Institutional Ownership Triple Point Venture Growth Bdc Corp. (TPVG)
This table provides information about the institutional ownership of Triple Point Venture Growth Bdc Corp. (TPVG). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $33.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
40,958
shares
|
$283,838
0.01% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
38,025
shares
|
$263,513
0.0% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
32,780
shares
|
$227,165
0.01% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
25,216
shares
|
$174,746
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,376
shares
|
$161,995
0.0% of portfolio
|
Q1 2025
Reduced 54.95%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
23,173
shares
|
$160,588
0.0% of portfolio
|
Q1 2025
Reduced 60.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
22,073
shares
|
$152,965
0.0% of portfolio
|
Q1 2025
Reduced 39.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
22,000
shares
|
$152,460
0.01% of portfolio
|
Q2 2023
Reduced 61.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,633
shares
|
$149,916
0.0% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
20,922
shares
|
$144,989
0.0% of portfolio
|
Q1 2025
Reduced 42.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
20,467
shares
|
$141,836
0.0% of portfolio
|
Q4 2024
Added 88.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
18,660
shares
|
$129,313
0.0% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
17,700
shares
|
$122,661
0.26% of portfolio
|
Q3 2022
Reduced 1.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,106
shares
|
$118,544
0.0% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
16,303
shares
|
$112,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
15,623
shares
|
$108,267
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
15,279
shares
|
$105,883
0.0% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,245
shares
|
$105,647
0.01% of portfolio
|
Q4 2024
Reduced 85.84%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
15,118
shares
|
$104,767
0.0% of portfolio
|
Q1 2025
Reduced 51.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
14,337
shares
|
$99,355
0.0% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
13,610
shares
|
$94,317
0.02% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
13,193
shares
|
$91,427
0.13% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,132
shares
|
$91,004
0.0% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
11,436
shares
|
$79,251
0.0% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,587
shares
|
$73,367
0.01% of portfolio
|
Q4 2023
New holding
|