Successful Portfolios LLC - TRI CONTL CORP ownership

TRI CONTL CORP's ticker is TY and the CUSIP is 895436103. A total of 122 filers reported holding TRI CONTL CORP in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of TRI CONTL CORP
ValueSharesWeighting
Q3 2023$418,928
-10.4%
15,755
-7.6%
0.37%
-7.7%
Q2 2023$467,294
-44.1%
17,042
-45.9%
0.40%
-23.4%
Q1 2023$836,037
+0.4%
31,489
-3.1%
0.52%
-3.3%
Q4 2022$833,000
-2.0%
32,511
-2.2%
0.54%
-11.9%
Q3 2022$850,000
-6.0%
33,246
-3.7%
0.62%
+1.3%
Q2 2022$904,000
-15.8%
34,525
-0.8%
0.61%
-0.5%
Q1 2022$1,073,000
-6.6%
34,798
+0.5%
0.61%
-2.1%
Q4 2021$1,149,000
-0.6%
34,609
-0.1%
0.62%
-9.6%
Q3 2021$1,156,000
-2.4%
34,632
-0.3%
0.69%
-3.9%
Q2 2021$1,184,000
+5.3%
34,727
+0.2%
0.72%
-3.1%
Q1 2021$1,124,000
+8.1%
34,665
-1.8%
0.74%
-0.7%
Q4 2020$1,040,000
+12.3%
35,286
-1.2%
0.75%
+0.9%
Q3 2020$926,000
+3.7%
35,714
-1.2%
0.74%
-5.9%
Q2 2020$893,000
+17.0%
36,134
-1.0%
0.78%
+1.7%
Q1 2020$763,000
-23.9%
36,508
+2.8%
0.77%
-13.5%
Q4 2019$1,002,000
-3.5%
35,527
-6.7%
0.89%
-8.5%
Q3 2019$1,038,000
+2.6%
38,091
+1.5%
0.98%
-10.2%
Q2 2019$1,012,000
-0.7%
37,510
-3.2%
1.09%
-2.5%
Q1 2019$1,019,000
+7.4%
38,753
-3.9%
1.11%
-8.2%
Q4 2018$949,000
-20.4%
40,345
-5.7%
1.21%
-6.5%
Q3 2018$1,192,000
+4.4%
42,780
-0.7%
1.30%
-2.7%
Q2 2018$1,142,000
-4.2%
43,078
-4.9%
1.33%
-7.8%
Q1 2018$1,192,000
-10.4%
45,301
-8.2%
1.45%
-12.4%
Q4 2017$1,330,00049,3701.65%
Other shareholders
TRI CONTL CORP shareholders Q2 2021
NameSharesValueWeighting ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 577,835$16,104,0006.90%
Shaker Financial Services, LLC 342,780$9,553,0004.58%
Relative Value Partners Group, LLC 1,216,966$32,690,0003.62%
Successful Portfolios LLC 42,780$1,192,0001.30%
Bulldog Investors, LLP 162,318$4,524,0001.27%
RB Capital Management, LLC 45,871$1,278,0001.13%
Kelman-Lazarov, Inc. 65,436$1,824,0001.07%
DUBUQUE BANK & TRUST CO 235,868$6,574,0001.02%
CORNERSTONE ADVISORS INC 481,962$13,432,0000.97%
NINE MASTS CAPITAL Ltd 88,200$2,379,0000.65%
View complete list of TRI CONTL CORP shareholders