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Get Institutions for : 
Triplepoint Venture Growth Bdc Corp. (TPVG)  
$9.15 0.14 (1.51%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    4
Total shares held : 
 4,761,139  
% of shares held : 
 29.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 409,294  
% of shares held change : 
   2.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.09  
Last Quarter's Ending Price : 
 $10.86  
Last Quarter's Average Price : 
 $10.23  
Change from last quarter's     
avg. price to the last closing  : 
1.08 (10.56%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 420,105
 8.82%
 
Increased Positions :
32
 601,079
 12.62%
 
Unchanged Positions :
11
 54,223
 1.14%
 
Decreased Positions :
26
-316,036
-6.64%
 
Closed Positions :
14
-295,854
-6.21%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Claybrook Capital LLC 43 - 2023-09-30 121,240 $1,268,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 190 - 2024-03-31 116,495 $1,088,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 503 - 2024-03-31 22,000 $209,000 0
   Capital Financial Services LLC 72 - 2022-12-31 17,700 $185,000 0
   Prime Capital Investment Advisors LLC - 2023-12-31 13,275 $144,000 0
   CFO4Life Group LLC 195 - 2024-03-31 10,000 $95,000 0
   GOLUB GROUP LLC 105 - 2024-03-31 10,000 $95,000 0
   PNC FINANCIAL SERVICES GROUP INC 3159 - 2024-03-31 3,604 $34,000 0
   SOA Wealth Advisors LLC. 392 - 2024-03-31 3,000 $28,000 0
   GPS Wealth Strategies Group LLC 700 - 2024-03-31 2,327 $22,000 0
   TOMPKINS FINANCIAL CORP 472 - 2024-03-31 1,450 $14,000 0
   Spire Wealth Management 1931 - 2024-03-31 500 $5,000 0
   HARBOUR INVESTMENTS INC. 2556 - 2023-12-31 293 $3,000 0
   DELTA ASSET MANAGEMENT LLC/TN 647 - 2023-12-31 113 $1,000 0
   PROEQUITIES INC. 2850 - 2024-03-31 0 $0 0
   Halpern Financial Inc. 218 *Closed 2024-03-31 0 $0 0
   Naples Money Management LLC 454 *Closed 2024-03-31 0 $0 0
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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