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 2 季 13F 持有人
TRI-CONTINENTAL Corp 在 2023/6/30 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
- 122
- 較 2023 年第 1 季 +6 家
- 持有股數
- 649.6 萬
- 較 2023 年第 1 季 +9.37 萬 (+1.5%)
- 總市值
- $1.78 億
- 較 2023 年第 1 季 +$815.6 萬 (+4.8%)
- 新進機構
- 13
- 另有 41 家加碼
- 清倉機構
- 7
- 另有 33 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 23 | $631 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 38 | $1,042 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 83 | $2,276 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 85 | $2,339 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 114 | $3,126 | 0.00% | +1+0.9% | 加碼 |
| Strategic Investment Solutions, Inc. | 134 | $3,674 | 0.00% | 00.0% | 不變 |
| First Pacific Financial | 211 | $5,786 | 0.00% | +211 | 新進 |
| CWM, LLC | 204 | $6,000 | 0.00% | +13+6.8% | 加碼 |
| SJS Investment Consulting Inc. | 231 | $6,335 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 238 | $6,462 | 0.00% | +238 | 新進 |
| Harbour Investments, Inc. | 251 | $6,882 | 0.00% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 327 | $8,966 | 0.00% | +327 | 新進 |
| CVA Family Office, LLC | 464 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 470 | $1.29 萬 | 0.01% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 667 | $1.83 萬 | 0.02% | +8+1.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 686 | $1.88 萬 | 0.00% | −254−27.0% | 減碼 |
| Private Trust Co NA | 776 | $2.13 萬 | 0.00% | +1+0.1% | 加碼 |
| Spire Wealth Management | 939 | $2.57 萬 | 0.00% | −1,650−63.7% | 減碼 |
| JFS Wealth Advisors, LLC | 1,072 | $2.94 萬 | 0.00% | +13+1.2% | 加碼 |
| Armstrong Advisory Group, Inc | 1,109 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 1,150 | $3.15 萬 | 0.02% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 1,341 | $3.68 萬 | 0.01% | +16+1.2% | 加碼 |
| Salem Investment Counselors Inc | 1,468 | $4.03 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 1,598 | $4.38 萬 | 0.00% | −4,096−71.9% | 減碼 |
| Tyler-Stone Wealth Management | 1,648 | $4.50 萬 | 0.03% | +1,648 | 新進 |
| Fifth Third Bancorp | 1,665 | $4.57 萬 | 0.00% | −1−0.1% | 減碼 |
| McIlrath & Eck, LLC | 1,961 | $5.38 萬 | 0.01% | +3+0.2% | 加碼 |
| GWM Advisors LLC | 2,064 | $5.66 萬 | 0.00% | +3+0.1% | 加碼 |
| Global Retirement Partners, LLC | 2,086 | $5.72 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 2,219 | $6.08 萬 | 0.00% | +1,719+343.8% | 加碼 |
| Clearstead Advisors, LLC | 2,500 | $6.86 萬 | 0.00% | 00.0% | 不變 |
| First Community Trust NA | 3,000 | $8.23 萬 | 0.09% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,057 | $8.38 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,240 | $8.88 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,410 | $9.35 萬 | 0.00% | +234+7.4% | 加碼 |
| Bessemer Group Inc | 3,731 | $10.2 萬 | 0.00% | +3,731 | 新進 |
| Lowe Wealth Advisors, LLC | 4,115 | $11.3 萬 | 0.06% | +4,115 | 新進 |
| Steward Partners Investment Advisory, LLC | 4,469 | $12.3 萬 | 0.00% | −204−4.4% | 減碼 |
| Elequin Capital LP | 4,479 | $12.3 萬 | 0.06% | −566−11.2% | 減碼 |
| Carmichael Hill & Associates, Inc. | 4,786 | $13.1 萬 | 0.06% | 00.0% | 不變 |
| US Bancorp | 4,843 | $13.3 萬 | 0.00% | +8+0.2% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 5,800 | $15.9 萬 | 0.07% | +325+5.9% | 加碼 |
| Rockefeller Capital Management L.P. | 5,866 | $16.1 萬 | 0.00% | +5,866 | 新進 |
| Ancora Advisors, LLC | 5,900 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 7,541 | $20.7 萬 | 0.04% | +7,541 | 新進 |
| Guggenheim Capital LLC | 8,229 | $22.6 萬 | 0.00% | −68−0.8% | 減碼 |
| Wesbanco Bank Inc | 8,473 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 8,536 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 8,571 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 8,586 | $23.5 萬 | 0.00% | +853+11.0% | 加碼 |
| Cetera Advisors LLC | 8,783 | $24.1 萬 | 0.00% | −7,517−46.1% | 減碼 |
| ZWJ Investment Counsel Inc | 8,811 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Nwam LLC | 9,106 | $25.0 萬 | 0.02% | +9,106 | 新進 |
| Cozad Asset Management Inc | 9,116 | $25.0 萬 | 0.03% | +9,116 | 新進 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 9,500 | $26.0 萬 | 0.05% | 00.0% | 不變 |
| Private Advisor Group, LLC | 9,519 | $26.1 萬 | 0.00% | −869−8.4% | 減碼 |
| First Republic Investment Management, Inc. | 9,623 | $26.4 萬 | 0.00% | −687−6.7% | 減碼 |
| CI Private Wealth, LLC | 9,806 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 9,872 | $27.1 萬 | 0.01% | +120+1.2% | 加碼 |
| Oppenheimer & Co Inc | 10,484 | $28.7 萬 | 0.01% | +50.0% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 10,643 | $29.2 萬 | 0.26% | +17+0.2% | 加碼 |
| Nations Financial Group Inc, | 11,067 | $30.3 萬 | 0.03% | +11+0.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 11,257 | $30.9 萬 | 0.03% | −147−1.3% | 減碼 |
| Pathstone Family Office, LLC | 11,291 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 11,470 | $31.5 萬 | 0.12% | 00.0% | 不變 |
| Tower Wealth Partners, Inc. | 12,097 | $33.2 萬 | 0.27% | +147+1.2% | 加碼 |
| Northern Trust Corp | 12,226 | $33.5 萬 | 0.00% | −36−0.3% | 減碼 |
| Cora Capital Advisors LLC | 13,352 | $36.6 萬 | 0.24% | +20+0.2% | 加碼 |
| Koshinski Asset Management, Inc. | 13,836 | $37.9 萬 | 0.04% | −8,168−37.1% | 減碼 |
| Daymark Wealth Partners, LLC | 13,895 | $38.1 萬 | 0.03% | −643−4.4% | 減碼 |
| Kirr Marbach & Co LLC | 13,932 | $38.2 萬 | 0.11% | 00.0% | 不變 |
| Creative Planning | 14,780 | $40.5 萬 | 0.00% | +1,787+13.8% | 加碼 |
| AMG National Trust Bank | 15,791 | $43.3 萬 | 0.01% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 16,214 | $44.5 萬 | 0.01% | −1,459−8.3% | 減碼 |
| First PREMIER Bank | 16,574 | $45.4 萬 | 0.13% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 16,698 | $45.8 萬 | 0.06% | +5,896+54.6% | 加碼 |
| Savant Capital, LLC | 16,920 | $46.4 萬 | 0.01% | 00.0% | 不變 |
| Successful Portfolios LLC | 17,042 | $46.7 萬 | 0.40% | −14,447−45.9% | 減碼 |
| Janney Montgomery Scott LLC | 17,068 | $46.8 萬 | 0.00% | +60+0.4% | 加碼 |
| Retirement Income Solutions, Inc | 17,328 | $47.5 萬 | 0.13% | +27+0.2% | 加碼 |
| Walleye Capital LLC | 18,049 | $49.5 萬 | 0.01% | +18,049 | 新進 |
| Heritage Wealth Advisors | 21,183 | $58.1 萬 | 0.03% | −223−1.0% | 減碼 |
| Tiaa, FSB | 22,767 | $62.4 萬 | 0.00% | 00.0% | 不變 |
| CNH Partners LLC | 25,540 | $70.0 萬 | 0.03% | +25,540 | 新進 |
| Altus Wealth Group LLC | 25,575 | $70.1 萬 | 0.43% | +965+3.9% | 加碼 |
| Kestra Advisory Services, LLC | 25,755 | $70.6 萬 | 0.01% | +6,464+33.5% | 加碼 |
| HighTower Advisors, LLC | 25,801 | $70.7 萬 | 0.00% | +525+2.1% | 加碼 |
| Atlas Wealth LLC | 27,018 | $75.9 萬 | 0.14% | −2,521−8.5% | 減碼 |
| Thrivent Financial for Lutherans | 28,596 | $78.4 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 29,802 | $81.7 萬 | 0.00% | +2,218+8.0% | 加碼 |
| Whitener Capital Management, Inc. | 35,576 | $97.5 萬 | 0.37% | +1,684+5.0% | 加碼 |
| Albion Financial Group | 41,797 | $114.6 萬 | 0.10% | −245−0.6% | 減碼 |
| Transform Wealth, LLC | 46,492 | $127.5 萬 | 0.11% | +500+1.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 52,826 | $144.8 萬 | 0.01% | −38−0.1% | 減碼 |
| Stolper Co | 52,926 | $145.1 萬 | 0.61% | −1,402−2.6% | 減碼 |
| First Trust Advisors LP | 55,539 | $152.3 萬 | 0.00% | −2,420−4.2% | 減碼 |
| Bank of America Corp | 60,254 | $165.2 萬 | 0.00% | +8,199+15.8% | 加碼 |
| RB Capital Management, LLC | 61,758 | $169.3 萬 | 0.52% | +2,477+4.2% | 加碼 |
| Shaker Financial Services, LLC | 70,746 | $194.0 萬 | 0.85% | +40,068+130.6% | 加碼 |