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 4 季 13F 持有人
TRI-CONTINENTAL Corp 在 2024/12/31 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
- 149
- 較 2024 年第 3 季 +17 家
- 持有股數
- 688.2 萬
- 較 2024 年第 3 季 +17.5 萬 (+2.6%)
- 總市值
- $2.18 億
- 較 2024 年第 3 季 −$253.1 萬 (−1.1%)
- 新進機構
- 25
- 另有 53 家加碼
- 清倉機構
- 8
- 另有 33 家減碼
另有 4 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 | $2.40 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 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 571,102 | $1,810 萬 | 0.00% | +30,835+5.7% | 加碼 |
| Bard Financial Services, Inc. | 465,384 | $1,475 萬 | 1.77% | −22,029−4.5% | 減碼 |
| Lazard Asset Management LLC | 449,805 | $1,425 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 411,731 | $1,305 萬 | 2.49% | −841−0.2% | 減碼 |
| Raymond James Financial Inc | 325,495 | $1,031 萬 | 0.00% | +325,495 | 新進 |
| UBS Group AG | 312,395 | $990.0 萬 | 0.00% | +56,431+22.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 273,012 | $865.2 萬 | 0.01% | −168,718−38.2% | 減碼 |
| Wells Fargo & Company | 252,029 | $798.7 萬 | 0.00% | −1,228−0.5% | 減碼 |
| HTLF Bank | 217,703 | $689.9 萬 | 0.78% | −6,005−2.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 213,843 | $677.7 萬 | 0.03% | −12,250−5.4% | 減碼 |
| Uncommon Cents Investing LLC | 166,894 | $528.9 萬 | 1.57% | −1,340−0.8% | 減碼 |
| Shaker Financial Services, LLC | 164,067 | $519.9 萬 | 1.99% | +3,010+1.9% | 加碼 |
| Cornerstone Advisory, LLC | 129,095 | $421.4 萬 | 0.48% | +129,095 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 128,651 | $407.7 萬 | 0.01% | +3,523+2.8% | 加碼 |
| Wolverine Asset Management LLC | 126,932 | $402.2 萬 | 0.07% | +6,222+5.2% | 加碼 |
| EP Wealth Advisors, LLC | 103,486 | $327.9 萬 | 0.03% | +243+0.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 97,603 | $309.3 萬 | 0.14% | −26,215−21.2% | 減碼 |
| Platform Technology Partners | 97,531 | $309.1 萬 | 0.94% | +39,819+69.0% | 加碼 |
| Stifel Financial Corp | 95,546 | $302.8 萬 | 0.00% | +844+0.9% | 加碼 |
| 1620 Investment Advisors, Inc. | 89,044 | $282.2 萬 | 2.14% | +645+0.7% | 加碼 |
| Mariner, LLC | 81,564 | $258.5 萬 | 0.00% | +5,478+7.2% | 加碼 |
| D.A. Davidson & Co. | 80,628 | $255.5 萬 | 0.02% | −752−0.9% | 減碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $239.3 萬 | 0.15% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 68,080 | $222.2 萬 | 0.01% | +5,076+8.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 63,788 | $202.1 萬 | 0.21% | −21,293−25.0% | 減碼 |
| RB Capital Management, LLC | 63,187 | $200.2 萬 | 0.47% | +4,262+7.2% | 加碼 |
| Integrated Wealth Concepts LLC | 60,087 | $190.4 萬 | 0.02% | −4,054−6.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 59,871 | $189.7 萬 | 0.05% | +29,212+95.3% | 加碼 |
| Commonwealth Equity Services, LLC | 58,389 | $185.0 萬 | 0.00% | +2,369+4.2% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 57,192 | $181.2 萬 | 0.09% | 00.0% | 不變 |
| First Trust Advisors LP | 56,749 | $179.8 萬 | 0.00% | +2,547+4.7% | 加碼 |
| Cornerstone Advisors, LLC | 55,242 | $175.1 萬 | 0.07% | −67,677−55.1% | 減碼 |
| Stolper Co | 55,019 | $174.4 萬 | 0.58% | +1,965+3.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 54,470 | $172.8 萬 | 0.00% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 51,675 | $171.0 萬 | 0.00% | −4,453−7.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 52,762 | $167.2 萬 | 0.01% | −643−1.2% | 減碼 |
| Bank of America Corp | 46,149 | $146.2 萬 | 0.00% | +2,464+5.6% | 加碼 |
| LPL Financial LLC | 43,462 | $137.7 萬 | 0.00% | −1,265−2.8% | 減碼 |
| Royal Bank of Canada | 43,163 | $136.8 萬 | 0.00% | +307+0.7% | 加碼 |
| Beckerman Institutional, LLC | 41,632 | $131.9 萬 | 1.06% | +708+1.7% | 加碼 |
| Whitener Capital Management, Inc. | 36,676 | $116.2 萬 | 0.33% | −139−0.4% | 減碼 |
| Altus Wealth Group LLC | 34,802 | $110.3 萬 | 0.49% | −440−1.2% | 減碼 |
| CNH Partners LLC | 32,920 | $104.3 萬 | 0.02% | −23,272−41.4% | 減碼 |
| Albion Financial Group | 32,510 | $103.0 萬 | 0.07% | −292−0.9% | 減碼 |
| Prospera Capital Management, LLC | 29,345 | $92.8 萬 | 0.68% | +29,345 | 新進 |
| HighTower Advisors, LLC | 28,454 | $90.2 萬 | 0.00% | +1,178+4.3% | 加碼 |
| Terry L. Blaker | 27,607 | $87.5 萬 | 0.03% | 00.0% | 不變 |
| Creative Planning | 26,957 | $85.4 萬 | 0.00% | +1,097+4.2% | 加碼 |
| Cetera Investment Advisers | 25,483 | $80.8 萬 | 0.00% | +4,717+22.7% | 加碼 |
| Guggenheim Capital LLC | 25,007 | $79.2 萬 | 0.01% | −294−1.2% | 減碼 |
| Advisor Group Holdings, Inc. | 24,688 | $78.2 萬 | 0.00% | +2,402+10.8% | 加碼 |
| We Are One Seven, LLC | 22,684 | $71.9 萬 | 0.03% | −226−1.0% | 減碼 |
| Kirr Marbach & Co LLC | 19,882 | $63.0 萬 | 0.14% | 00.0% | 不變 |
| Quantedge Capital Pte Ltd | 19,751 | $62.6 萬 | 0.23% | −200−1.0% | 減碼 |
| Heritage Wealth Advisors | 19,028 | $60.3 萬 | 0.03% | −1,155−5.7% | 減碼 |
| Savant Capital, LLC | 18,950 | $60.1 萬 | 0.00% | +318+1.7% | 加碼 |
| Kestra Advisory Services, LLC | 18,761 | $59.5 萬 | 0.00% | +240+1.3% | 加碼 |
| Citadel Advisors LLC | 18,492 | $58.6 萬 | 0.00% | +18,492 | 新進 |
| Transform Wealth, LLC | 18,437 | $58.4 萬 | 0.03% | 00.0% | 不變 |
| JPMorgan Chase & Co | 18,048 | $57.2 萬 | 0.00% | +4,888+37.1% | 加碼 |
| Johnson Investment Counsel Inc | 17,430 | $55.2 萬 | 0.01% | +611+3.6% | 加碼 |
| First PREMIER Bank | 16,574 | $52.5 萬 | 0.13% | 00.0% | 不變 |
| Allworth Financial LP | 15,585 | $50.9 萬 | 0.00% | +472+3.1% | 加碼 |
| Successful Portfolios LLC | 15,605 | $49.5 萬 | 0.33% | +593+4.0% | 加碼 |
| Tower Wealth Partners, Inc. | 13,731 | $43.5 萬 | 0.23% | +899+7.0% | 加碼 |
| Koshinski Asset Management, Inc. | 13,420 | $42.5 萬 | 0.04% | −60.0% | 減碼 |
| Delta Capital Management LLC | 13,342 | $42.3 萬 | 0.24% | −10,000−42.8% | 減碼 |
| CI Private Wealth, LLC | 12,724 | $40.3 萬 | 0.00% | −378−2.9% | 減碼 |
| First Financial Bankshares Inc | 12,720 | $40.3 萬 | 0.01% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 12,209 | $38.7 萬 | 0.03% | +990+8.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 12,188 | $38.6 萬 | 0.01% | +12,188 | 新進 |
| Nations Financial Group Inc, | 12,097 | $38.3 萬 | 0.03% | +568+4.9% | 加碼 |
| Tiaa Trust, National Association | 11,899 | $37.7 萬 | 0.00% | +11,899 | 新進 |
| Ameriprise Financial Inc | 11,849 | $37.5 萬 | 0.00% | +402+3.5% | 加碼 |
| Readystate Asset Management LP | 11,654 | $36.9 萬 | 0.02% | +11,654 | 新進 |
| Twin Focus Capital Partners, LLC | 11,611 | $36.8 萬 | 0.05% | +611+5.6% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 11,440 | $36.3 萬 | 0.27% | +657+6.1% | 加碼 |
| Pathstone Holdings, LLC | 11,291 | $35.8 萬 | 0.00% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 11,278 | $35.7 萬 | 0.01% | +11,278 | 新進 |
| Foundations Investment Advisors, LLC | 11,200 | $35.5 萬 | 0.01% | +732+7.0% | 加碼 |
| BancFirst Trust & Investment Management | 11,061 | $35.0 萬 | 0.16% | 00.0% | 不變 |
| Cora Capital Advisors LLC | 11,005 | $34.9 萬 | 0.17% | +522+5.0% | 加碼 |
| MSH Capital Advisors LLC | 10,970 | $34.8 萬 | 0.11% | −500−4.4% | 減碼 |
| Janney Montgomery Scott LLC | 10,876 | $34.5 萬 | 0.00% | +507+4.9% | 加碼 |
| Northern Trust Corp | 10,823 | $34.3 萬 | 0.00% | −15,855−59.4% | 減碼 |
| Priebe Wealth Holdings LLC | 10,407 | $33.0 萬 | 0.22% | −712−6.4% | 減碼 |
| Apollon Wealth Management, LLC | 10,255 | $32.5 萬 | 0.01% | +1,259+14.0% | 加碼 |
| GatePass Capital, LLC | 10,000 | $31.7 萬 | 0.35% | +10,000 | 新進 |
| JSF Financial, LLC | 9,787 | $31.0 萬 | 0.08% | +9,787 | 新進 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Crews Bank & Trust | 8,509 | $27.0 萬 | 0.05% | +8,509 | 新進 |
| Level Four Advisory Services, LLC | 8,177 | $25.9 萬 | 0.01% | +8,177 | 新進 |
| Tandem Capital Management Corp | 8,100 | $25.7 萬 | 0.14% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 7,848 | $24.9 萬 | 0.00% | +4,209+115.7% | 加碼 |
| Oppenheimer & Co Inc | 7,745 | $24.5 萬 | 0.00% | +185+2.4% | 加碼 |
| Prentiss Smith & Co Inc | 7,689 | $24.4 萬 | 0.16% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 7,459 | $23.3 萬 | 0.02% | −224,836−96.8% | 減碼 |
| Independent Family Office, LLC | 6,987 | $22.1 萬 | 0.12% | 00.0% | 不變 |
| Choate Investment Advisors | 6,928 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 6,494 | $20.6 萬 | 0.07% | +6,494 | 新進 |