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 90 institutions that hold shares in the stock, with a total of 4.53 Million shares, which have been reported (via 13F filing form) to have a value of $27.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
847
shares
|
$5,090
0.01% of portfolio
|
Q4 2024
Reduced 22.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
505
shares
|
$3,035
0.0% of portfolio
|
Q2 2019
Added 172.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
500
shares
|
$3,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
381
shares
|
$2,289
0.0% of portfolio
|
Q3 2025
Reduced 61.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
347
shares
|
$2,085
0.0% of portfolio
|
Q3 2025
Reduced 60.21%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
300
shares
|
$1,803
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
91
shares
|
$546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
13
shares
|
$78
0.0% of portfolio
|
Q2 2024
Reduced 88.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2
shares
|
$12
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|