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 4 季 13F 持有人
TRI-CONTINENTAL Corp 在 2023/12/31 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 2023 年第 3 季 +8 家
- 持有股數
- 659.1 萬
- 較 2023 年第 3 季 +28.7 萬 (+4.6%)
- 總市值
- $1.90 億
- 較 2023 年第 3 季 +$2,239 萬 (+13.4%)
- 新進機構
- 18
- 另有 40 家加碼
- 清倉機構
- 10
- 另有 34 家減碼
另有 3 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 596,808 | $1,721 萬 | 0.00% | +5,600+0.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 567,088 | $1,635 萬 | 0.03% | +121,196+27.2% | 加碼 |
| Bard Financial Services, Inc. | 537,183 | $1,549 萬 | 1.74% | −30,470−5.4% | 減碼 |
| Lazard Asset Management LLC | 449,805 | $1,297 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 415,869 | $1,199 萬 | 2.87% | −4,112−1.0% | 減碼 |
| Raymond James & Associates | 304,316 | $877.3 萬 | 0.01% | −1,252−0.4% | 減碼 |
| Wells Fargo & Company | 269,748 | $777.7 萬 | 0.00% | +15,351+6.0% | 加碼 |
| UBS Group AG | 251,377 | $724.7 萬 | 0.00% | −148−0.1% | 減碼 |
| Relative Value Partners Group, LLC | 241,439 | $696.1 萬 | 0.43% | −4,229−1.7% | 減碼 |
| HTLF Bank | 239,048 | $689.2 萬 | 0.81% | +239,048 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 222,957 | $642.8 萬 | 0.01% | −8,070−3.5% | 減碼 |
| Uncommon Cents Investing LLC | 168,713 | $486.4 萬 | 1.61% | −3,750−2.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 132,655 | $382.4 萬 | 0.22% | +4,631+3.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 119,002 | $343.1 萬 | 0.01% | +3,031+2.6% | 加碼 |
| Stifel Financial Corp | 104,135 | $300.2 萬 | 0.00% | +426+0.4% | 加碼 |
| Royal Bank of Canada | 89,672 | $258.6 萬 | 0.00% | −2,051−2.2% | 減碼 |
| 1620 Investment Advisors, Inc. | 87,228 | $251.5 萬 | 2.75% | +1,302+1.5% | 加碼 |
| Cornerstone Advisors, LLC | 86,595 | $249.7 萬 | 0.11% | −8,098−8.6% | 減碼 |
| D.A. Davidson & Co. | 81,427 | $234.8 萬 | 0.02% | −4,144−4.8% | 減碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $217.7 萬 | 0.16% | 00.0% | 不變 |
| Mariner, LLC | 73,522 | $212.0 萬 | 0.01% | +653+0.9% | 加碼 |
| Advisor Group Holdings, Inc. | 72,601 | $209.2 萬 | 0.00% | −5,796−7.4% | 減碼 |
| Integrated Wealth Concepts LLC | 71,445 | $206.0 萬 | 0.03% | −5,550−7.2% | 減碼 |
| RB Capital Management, LLC | 60,494 | $174.4 萬 | 0.50% | −290.0% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 57,192 | $164.9 萬 | 0.11% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 53,856 | $155.3 萬 | 0.00% | +25,260+88.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 53,257 | $153.5 萬 | 0.01% | −148−0.3% | 減碼 |
| Stolper Co | 52,772 | $152.1 萬 | 0.61% | +971+1.9% | 加碼 |
| First Trust Advisors LP | 49,564 | $142.9 萬 | 0.00% | −5,327−9.7% | 減碼 |
| Commonwealth Equity Services, LLC | 48,512 | $139.9 萬 | 0.00% | −61,095−55.7% | 減碼 |
| Bank of America Corp | 45,808 | $132.1 萬 | 0.00% | −2,142−4.5% | 減碼 |
| LPL Financial LLC | 40,523 | $116.8 萬 | 0.00% | +3,703+10.1% | 加碼 |
| CNH Partners LLC | 37,093 | $106.9 萬 | 0.04% | −17,465−32.0% | 減碼 |
| Albion Financial Group | 36,595 | $105.5 萬 | 0.09% | −5,202−12.4% | 減碼 |
| Shaker Financial Services, LLC | 36,464 | $105.1 萬 | 0.43% | −51,467−58.5% | 減碼 |
| Whitener Capital Management, Inc. | 35,455 | $102.2 萬 | 0.37% | −834−2.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 33,645 | $97.0 萬 | 0.09% | +20,955+165.1% | 加碼 |
| Altus Wealth Group LLC | 26,174 | $75.5 萬 | 0.42% | +16+0.1% | 加碼 |
| HighTower Advisors, LLC | 25,096 | $72.5 萬 | 0.00% | +184+0.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 23,849 | $68.8 萬 | 0.03% | +23,849 | 新進 |
| We Are One Seven, LLC | 23,373 | $67.4 萬 | 0.04% | +23,373 | 新進 |
| Tiaa Trust, National Association | 22,767 | $65.6 萬 | 0.00% | −3,832−14.4% | 減碼 |
| Savant Capital, LLC | 21,378 | $61.6 萬 | 0.01% | +4,458+26.3% | 加碼 |
| Heritage Wealth Advisors | 21,183 | $61.1 萬 | 0.03% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 19,177 | $55.3 萬 | 0.08% | +5,337+38.6% | 加碼 |
| JPMorgan Chase & Co | 19,013 | $54.8 萬 | 0.00% | +17,225+963.4% | 加碼 |
| Transform Wealth, LLC | 18,110 | $52.2 萬 | 0.05% | −5,330−22.7% | 減碼 |
| Kestra Advisory Services, LLC | 16,893 | $48.7 萬 | 0.00% | −6,577−28.0% | 減碼 |
| First PREMIER Bank | 16,574 | $47.8 萬 | 0.13% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 16,225 | $46.8 萬 | 0.01% | +60.0% | 加碼 |
| Successful Portfolios LLC | 15,632 | $45.1 萬 | 0.34% | −123−0.8% | 減碼 |
| Guggenheim Capital LLC | 15,071 | $43.4 萬 | 0.00% | +6,836+83.0% | 加碼 |
| Kirr Marbach & Co LLC | 14,882 | $42.9 萬 | 0.11% | 00.0% | 不變 |
| First Financial Bankshares Inc | 13,726 | $39.6 萬 | 0.01% | +13,726 | 新進 |
| Creative Planning | 12,915 | $37.2 萬 | 0.00% | 00.0% | 不變 |
| Tower Wealth Partners, Inc. | 12,257 | $35.3 萬 | 0.25% | +45+0.4% | 加碼 |
| Northern Trust Corp | 11,759 | $33.9 萬 | 0.00% | +35+0.3% | 加碼 |
| Priebe Wealth Holdings LLC | 11,608 | $33.5 萬 | 0.27% | +11,608 | 新進 |
| Stonebrook Private Inc. | 11,582 | $33.4 萬 | 0.11% | +11,582 | 新進 |
| MSH Capital Advisors LLC | 11,470 | $33.1 萬 | 0.12% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 11,338 | $32.7 萬 | 0.00% | −6,960−38.0% | 減碼 |
| Pathstone Holdings, LLC | 11,291 | $32.6 萬 | 0.00% | +11,291 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 11,243 | $32.4 萬 | 0.03% | −40.0% | 減碼 |
| Nations Financial Group Inc, | 11,242 | $32.4 萬 | 0.03% | +102+0.9% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 10,682 | $30.8 萬 | 0.27% | +39+0.4% | 加碼 |
| Cora Capital Advisors LLC | 10,388 | $29.9 萬 | 0.18% | +36+0.3% | 加碼 |
| Private Advisor Group, LLC | 10,307 | $29.7 萬 | 0.00% | +1,275+14.1% | 加碼 |
| Foundations Investment Advisors, LLC | 10,098 | $29.5 萬 | 0.01% | +133+1.3% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 9,000 | $25.9 萬 | 0.05% | −500−5.3% | 減碼 |
| ZWJ Investment Counsel Inc | 8,811 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 8,676 | $25.0 萬 | 0.01% | +8,676 | 新進 |
| Daymark Wealth Partners, LLC | 8,609 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Trust N.A. | 8,536 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Wesbanco Bank Inc | 8,473 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisors LLC | 8,215 | $23.7 萬 | 0.00% | −568−6.5% | 減碼 |
| Tandem Capital Management Corp | 8,100 | $23.4 萬 | 0.14% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 7,973 | $23.0 萬 | 0.17% | +7,973 | 新進 |
| The PNC Financial Services Group, Inc. | 7,618 | $22.0 萬 | 0.00% | +8+0.1% | 加碼 |
| AE Wealth Management LLC | 7,385 | $21.5 萬 | 0.00% | +7,385 | 新進 |
| EP Wealth Advisors, LLC | 7,345 | $21.2 萬 | 0.00% | +7,345 | 新進 |
| Snowden Capital Advisors LLC | 7,026 | $20.3 萬 | 0.01% | +7,026 | 新進 |
| Independent Family Office, LLC | 6,987 | $20.1 萬 | 0.11% | +6,987 | 新進 |
| International Assets Investment Management, LLC | 6,965 | $20.1 萬 | 0.03% | +6,965 | 新進 |
| Brown, Lisle/Cummings, Inc. | 6,800 | $19.6 萬 | 0.07% | +1,000+17.2% | 加碼 |
| Allworth Financial LP | 6,731 | $19.4 萬 | 0.00% | +84+1.3% | 加碼 |
| Ancora Advisors, LLC | 5,900 | $17.0 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,826 | $16.8 萬 | 0.00% | −58−1.0% | 減碼 |
| Carmichael Hill & Associates, Inc. | 4,960 | $14.3 萬 | 0.06% | 00.0% | 不變 |
| US Bancorp | 4,852 | $14.0 萬 | 0.00% | +10+0.2% | 加碼 |
| Bessemer Group Inc | 3,744 | $10.8 萬 | 0.00% | +13+0.3% | 加碼 |
| Parallel Advisors, LLC | 3,240 | $9.34 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,057 | $8.81 萬 | 0.00% | 00.0% | 不變 |
| First Community Trust NA | 3,000 | $8.65 萬 | 0.09% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,998 | $8.64 萬 | 0.00% | +9+0.3% | 加碼 |
| Lowe Wealth Advisors, LLC | 2,615 | $7.54 萬 | 0.04% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,500 | $7.21 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 2,071 | $5.97 萬 | 0.00% | +7+0.3% | 加碼 |
| Global Retirement Partners, LLC | 2,086 | $5.96 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,968 | $5.67 萬 | 0.01% | +7+0.4% | 加碼 |