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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.99KNew |
$175K - $199K
|
5.99K
$204K
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21.4KNew |
$680K - $764K
|
21.4K
$729K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5KNew |
$79.4K - $89.2K
|
2.5K
$85.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
231New |
$7.33K - $8.24K
|
231
$7.87K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
169+ 1.95% |
$5.37K - $6.03K
|
8.83K
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126+ 10.28% |
$4K - $4.5K
|
1.35K
$46K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
75.5KNew |
$2.47M - $2.64M
|
75.5K
$2.57M
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
16.6KNew |
$541K - $579K
|
16.6K
$565K
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.7KNew |
$317K - $339K
|
9.7K
$330K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.59KNew |
$183K - $195K
|
5.59K
$190K
|
|
| Q1 2021 | |||||||
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.27KNew |
$270K - $300K
|
9.27K
$316K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
470New |
$11.9K - $14K
|
470
$16K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
44K+ 59.02% |
$873K - $1.16M
|
118K
$4.04M
|
|
|
Aug 14, 2020
Q2 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
10.4KNew |
$206K - $274K
|
10.4K
$354K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3+ 0.1% |
$59.6 - $79.3
|
3.07K
$104K
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
417New |
$11.1K - $12K
|
417
$14.2K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$65.4K - $69.6K
|
2.52K
$85.7K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7+ 4.14% |
$155 - $196
|
176
$5.99K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
15.9KNew |
$421K - $447K
|
15.9K
$541K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
538New |
$13.8K - $14.9K
|
538
$18.3K
|
|
|
Aug 15, 2018
Q2 2018
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
31New |
$798 - $856
|
31
$1.06K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Sound Income Strategies, LLC
|
BUY
|
- |
85New |
$2.18K - $2.31K
|
85
$2.9K
|
|