Capstone Financial Advisors, Inc. Tri Continental Corp Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Tri Continental Corp stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 75,513 shares of TY stock, worth $2.5 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
75,513
Previous 75,513
-0.0%
Holding current value
$2.5 Million
Previous $2.33 Million
0.56%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding TY
# of Institutions
142Shares Held
6.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY543KShares$18 Million0.0% of portfolio
-
Lazard Asset Management LLC New York, NY450KShares$14.9 Million0.02% of portfolio
-
Allspring Global Investments Holdings, LLC442KShares$14.6 Million0.02% of portfolio
-
Blue Bell Private Wealth Management, LLC413KShares$13.7 Million2.72% of portfolio
-
Bard Financial Services, Inc.298KShares$9.87 Million2.05% 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...