Latest Institutional Transactions on Triple Point Venture Growth Bdc Corp. (TPVG)
This table provides information on the latest institutional transactions involving Triple Point Venture Growth Bdc Corp. (TPVG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
635+ 4.29% |
$5.72K - $7.29K
|
15.4K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$93.5K - $119K
|
10.4K
$76.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$93.5K - $119K
|
10.4K
$76.2K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.97K- 19.67% |
$26.8K - $34.1K
|
12.1K
$89K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.54K- 92.75% |
$13.8K - $17.6K
|
120
$881
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.4KNew |
$12.6K - $16.1K
|
1.4K
$10.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-590- 4.15% |
$5.32K - $6.77K
|
13.6K
$100K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.17KClosed |
$10.8K - $12.9K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.57K+ 20.43% |
$32.8K - $39.2K
|
21K
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.29KNew |
$67K - $80.1K
|
7.29K
$53.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61+ 0.56% |
$561 - $670
|
11K
$80.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.3KNew |
$114K - $136K
|
12.3K
$90.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10KNew |
$92K - $110K
|
10K
$73.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
500New |
$4.6K - $5.5K
|
500
$3.67K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
250New |
$2.3K - $2.75K
|
250
$1.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.2K- 51.16% |
$361K - $431K
|
37.4K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
20+ 3.62% |
$184 - $220
|
573
$4.21K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.6KNew |
$97.4K - $116K
|
10.6K
$77.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.25K- 10.64% |
$11.5K - $13.7K
|
10.5K
$76.9K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.5KNew |
$25.3K - $31.5K
|
2.5K
$18.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.36K+ 31.69% |
$34K - $42.4K
|
14K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$2.21K - $2.75K
|
218
$1.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
14.3KNew |
$145K - $181K
|
14.3K
$105K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.97K+ 2.11% |
$30.1K - $37.5K
|
144K
$1.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.13K+ 10.66% |
$11.4K - $14.2K
|
11.7K
$85.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-63.1K- 64.33% |
$639K - $797K
|
35K
$257K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
115KNew |
$1.16M - $1.45M
|
115K
$843K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
352+ 0.28% |
$3.56K - $4.44K
|
127K
$933K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11KNew |
$108K - $135K
|
11K
$81K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
25.6KNew |
$251K - $314K
|
25.6K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$9.81K - $12.3K
|
1K
$7.34K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-35K- 61.4% |
$343K - $429K
|
22K
$161K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 25.93% |
$3.43K - $4.29K
|
1K
$7.34K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6+ 3.17% |
$58.9 - $73.6
|
195
$1.43K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
11.6KNew |
$114K - $143K
|
11.6K
$85.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
644+ 38.27% |
$6.32K - $7.9K
|
2.33K
$17.1K
|
|
| Q1 2023 | |||||||
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$5.38K - $6.36K
|
500
$3.67K
|
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
BUY
|
- |
2K+ 6.45% |
$21.5K - $25.4K
|
33K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
19.2KNew |
$206K - $244K
|
19.2K
$141K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-27K- 41.67% |
$290K - $343K
|
37.8K
$277K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.87K- 19.07% |
$30.8K - $36.5K
|
12.2K
$89.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$10.8K - $12.7K
|
1K
$7.34K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
6.6K+ 5.76% |
$71K - $84K
|
121K
$890K
|
|
| Q4 2022 | |||||||
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
4.69K+ 5.59% |
$48.9K - $62.4K
|
88.5K
$650K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.42K+ 3.49% |
$14.8K - $18.9K
|
42.1K
$309K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.99K- 18.89% |
$20.7K - $26.5K
|
8.54K
$62.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 1.74% |
$52.2 - $66.6
|
293
$2.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
64+ 1.26% |
$668 - $852
|
5.15K
$37.8K
|
|