Ota Financial Group L.P. Tri Continental Corp Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 24, 2019	SELL	$22.12 - $28.0 $227,526 - $288,008	-10,286 Closed	0 $0
Q2 2018 Jul 16, 2018	SELL	$25.74 - $27.61 $298,867 - $320,579	-11,611 Reduced 53.03%	10,286 $272,000
Q1 2018 Apr 19, 2018	BUY	$25.87 - $28.22 $566,475 - $617,933	21,897 New	21,897 $576,000
Q4 2017 Feb 22, 2018	SELL	$25.59 - $27.12 $831,163 - $880,857	-32,480 Closed	0 $0
Q3 2017 Oct 25, 2017	BUY	$24.39 - $25.55 $792,187 - $829,864	32,480	32,480 $829,000

Others Institutions Holding TY

# of Institutions

148

Shares Held

7.11M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

540K
Shares

$17.7 Million
0.0% of portfolio
Bard Financial Services, Inc.

465K
Shares

$15.3 Million
1.8% of portfolio
Lazard Asset Management LLC New York, NY

450K
Shares

$14.7 Million
0.02% of portfolio
Allspring Global Investments Holdings, LLC

442K
Shares

$14.5 Million
0.02% of portfolio
Blue Bell Private Wealth Management, LLC

413K
Shares

$13.5 Million
2.72% 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...

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