Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-5K- 86.21% |
$49.1K - $61.4K
|
800
$5.74K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.24K- 27.15% |
$80.8K - $101K
|
22.1K
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.22K- 5.03% |
$90.4K - $113K
|
174K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11.7K- 26.54% |
$115K - $144K
|
32.4K
$232K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 28.39% |
$131K - $164K
|
33.6K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.4K- 12.45% |
$219K - $274K
|
157K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-35K- 61.4% |
$343K - $429K
|
22K
$158K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-38.4K- 28.11% |
$376K - $471K
|
98.1K
$705K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58K- 28.89% |
$569K - $712K
|
143K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-81.5K- 38.52% |
$800K - $1M
|
130K
$934K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-97.1K- 90.2% |
$952K - $1.19M
|
10.6K
$75.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-105K- 30.92% |
$1.03M - $1.29M
|
235K
$1.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-698K- 99.21% |
$6.85M - $8.57M
|
5.56K
$39.9K
|