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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,386
shares
|
$71,974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,331
shares
|
$71,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,000
shares
|
$69,300
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
10,000
shares
|
$69,300
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,341
shares
|
$64,733
0.0% of portfolio
|
Q4 2024
Reduced 48.47%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
7,274
shares
|
$50,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
4,700
shares
|
$32,571
0.0% of portfolio
|
Q1 2025
Reduced 43.15%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
4,669
shares
|
$32,356
0.01% of portfolio
|
Q1 2025
Added 53.59%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
4,600
shares
|
$31,878
0.02% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,431
shares
|
$30,706
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
3,000
shares
|
$20,790
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,000
shares
|
$20,790
0.0% of portfolio
|
Q1 2025
Reduced 44.71%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,901
shares
|
$20,103
0.0% of portfolio
|
Q1 2025
Reduced 71.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,404
shares
|
$16,659
0.0% of portfolio
|
Q3 2024
Reduced 33.3%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,327
shares
|
$16,126
0.0% of portfolio
|
Q2 2023
Added 38.27%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,400
shares
|
$9,702
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,353
shares
|
$9,376
0.0% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$6,930
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
884
shares
|
$6,126
0.0% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
872
shares
|
$6,042
0.0% of portfolio
|
Q1 2025
Reduced 30.24%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
847
shares
|
$5,869
0.01% of portfolio
|
Q4 2024
Reduced 22.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
505
shares
|
$3,499
0.0% of portfolio
|
Q2 2019
Added 172.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
500
shares
|
$3,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$3,465
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
400
shares
|
$2,772
0.0% of portfolio
|
Q2 2024
New holding
|