Latest Institutional Purchases of Triple Point Venture Growth Bdc Corp. (TPVG)
This list provides information on the latest institutional transactions involving Triple Point Venture Growth Bdc Corp. (TPVG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
600New |
$4.78K - $5.78K
|
600
$4.29K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
400New |
$3.19K - $3.85K
|
400
$2.86K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
165+ 25.7% |
$1.32K - $1.59K
|
807
$5.77K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
51+ 0.78% |
$406 - $491
|
6.61K
$47.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
19.4KNew |
$175K - $223K
|
19.4K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14K+ 51.15% |
$126K - $160K
|
41.3K
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$93.5K - $119K
|
10.4K
$74.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$93.5K - $119K
|
10.4K
$74.2K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5K+ 37.66% |
$45.1K - $57.4K
|
18.3K
$131K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$45.1K - $57.4K
|
5K
$35.8K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.53K+ 15.58% |
$13.8K - $17.6K
|
11.3K
$81.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.4KNew |
$12.6K - $16.1K
|
1.4K
$10K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.26K+ 3.12% |
$11.4K - $14.5K
|
41.7K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
635+ 4.29% |
$5.72K - $7.29K
|
15.4K
$110K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.3KNew |
$114K - $136K
|
12.3K
$88.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.6KNew |
$97.4K - $116K
|
10.6K
$75.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10KNew |
$92K - $110K
|
10K
$71.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.29KNew |
$67K - $80.1K
|
7.29K
$52.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.57K+ 20.43% |
$32.8K - $39.2K
|
21K
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
500New |
$4.6K - $5.5K
|
500
$3.58K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$2.3K - $2.75K
|
250
$1.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61+ 0.56% |
$561 - $670
|
11K
$78.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
20+ 3.62% |
$184 - $220
|
573
$4.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
115KNew |
$1.16M - $1.45M
|
115K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
14.3KNew |
$145K - $181K
|
14.3K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.36K+ 31.69% |
$34K - $42.4K
|
14K
$99.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.97K+ 2.11% |
$30.1K - $37.5K
|
144K
$1.03M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.5KNew |
$25.3K - $31.5K
|
2.5K
$17.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.13K+ 10.66% |
$11.4K - $14.2K
|
11.7K
$83.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
352+ 0.28% |
$3.56K - $4.44K
|
127K
$909K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$2.21K - $2.75K
|
218
$1.56K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
25.6KNew |
$251K - $314K
|
25.6K
$183K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
11.6KNew |
$114K - $143K
|
11.6K
$83.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11KNew |
$108K - $135K
|
11K
$78.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$9.81K - $12.3K
|
1K
$7.15K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
644+ 38.27% |
$6.32K - $7.9K
|
2.33K
$16.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6+ 3.17% |
$58.9 - $73.6
|
195
$1.39K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
19.2KNew |
$206K - $244K
|
19.2K
$137K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
6.6K+ 5.76% |
$71K - $84K
|
121K
$867K
|
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
BUY
|
- |
2K+ 6.45% |
$21.5K - $25.4K
|
33K
$236K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$10.8K - $12.7K
|
1K
$7.15K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$5.38K - $6.36K
|
500
$3.58K
|
|
| Q4 2022 | |||||||
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
4.69K+ 5.59% |
$48.9K - $62.4K
|
88.5K
$633K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.47KNew |
$25.8K - $32.9K
|
2.47K
$17.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.8K+ 12.0% |
$18.8K - $24K
|
16.8K
$120K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.42K+ 3.49% |
$14.8K - $18.9K
|
42.1K
$301K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.42K+ 3.49% |
$14.8K - $18.9K
|
42.1K
$301K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
$2.09K - $2.66K
|
200
$1.43K
|
|