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 $2.42 億;沒有大師持有。
其他股別TY.P
2025 年第 2 季 13F 持有人
TRI-CONTINENTAL Corp 在 2025/6/30 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
- 149
- 較 2025 年第 1 季 +6 家
- 持有股數
- 655.5 萬
- 較 2025 年第 1 季 +35.8 萬 (+5.8%)
- 總市值
- $2.08 億
- 較 2025 年第 1 季 +$1,753 萬 (+9.2%)
- 新進機構
- 13
- 另有 53 家加碼
- 清倉機構
- 7
- 另有 41 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $2.42 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 | $2.08 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 | $2.37 億 |
| 2023 年第 4 季 | 125 | $2.08 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 | $1.77 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 | $2.38 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 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 509,441 | $1,613 萬 | 0.00% | −56,586−10.0% | 減碼 |
| Bard Financial Services, Inc. | 470,799 | $1,491 萬 | 1.78% | +26,965+6.1% | 加碼 |
| Lazard Asset Management LLC | 449,805 | $1,424 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 415,743 | $1,316 萬 | 2.20% | +4,041+1.0% | 加碼 |
| UBS Group AG | 340,872 | $1,079 萬 | 0.00% | +4,562+1.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 311,551 | $986.4 萬 | 0.02% | +35,000+12.7% | 加碼 |
| Raymond James Financial Inc | 263,482 | $834.2 萬 | 0.00% | +3,857+1.5% | 加碼 |
| Wells Fargo & Company | 232,393 | $735.8 萬 | 0.00% | −22,347−8.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 203,381 | $643.8 萬 | 0.03% | −2,366−1.1% | 減碼 |
| Shaker Financial Services, LLC | 162,350 | $514.0 萬 | 1.86% | +72,063+79.8% | 加碼 |
| Uncommon Cents Investing LLC | 161,836 | $512.4 萬 | 1.37% | −2,080−1.3% | 減碼 |
| Wolverine Asset Management LLC | 154,054 | $487.7 萬 | 0.08% | +19,270+14.3% | 加碼 |
| Cornerstone Advisory, LLC | 139,177 | $440.6 萬 | 0.47% | +7,081+5.4% | 加碼 |
| Saba Capital Management, L.P. | 131,968 | $417.8 萬 | 0.11% | +131,968 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 126,281 | $404.6 萬 | 0.01% | +2,217+1.8% | 加碼 |
| Royal Bank of Canada | 113,702 | $360.0 萬 | 0.00% | +57,218+101.3% | 加碼 |
| Stifel Financial Corp | 98,126 | $310.7 萬 | 0.00% | +1,555+1.6% | 加碼 |
| EP Wealth Advisors, LLC | 93,327 | $295.5 萬 | 0.02% | −8,534−8.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 91,486 | $289.6 萬 | 0.12% | −3,373−3.6% | 減碼 |
| 1620 Investment Advisors, Inc. | 91,342 | $289.2 萬 | 2.05% | +116+0.1% | 加碼 |
| Mariner, LLC | 85,464 | $270.6 萬 | 0.00% | +2,736+3.3% | 加碼 |
| Capstone Financial Advisors, Inc. | 75,513 | $239.1 萬 | 0.14% | 00.0% | 不變 |
| D.A. Davidson & Co. | 72,715 | $230.2 萬 | 0.02% | −2,284−3.0% | 減碼 |
| Platform Technology Partners | 63,022 | $199.5 萬 | 0.52% | +1,522+2.5% | 加碼 |
| First Trust Advisors LP | 62,617 | $198.2 萬 | 0.00% | +1,914+3.2% | 加碼 |
| LPL Financial LLC | 62,130 | $196.7 萬 | 0.00% | +14,145+29.5% | 加碼 |
| RB Capital Management, LLC | 60,993 | $193.1 萬 | 0.44% | −2,006−3.2% | 減碼 |
| Stolper Co | 58,389 | $184.9 萬 | 0.61% | +3,021+5.5% | 加碼 |
| Integrated Wealth Concepts LLC | 55,277 | $175.0 萬 | 0.02% | −1,460−2.6% | 減碼 |
| Commonwealth Equity Services, LLC | 55,026 | $174.2 萬 | 0.00% | −3,744−6.4% | 減碼 |
| HighTower Advisors, LLC | 48,502 | $153.6 萬 | 0.00% | +19,889+69.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 47,101 | $149.1 萬 | 0.00% | −4,516−8.7% | 減碼 |
| Bank of America Corp | 43,970 | $139.2 萬 | 0.00% | +1,950+4.6% | 加碼 |
| Beckerman Institutional, LLC | 41,500 | $131.4 萬 | 0.87% | −153−0.4% | 減碼 |
| Allworth Financial LP | 40,485 | $128.2 萬 | 0.01% | +24,037+146.1% | 加碼 |
| Readystate Asset Management LP | 35,835 | $113.5 萬 | 0.05% | +24,771+223.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 35,443 | $112.2 萬 | 0.02% | +679+2.0% | 加碼 |
| Whitener Capital Management, Inc. | 33,735 | $106.8 萬 | 0.28% | −2,816−7.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 33,289 | $105.4 萬 | 0.08% | −15,257−31.4% | 減碼 |
| Albion Financial Group | 31,602 | $100.1 萬 | 0.07% | −454−1.4% | 減碼 |
| Altus Wealth Group LLC | 30,851 | $97.7 萬 | 0.43% | −1,825−5.6% | 減碼 |
| Prospera Capital Management, LLC | 29,345 | $92.9 萬 | 0.51% | 00.0% | 不變 |
| Guggenheim Capital LLC | 28,819 | $91.2 萬 | 0.01% | +5,090+21.5% | 加碼 |
| Advisor Group Holdings, Inc. | 28,681 | $90.8 萬 | 0.00% | +4,543+18.8% | 加碼 |
| Terry L. Blaker | 27,607 | $87.4 萬 | 0.03% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 25,907 | $82.0 萬 | 0.00% | −29,200−53.0% | 減碼 |
| Creative Planning | 25,640 | $81.2 萬 | 0.00% | −1,318−4.9% | 減碼 |
| Advisors Asset Management, Inc. | 25,269 | $80.0 萬 | 0.01% | +1,225+5.1% | 加碼 |
| Cetera Investment Advisers | 25,153 | $79.6 萬 | 0.00% | −996−3.8% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $77.3 萬 | 0.04% | −16,388−40.2% | 減碼 |
| Quantedge Capital Pte Ltd | 22,951 | $72.7 萬 | 0.67% | +5,700+33.0% | 加碼 |
| We Are One Seven, LLC | 21,101 | $66.8 萬 | 0.02% | +584+2.8% | 加碼 |
| Cornerstone Advisors, LLC | 21,078 | $66.7 萬 | 0.02% | +21,078 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 20,768 | $65.8 萬 | 0.01% | +20,768 | 新進 |
| Kirr Marbach & Co LLC | 19,882 | $62.9 萬 | 0.12% | 00.0% | 不變 |
| Heritage Wealth Advisors | 19,028 | $60.2 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 18,387 | $58.2 萬 | 0.00% | −102−0.6% | 減碼 |
| Johnson Investment Counsel Inc | 17,452 | $55.3 萬 | 0.00% | +18+0.1% | 加碼 |
| First PREMIER Bank | 16,574 | $52.5 萬 | 0.13% | 00.0% | 不變 |
| Successful Portfolios LLC | 15,562 | $49.3 萬 | 0.30% | −51−0.3% | 減碼 |
| JPMorgan Chase & Co | 14,951 | $47.3 萬 | 0.00% | −15−0.1% | 減碼 |
| GatePass Capital, LLC | 14,756 | $46.7 萬 | 0.31% | −200−1.3% | 減碼 |
| Tower Wealth Partners, Inc. | 14,323 | $45.3 萬 | 0.27% | +471+3.4% | 加碼 |
| Jane Street Group, LLC | 14,222 | $45.0 萬 | 0.00% | +14,222 | 新進 |
| Delta Capital Management LLC | 13,342 | $42.2 萬 | 0.24% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 12,922 | $40.9 萬 | 0.00% | +214+1.7% | 加碼 |
| First Financial Bankshares Inc | 12,720 | $40.3 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 12,691 | $40.2 萬 | 0.00% | +1,400+12.4% | 加碼 |
| Twin Focus Capital Partners, LLC | 12,611 | $39.9 萬 | 0.06% | +1,000+8.6% | 加碼 |
| Koshinski Asset Management, Inc. | 12,483 | $39.5 萬 | 0.03% | −27−0.2% | 減碼 |
| CI Private Wealth, LLC | 12,158 | $38.5 萬 | 0.00% | −31−0.3% | 減碼 |
| Joel Isaacson & Co., LLC | 11,866 | $37.6 萬 | 0.02% | −6,615−35.8% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 11,723 | $37.1 萬 | 0.26% | +283+2.5% | 加碼 |
| Foundations Investment Advisors, LLC | 11,683 | $37.0 萬 | 0.01% | +385+3.4% | 加碼 |
| Ameriprise Financial Inc | 11,590 | $36.7 萬 | 0.00% | −471−3.9% | 減碼 |
| Cora Capital Advisors LLC | 11,275 | $35.7 萬 | 0.16% | +270+2.5% | 加碼 |
| Nations Financial Group Inc, | 11,106 | $35.2 萬 | 0.02% | −1,066−8.8% | 減碼 |
| Northern Trust Corp | 11,042 | $35.0 萬 | 0.00% | +219+2.0% | 加碼 |
| BancFirst Trust & Investment Management | 11,061 | $34.9 萬 | 0.16% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 10,894 | $34.5 萬 | 0.10% | 00.0% | 不變 |
| Tiaa Trust, National Association | 10,137 | $32.1 萬 | 0.00% | −626−5.8% | 減碼 |
| Oppenheimer & Co Inc | 9,678 | $30.6 萬 | 0.00% | −110−1.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 8,718 | $27.6 萬 | 0.01% | +453+5.5% | 加碼 |
| Crews Bank & Trust | 8,509 | $26.9 萬 | 0.04% | 00.0% | 不變 |
| Tandem Capital Management Corp | 8,300 | $26.3 萬 | 0.13% | +200+2.5% | 加碼 |
| Citadel Advisors LLC | 8,255 | $26.1 萬 | 0.00% | −3,458−29.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,073 | $25.6 萬 | 0.00% | +225+2.9% | 加碼 |
| Prentiss Smith & Co Inc | 7,689 | $24.3 萬 | 0.14% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 7,644 | $24.2 萬 | 0.02% | +185+2.5% | 加碼 |
| Two Sigma Securities, LLC | 7,603 | $24.1 萬 | 0.03% | +7,603 | 新進 |
| Priebe Wealth Holdings LLC | 7,577 | $24.0 萬 | 0.21% | −1,549−17.0% | 減碼 |
| First Command Advisory Services, Inc. | 7,449 | $23.6 萬 | 0.00% | +7,449 | 新進 |
| Susquehanna International Group, LLP | 7,007 | $22.2 萬 | 0.00% | +7,007 | 新進 |
| Independent Family Office, LLC | 6,987 | $22.1 萬 | 0.10% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 6,949 | $22.0 萬 | 0.00% | +6,949 | 新進 |
| Choate Investment Advisors | 6,578 | $20.8 萬 | 0.00% | −350−5.1% | 減碼 |
| Main Street Financial Solutions, LLC | 6,532 | $20.7 萬 | 0.02% | +6,532 | 新進 |
| Mascagni Wealth Management, Inc. | 6,359 | $20.1 萬 | 0.17% | −270−4.1% | 減碼 |
| Ancora Advisors, LLC | 5,900 | $18.7 萬 | 0.00% | 00.0% | 不變 |