Purchases and Sales Made in Q1 2023 in Triple Point Venture Growth Bdc Corp. (TPVG)
This table provides information about the institutional ownership of Triple Point Venture Growth Bdc Corp. (TPVG) during Q1 2023. The information is specifically focused on institutions that hold shares of TriplePoint Venture Growth BDC Corp..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
187K+ 23.37% |
$2.02M - $2.38M
|
990K
$7.33M
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
143KNew |
$1.54M - $1.82M
|
143K
$1.06M
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
64.3K+ 10.05% |
$691K - $818K
|
704K
$5.22M
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
44.1KNew |
$474K - $561K
|
44.1K
$327K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
34.4K+ 7.18% |
$370K - $438K
|
514K
$3.81M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
25.5K+ 110.37% |
$274K - $324K
|
48.6K
$360K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22K+ 13.1% |
$236K - $280K
|
190K
$1.41M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14.3K+ 4.39% |
$154K - $182K
|
340K
$2.52M
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
11K+ 4.74% |
$118K - $140K
|
243K
$1.8M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.81K+ 8.76% |
$83.9K - $99.3K
|
96.9K
$718K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.23K+ 35.9% |
$77.7K - $91.9K
|
27.4K
$203K
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.92K+ 20.83% |
$74.4K - $88K
|
40.1K
$297K
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
6.6K+ 5.76% |
$71K - $84K
|
121K
$898K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.13K+ 16.23% |
$65.9K - $77.9K
|
43.9K
$325K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
5.5K+ 1833.33% |
$59.1K - $70K
|
5.8K
$43K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.08K+ 9.53% |
$43.9K - $51.9K
|
47K
$348K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.91K+ 10.26% |
$31.3K - $37K
|
31.3K
$232K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.26K+ 112.49% |
$24.3K - $28.8K
|
4.27K
$31.6K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.23K+ 6.02% |
$24K - $28.4K
|
39.3K
$291K
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
BUY
|
- |
2K+ 6.45% |
$21.5K - $25.4K
|
33K
$245K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.93K+ 6.93% |
$20.7K - $24.5K
|
29.7K
$220K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.68KNew |
$18.1K - $21.4K
|
1.68K
$12.5K
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.53K+ 13.14% |
$16.4K - $19.4K
|
13.2K
$97.6K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.34K+ 3.59% |
$14.4K - $17K
|
38.5K
$286K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.21K+ 17.97% |
$13K - $15.4K
|
7.93K
$58.8K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$10.8K - $12.7K
|
1K
$7.41K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
996+ 1.98% |
$10.7K - $12.7K
|
51.3K
$380K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
658+ 5.12% |
$7.07K - $8.37K
|
13.5K
$100K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
544+ 2.87% |
$5.85K - $6.92K
|
19.5K
$145K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$5.38K - $6.36K
|
500
$3.71K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
490+ 2.14% |
$5.27K - $6.23K
|
23.4K
$173K
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
191New |
$2.05K - $2.43K
|
191
$1.42K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
189New |
$2.03K - $2.4K
|
189
$1.4K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 8.0% |
$1.08K - $1.27K
|
1.35K
$10K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 0.53% |
$1.08K - $1.27K
|
18.9K
$140K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
71+ 0.5% |
$763 - $903
|
14.3K
$106K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54+ 0.18% |
$581 - $687
|
30.3K
$225K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.04% |
$10.8 - $12.7
|
2.3K
$17K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-4- 0.03% |
$43 - $50.9
|
11.9K
$88.1K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-139- 0.55% |
$1.49K - $1.77K
|
25.2K
$187K
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-384- 13.87% |
$4.13K - $4.88K
|
2.39K
$17.7K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.02K- 1.28% |
$10.9K - $12.9K
|
78.5K
$582K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.4K- 8.05% |
$15K - $17.8K
|
15.9K
$118K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.33K- 83.65% |
$25K - $29.6K
|
455
$3.37K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.87K- 19.07% |
$30.8K - $36.5K
|
12.2K
$90.2K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.03K- 11.81% |
$54K - $63.9K
|
37.5K
$278K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.06K- 43.49% |
$97.4K - $115K
|
11.8K
$87.3K
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-10.3K- 24.63% |
$111K - $131K
|
31.6K
$234K
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-14.1K- 10.07% |
$152K - $179K
|
126K
$933K
|