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 $2.40 億；沒有大師持有。
其他股別TY.P
2023 年第 1 季 13F 持有人
TRI-CONTINENTAL Corp 在 2023/3/31 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
- 116
- 較 2022 年第 4 季 −7 家
- 持有股數
- 640.2 萬
- 較 2022 年第 4 季 −12.8 萬 (−2.0%)
- 總市值
- $1.70 億
- 較 2022 年第 4 季 +$323.2 萬 (+1.9%)
- 新進機構
- 12
- 另有 34 家加碼
- 清倉機構
- 19
- 另有 35 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 | $2.40 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 | $2.06 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 | $2.04 億 |
| 2023 年第 4 季 | 125 | $1.90 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 | $1.70 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 | $2.36 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 693,906 | $1,842 萬 | 0.00% | −3,576−0.5% | 減碼 |
| Bard Financial Services, Inc. | 621,189 | $1,649 萬 | 1.32% | +2,241+0.4% | 加碼 |
| Lazard Asset Management LLC | 451,748 | $1,199 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 423,497 | $1,124 萬 | 3.37% | −6,860−1.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 398,546 | $1,058 萬 | 0.02% | +27,100+7.3% | 加碼 |
| Raymond James & Associates | 323,538 | $859.0 萬 | 0.01% | −2,663−0.8% | 減碼 |
| Wells Fargo & Company | 268,154 | $712.0 萬 | 0.00% | +7,486+2.9% | 加碼 |
| Mark Stevens | 264,779 | $703.0 萬 | 0.90% | −18,051−6.4% | 減碼 |
| Relative Value Partners Group, LLC | 256,108 | $680.0 萬 | 0.46% | −82,124−24.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 253,926 | $674.2 萬 | 0.01% | +4,764+1.9% | 加碼 |
| UBS Group AG | 252,339 | $670.0 萬 | 0.00% | +87,518+53.1% | 加碼 |
| Uncommon Cents Investing LLC | 171,929 | $456.5 萬 | 1.67% | −895−0.5% | 減碼 |
| Stifel Financial Corp | 147,014 | $390.3 萬 | 0.01% | +30,107+25.8% | 加碼 |
| Commonwealth Equity Services, LLC | 107,872 | $286.4 萬 | 0.01% | +12,245+12.8% | 加碼 |
| Royal Bank of Canada | 101,605 | $269.8 萬 | 0.00% | −9,766−8.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 98,531 | $261.6 萬 | 0.16% | +27,380+38.5% | 加碼 |
| D.A. Davidson & Co. | 86,922 | $230.8 萬 | 0.03% | +859+1.0% | 加碼 |
| 1620 Investment Advisors, Inc. | 85,970 | $228.2 萬 | 2.75% | +1,581+1.9% | 加碼 |
| Integrated Wealth Concepts LLC | 84,769 | $225.1 萬 | 0.05% | +5,415+6.8% | 加碼 |
| Advisor Group Holdings, Inc. | 76,959 | $204.3 萬 | 0.00% | +1,556+2.1% | 加碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $200.5 萬 | 0.16% | 00.0% | 不變 |
| RB Capital Management, LLC | 59,281 | $157.4 萬 | 0.51% | −1,354−2.2% | 減碼 |
| First Trust Advisors LP | 57,959 | $153.9 萬 | 0.00% | −13,888−19.3% | 減碼 |
| Stolper Co | 54,328 | $144.2 萬 | 0.62% | −3,054−5.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 52,864 | $140.4 萬 | 0.01% | −1,179−2.2% | 減碼 |
| Bank of America Corp | 52,055 | $138.2 萬 | 0.00% | −11,361−17.9% | 減碼 |
| Transform Wealth, LLC | 45,992 | $122.1 萬 | 0.12% | +23,219+102.0% | 加碼 |
| Albion Financial Group | 42,042 | $111.6 萬 | 0.10% | +16,545+64.9% | 加碼 |
| Whitener Capital Management, Inc. | 33,892 | $90.0 萬 | 0.38% | +3,273+10.7% | 加碼 |
| Successful Portfolios LLC | 31,489 | $83.6 萬 | 0.52% | −1,022−3.1% | 減碼 |
| Shaker Financial Services, LLC | 30,678 | $81.5 萬 | 0.36% | −23,284−43.1% | 減碼 |
| Atlas Wealth LLC | 29,539 | $78.4 萬 | 0.15% | −1,263−4.1% | 減碼 |
| Thrivent Financial for Lutherans | 28,596 | $75.9 萬 | 0.00% | −13,762−32.5% | 減碼 |
| LPL Financial LLC | 27,584 | $73.2 萬 | 0.00% | +5,166+23.0% | 加碼 |
| HighTower Advisors, LLC | 25,276 | $67.1 萬 | 0.00% | −4,489−15.1% | 減碼 |
| Altus Wealth Group LLC | 24,610 | $65.3 萬 | 0.44% | +14+0.1% | 加碼 |
| Tiaa, FSB | 22,767 | $60.4 萬 | 0.00% | −3,644−13.8% | 減碼 |
| Koshinski Asset Management, Inc. | 22,004 | $58.4 萬 | 0.06% | −285−1.3% | 減碼 |
| Heritage Wealth Advisors | 21,406 | $56.8 萬 | 0.03% | −275−1.3% | 減碼 |
| Kestra Advisory Services, LLC | 19,291 | $51.2 萬 | 0.01% | −2,409−11.1% | 減碼 |
| Johnson Investment Counsel Inc | 17,673 | $46.9 萬 | 0.01% | +50.0% | 加碼 |
| Retirement Income Solutions, Inc | 17,301 | $45.9 萬 | 0.13% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 17,008 | $45.2 萬 | 0.00% | +2,008+13.4% | 加碼 |
| Savant Capital, LLC | 16,920 | $44.9 萬 | 0.01% | +16,920 | 新進 |
| First PREMIER Bank | 16,574 | $44.0 萬 | 0.13% | 00.0% | 不變 |
| Cetera Advisors LLC | 16,300 | $43.3 萬 | 0.01% | −279−1.7% | 減碼 |
| AMG National Trust Bank | 15,791 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 14,538 | $38.6 萬 | 0.05% | +3,180+28.0% | 加碼 |
| Kirr Marbach & Co LLC | 13,932 | $37.0 萬 | 0.11% | 00.0% | 不變 |
| Cora Capital Advisors LLC | 13,332 | $35.4 萬 | 0.26% | 00.0% | 不變 |
| Creative Planning | 12,993 | $34.5 萬 | 0.00% | −788−5.7% | 減碼 |
| Northern Trust Corp | 12,262 | $32.6 萬 | 0.00% | +2,500+25.6% | 加碼 |
| Tower Wealth Partners, Inc. | 11,950 | $31.7 萬 | 0.27% | +133+1.1% | 加碼 |
| MSH Capital Advisors LLC | 11,470 | $30.5 萬 | 0.13% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 11,404 | $30.3 萬 | 0.03% | −6,010−34.5% | 減碼 |
| Pathstone Family Office, LLC | 11,291 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Nations Financial Group Inc, | 11,056 | $29.4 萬 | 0.03% | −167−1.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 10,802 | $28.7 萬 | 0.04% | +10,802 | 新進 |
| American Institute for Advanced Investment Management, LLP | 10,626 | $28.2 萬 | 0.30% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 10,479 | $27.8 萬 | 0.01% | −1,249−10.6% | 減碼 |
| Private Advisor Group, LLC | 10,388 | $27.6 萬 | 0.00% | −1,827−15.0% | 減碼 |
| First Republic Investment Management, Inc. | 10,310 | $27.4 萬 | 0.00% | −12,359−54.5% | 減碼 |
| CI Private Wealth, LLC | 9,806 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 9,752 | $25.9 萬 | 0.01% | +107+1.1% | 加碼 |
| Twin Focus Capital Partners, LLC | 9,500 | $25.2 萬 | 0.05% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 8,811 | $23.4 萬 | 0.01% | +8,811 | 新進 |
| Kovack Advisors, Inc. | 8,589 | $22.8 萬 | 0.03% | −2,642−23.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,571 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 8,536 | $22.7 萬 | 0.01% | −381−4.3% | 減碼 |
| Wesbanco Bank Inc | 8,473 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 8,297 | $22.0 萬 | 0.00% | +150+1.8% | 加碼 |
| Allworth Financial LP | 7,733 | $20.5 萬 | 0.00% | +68+0.9% | 加碼 |
| Ancora Advisors, LLC | 5,900 | $15.7 萬 | 0.00% | −1,000−14.5% | 減碼 |
| JPMorgan Chase & Co | 5,694 | $15.1 萬 | 0.00% | +717+14.4% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 5,475 | $14.5 萬 | 0.07% | 00.0% | 不變 |
| Elequin Capital LP | 5,045 | $13.4 萬 | 0.09% | −620−10.9% | 減碼 |
| US Bancorp | 4,835 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 4,786 | $12.7 萬 | 0.07% | +4,786 | 新進 |
| Steward Partners Investment Advisory, LLC | 4,673 | $12.4 萬 | 0.00% | +3,313+243.6% | 加碼 |
| Ameritas Advisory Services, LLC | 4,364 | $11.6 萬 | 0.01% | +4,364 | 新進 |
| International Assets Investment Management, LLC | 4,293 | $11.4 萬 | 0.02% | +4,293 | 新進 |
| Parallel Advisors, LLC | 3,240 | $8.60 萬 | 0.00% | +3,240 | 新進 |
| Northwestern Mutual Wealth Management Co | 3,176 | $8.43 萬 | 0.00% | −235−6.9% | 減碼 |
| Brown Brothers Harriman & Co | 3,057 | $8.12 萬 | 0.00% | 00.0% | 不變 |
| First Community Trust NA | 3,000 | $7.96 萬 | 0.09% | 00.0% | 不變 |
| Spire Wealth Management | 2,589 | $6.87 萬 | 0.00% | +939+56.9% | 加碼 |
| Clearstead Advisors, LLC | 2,500 | $6.64 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,086 | $5.52 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 2,061 | $5.47 萬 | 0.00% | +2+0.1% | 加碼 |
| McIlrath & Eck, LLC | 1,958 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,666 | $4.42 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,468 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 1,373 | $3.65 萬 | 0.01% | +15+1.1% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 1,325 | $3.52 萬 | 0.01% | +14+1.1% | 加碼 |
| Cassady Schiller Wealth Management, LLC | 1,150 | $3.05 萬 | 0.01% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,109 | $2.94 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,059 | $2.81 萬 | 0.00% | +12+1.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 940 | $2.50 萬 | 0.01% | +940 | 新進 |
| Private Trust Co NA | 775 | $2.06 萬 | 0.00% | 00.0% | 不變 |