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B. Riley Wealth Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

B. Riley Wealth Advisors’s Portfolio TPVG Stock Details TPVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-40,958
Closed -$302K – 1418
2024
Q4 		$302K Sell
40,958
-3,134
-7% -$23.1K 0.01% 868
2024
Q3 		$305K Sell
44,092
-61
-0.1% -$476 0.01% 944
2024
Q2 		$355K Sell
44,153
-4,699
-10% -$43K 0.01% 949
2024
Q1 		$511K Buy
48,852
+4,512
+10% +$47.9K 0.01% 779
2023
Q4 		$482K Sell
44,340
-4,512
-9% -$46.2K 0.01% 835
2023
Q3 		$511K Buy
48,852
+13
+0% +$148 0.01% 779
2023
Q2 		$575K Sell
48,839
-2,458
-5% -$27.8K 0.01% 788
2023
Q1 		$620K Buy
51,297
+996
+2% +$11.6K 0.02% 722
2022
Q4 		$525K Buy
50,301
+126
+0.3% +$1.52K 0.01% 769
2022
Q3 		$545K Buy
+50,175
New +$654K 0.02% 719
2021
Q1 		– Sell
-10,077
Closed -$132K – 1412
2020
Q4 		$132K Buy
+10,077
New +$122K 0.01% 963

Other funds holding TPVG

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

B. Riley Wealth Advisors's TPVG Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of TriplePoint Venture Growth BDC (TPVG) in Q1 2025, closing a stake of 40,958 shares — an estimated $302K sold.

B. Riley Wealth Advisors first reported a position in TPVG in Q4 2020 and held it in 11 quarters. The position peaked at $620K in Q1 2023. 72 funds tracked by Wall St. Rank hold TPVG as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining TriplePoint Venture Growth BDC position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 40,958 TriplePoint Venture Growth BDC shares in Q1 2025, an estimated $302K.
  • B. Riley Wealth Advisors first reported a position in TriplePoint Venture Growth BDC in Q4 2020 and held it in 11 quarters.
  • B. Riley Wealth Advisors's TriplePoint Venture Growth BDC position peaked at $620K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.