Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-65- 34.03% |
$598 - $714
|
126
$900
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-259- 1.79% |
$2.38K - $2.85K
|
14.2K
$102K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-463- 9.8% |
$4.26K - $5.09K
|
4.26K
$30.4K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-608- 1.77% |
$5.59K - $6.68K
|
33.7K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1K- 4.97% |
$9.2K - $11K
|
19.1K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.17KClosed |
$10.8K - $12.9K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.25K- 10.64% |
$11.5K - $13.7K
|
10.5K
$74.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.7K- 12.1% |
$15.6K - $18.7K
|
12.3K
$88K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.9K- 13.11% |
$17.5K - $20.9K
|
12.6K
$90.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.38K- 17.4% |
$21.9K - $26.1K
|
11.3K
$80.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.71K- 18.0% |
$24.9K - $29.7K
|
12.3K
$88K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.48K- 10.97% |
$32K - $38.3K
|
28.3K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.88K- 11.22% |
$35.7K - $42.7K
|
30.7K
$219K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.51K- 9.24% |
$41.5K - $49.6K
|
44.3K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 20.9% |
$51.6K - $61.6K
|
21.2K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.92K- 15.65% |
$54.5K - $65.1K
|
31.9K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.24K- 13.96% |
$57.4K - $68.6K
|
38.5K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.88K- 9.16% |
$72.5K - $86.6K
|
78.2K
$558K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.78K- 25.4% |
$90K - $107K
|
28.7K
$205K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 7.34% |
$102K - $122K
|
140K
$999K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.9K- 79.37% |
$128K - $152K
|
3.6K
$25.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-16.2K- 19.93% |
$149K - $178K
|
65.2K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.9K- 10.76% |
$155K - $185K
|
140K
$999K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-21.2K- 39.07% |
$195K - $233K
|
33.1K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.9K- 15.59% |
$211K - $252K
|
124K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.5K- 14.49% |
$271K - $324K
|
174K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.2K- 51.16% |
$361K - $431K
|
37.4K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-102K- 43.47% |
$940K - $1.12M
|
133K
$949K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.15M- 90.79% |
$10.6M - $12.6M
|
116K
$832K
|