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TY Tri-Continental

Tri-Continental Corp. is a diversified, closed-end management investment company, which invests primarily for the longer term. Its objective is to produce future growth of both capital and income while providing reasonable current income. The company was founded on January 14, 1929 and is headquartered in Boston, MA.

Company profile

Ticker
TY, XTYCX
Exchange
CEO
Christopher Petersen
Employees
Incorporated
Location
Fiscal year end
Former names
TRI CONTINENTAL CORP
SEC CIK
IRS number
135441850

TY stock data

(
)

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets As of
Tri-Continental Corporation -1.81 10.89 4.21 1.75B Dec 2020

Calendar

12 Mar 21
17 Apr 21
31 Dec 21
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
17 Nov 20 Christopher O. Petersen Tri-Continental Corporation Common Stock (TY) Buy Aquire P No No 28.4043 100 2.84K 100

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

11.0% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 103 97 +6.2%
Opened positions 17 8 +112.5%
Closed positions 11 13 -15.4%
Increased positions 29 30 -3.3%
Reduced positions 32 27 +18.5%
13F shares
Current Prev Q Change
Total value 1.04B 1.17B -11.4%
Total shares 5.89M 5.42M +8.7%
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners
Shares Value Change
Bard Financial Services 533.34K $15.72M NEW
Blue Bell Private Wealth Management 484.47K $14.28M -1.1%
Relative Value Partners 454.22K $13.39M -2.4%
WFC Wells Fargo & Co. 451.05K $13.29M +86.4%
Lazard Asset Management 433.08K $12.76M 0.0%
Raymond James Financial Services Advisors 383.77K $11.31M -5.1%
Dubuque Bank & Trust 314.4K $9.27M -3.4%
MS Morgan Stanley 308.94K $9.1M -0.8%
Raymond James & Associates 238.66K $7.03M -9.0%
BAC Bank Of America 213.77K $6.3M +5.4%
Largest transactions
Shares Bought/sold Change
Bard Financial Services 533.34K +533.34K NEW
WFC Wells Fargo & Co. 451.05K +209.13K +86.4%
Shaker Financial Services 32.49K -136.77K -80.8%
Karpus Management 0 -50.11K EXIT
Matisse Capital 0 -50.07K EXIT
Cornerstone Advisory 0 -41.62K EXIT
SF Stifel Financial 164.78K +38.87K +30.9%
UBS UBS Group AG - Registered Shares 150.79K -23.56K -13.5%
Raymond James & Associates 238.66K -23.52K -9.0%
Raymond James Financial Services Advisors 383.77K -20.8K -5.1%