% | 加碼 |
| 9258 Wealth Management, LLC | 8,159 | $20.9 萬 | 0.05% | −916−10.1% | 減碼 |
| Millennium Management LLC | 8,139 | $20.9 萬 | 0.00% | −18,726−69.7% | 減碼 |
| Guggenheim Capital LLC | 8,147 | $20.9 萬 | 0.00% | −4,772−36.9% | 減碼 |
| Allworth Financial LP | 7,665 | $19.6 萬 | 0.00% | +200+2.7% | 加碼 |
| Ancora Advisors, LLC | 6,900 | $17.7 萬 | 0.01% | 00.0% | 不變 |
| Elequin Capital LP | 5,665 | $14.5 萬 | 0.04% | +5,665 | 新進 |
| Brown, Lisle/Cummings, Inc. | 5,475 | $14.0 萬 | 0.08% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 5,160 | $13.2 萬 | 0.00% | +3,000+138.9% | 加碼 |
| JPMorgan Chase & Co | 4,977 | $12.8 萬 | 0.00% | +4,977 | 新進 |
| US Bancorp | 4,835 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,411 | $8.74 萬 | 0.00% | +531+18.4% | 加碼 |
| Brown Brothers Harriman & Co | 3,057 | $7.84 萬 | 0.00% | −1,527−33.3% | 減碼 |
| First Community Trust NA | 3,000 | $7.70 萬 | 0.09% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,500 | $6.41 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,086 | $5.35 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,958 | $5.02 萬 | 0.01% | +45+2.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,728 | $4.40 萬 | 0.00% | −248−12.6% | 減碼 |
| Fifth Third Bancorp | 1,666 | $4.27 萬 | 0.00% | −690−29.3% | 減碼 |
| Spire Wealth Management | 1,650 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,611 | $4.10 萬 | 0.03% | +44+2.8% | 加碼 |
| Pathstone Family Office, LLC | 11,291 | $3.88 萬 | 0.00% | 00.0% | 不變 |
| Madden Securities Corp | 1,469 | $3.77 萬 | 0.02% | +1,469 | 新進 |
| Salem Investment Counselors Inc | 1,468 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,455 | $3.70 萬 | 0.00% | +1,412+3,283.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 1,400 | $3.59 萬 | 0.00% | +1,400 | 新進 |