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 3 季 13F 持有人
TRI-CONTINENTAL Corp 在 2024/9/30 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
- 136
- 較 2024 年第 2 季 +1 家
- 持有股數
- 706.4 萬
- 較 2024 年第 2 季 +54.7 萬 (+8.4%)
- 總市值
- $2.33 億
- 較 2024 年第 2 季 +$3,090 萬 (+15.3%)
- 新進機構
- 12
- 另有 43 家加碼
- 清倉機構
- 11
- 另有 32 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 540,267 | $1,785 萬 | 0.00% | −2,563−0.5% | 減碼 |
| Bard Financial Services, Inc. | 487,413 | $1,610 萬 | 1.90% | −23,880−4.7% | 減碼 |
| Lazard Asset Management LLC | 449,805 | $1,486 萬 | 0.02% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 441,730 | $1,459 萬 | 0.02% | +15,350+3.6% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 412,572 | $1,363 萬 | 2.60% | +5,680+1.4% | 加碼 |
| UBS Group AG | 255,964 | $845.7 萬 | 0.00% | −14,288−5.3% | 減碼 |
| Wells Fargo & Company | 253,257 | $836.8 萬 | 0.00% | −6,017−2.3% | 減碼 |
| HTLF Bank | 223,708 | $739.1 萬 | 0.80% | −3,052−1.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 226,093 | $736.6 萬 | 0.05% | +226,093 | 新進 |
| International Assets Investment Management, LLC | 232,295 | $703.1 萬 | 0.03% | +225,264+3,203.9% | 加碼 |
| Raymond James & Associates | 206,440 | $682.1 萬 | 0.00% | −89,975−30.4% | 減碼 |
| Uncommon Cents Investing LLC | 168,234 | $555.8 萬 | 1.56% | +345+0.2% | 加碼 |
| Shaker Financial Services, LLC | 161,057 | $532.1 萬 | 2.01% | +66,148+69.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 138,779 | $458.5 萬 | 0.01% | −80,273−36.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 125,128 | $413.4 萬 | 0.01% | +9,315+8.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 123,818 | $409.1 萬 | 0.19% | −13,955−10.1% | 減碼 |
| Cornerstone Advisors, LLC | 122,919 | $406.1 萬 | 0.16% | −44,463−26.6% | 減碼 |
| Wolverine Asset Management LLC | 120,710 | $398.8 萬 | 0.07% | +67,577+127.2% | 加碼 |
| EP Wealth Advisors, LLC | 103,243 | $341.1 萬 | 0.03% | +103,243 | 新進 |
| Stifel Financial Corp | 94,702 | $312.9 萬 | 0.00% | −4,502−4.5% | 減碼 |
| 1620 Investment Advisors, Inc. | 88,399 | $292.1 萬 | 2.12% | −1,471−1.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 85,081 | $281.1 萬 | 0.29% | +36,329+74.5% | 加碼 |
| D.A. Davidson & Co. | 81,380 | $268.9 萬 | 0.02% | +360+0.4% | 加碼 |
| Mariner, LLC | 76,086 | $251.4 萬 | 0.00% | +639+0.8% | 加碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $249.5 萬 | 0.15% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 63,004 | $213.5 萬 | 0.01% | +720+1.2% | 加碼 |
| Integrated Wealth Concepts LLC | 64,141 | $211.9 萬 | 0.03% | −4,347−6.3% | 減碼 |
| RB Capital Management, LLC | 58,925 | $194.7 萬 | 0.46% | +1,419+2.5% | 加碼 |
| Platform Technology Partners | 57,712 | $190.7 萬 | 0.60% | +57,712 | 新進 |
| Baltimore-Washington Financial Advisors, Inc. | 57,192 | $189.0 萬 | 0.10% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 56,128 | $185.5 萬 | 0.00% | +4,208+8.1% | 加碼 |
| Commonwealth Equity Services, LLC | 56,020 | $185.1 萬 | 0.00% | +11,798+26.7% | 加碼 |
| CNH Partners LLC | 56,192 | $184.0 萬 | 0.04% | −3,437−5.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 54,470 | $180.0 萬 | 0.00% | 00.0% | 不變 |
| First Trust Advisors LP | 54,202 | $179.1 萬 | 0.00% | −595−1.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 53,405 | $176.5 萬 | 0.01% | −2,159−3.9% | 減碼 |
| Stolper Co | 53,054 | $175.3 萬 | 0.57% | +164+0.3% | 加碼 |
| LPL Financial LLC | 44,727 | $147.8 萬 | 0.00% | +3,359+8.1% | 加碼 |
| Bank of America Corp | 43,685 | $144.3 萬 | 0.00% | +5,952+15.8% | 加碼 |
| Royal Bank of Canada | 42,856 | $141.6 萬 | 0.00% | −19,618−31.4% | 減碼 |
| Beckerman Institutional, LLC | 40,924 | $135.2 萬 | 1.14% | +40,924 | 新進 |
| Whitener Capital Management, Inc. | 36,815 | $121.6 萬 | 0.34% | +260+0.7% | 加碼 |
| Altus Wealth Group LLC | 35,242 | $116.4 萬 | 0.50% | −782−2.2% | 減碼 |
| Albion Financial Group | 32,802 | $108.4 萬 | 0.08% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 30,659 | $101.3 萬 | 0.03% | +1,321+4.5% | 加碼 |
| Terry L. Blaker | 27,607 | $91.2 萬 | 0.03% | 00.0% | 不變 |
| HighTower Advisors, LLC | 27,276 | $90.0 萬 | 0.00% | +144+0.5% | 加碼 |
| Northern Trust Corp | 26,678 | $88.1 萬 | 0.00% | +16,288+156.8% | 加碼 |
| Creative Planning | 25,860 | $85.4 萬 | 0.00% | +11,067+74.8% | 加碼 |
| Guggenheim Capital LLC | 25,301 | $83.6 萬 | 0.01% | +7,405+41.4% | 加碼 |
| Delta Capital Management LLC | 23,342 | $77.1 萬 | 0.44% | 00.0% | 不變 |
| We Are One Seven, LLC | 22,910 | $75.7 萬 | 0.03% | −43−0.2% | 減碼 |
| Advisor Group Holdings, Inc. | 22,286 | $73.6 萬 | 0.00% | +1,731+8.4% | 加碼 |
| Cetera Investment Advisers | 20,766 | $68.6 萬 | 0.00% | −641−3.0% | 減碼 |
| Heritage Wealth Advisors | 20,183 | $66.7 萬 | 0.03% | 00.0% | 不變 |
| Quantedge Capital Pte Ltd | 19,951 | $65.9 萬 | 0.20% | +9,500+90.9% | 加碼 |
| Kirr Marbach & Co LLC | 19,882 | $65.7 萬 | 0.15% | 00.0% | 不變 |
| Savant Capital, LLC | 18,632 | $61.6 萬 | 0.01% | −398−2.1% | 減碼 |
| Kestra Advisory Services, LLC | 18,521 | $61.2 萬 | 0.00% | −601−3.1% | 減碼 |
| Transform Wealth, LLC | 18,437 | $60.9 萬 | 0.04% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 16,819 | $55.6 萬 | 0.01% | +40.0% | 加碼 |
| First PREMIER Bank | 16,574 | $54.8 萬 | 0.14% | 00.0% | 不變 |
| Allworth Financial LP | 15,113 | $49.9 萬 | 0.00% | +176+1.2% | 加碼 |
| Successful Portfolios LLC | 15,012 | $49.6 萬 | 0.34% | −17−0.1% | 減碼 |
| Koshinski Asset Management, Inc. | 13,426 | $44.4 萬 | 0.04% | −278−2.0% | 減碼 |
| JPMorgan Chase & Co | 13,160 | $43.5 萬 | 0.00% | +9,027+218.4% | 加碼 |
| CI Private Wealth, LLC | 13,102 | $43.3 萬 | 0.00% | +1,930+17.3% | 加碼 |
| Tower Wealth Partners, Inc. | 12,832 | $42.4 萬 | 0.25% | +113+0.9% | 加碼 |
| First Financial Bankshares Inc | 12,720 | $42.0 萬 | 0.01% | 00.0% | 不變 |
| Nations Financial Group Inc, | 11,529 | $38.1 萬 | 0.03% | +71+0.6% | 加碼 |
| Ameriprise Financial Inc | 11,447 | $37.9 萬 | 0.00% | +702+6.5% | 加碼 |
| MSH Capital Advisors LLC | 11,470 | $37.9 萬 | 0.12% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,291 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 11,219 | $37.1 萬 | 0.03% | −10−0.1% | 減碼 |
| Priebe Wealth Holdings LLC | 11,119 | $36.7 萬 | 0.27% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 11,000 | $36.3 萬 | 0.06% | +2,000+22.2% | 加碼 |
| BancFirst Trust & Investment Management | 11,061 | $36.3 萬 | 0.12% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 10,783 | $35.6 萬 | 0.25% | 00.0% | 不變 |
| Cora Capital Advisors LLC | 10,483 | $34.6 萬 | 0.17% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 10,468 | $34.6 萬 | 0.01% | +92+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 10,369 | $34.3 萬 | 0.00% | −49−0.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 9,025 | $29.8 萬 | 0.00% | +14+0.2% | 加碼 |
| Apollon Wealth Management, LLC | 8,996 | $29.7 萬 | 0.01% | +80+0.9% | 加碼 |
| NorthRock Partners, LLC | 8,688 | $28.7 萬 | 0.01% | +59+0.7% | 加碼 |
| Walleye Capital LLC | 8,136 | $26.9 萬 | 0.00% | +8,136 | 新進 |
| Tandem Capital Management Corp | 8,100 | $26.8 萬 | 0.14% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 7,743 | $25.5 萬 | 0.00% | −2,800−26.6% | 減碼 |
| Prentiss Smith & Co Inc | 7,689 | $25.4 萬 | 0.16% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 7,560 | $25.0 萬 | 0.00% | −2,303−23.3% | 減碼 |
| Independent Family Office, LLC | 6,987 | $23.1 萬 | 0.12% | 00.0% | 不變 |
| Choate Investment Advisors | 6,928 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 6,800 | $22.5 萬 | 0.07% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 6,733 | $22.2 萬 | 0.03% | −284−4.0% | 減碼 |
| Bessemer Group Inc | 6,303 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 6,206 | $20.5 萬 | 0.02% | +6,206 | 新進 |
| Ancora Advisors, LLC | 5,900 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 5,648 | $18.7 萬 | 0.00% | +796+16.4% | 加碼 |
| Carmichael Hill & Associates, Inc. | 4,960 | $16.4 萬 | 0.06% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 4,505 | $14.9 萬 | 0.00% | 00.0% | 不變 |