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TriplePoint Venture Growth BDC
TPVG

Overview Fund Activity

79 hedge funds and large institutions have $53.2M invested in TriplePoint Venture Growth BDC in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
23
Closed
9
Calls
$3.02M
Puts
$840K
Net Calls
+$2.18M
Net Calls Change
-$57K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$6.49M
2
Millennium Management
2
Millennium Management
New York
$499K
3
SPC
3
Sigma Planning Corp
Michigan
$709K
4
Legal & General Group
4
Legal & General Group
United Kingdom
$3.03M
5
Northern Trust
5
Northern Trust
Illinois
$144K

Top Sellers

1
SIS
1
Sound Income Strategies
Florida
$65.5K
2
AAM
2
Advisors Asset Management
Colorado
$2.77M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.53M
5
Wells Fargo
5
Wells Fargo
California
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$396K 33,627 -13,330 -28%
Canada Life
27
Canada Life
Manitoba, Canada
$393K 33,182 +1,547 +5%
AC
28
Avenir Corporation
Virginia
$389K 33,000 – –
ASFA
29
All Season Financial Advisors
Colorado
$381K 32,376 -11,699 -27%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$378K 32,065 +791 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$359K 30,476 +3,122 +11%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$351K 29,812 – –
IWM
33
IHT Wealth Management
Illinois
$301K 25,575 +351 +1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$273K 23,166 -244 -1%
RJA
35
Raymond James & Associates
Florida
$260K 22,101 -8,236 -27%
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$259K 22,000 -35,000 -61%
CG
37
Caprock Group
Idaho
$198K 16,800 – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$197K 16,736 -2,765 -14%
CAGAS
39
Capital Advisory Group Advisory Services
Minnesota
$181K 15,364 +1,050 +7%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$177K 15,037 -908 -6%
HighTower Advisors
41
HighTower Advisors
Illinois
$176K 14,890 -4,000 -21%
KAS
42
Kestra Advisory Services
Texas
$165K 13,970 +454 +3%
ASN
43
Advisory Services Network
Georgia
$161K 13,645 -2,282 -14%
Northern Trust
44
Northern Trust
Illinois
$144K 12,218 +12,218 New
CA
45
Calton & Associates
Florida
$138K 11,730 -166 -1%
P
46
&Partners
Tennessee
$138K 11,694 -1,474 -11%
GC
47
Grimes & Company
Massachusetts
$137K 11,633 +11,633 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$130K 11,030 +11,030 New
LMKC
49
L.M. Kohn & Company
Ohio
$130K 10,998 +500 +5%
Stifel Financial
50
Stifel Financial
Missouri
$127K 10,768 +10,768 New
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