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
2023 年第 3 季 13F 持有人
TRI-CONTINENTAL Corp 在 2023/9/30 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
- 120
- 較 2023 年第 2 季 −1 家
- 持有股數
- 657.5 萬
- 較 2023 年第 2 季 +10.2 萬 (+1.6%)
- 總市值
- $1.75 億
- 較 2023 年第 2 季 −$266.0 萬 (−1.5%)
- 新進機構
- 10
- 另有 32 家加碼
- 清倉機構
- 11
- 另有 38 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 591,208 | $1,572 萬 | 0.00% | −57,695−8.9% | 減碼 |
| Bard Financial Services, Inc. | 567,653 | $1,509 萬 | 1.87% | −38,752−6.4% | 減碼 |
| Lazard Asset Management LLC | 449,805 | $1,196 萬 | 0.02% | −2,682−0.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 445,892 | $1,186 萬 | 0.02% | +38,962+9.6% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 419,981 | $1,117 萬 | 3.01% | −2,457−0.6% | 減碼 |
| Raymond James & Associates | 305,568 | $812.5 萬 | 0.01% | −14,380−4.5% | 減碼 |
| Wells Fargo & Company | 254,397 | $676.4 萬 | 0.00% | −14,446−5.4% | 減碼 |
| UBS Group AG | 251,525 | $668.8 萬 | 0.00% | −1,743−0.7% | 減碼 |
| Mark Stevens | 249,725 | $664.0 萬 | 0.89% | −9,041−3.5% | 減碼 |
| Relative Value Partners Group, LLC | 245,668 | $653.2 萬 | 0.44% | −3,577−1.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 231,027 | $614.3 萬 | 0.01% | −18,719−7.5% | 減碼 |
| Uncommon Cents Investing LLC | 172,463 | $458.6 萬 | 1.68% | +1,310+0.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 128,024 | $340.4 萬 | 0.22% | +12,748+11.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 115,971 | $308.4 萬 | 0.01% | +115,971 | 新進 |
| Commonwealth Equity Services, LLC | 109,607 | $291.4 萬 | 0.01% | +479+0.4% | 加碼 |
| Stifel Financial Corp | 103,709 | $275.8 萬 | 0.00% | −32,163−23.7% | 減碼 |
| Cornerstone Advisors, LLC | 94,693 | $251.8 萬 | 0.12% | +13,738+17.0% | 加碼 |
| Royal Bank of Canada | 91,723 | $243.9 萬 | 0.00% | −1,044−1.1% | 減碼 |
| Shaker Financial Services, LLC | 87,931 | $233.8 萬 | 1.09% | +17,185+24.3% | 加碼 |
| 1620 Investment Advisors, Inc. | 85,926 | $228.5 萬 | 2.59% | −476−0.6% | 減碼 |
| D.A. Davidson & Co. | 85,571 | $227.5 萬 | 0.02% | −1,453−1.7% | 減碼 |
| Advisor Group Holdings, Inc. | 78,397 | $208.5 萬 | 0.00% | +671+0.9% | 加碼 |
| Integrated Wealth Concepts LLC | 76,995 | $204.7 萬 | 0.04% | −380.0% | 減碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $200.8 萬 | 0.16% | 00.0% | 不變 |
| Mariner, LLC | 72,869 | $193.8 萬 | 0.01% | +72,869 | 新進 |
| RB Capital Management, LLC | 60,523 | $160.9 萬 | 0.52% | −1,235−2.0% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 57,192 | $152.1 萬 | 0.12% | +57,192 | 新進 |
| First Trust Advisors LP | 54,891 | $146.0 萬 | 0.00% | −648−1.2% | 減碼 |
| CNH Partners LLC | 54,558 | $145.1 萬 | 0.07% | +29,018+113.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 53,405 | $142.0 萬 | 0.01% | +579+1.1% | 加碼 |
| Stolper Co | 51,801 | $137.7 萬 | 0.60% | −1,125−2.1% | 減碼 |
| Bank of America Corp | 47,950 | $127.5 萬 | 0.00% | −12,304−20.4% | 減碼 |
| Albion Financial Group | 41,797 | $111.1 萬 | 0.10% | 00.0% | 不變 |
| LPL Financial LLC | 36,820 | $97.9 萬 | 0.00% | +7,018+23.5% | 加碼 |
| Whitener Capital Management, Inc. | 36,289 | $96.5 萬 | 0.39% | +713+2.0% | 加碼 |
| Thrivent Financial for Lutherans | 28,596 | $76.0 萬 | 0.00% | 00.0% | 不變 |
| Atlas Wealth LLC | 27,018 | $71.8 萬 | 0.13% | 00.0% | 不變 |
| Tiaa Trust, National Association | 26,599 | $70.7 萬 | 0.00% | +26,599 | 新進 |
| Altus Wealth Group LLC | 26,158 | $69.6 萬 | 0.44% | +583+2.3% | 加碼 |
| HighTower Advisors, LLC | 24,912 | $66.1 萬 | 0.00% | −889−3.4% | 減碼 |
| Kestra Advisory Services, LLC | 23,470 | $62.4 萬 | 0.01% | −2,285−8.9% | 減碼 |
| Transform Wealth, LLC | 23,440 | $62.3 萬 | 0.07% | −23,052−49.6% | 減碼 |
| Heritage Wealth Advisors | 21,183 | $56.3 萬 | 0.03% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 18,298 | $48.7 萬 | 0.00% | +1,230+7.2% | 加碼 |
| Savant Capital, LLC | 16,920 | $45.0 萬 | 0.01% | 00.0% | 不變 |
| First PREMIER Bank | 16,574 | $44.1 萬 | 0.14% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 16,219 | $43.1 萬 | 0.01% | +50.0% | 加碼 |
| Successful Portfolios LLC | 15,755 | $41.9 萬 | 0.37% | −1,287−7.6% | 減碼 |
| Walleye Capital LLC | 15,171 | $40.3 萬 | 0.01% | −2,878−15.9% | 減碼 |
| Kirr Marbach & Co LLC | 14,882 | $39.6 萬 | 0.11% | +950+6.8% | 加碼 |
| Koshinski Asset Management, Inc. | 13,840 | $36.8 萬 | 0.04% | +40.0% | 加碼 |
| Creative Planning | 12,915 | $34.3 萬 | 0.00% | −1,865−12.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 12,690 | $33.7 萬 | 0.04% | −4,008−24.0% | 減碼 |
| Tower Wealth Partners, Inc. | 12,212 | $32.5 萬 | 0.27% | +115+1.0% | 加碼 |
| Wolverine Asset Management LLC | 11,969 | $31.8 萬 | 0.01% | +9,750+439.4% | 加碼 |
| Northern Trust Corp | 11,724 | $31.2 萬 | 0.00% | −502−4.1% | 減碼 |
| MSH Capital Advisors LLC | 11,470 | $30.5 萬 | 0.12% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 11,291 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 11,247 | $29.9 萬 | 0.03% | −10−0.1% | 減碼 |
| Nations Financial Group Inc, | 11,140 | $29.6 萬 | 0.03% | +73+0.7% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 10,643 | $28.3 萬 | 0.26% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 10,484 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Cora Capital Advisors LLC | 10,352 | $27.5 萬 | 0.18% | −3,000−22.5% | 減碼 |
| Foundations Investment Advisors, LLC | 9,965 | $26.5 萬 | 0.01% | +93+0.9% | 加碼 |
| Elequin Capital LP | 9,790 | $26.0 萬 | 0.05% | +5,311+118.6% | 加碼 |
| First Republic Investment Management, Inc. | 9,623 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 9,500 | $25.3 萬 | 0.06% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 9,032 | $24.0 萬 | 0.00% | −487−5.1% | 減碼 |
| ZWJ Investment Counsel Inc | 8,811 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisors LLC | 8,783 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 8,442 | $23.3 萬 | 0.00% | +8,308+6,200.0% | 加碼 |
| Daymark Wealth Partners, LLC | 8,609 | $22.9 萬 | 0.02% | −5,286−38.0% | 減碼 |
| Raymond James Trust N.A. | 8,536 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Wesbanco Bank Inc | 8,473 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 8,235 | $21.9 萬 | 0.00% | +6+0.1% | 加碼 |
| Tandem Capital Management Corp | 8,100 | $21.5 萬 | 0.15% | +8,100 | 新進 |
| The PNC Financial Services Group, Inc. | 7,610 | $20.2 萬 | 0.00% | −961−11.2% | 減碼 |
| 9258 Wealth Management, LLC | 7,565 | $20.1 萬 | 0.04% | +24+0.3% | 加碼 |
| Allworth Financial LP | 6,647 | $17.7 萬 | 0.00% | −1,939−22.6% | 減碼 |
| Ancora Advisors, LLC | 5,900 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,884 | $15.6 萬 | 0.00% | +1,415+31.7% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 5,800 | $15.4 萬 | 0.07% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 4,960 | $13.2 萬 | 0.06% | +174+3.6% | 加碼 |
| US Bancorp | 4,842 | $12.9 萬 | 0.00% | −10.0% | 減碼 |
| Bessemer Group Inc | 3,731 | $9.90 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,240 | $8.62 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,057 | $8.13 萬 | 0.00% | 00.0% | 不變 |
| First Community Trust NA | 3,000 | $7.98 萬 | 0.09% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,989 | $7.95 萬 | 0.00% | −421−12.3% | 減碼 |
| Lowe Wealth Advisors, LLC | 2,615 | $6.95 萬 | 0.04% | −1,500−36.5% | 減碼 |
| Clearstead Advisors, LLC | 2,500 | $6.65 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 2,472 | $6.57 萬 | 0.00% | +2,472 | 新進 |
| Global Retirement Partners, LLC | 2,086 | $5.49 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 2,064 | $5.49 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,961 | $5.21 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 1,788 | $4.75 萬 | 0.00% | +190+11.9% | 加碼 |
| Fifth Third Bancorp | 1,665 | $4.43 萬 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,664 | $4.40 萬 | 0.03% | +16+1.0% | 加碼 |
| Salem Investment Counselors Inc | 1,468 | $3.90 萬 | 0.00% | 00.0% | 不變 |