Purchases and Sales Made in Q2 2023 in Tri Continental Corp (TY)
This table provides information about the institutional ownership of Tri Continental Corp (TY) during Q2 2023. The information is specifically focused on institutions that hold shares of TRI-CONTINENTAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8+ 1.21% |
$207 - $219
|
667
$21.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5+ 0.05% |
$130 - $137
|
10.5K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.15% |
$77.7 - $82.3
|
2.06K
$65.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.15% |
$77.7 - $82.3
|
1.96K
$62K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.13% |
$25.9 - $27.4
|
776
$24.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.88% |
$25.9 - $27.4
|
114
$3.61K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 0.06% |
$25.9 - $27.4
|
1.67K
$52.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-36- 0.29% |
$933 - $987
|
12.2K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38- 0.07% |
$985 - $1.04K
|
52.8K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-68- 0.82% |
$1.76K - $1.86K
|
8.23K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-147- 1.29% |
$3.81K - $4.03K
|
11.3K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-204- 4.37% |
$5.29K - $5.59K
|
4.47K
$141K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-223- 1.04% |
$5.78K - $6.11K
|
21.2K
$670K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-245- 0.58% |
$6.35K - $6.72K
|
41.8K
$1.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-254- 27.02% |
$6.58K - $6.96K
|
686
$21.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-566- 11.22% |
$14.7K - $15.5K
|
4.48K
$142K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-643- 4.42% |
$16.7K - $17.6K
|
13.9K
$440K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-687- 6.66% |
$17.8K - $18.8K
|
9.62K
$304K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-776- 0.45% |
$20.1K - $21.3K
|
171K
$5.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-869- 8.37% |
$22.5K - $23.8K
|
9.52K
$301K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.25% |
$27.4K - $29K
|
422K
$13.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-1.4K- 2.58% |
$36.3K - $38.4K
|
52.9K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.46K- 8.26% |
$37.8K - $40K
|
16.2K
$513K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 63.73% |
$42.8K - $45.2K
|
939
$29.7K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.42K- 4.18% |
$62.7K - $66.4K
|
55.5K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.52K- 8.53% |
$65.3K - $69.1K
|
27K
$855K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.59K- 1.11% |
$93K - $98.4K
|
320K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.1K- 71.94% |
$106K - $112K
|
1.6K
$50.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.18K- 1.65% |
$108K - $115K
|
250K
$7.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.01K- 2.27% |
$156K - $165K
|
259K
$8.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.86K- 2.68% |
$178K - $188K
|
249K
$7.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.52K- 46.12% |
$195K - $206K
|
8.78K
$278K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.74K- 9.13% |
$200K - $212K
|
77K
$2.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.17K- 37.12% |
$212K - $224K
|
13.8K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.84K- 8.7% |
$229K - $242K
|
92.8K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.1K- 7.58% |
$289K - $306K
|
136K
$4.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-14.4K- 45.88% |
$374K - $396K
|
17K
$539K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-14.8K- 2.38% |
$383K - $405K
|
606K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45K- 6.49% |
$1.17M - $1.23M
|
649K
$20.5M
|