Latest Institutional Purchases of Tri Continental Corp (TY)
This list provides information on the latest institutional transactions involving Tri Continental Corp (TY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
39.8K+ 69.0% |
$1.23M - $1.38M
|
97.5K
$3.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
29.2K+ 95.28% |
$906K - $1.01M
|
59.9K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
9.79KNew |
$303K - $339K
|
9.79K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.51KNew |
$264K - $295K
|
8.51K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6.49KNew |
$201K - $225K
|
6.49K
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.22K+ 5.15% |
$193K - $216K
|
127K
$4.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.08K+ 8.06% |
$157K - $176K
|
68.1K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
1.97K+ 3.7% |
$60.9K - $68.1K
|
55K
$1.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.34K+ 1.07% |
$41.6K - $46.6K
|
126K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.26K+ 14.0% |
$39K - $43.6K
|
10.3K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
990+ 8.82% |
$30.7K - $34.3K
|
12.2K
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
732+ 6.99% |
$22.7K - $25.4K
|
11.2K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
708+ 1.73% |
$22K - $24.5K
|
41.6K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
657+ 6.09% |
$20.4K - $22.8K
|
11.4K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
593+ 3.95% |
$18.4K - $20.6K
|
15.6K
$510K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
568+ 4.93% |
$17.6K - $19.7K
|
12.1K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
522+ 4.98% |
$16.2K - $18.1K
|
11K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
507+ 4.89% |
$15.7K - $17.6K
|
10.9K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
472+ 3.12% |
$14.6K - $16.4K
|
15.6K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
318+ 1.71% |
$9.86K - $11K
|
19K
$619K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
157New |
$4.87K - $5.44K
|
157
$5.13K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
100New |
$3.1K - $3.47K
|
100
$3.27K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 7.01% |
$1.58K - $1.77K
|
779
$25.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19New |
$589 - $659
|
19
$621
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 4.35% |
$31 - $34.7
|
24
$784
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.05% |
$31 - $34.7
|
2.05K
$67K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
226KNew |
$6.75M - $7.44M
|
226K
$7.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
103KNew |
$3.08M - $3.4M
|
103K
$3.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
66.1K+ 69.7% |
$1.98M - $2.18M
|
161K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
36.3K+ 74.52% |
$1.08M - $1.2M
|
85.1K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.3K+ 156.77% |
$486K - $536K
|
26.7K
$872K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 26.68% |
$352K - $388K
|
56K
$1.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1K+ 74.81% |
$330K - $364K
|
25.9K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
9.5K+ 90.9% |
$284K - $313K
|
20K
$652K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.03K+ 218.41% |
$270K - $297K
|
13.2K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.14KNew |
$243K - $268K
|
8.14K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.41K+ 41.38% |
$221K - $244K
|
25.3K
$827K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.21KNew |
$185K - $204K
|
6.21K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95K+ 15.77% |
$178K - $196K
|
43.7K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.68K+ 1.4% |
$170K - $187K
|
413K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.21K+ 8.1% |
$126K - $139K
|
56.1K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.36K+ 8.12% |
$100K - $111K
|
44.7K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2K+ 22.22% |
$59.7K - $65.8K
|
11K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.93K+ 17.28% |
$57.6K - $63.5K
|
13.1K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.77KNew |
$52.7K - $58.1K
|
1.77K
$57.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 8.42% |
$51.7K - $57K
|
22.3K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.48KNew |
$44.2K - $48.8K
|
1.48K
$48.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.42K+ 2.47% |
$42.4K - $46.7K
|
58.9K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.02KNew |
$30.5K - $33.6K
|
1.02K
$33.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
992New |
$29.6K - $32.7K
|
992
$32.4K
|
|