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
2024 年第 1 季 13F 持有人
TRI-CONTINENTAL Corp 在 2024/3/31 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
- 129
- 較 2023 年第 4 季 +5 家
- 持有股數
- 663.2 萬
- 較 2023 年第 4 季 +4.09 萬 (+0.6%)
- 總市值
- $2.04 億
- 較 2023 年第 4 季 +$1,357 萬 (+7.1%)
- 新進機構
- 15
- 另有 31 家加碼
- 清倉機構
- 10
- 另有 41 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 548,544 | $1,690 萬 | 0.03% | −18,544−3.3% | 減碼 |
| Morgan Stanley | 539,952 | $1,663 萬 | 0.00% | −56,856−9.5% | 減碼 |
| Bard Financial Services, Inc. | 516,795 | $1,592 萬 | 1.69% | −20,388−3.8% | 減碼 |
| Lazard Asset Management LLC | 449,805 | $1,385 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 413,891 | $1,275 萬 | 2.73% | −1,978−0.5% | 減碼 |
| Raymond James & Associates | 298,712 | $920.0 萬 | 0.01% | −5,604−1.8% | 減碼 |
| Wells Fargo & Company | 265,035 | $816.3 萬 | 0.00% | −4,713−1.7% | 減碼 |
| UBS Group AG | 243,348 | $749.5 萬 | 0.00% | −8,029−3.2% | 減碼 |
| HTLF Bank | 234,037 | $720.8 萬 | 0.83% | −5,011−2.1% | 減碼 |
| Relative Value Partners Group, LLC | 236,144 | $683.6 萬 | 0.42% | −5,295−2.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 213,487 | $657.5 萬 | 0.01% | −9,470−4.2% | 減碼 |
| Uncommon Cents Investing LLC | 167,959 | $517.3 萬 | 1.58% | −754−0.4% | 減碼 |
| Cornerstone Advisors, LLC | 141,736 | $436.5 萬 | 0.18% | +55,141+63.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 130,014 | $400.4 萬 | 0.21% | −2,641−2.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 114,038 | $351.2 萬 | 0.01% | −4,964−4.2% | 減碼 |
| Stifel Financial Corp | 101,858 | $313.7 萬 | 0.00% | −2,277−2.2% | 減碼 |
| 1620 Investment Advisors, Inc. | 88,692 | $273.2 萬 | 2.79% | +1,464+1.7% | 加碼 |
| Royal Bank of Canada | 86,810 | $267.3 萬 | 0.00% | −2,862−3.2% | 減碼 |
| D.A. Davidson & Co. | 80,722 | $248.6 萬 | 0.02% | −705−0.9% | 減碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $232.6 萬 | 0.16% | 00.0% | 不變 |
| Mariner, LLC | 74,116 | $228.3 萬 | 0.00% | +594+0.8% | 加碼 |
| Shaker Financial Services, LLC | 69,475 | $214.0 萬 | 0.83% | +33,011+90.5% | 加碼 |
| Integrated Wealth Concepts LLC | 68,494 | $211.0 萬 | 0.03% | −2,951−4.1% | 減碼 |
| Advisor Group Holdings, Inc. | 71,701 | $199.2 萬 | 0.00% | −900−1.2% | 減碼 |
| RB Capital Management, LLC | 57,681 | $177.7 萬 | 0.48% | −2,813−4.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 56,687 | $174.6 萬 | 0.01% | +3,430+6.4% | 加碼 |
| Stolper Co | 53,152 | $163.7 萬 | 0.59% | +380+0.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 53,470 | $163.7 萬 | 0.00% | +53,470 | 新進 |
| First Trust Advisors LP | 52,793 | $162.6 萬 | 0.00% | +3,229+6.5% | 加碼 |
| Thrivent Financial for Lutherans | 52,564 | $161.9 萬 | 0.00% | −1,292−2.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 51,411 | $158.3 萬 | 0.14% | +17,766+52.8% | 加碼 |
| CNH Partners LLC | 50,070 | $154.2 萬 | 0.05% | +12,977+35.0% | 加碼 |
| Commonwealth Equity Services, LLC | 45,784 | $141.0 萬 | 0.00% | −2,728−5.6% | 減碼 |
| Bank of America Corp | 44,916 | $138.3 萬 | 0.00% | −892−1.9% | 減碼 |
| Albion Financial Group | 36,595 | $112.7 萬 | 0.09% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 35,590 | $109.6 萬 | 0.36% | +135+0.4% | 加碼 |
| Altus Wealth Group LLC | 33,199 | $102.3 萬 | 0.51% | +7,025+26.8% | 加碼 |
| LPL Financial LLC | 32,203 | $99.2 萬 | 0.00% | −8,320−20.5% | 減碼 |
| Wolverine Asset Management LLC | 28,706 | $88.4 萬 | 0.02% | +28,706 | 新進 |
| HighTower Advisors, LLC | 27,039 | $83.3 萬 | 0.00% | +1,943+7.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 24,469 | $75.4 萬 | 0.03% | +620+2.6% | 加碼 |
| We Are One Seven, LLC | 23,608 | $72.7 萬 | 0.04% | +235+1.0% | 加碼 |
| Tiaa Trust, National Association | 22,767 | $70.1 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 20,655 | $63.6 萬 | 0.00% | +20,655 | 新進 |
| Heritage Wealth Advisors | 20,183 | $62.2 萬 | 0.03% | −1,000−4.7% | 減碼 |
| Kestra Advisory Services, LLC | 18,543 | $57.1 萬 | 0.00% | +1,650+9.8% | 加碼 |
| Transform Wealth, LLC | 18,264 | $56.3 萬 | 0.05% | +154+0.9% | 加碼 |
| Savant Capital, LLC | 16,920 | $52.1 萬 | 0.01% | −4,458−20.9% | 減碼 |
| First PREMIER Bank | 16,574 | $51.0 萬 | 0.13% | 00.0% | 不變 |
| Guggenheim Capital LLC | 16,388 | $50.5 萬 | 0.00% | +1,317+8.7% | 加碼 |
| Johnson Investment Counsel Inc | 16,229 | $50.0 萬 | 0.01% | +40.0% | 加碼 |
| Successful Portfolios LLC | 15,268 | $47.0 萬 | 0.32% | −364−2.3% | 減碼 |
| Kirr Marbach & Co LLC | 14,882 | $45.8 萬 | 0.11% | 00.0% | 不變 |
| Allworth Financial LP | 14,815 | $45.6 萬 | 0.00% | +8,084+120.1% | 加碼 |
| Creative Planning | 14,812 | $45.6 萬 | 0.00% | +1,897+14.7% | 加碼 |
| NorthRock Partners, LLC | 13,982 | $43.1 萬 | 0.02% | +13,982 | 新進 |
| Koshinski Asset Management, Inc. | 13,147 | $40.5 萬 | 0.04% | −6,030−31.4% | 減碼 |
| First Financial Bankshares Inc | 12,720 | $39.2 萬 | 0.01% | −1,006−7.3% | 減碼 |
| Tower Wealth Partners, Inc. | 12,482 | $38.4 萬 | 0.25% | +225+1.8% | 加碼 |
| Citadel Advisors LLC | 11,688 | $36.0 萬 | 0.00% | +11,688 | 新進 |
| MSH Capital Advisors LLC | 11,470 | $35.3 萬 | 0.12% | 00.0% | 不變 |
| Nations Financial Group Inc, | 11,309 | $34.8 萬 | 0.03% | +67+0.6% | 加碼 |
| Pathstone Holdings, LLC | 11,291 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 11,239 | $34.6 萬 | 0.03% | −40.0% | 減碼 |
| Priebe Wealth Holdings LLC | 11,016 | $33.9 萬 | 0.26% | −592−5.1% | 減碼 |
| Stonebrook Private Inc. | 10,861 | $33.5 萬 | 0.10% | −721−6.2% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 10,682 | $32.9 萬 | 0.26% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 10,519 | $32.4 萬 | 0.01% | +10,519 | 新進 |
| Cora Capital Advisors LLC | 10,388 | $32.0 萬 | 0.17% | 00.0% | 不變 |
| Northern Trust Corp | 10,386 | $32.0 萬 | 0.00% | −1,373−11.7% | 減碼 |
| Janney Montgomery Scott LLC | 10,292 | $31.7 萬 | 0.00% | −1,046−9.2% | 減碼 |
| Foundations Investment Advisors, LLC | 10,184 | $31.4 萬 | 0.01% | +86+0.9% | 加碼 |
| Raymond James Trust N.A. | 10,169 | $31.3 萬 | 0.01% | +1,633+19.1% | 加碼 |
| Private Advisor Group, LLC | 10,041 | $30.9 萬 | 0.00% | −266−2.6% | 減碼 |
| Walleye Capital LLC | 9,587 | $29.5 萬 | 0.00% | +9,587 | 新進 |
| Logan Stone Capital, LLC | 9,454 | $29.1 萬 | 0.06% | +9,454 | 新進 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $28.5 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 9,081 | $28.0 萬 | 0.00% | +1,463+19.2% | 加碼 |
| Twin Focus Capital Partners, LLC | 9,000 | $27.7 萬 | 0.05% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 8,811 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 8,752 | $27.0 萬 | 0.00% | −10,261−54.0% | 減碼 |
| Apollon Wealth Management, LLC | 8,750 | $27.0 萬 | 0.01% | +74+0.9% | 加碼 |
| Quantedge Capital Pte Ltd | 8,351 | $25.7 萬 | 0.11% | +8,351 | 新進 |
| Tandem Capital Management Corp | 8,100 | $24.9 萬 | 0.14% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 7,689 | $23.7 萬 | 0.17% | −284−3.6% | 減碼 |
| Independent Family Office, LLC | 6,987 | $21.5 萬 | 0.12% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 6,936 | $21.4 萬 | 0.01% | −90−1.3% | 減碼 |
| 9258 Wealth Management, LLC | 6,928 | $21.3 萬 | 0.03% | +6,928 | 新進 |
| Choate Investment Advisors | 6,928 | $21.3 萬 | 0.01% | +6,928 | 新進 |
| International Assets Investment Management, LLC | 6,965 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 6,800 | $20.9 萬 | 0.07% | 00.0% | 不變 |
| Ancora Advisors, LLC | 5,900 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 4,960 | $15.3 萬 | 0.06% | 00.0% | 不變 |
| US Bancorp | 4,852 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 4,449 | $13.7 萬 | 0.00% | −1,377−23.6% | 減碼 |
| Bessemer Group Inc | 3,744 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Motco | 3,511 | $10.8 萬 | 0.01% | +3,511 | 新進 |
| Parallel Advisors, LLC | 3,240 | $9.98 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,057 | $9.42 萬 | 0.00% | 00.0% | 不變 |
| First Community Trust NA | 3,000 | $9.24 萬 | 0.09% | 00.0% | 不變 |