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TRI-CONTINENTAL Corp

Institutional holders · 13F as of Dec 31, 2025

156 holders

HolderValueShares% of shares
Saba Capital Management, L.P.$22.91M701,601—
Morgan Stanley$18.37M562,413—
Lazard Asset Management LLC$16.25M514,535—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$13.59M430,043—
Allspring Global Investments Holdings, LLC$10.92M334,257—
RAYMOND JAMES FINANCIAL INC$8.94M273,726—
UBS Group AG$8.56M262,197—
Focus Partners Wealth$6.29M192,690—
UMB Bank, n.a.$5.90M180,580—
WELLS FARGO & COMPANY/MN$5.73M175,519—
Uncommon Cents Investing LLC$5.22M159,856—
Cornerstone Advisory, LLC$4.82M147,472—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.19M127,037—
Hennion & Walsh Asset Management, Inc.$4.04M123,776—
STIFEL FINANCIAL CORP$3.26M99,870—
LPL Financial LLC$3.16M91,759—
Mariner, LLC$3.05M96,591—
1620 INVESTMENT ADVISORS, INC.$3.02M92,338—
EP Wealth Advisors, LLC$2.88M88,120—
FIRST TRUST ADVISORS LP$2.67M84,592—
Capstone Financial Advisors, Inc.$2.47M75,513—
D.A. DAVIDSON & CO.$2.31M73,108—
Shaker Financial Services, LLC$2.30M70,445—
Platform Technology Partners$2.19M66,996—
RB Capital Management, LLC$2.07M63,494—
EVOLVE PRIVATE WEALTH, LLC$2.01M61,594—
Royal Bank of Canada$1.84M58,243—
COMMONWEALTH EQUITY SERVICES, LLC$1.76M53,953—
BANK OF AMERICA CORP /DE$1.53M46,828—
Citadel Advisors LLC$1.47M44,873—
Concurrent Investment Advisors, LLC$1.46M44,812—
Allworth Financial LP$1.34M41,086—
Beckerman Institutional, LLC$1.32M40,504—
Altium Capital Management LLC$1.32M40,451—
Quadrant Private Wealth Management, LLC$1.25M38,406—
WHITENER CAPITAL MANAGEMENT, INC.$1.10M33,752—
Steward Partners Investment Advisory, LLC$1.03M31,638—
Altus Wealth Group LLC$985.7K30,182—
ALBION FINANCIAL GROUP /UT$963.4K30,496—
HighTower Advisors, LLC$944.8K28,928—
Wolverine Asset Management, LLC$906.0K28,679—
Creative Planning$842.5K25,795—
OSAIC HOLDINGS, INC.$810.9K24,824—
Baltimore-Washington Financial Advisors, Inc.$797.4K24,416—
Advisors Asset Management, Inc.$777.1K24,598—
&PARTNERS$774.7K24,644—
Cetera Investment Advisers$753.4K23,068—
MGO ONE SEVEN LLC$713.6K21,850—
GUGGENHEIM CAPITAL LLC$666.0K21,082—
KIRR MARBACH & CO LLC /IN$649.3K19,882—
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