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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
37KNew |
$295K - $356K
|
37K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.06K- 9.21% |
$8.44K - $10.2K
|
10.4K
$72.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.32K- 1.88% |
$18.5K - $22.4K
|
121K
$838K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-900- 7.3% |
$7.17K - $8.67K
|
11.4K
$79.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 88.5% |
$797 - $963
|
13
$90.1
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.5K+ 14.15% |
$12K - $14.4K
|
12.1K
$83.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
600New |
$4.78K - $5.78K
|
600
$4.16K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$9.56K - $11.6K
|
1.2K
$8.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
119K+ 16.38% |
$950K - $1.15M
|
847K
$5.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
400New |
$3.19K - $3.85K
|
400
$2.77K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-452- 1.24% |
$3.6K - $4.35K
|
36.1K
$250K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
165+ 25.7% |
$1.32K - $1.59K
|
807
$5.59K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
19.4KNew |
$175K - $223K
|
19.4K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14K+ 51.15% |
$126K - $160K
|
41.3K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5K+ 37.66% |
$45.1K - $57.4K
|
18.3K
$127K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.26K+ 3.12% |
$11.4K - $14.5K
|
41.7K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.53K+ 15.58% |
$13.8K - $17.6K
|
11.3K
$78.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-950- 53.82% |
$8.56K - $10.9K
|
815
$5.65K
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-18- 14.29% |
$162 - $207
|
108
$748
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$45.1K - $57.4K
|
5K
$34.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
635+ 4.29% |
$5.72K - $7.29K
|
15.4K
$107K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$93.5K - $119K
|
10.4K
$71.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$93.5K - $119K
|
10.4K
$71.9K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.97K- 19.67% |
$26.8K - $34.1K
|
12.1K
$84.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.54K- 92.75% |
$13.8K - $17.6K
|
120
$832
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.4KNew |
$12.6K - $16.1K
|
1.4K
$9.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-590- 4.15% |
$5.32K - $6.77K
|
13.6K
$94.4K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.99K+ 1.51% |
$36.7K - $43.8K
|
268K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.17KClosed |
$10.8K - $12.9K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.57K+ 20.43% |
$32.8K - $39.2K
|
21K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61+ 0.56% |
$561 - $670
|
11K
$76.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.29KNew |
$67K - $80.1K
|
7.29K
$50.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10KNew |
$92K - $110K
|
10K
$69.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.3KNew |
$114K - $136K
|
12.3K
$85.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
500New |
$4.6K - $5.5K
|
500
$3.47K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$2.3K - $2.75K
|
250
$1.73K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.2K- 51.16% |
$361K - $431K
|
37.4K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
20+ 3.62% |
$184 - $220
|
573
$3.97K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.6KNew |
$97.4K - $116K
|
10.6K
$73.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.25K- 10.64% |
$11.5K - $13.7K
|
10.5K
$72.6K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.5KNew |
$25.3K - $31.5K
|
2.5K
$17.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.36K+ 31.69% |
$34K - $42.4K
|
14K
$96.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$2.21K - $2.75K
|
218
$1.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
14.3KNew |
$145K - $181K
|
14.3K
$99.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.97K+ 2.11% |
$30.1K - $37.5K
|
144K
$994K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-63.1K- 64.33% |
$639K - $797K
|
35K
$243K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.13K+ 10.66% |
$11.4K - $14.2K
|
11.7K
$80.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
115KNew |
$1.16M - $1.45M
|
115K
$796K
|
|