BOSTON, MA
TRI-CONTINENTAL CORPTY-P— Latest position per institution from SEC 13F filings
15
Institutional holders
5.92M
Total shares held
199.13M
Estimated value
295.97K
Avg. position size
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
689.73K
Value
23.74M
Filed
Jun 30, 2026
LAZARD ASSET MANAGEMENT LLC
CIK 1207017
Shares
671.05K
Value
23.10M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
543.36K
Value
18.70M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
445.61K
Value
15.34M
Filed
Jun 30, 2026
BARD FINANCIAL SERVICES, INC.
CIK 1850858
Shares
444.96K
Value
15.13M
Filed
Sep 30, 2025
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
429.90K
Value
14.80M
Filed
Jun 30, 2026
DUBUQUE BANK & TRUST CO
CIK 933482
Shares
249.72K
Value
6.64M
Filed
Sep 30, 2023
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
249.34K
Value
8.58M
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
236.14K
Value
6.84M
Filed
Mar 31, 2024
UBS GROUP AG
CIK 1610520
Shares
226.34K
Value
7.79M
Filed
Jun 30, 2026
HTLF BANK
CIK 2003343
Shares
217.70K
Value
6.90M
Filed
Dec 31, 2024
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
206.44K
Value
6.82M
Filed
Sep 30, 2024
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
198.45K
Value
6.75M
Filed
Sep 30, 2025
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
187.43K
Value
6.45M
Filed
Jun 30, 2026
UMB BANK, N.A.
CIK 933429
Shares
163.81K
Value
5.64M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
159.17K
Value
5.47M
Filed
Sep 30, 2026
UNCOMMON CENTS INVESTING INC
CIK 1729754
Shares
158.73K
Value
5.45M
Filed
Sep 30, 2026
CORNERSTONE ADVISORY, LLC
CIK 1668189
Shares
155.21K
Value
5.34M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
147.47K
Value
5.08M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
138.78K
Value
4.59M
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 689.73K | 23.74M | Jun 30, 2026 |
| 2 | LAZARD ASSET MANAGEMENT LLC | 1207017 | 671.05K | 23.10M | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 543.36K | 18.70M | Jun 30, 2026 |
| 4 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 445.61K | 15.34M | Jun 30, 2026 |
| 5 | BARD FINANCIAL SERVICES, INC. | 1850858 | 444.96K | 15.13M | Sep 30, 2025 |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 429.90K | 14.80M | Jun 30, 2026 |
| 7 | DUBUQUE BANK & TRUST CO | 933482 | 249.72K | 6.64M | Sep 30, 2023 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 249.34K | 8.58M | Jun 30, 2026 |
| 9 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 236.14K | 6.84M | Mar 31, 2024 |
| 10 | UBS GROUP AG | 1610520 | 226.34K | 7.79M | Jun 30, 2026 |
| 11 | HTLF BANK | 2003343 | 217.70K | 6.90M | Dec 31, 2024 |
| 12 | RAYMOND JAMES & ASSOCIATES | 1084208 | 206.44K | 6.82M | Sep 30, 2024 |
| 13 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 198.45K | 6.75M | Sep 30, 2025 |
| 14 | FOCUS PARTNERS WEALTH | 1542153 | 187.43K | 6.45M | Jun 30, 2026 |
| 15 | UMB BANK, N.A. | 933429 | 163.81K | 5.64M | Jun 30, 2026 |
| 16 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 159.17K | 5.47M | Sep 30, 2026 |
| 17 | UNCOMMON CENTS INVESTING INC | 1729754 | 158.73K | 5.45M | Sep 30, 2026 |
| 18 | CORNERSTONE ADVISORY, LLC | 1668189 | 155.21K | 5.34M | Jun 30, 2026 |
| 19 | WELLS FARGO & COMPANY/MN | 72971 | 147.47K | 5.08M | Jun 30, 2026 |
| 20 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 138.78K | 4.59M | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.