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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 23 | $760 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 64 | $2,115 | 0.00% | −768−92.3% | 減碼 |
| Sound Income Strategies, LLC | 85 | $2,818 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 121 | $3,996 | 0.00% | +1+0.8% | 加碼 |
| Strategic Investment Solutions, Inc. | 134 | $4,427 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 161 | $5,312 | 0.00% | +2+1.3% | 加碼 |
| IFP Advisors, Inc | 180 | $5,947 | 0.00% | 00.0% | 不變 |
| First Pacific Financial | 211 | $6,972 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 231 | $7,633 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 251 | $8,293 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 271 | $9,000 | 0.00% | +3+1.1% | 加碼 |
| Flaharty Asset Management, LLC | 308 | $1.02 萬 | 0.00% | +308 | 新進 |
| Ronald Blue Trust, Inc. | 368 | $1.14 萬 | 0.00% | +368 | 新進 |
| Hilltop National Bank | 370 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 464 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 600 | $1.98 萬 | 0.01% | −900−60.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 728 | $2.40 萬 | 0.00% | +7+1.0% | 加碼 |
| Private Trust Co NA | 785 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 939 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 992 | $3.28 萬 | 0.00% | +992 | 新進 |
| Jaffetilchin Investment Partners, LLC | 1,022 | $3.38 萬 | 0.00% | +1,022 | 新進 |
| Armstrong Advisory Group, Inc | 1,109 | $3.66 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 1,251 | $4.13 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,314 | $4.34 萬 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 1,481 | $4.89 萬 | 0.00% | +1,481 | 新進 |
| GWM Advisors LLC | 1,748 | $5.77 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,766 | $5.79 萬 | 0.00% | +1,766 | 新進 |
| McIlrath & Eck, LLC | 1,986 | $6.56 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,049 | $6.77 萬 | 0.00% | +363+21.5% | 加碼 |
| Clearstead Advisors, LLC | 2,500 | $8.26 萬 | 0.00% | 00.0% | 不變 |
| Atwood & Palmer Inc | 2,726 | $9.01 萬 | 0.01% | 00.0% | 不變 |
| First Community Trust NA | 3,000 | $9.91 萬 | 0.08% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,025 | $9.99 萬 | 0.00% | −552−15.4% | 減碼 |
| Brown Brothers Harriman & Co | 3,057 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,240 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,639 | $12.0 萬 | 0.00% | −5,073−58.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 4,505 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 4,960 | $16.4 萬 | 0.06% | 00.0% | 不變 |
| US Bancorp | 5,648 | $18.7 萬 | 0.00% | +796+16.4% | 加碼 |
| Ancora Advisors, LLC | 5,900 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 6,206 | $20.5 萬 | 0.02% | +6,206 | 新進 |
| Bessemer Group Inc | 6,303 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 6,733 | $22.2 萬 | 0.03% | −284−4.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 6,800 | $22.5 萬 | 0.07% | 00.0% | 不變 |
| Choate Investment Advisors | 6,928 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Independent Family Office, LLC | 6,987 | $23.1 萬 | 0.12% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 7,560 | $25.0 萬 | 0.00% | −2,303−23.3% | 減碼 |
| Prentiss Smith & Co Inc | 7,689 | $25.4 萬 | 0.16% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 7,743 | $25.5 萬 | 0.00% | −2,800−26.6% | 減碼 |
| Tandem Capital Management Corp | 8,100 | $26.8 萬 | 0.14% | 00.0% | 不變 |
| Walleye Capital LLC | 8,136 | $26.9 萬 | 0.00% | +8,136 | 新進 |
| NorthRock Partners, LLC | 8,688 | $28.7 萬 | 0.01% | +59+0.7% | 加碼 |
| Apollon Wealth Management, LLC | 8,996 | $29.7 萬 | 0.01% | +80+0.9% | 加碼 |
| Private Advisor Group, LLC | 9,025 | $29.8 萬 | 0.00% | +14+0.2% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 10,369 | $34.3 萬 | 0.00% | −49−0.5% | 減碼 |
| Foundations Investment Advisors, LLC | 10,468 | $34.6 萬 | 0.01% | +92+0.9% | 加碼 |
| Cora Capital Advisors LLC | 10,483 | $34.6 萬 | 0.17% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 10,783 | $35.6 萬 | 0.25% | 00.0% | 不變 |
| BancFirst Trust & Investment Management | 11,061 | $36.3 萬 | 0.12% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 11,000 | $36.3 萬 | 0.06% | +2,000+22.2% | 加碼 |
| Priebe Wealth Holdings LLC | 11,119 | $36.7 萬 | 0.27% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 11,219 | $37.1 萬 | 0.03% | −10−0.1% | 減碼 |
| Pathstone Holdings, LLC | 11,291 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 11,470 | $37.9 萬 | 0.12% | 00.0% | 不變 |
| Ameriprise Financial Inc | 11,447 | $37.9 萬 | 0.00% | +702+6.5% | 加碼 |
| Nations Financial Group Inc, | 11,529 | $38.1 萬 | 0.03% | +71+0.6% | 加碼 |
| First Financial Bankshares Inc | 12,720 | $42.0 萬 | 0.01% | 00.0% | 不變 |
| Tower Wealth Partners, Inc. | 12,832 | $42.4 萬 | 0.25% | +113+0.9% | 加碼 |
| CI Private Wealth, LLC | 13,102 | $43.3 萬 | 0.00% | +1,930+17.3% | 加碼 |
| JPMorgan Chase & Co | 13,160 | $43.5 萬 | 0.00% | +9,027+218.4% | 加碼 |
| Koshinski Asset Management, Inc. | 13,426 | $44.4 萬 | 0.04% | −278−2.0% | 減碼 |
| Successful Portfolios LLC | 15,012 | $49.6 萬 | 0.34% | −17−0.1% | 減碼 |
| Allworth Financial LP | 15,113 | $49.9 萬 | 0.00% | +176+1.2% | 加碼 |
| First PREMIER Bank | 16,574 | $54.8 萬 | 0.14% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 16,819 | $55.6 萬 | 0.01% | +40.0% | 加碼 |
| Transform Wealth, LLC | 18,437 | $60.9 萬 | 0.04% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 18,521 | $61.2 萬 | 0.00% | −601−3.1% | 減碼 |
| Savant Capital, LLC | 18,632 | $61.6 萬 | 0.01% | −398−2.1% | 減碼 |
| Kirr Marbach & Co LLC | 19,882 | $65.7 萬 | 0.15% | 00.0% | 不變 |
| Quantedge Capital Pte Ltd | 19,951 | $65.9 萬 | 0.20% | +9,500+90.9% | 加碼 |
| Heritage Wealth Advisors | 20,183 | $66.7 萬 | 0.03% | 00.0% | 不變 |
| Cetera Investment Advisers | 20,766 | $68.6 萬 | 0.00% | −641−3.0% | 減碼 |
| Advisor Group Holdings, Inc. | 22,286 | $73.6 萬 | 0.00% | +1,731+8.4% | 加碼 |
| We Are One Seven, LLC | 22,910 | $75.7 萬 | 0.03% | −43−0.2% | 減碼 |
| Delta Capital Management LLC | 23,342 | $77.1 萬 | 0.44% | 00.0% | 不變 |
| Guggenheim Capital LLC | 25,301 | $83.6 萬 | 0.01% | +7,405+41.4% | 加碼 |
| Creative Planning | 25,860 | $85.4 萬 | 0.00% | +11,067+74.8% | 加碼 |
| Northern Trust Corp | 26,678 | $88.1 萬 | 0.00% | +16,288+156.8% | 加碼 |
| HighTower Advisors, LLC | 27,276 | $90.0 萬 | 0.00% | +144+0.5% | 加碼 |
| Terry L. Blaker | 27,607 | $91.2 萬 | 0.03% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 30,659 | $101.3 萬 | 0.03% | +1,321+4.5% | 加碼 |
| Albion Financial Group | 32,802 | $108.4 萬 | 0.08% | 00.0% | 不變 |
| Altus Wealth Group LLC | 35,242 | $116.4 萬 | 0.50% | −782−2.2% | 減碼 |
| Whitener Capital Management, Inc. | 36,815 | $121.6 萬 | 0.34% | +260+0.7% | 加碼 |
| Beckerman Institutional, LLC | 40,924 | $135.2 萬 | 1.14% | +40,924 | 新進 |
| Royal Bank of Canada | 42,856 | $141.6 萬 | 0.00% | −19,618−31.4% | 減碼 |
| Bank of America Corp | 43,685 | $144.3 萬 | 0.00% | +5,952+15.8% | 加碼 |
| LPL Financial LLC | 44,727 | $147.8 萬 | 0.00% | +3,359+8.1% | 加碼 |
| Stolper Co | 53,054 | $175.3 萬 | 0.57% | +164+0.3% | 加碼 |