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
2025 年第 1 季 13F 持有人
TRI-CONTINENTAL Corp 在 2025/3/31 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
- 145
- 較 2024 年第 4 季 −2 家
- 持有股數
- 622.8 萬
- 較 2024 年第 4 季 −43.6 萬 (−6.5%)
- 總市值
- $1.91 億
- 較 2024 年第 4 季 −$2,046 萬 (−9.7%)
- 新進機構
- 9
- 另有 34 家加碼
- 清倉機構
- 11
- 另有 46 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 566,027 | $1,736 萬 | 0.00% | −5,075−0.9% | 減碼 |
| Lazard Asset Management LLC | 449,805 | $1,380 萬 | 0.02% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 443,834 | $1,361 萬 | 1.66% | −21,550−4.6% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 411,702 | $1,263 萬 | 2.39% | −290.0% | 減碼 |
| UBS Group AG | 336,310 | $1,031 萬 | 0.00% | +23,915+7.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 276,551 | $848.2 萬 | 0.01% | +3,539+1.3% | 加碼 |
| Raymond James Financial Inc | 259,625 | $796.3 萬 | 0.00% | −65,870−20.2% | 減碼 |
| Wells Fargo & Company | 254,740 | $781.3 萬 | 0.00% | +2,711+1.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 205,747 | $631.0 萬 | 0.03% | −8,096−3.8% | 減碼 |
| Uncommon Cents Investing LLC | 163,916 | $502.7 萬 | 1.47% | −2,978−1.8% | 減碼 |
| Wolverine Asset Management LLC | 134,784 | $413.4 萬 | 0.08% | +7,852+6.2% | 加碼 |
| Cornerstone Advisory, LLC | 132,096 | $396.9 萬 | 0.46% | +3,001+2.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 124,064 | $380.5 萬 | 0.01% | −4,587−3.6% | 減碼 |
| EP Wealth Advisors, LLC | 101,861 | $312.4 萬 | 0.02% | −1,625−1.6% | 減碼 |
| Stifel Financial Corp | 96,571 | $296.2 萬 | 0.00% | +1,025+1.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 94,859 | $290.9 萬 | 0.13% | −2,744−2.8% | 減碼 |
| 1620 Investment Advisors, Inc. | 91,226 | $279.8 萬 | 2.14% | +2,182+2.5% | 加碼 |
| Shaker Financial Services, LLC | 90,287 | $276.9 萬 | 1.08% | −73,780−45.0% | 減碼 |
| Mariner, LLC | 82,728 | $253.7 萬 | 0.00% | +1,164+1.4% | 加碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $231.6 萬 | 0.15% | 00.0% | 不變 |
| D.A. Davidson & Co. | 74,999 | $230.0 萬 | 0.02% | −5,629−7.0% | 減碼 |
| RB Capital Management, LLC | 62,999 | $193.2 萬 | 0.47% | −188−0.3% | 減碼 |
| Platform Technology Partners | 61,500 | $188.6 萬 | 0.55% | −36,031−36.9% | 減碼 |
| First Trust Advisors LP | 60,703 | $186.2 萬 | 0.00% | +3,954+7.0% | 加碼 |
| Commonwealth Equity Services, LLC | 58,770 | $180.2 萬 | 0.00% | +381+0.7% | 加碼 |
| Thrivent Financial for Lutherans | 55,107 | $179.3 萬 | 0.00% | +3,432+6.6% | 加碼 |
| Integrated Wealth Concepts LLC | 56,737 | $174.0 萬 | 0.02% | −3,350−5.6% | 減碼 |
| Royal Bank of Canada | 56,484 | $173.2 萬 | 0.00% | +13,321+30.9% | 加碼 |
| Stolper Co | 55,368 | $169.8 萬 | 0.56% | +349+0.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 51,617 | $158.3 萬 | 0.01% | −1,145−2.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 48,546 | $148.9 萬 | 0.13% | −15,242−23.9% | 減碼 |
| LPL Financial LLC | 47,985 | $147.2 萬 | 0.00% | +4,523+10.4% | 加碼 |
| Bank of America Corp | 42,020 | $128.9 萬 | 0.00% | −4,129−8.9% | 減碼 |
| Beckerman Institutional, LLC | 41,653 | $127.8 萬 | 0.93% | +21+0.1% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 40,804 | $125.1 萬 | 0.07% | −16,388−28.7% | 減碼 |
| Whitener Capital Management, Inc. | 36,551 | $112.1 萬 | 0.32% | −125−0.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 34,764 | $106.6 萬 | 0.03% | −25,107−41.9% | 減碼 |
| Altus Wealth Group LLC | 32,676 | $100.2 萬 | 0.47% | −2,126−6.1% | 減碼 |
| Albion Financial Group | 32,056 | $98.3 萬 | 0.07% | −454−1.4% | 減碼 |
| Prospera Capital Management, LLC | 29,345 | $90.0 萬 | 0.58% | 00.0% | 不變 |
| HighTower Advisors, LLC | 28,613 | $87.8 萬 | 0.00% | +159+0.6% | 加碼 |
| Terry L. Blaker | 27,607 | $84.7 萬 | 0.03% | 00.0% | 不變 |
| Creative Planning | 26,958 | $82.7 萬 | 0.00% | +10.0% | 加碼 |
| Cetera Investment Advisers | 26,149 | $80.2 萬 | 0.00% | +666+2.6% | 加碼 |
| Advisor Group Holdings, Inc. | 24,138 | $74.0 萬 | 0.00% | −550−2.2% | 減碼 |
| Advisors Asset Management, Inc. | 24,044 | $73.7 萬 | 0.01% | +24,044 | 新進 |
| Guggenheim Capital LLC | 23,729 | $72.8 萬 | 0.01% | −1,278−5.1% | 減碼 |
| We Are One Seven, LLC | 20,517 | $62.9 萬 | 0.02% | −2,167−9.6% | 減碼 |
| Kirr Marbach & Co LLC | 19,882 | $61.0 萬 | 0.14% | 00.0% | 不變 |
| Heritage Wealth Advisors | 19,028 | $58.4 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 18,489 | $56.7 萬 | 0.00% | −272−1.4% | 減碼 |
| Joel Isaacson & Co., LLC | 18,481 | $56.7 萬 | 0.03% | +18,481 | 新進 |
| Transform Wealth, LLC | 18,437 | $56.5 萬 | 0.03% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 17,434 | $53.5 萬 | 0.01% | +40.0% | 加碼 |
| Quantedge Capital Pte Ltd | 17,251 | $52.9 萬 | 0.17% | −2,500−12.7% | 減碼 |
| First PREMIER Bank | 16,574 | $50.8 萬 | 0.13% | 00.0% | 不變 |
| Allworth Financial LP | 16,448 | $48.1 萬 | 0.00% | +863+5.5% | 加碼 |
| Successful Portfolios LLC | 15,613 | $47.9 萬 | 0.33% | +8+0.1% | 加碼 |
| JPMorgan Chase & Co | 14,966 | $45.9 萬 | 0.00% | −3,082−17.1% | 減碼 |
| GatePass Capital, LLC | 14,956 | $45.9 萬 | 0.34% | +4,956+49.6% | 加碼 |
| Tower Wealth Partners, Inc. | 13,852 | $42.5 萬 | 0.23% | +121+0.9% | 加碼 |
| Delta Capital Management LLC | 13,342 | $40.9 萬 | 0.24% | 00.0% | 不變 |
| First Financial Bankshares Inc | 12,720 | $39.0 萬 | 0.01% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 12,708 | $39.0 萬 | 0.00% | +1,430+12.7% | 加碼 |
| Koshinski Asset Management, Inc. | 12,510 | $38.4 萬 | 0.03% | −910−6.8% | 減碼 |
| CI Private Wealth, LLC | 12,189 | $37.4 萬 | 0.00% | −535−4.2% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 12,189 | $37.4 萬 | 0.03% | −20−0.2% | 減碼 |
| Nations Financial Group Inc, | 12,172 | $37.3 萬 | 0.03% | +75+0.6% | 加碼 |
| Ameriprise Financial Inc | 12,061 | $37.0 萬 | 0.00% | +212+1.8% | 加碼 |
| Citadel Advisors LLC | 11,713 | $35.9 萬 | 0.00% | −6,779−36.7% | 減碼 |
| Twin Focus Capital Partners, LLC | 11,611 | $35.6 萬 | 0.06% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 11,440 | $35.1 萬 | 0.27% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 11,298 | $34.7 萬 | 0.01% | +98+0.9% | 加碼 |
| Pathstone Holdings, LLC | 11,291 | $34.6 萬 | 0.00% | 00.0% | 不變 |
| Readystate Asset Management LP | 11,064 | $33.9 萬 | 0.02% | −590−5.1% | 減碼 |
| BancFirst Trust & Investment Management | 11,061 | $33.8 萬 | 0.17% | 00.0% | 不變 |
| Cora Capital Advisors LLC | 11,005 | $33.8 萬 | 0.16% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 10,894 | $33.4 萬 | 0.10% | −76−0.7% | 減碼 |
| Northern Trust Corp | 10,823 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| Tiaa Trust, National Association | 10,763 | $33.0 萬 | 0.00% | −1,136−9.5% | 減碼 |
| Janney Montgomery Scott LLC | 10,535 | $32.3 萬 | 0.00% | −341−3.1% | 減碼 |
| Oppenheimer & Co Inc | 9,788 | $30.0 萬 | 0.00% | +2,043+26.4% | 加碼 |
| Apollon Wealth Management, LLC | 9,502 | $29.1 萬 | 0.01% | −753−7.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $28.4 萬 | 0.01% | 00.0% | 不變 |
| Priebe Wealth Holdings LLC | 9,126 | $28.0 萬 | 0.17% | −1,281−12.3% | 減碼 |
| Crews Bank & Trust | 8,509 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 8,265 | $25.4 萬 | 0.01% | +88+1.1% | 加碼 |
| Tandem Capital Management Corp | 8,100 | $24.8 萬 | 0.14% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 7,848 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 7,689 | $23.6 萬 | 0.15% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 7,459 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Independent Family Office, LLC | 6,987 | $21.4 萬 | 0.11% | 00.0% | 不變 |
| Choate Investment Advisors | 6,928 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Mascagni Wealth Management, Inc. | 6,629 | $20.3 萬 | 0.20% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 6,549 | $20.1 萬 | 0.07% | +55+0.8% | 加碼 |
| Ancora Advisors, LLC | 5,900 | $18.1 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 5,696 | $17.5 萬 | 0.00% | −10.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 5,000 | $15.3 萬 | 0.04% | −1,000−16.7% | 減碼 |
| MAI Capital Management | 4,990 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 4,624 | $14.2 萬 | 0.00% | +2,858+161.8% | 加碼 |