Latest Institutional Transactions on Triple Point Venture Growth Bdc Corp. (TPVG)
This table provides information on the latest institutional transactions involving Triple Point Venture Growth Bdc Corp. (TPVG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.12K- 17.18% |
$28.3K - $37K
|
19.9K
$146K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44K- 41.32% |
$302K - $395K
|
62.4K
$458K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 14.29% |
$6.86K - $8.99K
|
8K
$58.7K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.73K- 8.8% |
$46.2K - $60.5K
|
69.8K
$512K
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
19.5KNew |
$134K - $175K
|
19.5K
$143K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.7K+ 7.85% |
$18.5K - $24.3K
|
37.1K
$272K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.37KNew |
$9.43K - $12.4K
|
1.37K
$10.1K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 4.03% |
$7.42K - $9.73K
|
25.8K
$189K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.3KNew |
$84.2K - $110K
|
12.3K
$90.1K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.38K+ 31.24% |
$23.2K - $30.4K
|
14.2K
$104K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
87.5K+ 435.61% |
$600K - $787K
|
108K
$790K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.86K- 41.25% |
$53.9K - $70.7K
|
11.2K
$82.2K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 40.31% |
$86.1K - $113K
|
18.6K
$136K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
965+ 5.98% |
$6.62K - $8.68K
|
17.1K
$126K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
360New |
$2.47K - $3.24K
|
360
$2.64K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.62K- 6.97% |
$11.1K - $14.6K
|
21.6K
$159K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.02K- 18.53% |
$27.6K - $36.1K
|
17.7K
$130K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-808- 27.31% |
$5.54K - $7.26K
|
2.15K
$15.8K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-409- 32.31% |
$2.81K - $3.68K
|
857
$6.29K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
37KNew |
$295K - $356K
|
37K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 21.65% |
$35.5K - $42.9K
|
16.1K
$118K
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
11.7K+ 390.0% |
$93.2K - $113K
|
14.7K
$108K
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
15.3K+ 113.27% |
$122K - $147K
|
28.7K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-900- 7.3% |
$7.17K - $8.67K
|
11.4K
$83.9K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.32K- 1.88% |
$18.5K - $22.4K
|
121K
$887K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.06K- 9.21% |
$8.44K - $10.2K
|
10.4K
$76.6K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.7KNew |
$109K - $132K
|
13.7K
$100K
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 88.5% |
$797 - $963
|
13
$95.4
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.22K+ 3.94% |
$9.71K - $11.7K
|
32.1K
$236K
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.5K+ 14.15% |
$12K - $14.4K
|
12.1K
$88.8K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
600New |
$4.78K - $5.78K
|
600
$4.4K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$9.56K - $11.6K
|
1.2K
$8.81K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
51+ 0.78% |
$406 - $491
|
6.61K
$48.5K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
53.6KNew |
$427K - $516K
|
53.6K
$393K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.57K- 15.92% |
$12.5K - $15.1K
|
8.27K
$60.7K
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
119K+ 16.38% |
$950K - $1.15M
|
847K
$6.21M
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
400New |
$3.19K - $3.85K
|
400
$2.94K
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-452- 1.24% |
$3.6K - $4.35K
|
36.1K
$265K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
165+ 25.7% |
$1.32K - $1.59K
|
807
$5.92K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1K- 5.23% |
$9.01K - $11.5K
|
18.1K
$133K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-31.1K- 64.26% |
$281K - $357K
|
17.3K
$127K
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
19.4KNew |
$175K - $223K
|
19.4K
$142K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14K+ 51.15% |
$126K - $160K
|
41.3K
$303K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.26K+ 3.12% |
$11.4K - $14.5K
|
41.7K
$306K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5K+ 37.66% |
$45.1K - $57.4K
|
18.3K
$134K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.53K+ 15.58% |
$13.8K - $17.6K
|
11.3K
$83.3K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-950- 53.82% |
$8.56K - $10.9K
|
815
$5.98K
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-18- 14.29% |
$162 - $207
|
108
$793
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$45.1K - $57.4K
|
5K
$36.7K
|