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 2 季 13F 持有人
TRI-CONTINENTAL Corp 在 2024/6/30 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
- 135
- 較 2024 年第 1 季 +7 家
- 持有股數
- 651.7 萬
- 較 2024 年第 1 季 −11.6 萬 (−1.7%)
- 總市值
- $2.02 億
- 較 2024 年第 1 季 −$183.2 萬 (−0.9%)
- 新進機構
- 14
- 另有 54 家加碼
- 清倉機構
- 7
- 另有 31 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 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 2024 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 | $713 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 85 | $2,642 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 120 | $3,713 | 0.00% | +2+1.7% | 加碼 |
| Strategic Investment Solutions, Inc. | 134 | $4,272 | 0.00% | +134 | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 159 | $4,924 | 0.00% | +4+2.6% | 加碼 |
| IFP Advisors, Inc | 180 | $5,575 | 0.00% | 00.0% | 不變 |
| First Pacific Financial | 211 | $6,535 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 231 | $7,155 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 251 | $7,773 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 268 | $8,000 | 0.00% | +5+1.9% | 加碼 |
| Investors Research Corp | 276 | $8,548 | 0.00% | +276 | 新進 |
| TruNorth Capital Management, LLC | 301 | $9,322 | 0.00% | +301 | 新進 |
| Hilltop National Bank | 370 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 464 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 721 | $2.23 萬 | 0.00% | +13+1.8% | 加碼 |
| Private Trust Co NA | 785 | $2.43 萬 | 0.00% | +7+0.9% | 加碼 |
| JFS Wealth Advisors, LLC | 832 | $2.58 萬 | 0.00% | −273−24.7% | 減碼 |
| Spire Wealth Management | 939 | $2.91 萬 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,109 | $3.43 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 1,251 | $3.87 萬 | 0.00% | +11+0.9% | 加碼 |
| Salem Investment Counselors Inc | 1,314 | $4.07 萬 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 1,500 | $4.65 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,686 | $5.22 萬 | 0.00% | +15+0.9% | 加碼 |
| Tyler-Stone Wealth Management | 1,726 | $5.35 萬 | 0.02% | +32+1.9% | 加碼 |
| GWM Advisors LLC | 1,748 | $5.41 萬 | 0.00% | +15+0.9% | 加碼 |
| McIlrath & Eck, LLC | 1,986 | $6.15 萬 | 0.01% | +18+0.9% | 加碼 |
| Global Retirement Partners, LLC | 2,105 | $6.52 萬 | 0.00% | +19+0.9% | 加碼 |
| Clearstead Advisors, LLC | 2,500 | $7.74 萬 | 0.00% | 00.0% | 不變 |
| Atwood & Palmer Inc | 2,726 | $8.44 萬 | 0.01% | +2,726 | 新進 |
| First Community Trust NA | 3,000 | $9.29 萬 | 0.08% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,057 | $9.47 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,240 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Motco | 3,511 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,577 | $11.1 萬 | 0.00% | +579+19.3% | 加碼 |
| Widmann Financial Services, Inc. | 3,750 | $11.6 萬 | 0.09% | +3,750 | 新進 |
| JPMorgan Chase & Co | 4,133 | $12.8 萬 | 0.00% | −4,619−52.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 4,505 | $14.0 萬 | 0.00% | +56+1.3% | 加碼 |
| US Bancorp | 4,852 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 4,960 | $15.4 萬 | 0.06% | 00.0% | 不變 |
| Ancora Advisors, LLC | 5,900 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 6,303 | $19.5 萬 | 0.00% | +2,559+68.3% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 6,800 | $21.1 萬 | 0.07% | 00.0% | 不變 |
| Choate Investment Advisors | 6,928 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Independent Family Office, LLC | 6,987 | $21.6 萬 | 0.12% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 7,017 | $21.7 萬 | 0.03% | +89+1.3% | 加碼 |
| International Assets Investment Management, LLC | 7,031 | $21.8 萬 | 0.02% | +66+0.9% | 加碼 |
| Prentiss Smith & Co Inc | 7,689 | $23.8 萬 | 0.17% | 00.0% | 不變 |
| Tandem Capital Management Corp | 8,100 | $25.4 萬 | 0.14% | 00.0% | 不變 |
| NorthRock Partners, LLC | 8,629 | $26.7 萬 | 0.01% | −5,353−38.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,712 | $27.0 萬 | 0.00% | −369−4.1% | 減碼 |
| ZWJ Investment Counsel Inc | 8,811 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 8,916 | $27.6 萬 | 0.01% | +166+1.9% | 加碼 |
| Twin Focus Capital Partners, LLC | 9,000 | $27.9 萬 | 0.04% | 00.0% | 不變 |
| Private Advisor Group, LLC | 9,011 | $27.9 萬 | 0.00% | −1,030−10.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 9,329 | $28.9 萬 | 0.01% | −840−8.3% | 減碼 |
| Oppenheimer & Co Inc | 9,863 | $30.5 萬 | 0.00% | −656−6.2% | 減碼 |
| Foundations Investment Advisors, LLC | 10,376 | $32.1 萬 | 0.01% | +192+1.9% | 加碼 |
| Northern Trust Corp | 10,390 | $32.2 萬 | 0.00% | +40.0% | 加碼 |
| Janney Montgomery Scott LLC | 10,418 | $32.3 萬 | 0.00% | +126+1.2% | 加碼 |
| Quantedge Capital Pte Ltd | 10,451 | $32.4 萬 | 0.12% | +2,100+25.1% | 加碼 |
| Cora Capital Advisors LLC | 10,483 | $32.5 萬 | 0.17% | +95+0.9% | 加碼 |
| Mercer Global Advisors Inc | 10,543 | $32.7 萬 | 0.00% | +10,543 | 新進 |
| Ameriprise Financial Inc | 10,745 | $33.3 萬 | 0.00% | +10,745 | 新進 |
| American Institute for Advanced Investment Management, LLP | 10,783 | $33.4 萬 | 0.26% | +101+0.9% | 加碼 |
| BancFirst Trust & Investment Management | 11,061 | $34.1 萬 | 0.16% | +11,061 | 新進 |
| Priebe Wealth Holdings LLC | 11,119 | $34.4 萬 | 0.27% | +103+0.9% | 加碼 |
| CI Private Wealth, LLC | 11,172 | $34.6 萬 | 0.00% | +11,172 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 11,229 | $34.8 萬 | 0.03% | −10−0.1% | 減碼 |
| Pathstone Holdings, LLC | 11,291 | $35.0 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 11,310 | $35.0 萬 | 0.00% | −378−3.2% | 減碼 |
| Nations Financial Group Inc, | 11,458 | $35.5 萬 | 0.03% | +149+1.3% | 加碼 |
| MSH Capital Advisors LLC | 11,470 | $35.5 萬 | 0.12% | 00.0% | 不變 |
| Tower Wealth Partners, Inc. | 12,719 | $39.4 萬 | 0.24% | +237+1.9% | 加碼 |
| First Financial Bankshares Inc | 12,720 | $39.4 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 13,704 | $42.9 萬 | 0.04% | +557+4.2% | 加碼 |
| Creative Planning | 14,793 | $45.8 萬 | 0.00% | −19−0.1% | 減碼 |
| Allworth Financial LP | 14,937 | $46.4 萬 | 0.00% | +122+0.8% | 加碼 |
| Successful Portfolios LLC | 15,029 | $46.5 萬 | 0.33% | −239−1.6% | 減碼 |
| First PREMIER Bank | 16,574 | $51.3 萬 | 0.14% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 16,815 | $52.1 萬 | 0.01% | +586+3.6% | 加碼 |
| Guggenheim Capital LLC | 17,896 | $55.4 萬 | 0.00% | +1,508+9.2% | 加碼 |
| Transform Wealth, LLC | 18,437 | $57.1 萬 | 0.04% | +173+0.9% | 加碼 |
| Savant Capital, LLC | 19,030 | $58.9 萬 | 0.01% | +2,110+12.5% | 加碼 |
| Kestra Advisory Services, LLC | 19,122 | $59.2 萬 | 0.00% | +579+3.1% | 加碼 |
| Kirr Marbach & Co LLC | 19,882 | $61.6 萬 | 0.15% | +5,000+33.6% | 加碼 |
| Heritage Wealth Advisors | 20,183 | $62.5 萬 | 0.03% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 20,555 | $63.7 萬 | 0.00% | −51,146−71.3% | 減碼 |
| Cetera Investment Advisers | 21,407 | $66.3 萬 | 0.00% | +752+3.6% | 加碼 |
| Tiaa Trust, National Association | 22,767 | $70.5 萬 | 0.00% | 00.0% | 不變 |
| We Are One Seven, LLC | 22,953 | $71.1 萬 | 0.03% | −655−2.8% | 減碼 |
| Delta Capital Management LLC | 23,342 | $72.3 萬 | 0.44% | +23,342 | 新進 |
| Atlas Wealth LLC | 24,906 | $77.8 萬 | 0.12% | +24,906 | 新進 |
| HighTower Advisors, LLC | 27,132 | $84.0 萬 | 0.00% | +93+0.3% | 加碼 |
| Terry L. Blaker | 27,607 | $85.5 萬 | 0.03% | +27,607 | 新進 |
| Concurrent Investment Advisors, LLC | 29,338 | $90.9 萬 | 0.03% | +4,869+19.9% | 加碼 |
| Albion Financial Group | 32,802 | $101.6 萬 | 0.08% | −3,793−10.4% | 減碼 |
| Altus Wealth Group LLC | 36,024 | $111.6 萬 | 0.56% | +2,825+8.5% | 加碼 |
| Whitener Capital Management, Inc. | 36,555 | $113.2 萬 | 0.34% | +965+2.7% | 加碼 |
| Bank of America Corp | 37,733 | $116.9 萬 | 0.00% | −7,183−16.0% | 減碼 |