Latest Institutional Transactions on Tri Continental Corp (TY)
This table provides information on the latest institutional transactions involving Tri Continental Corp (TY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
318+ 1.71% |
$9.86K - $11K
|
19K
$645K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-6.01K- 2.68% |
$186K - $208K
|
218K
$7.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.51KNew |
$264K - $295K
|
8.51K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
100New |
$3.1K - $3.47K
|
100
$3.41K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10K- 42.84% |
$310K - $347K
|
13.3K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-1.5K- 50.0% |
$46.5K - $52K
|
1.5K
$51.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
157New |
$4.87K - $5.44K
|
157
$5.35K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
59+ 0.68% |
$1.76K - $1.94K
|
8.69K
$296K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
992New |
$29.6K - $32.7K
|
992
$33.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.48KNew |
$44.2K - $48.8K
|
1.48K
$50.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.14KNew |
$243K - $268K
|
8.14K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-284- 4.05% |
$8.48K - $9.35K
|
6.73K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.02KNew |
$30.5K - $33.6K
|
1.02K
$34.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-768- 92.31% |
$22.9K - $25.3K
|
64
$2.18K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-90K- 30.35% |
$2.69M - $2.96M
|
206K
$7.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80.3K- 36.65% |
$2.4M - $2.64M
|
139K
$4.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
368New |
$11K - $12.1K
|
368
$12.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-900- 60.0% |
$26.9K - $29.6K
|
600
$20.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.75KNew |
$110K - $116K
|
3.75K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
32+ 1.89% |
$936 - $993
|
1.73K
$58.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
24.9KNew |
$728K - $773K
|
24.9K
$848K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
276New |
$8.07K - $8.56K
|
276
$9.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-840- 8.26% |
$24.6K - $26.1K
|
9.33K
$318K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
27.6KNew |
$807K - $857K
|
27.6K
$940K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.91% |
$556 - $590
|
2.11K
$71.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
5K+ 33.6% |
$146K - $155K
|
19.9K
$677K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
301New |
$8.8K - $9.34K
|
301
$10.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
173+ 0.95% |
$5.06K - $5.37K
|
18.4K
$628K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2.73KNew |
$79.7K - $84.6K
|
2.73K
$92.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
11.1KNew |
$323K - $343K
|
11.1K
$377K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.45KNew |
$268K - $291K
|
9.45K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.65K+ 105.33% |
$245K - $267K
|
16.9K
$575K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
327New |
$9.27K - $10.1K
|
327
$11.1K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.01K- 7.33% |
$28.5K - $31K
|
12.7K
$433K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.3K- 2.19% |
$150K - $163K
|
236K
$8.04M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
3.51KNew |
$99.5K - $108K
|
3.51K
$120K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-721- 6.23% |
$20.4K - $22.2K
|
10.9K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
370New |
$10.5K - $11.4K
|
370
$12.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-284- 3.56% |
$8.05K - $8.75K
|
7.69K
$262K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.14KNew |
$146K - $158K
|
5.14K
$175K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-154- 10.49% |
$4.37K - $4.74K
|
1.31K
$44.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.39KNew |
$186K - $214K
|
7.39K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.31K- 98.41% |
$209K - $241K
|
134
$4.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 98.17% |
$28.4K - $32.8K
|
21
$715
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
6.99KNew |
$176K - $203K
|
6.99K
$238K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
464New |
$11.7K - $13.5K
|
464
$15.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
55New |
$1.38K - $1.6K
|
55
$1.87K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
890New |
$23.4K - $25.3K
|
890
$30.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.31K+ 118.58% |
$140K - $151K
|
9.79K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
668New |
$17.6K - $19K
|
668
$22.8K
|
|