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 94 institutions that hold shares in the stock, with a total of 6.16 Million shares, which have been reported (via 13F filing form) to have a value of $48.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,151
shares
|
$15,379
0.0% of portfolio
|
Q3 2024
Reduced 27.31%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$14,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
1,400
shares
|
$10,010
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,374
shares
|
$9,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,091
shares
|
$7,800
0.01% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$7,150
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
857
shares
|
$6,127
0.0% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
505
shares
|
$3,610
0.0% of portfolio
|
Q2 2019
Added 172.08%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$3,575
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
400
shares
|
$2,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
360
shares
|
$2,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
293
shares
|
$2,094
0.0% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
140
shares
|
$1,001
0.0% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
13
shares
|
$92
0.0% of portfolio
|
Q2 2024
Reduced 88.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|