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 85 institutions that hold shares in the stock, with a total of 4.83 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,587
shares
|
$66,486
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,000
shares
|
$62,800
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
10,000
shares
|
$62,800
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,341
shares
|
$58,661
0.0% of portfolio
|
Q4 2024
Reduced 48.47%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
7,274
shares
|
$45,680
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
5,700
shares
|
$35,796
0.0% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$31,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
4,669
shares
|
$29,321
0.01% of portfolio
|
Q1 2025
Added 53.59%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,431
shares
|
$27,826
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
3,720
shares
|
$23,361
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$18,840
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,901
shares
|
$18,218
0.0% of portfolio
|
Q1 2025
Reduced 71.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,404
shares
|
$15,097
0.0% of portfolio
|
Q3 2024
Reduced 33.3%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
2,351
shares
|
$14,764
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,327
shares
|
$14,613
0.0% of portfolio
|
Q2 2023
Added 38.27%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,400
shares
|
$8,792
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,279
shares
|
$8,032
0.0% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$6,280
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
979
shares
|
$6,148
0.0% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
906
shares
|
$5,689
0.0% of portfolio
|
Q2 2025
Added 466.25%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
872
shares
|
$5,476
0.0% of portfolio
|
Q1 2025
Reduced 30.24%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
847
shares
|
$5,319
0.01% of portfolio
|
Q4 2024
Reduced 22.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
505
shares
|
$3,171
0.0% of portfolio
|
Q2 2019
Added 172.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
500
shares
|
$3,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
360
shares
|
$2,260
0.0% of portfolio
|
Q1 2025
New holding
|