Baystate Wealth Management LLC Tri Continental Corp Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 25, 2019	SELL	$23.25 - $26.53 $3,882 - $4,430	-167 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	$22.12 - $28.0 $132 - $168	6 Added 3.73%	167 $4,000
Q3 2018 Oct 16, 2018	BUY	$26.48 - $28.12 $26 - $28	1 Added 0.63%	161 $4,000
Q2 2018 Jul 17, 2018	BUY	$25.74 - $27.61 $77 - $82	3 Added 1.91%	160 $4,000
Q3 2017 Oct 10, 2017	BUY	$24.39 - $25.55 $3,829 - $4,011	157	157 $4,000

Others Institutions Holding TY

# of Institutions

161

Shares Held

7.51M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

571K
Shares

$16.4 Million
0.0% of portfolio
Lazard Asset Management LLC New York, NY

450K
Shares

$12.9 Million
0.02% of portfolio
Bard Financial Services, Inc.

444K
Shares

$12.8 Million
1.7% of portfolio
Blue Bell Private Wealth Management, LLC

412K
Shares

$11.8 Million
2.61% of portfolio
Raymond James Financial Inc St. Petersburg, FL

325K
Shares

$9.36 Million
0.0% of portfolio

About TRI-CONTINENTAL CORP

Ticker TY
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tri-Continental Corporation is a closed ended equity mutual fund launched and managed by Columbia Management Investment Advisers, LLC. It primarily invests in the public equity markets of the United States. The fund invests in stocks of companies that operate across diversified sectors. It seeks to invest in stocks of large-cap companies. The fu...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.