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 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11KNew |
$108K - $135K
|
11K
$81.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
644+ 38.27% |
$6.32K - $7.9K
|
2.33K
$17.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6+ 3.17% |
$58.9 - $73.6
|
195
$1.45K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
6.6K+ 5.76% |
$71K - $84K
|
121K
$900K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$10.8K - $12.7K
|
1K
$7.42K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$5.38K - $6.36K
|
500
$3.71K
|
|
| Q4 2022 | |||||||
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
4.69K+ 5.59% |
$48.9K - $62.4K
|
88.5K
$657K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.47KNew |
$25.8K - $32.9K
|
2.47K
$18.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.8K+ 12.0% |
$18.8K - $24K
|
16.8K
$125K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.42K+ 3.49% |
$14.8K - $18.9K
|
42.1K
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.42K+ 3.49% |
$14.8K - $18.9K
|
42.1K
$312K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
$2.09K - $2.66K
|
200
$1.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
64+ 1.26% |
$668 - $852
|
5.15K
$38.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 1.74% |
$52.2 - $66.6
|
293
$2.17K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$111K - $154K
|
10.6K
$78.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
475New |
$4.97K - $6.87K
|
475
$3.52K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
207New |
$2.17K - $3K
|
207
$1.54K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
104New |
$1.09K - $1.5K
|
104
$772
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
80+ 31.25% |
$837 - $1.16K
|
336
$2.49K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
899KNew |
$10.9M - $16.1M
|
899K
$6.67M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
110KNew |
$1.34M - $1.97M
|
110K
$819K
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
11.8KNew |
$143K - $211K
|
11.8K
$87.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.9K+ 485.15% |
$59.6K - $87.6K
|
5.91K
$43.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.47KNew |
$17.9K - $26.4K
|
1.47K
$10.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.45KNew |
$17.6K - $25.9K
|
1.45K
$10.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25New |
$304 - $447
|
25
$186
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
85KNew |
$1.2M - $1.42M
|
85K
$631K
|
|
|
Aug 16, 2021
Q2 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
21.4KNew |
$303K - $358K
|
21.4K
$159K
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3KNew |
$31.5K - $40.7K
|
3K
$22.3K
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.25KNew |
$17.9K - $21.3K
|
1.25K
$9.28K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
84.8KNew |
$1.13M - $1.23M
|
84.8K
$629K
|
|
|
Mar 24, 2023
Q2 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
869+ 172.08% |
$11.6K - $12.6K
|
1.37K
$10.2K
|
|