Security key
895436103
- Security type / class
- Equity / COM
- Total 13F shares
- 6,503,930
- Total 13F value
- $210,950,536
- Share change
- +497,481
- SEC-reported price per share
- $32.43
- Number of holders
- 115
- Value change
- +$16,460,067
- Number of buys
- 49
- Number of sells
- 44
Report period
Q1 2021
Institutions
115
Top holders
10
TY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
TRI-CONTINENTAL Corp SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 895436103
Recent filing periods:
Ownership snapshot
Top reported holders of TY - TRI-CONTINENTAL Corp - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Bard Financial Services, ...
Disclosed value leader
Bard Financial Services, ...
Comparable rows
0/15
Latest evidence
31 Dec 2020
13F
Highest disclosed value: $15,717,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Bard Financial Services, Inc. has the largest disclosed position value at $15.72M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Bard Financial Services, Inc.'s linked filing trail.
Disclosed position value
Top 5
Bard Financial Services, Inc.
$15.72M
BLUE BELL PRIVATE WEALTH MANAGEME...
$14.28M
Relative Value Partners Group, LLC
$13.39M
WELLS FARGO & COMPANY/MN
$13.29M
LAZARD ASSET MANAGEMENT LLC
$12.76M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. |
13F
Company
|
—
class O/S missing
|
$15,717,000
533,336 shares
|
— | 31 Dec 2020 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$14,280,000
484,470 shares
|
— | 31 Dec 2020 |
| Relative Value Partners Group, LLC |
13F
Company
|
—
class O/S missing
|
$13,386,000
454,223 shares
|
— | 31 Dec 2020 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$13,293,000
451,052 shares
|
— | 31 Dec 2020 |
| LAZARD ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$12,762,000
433,075 shares
|
— | 31 Dec 2020 |
| Raymond James Financial Services Advisors, Inc. |
13F
Company
|
—
class O/S missing
|
$11,309,000
383,767 shares
|
— | 31 Dec 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
115
Shares
6,503,930
Rows available
115
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
101
Q1 2021 holders
115
Holder diff
14
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend