TRIPLEPOINT VENTURE GROWTH B shareholder history

Current and past TRIPLEPOINT VENTURE GROWTH B shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2020.00%0.00%0.00%Q2 2015Q3 202361
Citadel Advisors 1510.00%0.00%0.00%Q3 2015Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 39390.01%0.02%0.05%Q1 2014Q3 202339
CONFLUENCE INVESTMENT MANAGEMENT LLC 39390.02%0.13%0.24%Q1 2014Q3 202339
MORGAN STANLEY 39390.00%0.00%0.00%Q1 2014Q3 202339
WELLS FARGO & COMPANY/MN 39390.00%0.00%0.00%Q1 2014Q3 202339
ESSEX INVESTMENT MANAGEMENT CO LLC 3530.00%0.17%0.54%Q1 2014Q3 202338
Advisors Asset Management, Inc. 36360.01%0.09%0.19%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
ALLIANCEBERNSTEIN L.P. 35350.00%0.00%0.01%Q2 2014Q4 202235
ClearBridge Investments 35350.01%0.01%0.02%Q1 2014Q3 202235
TWO SIGMA ADVISERS, LP 19150.00%0.00%0.01%Q1 2015Q3 202334
ROYAL BANK OF CANADA 34340.00%0.00%0.00%Q2 2015Q3 202334
MILLENNIUM MANAGEMENT LLC 1250.00%0.00%0.01%Q1 2014Q3 202332
TWO SIGMA INVESTMENTS, LP 1310.00%0.00%0.01%Q4 2014Q3 202332
JPMORGAN CHASE & CO 2730.00%0.00%0.00%Q1 2016Q3 202330
Neuberger Berman Group LLC 2460.00%0.00%0.01%Q1 2014Q1 202230
DELPHI MANAGEMENT INC /MA/ 2310.07%0.87%1.59%Q1 2014Q4 202228
PNC FINANCIAL SERVICES GROUP, INC. 2320.00%0.00%0.00%Q1 2014Q3 202328
GOLDMAN SACHS GROUP INC 1930.00%0.00%0.01%Q2 2014Q3 202228
Tower Research Capital LLC (TRC) 720.00%0.00%0.01%Q3 2014Q2 202328
PUTNAM INVESTMENTS LLC 27270.00%0.01%0.02%Q1 2014Q3 202027
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
Advisory Services Network, LLC 13130.00%0.01%0.02%Q1 2017Q3 202326
AMERIPRISE FINANCIAL INC 15110.00%0.00%0.00%Q1 2014Q3 202326
D'Orazio & Associates, Inc. 26260.00%0.00%0.00%Q2 2015Q3 202126
Texas Yale Capital Corp. 24240.02%0.04%0.06%Q4 2017Q3 202324
GUGGENHEIM CAPITAL LLC 24240.00%0.01%0.02%Q4 2015Q3 202124
Sound Income Strategies, LLC 24240.00%0.31%0.92%Q4 2017Q3 202324
LPL Financial LLC 1660.00%0.00%0.00%Q4 2015Q3 202322
GREAT WEST LIFE ASSURANCE CO /CAN/ 1660.00%0.00%0.00%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 910.00%0.00%0.00%Q2 2014Q3 202321
&PARTNERS 20200.06%0.36%1.69%Q4 2018Q3 202320
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
PEAK6 Investments LLC 430.00%0.00%0.00%Q3 2020Q2 202220
MILLER VALUE PARTNERS, LLC 20200.03%0.06%0.08%Q1 2014Q4 201820
TCW GROUP INC 19190.00%0.01%0.01%Q1 2015Q3 201919
VAN ECK ASSOCIATES CORP 19190.01%0.02%0.03%Q1 2019Q3 202319
Legal & General Group Plc 18180.00%0.00%0.00%Q2 2019Q3 202318
Virtus ETF Advisers LLC 18180.16%0.36%0.81%Q2 2019Q3 202318
Hudock, Inc. 730.00%0.00%0.00%Q2 2015Q3 202218
ARES MANAGEMENT LLC 1310.02%0.20%0.39%Q2 2016Q3 202118
MANUFACTURERS LIFE INSURANCE COMPANY, THE 18180.00%0.00%0.01%Q1 2014Q2 201818
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q1 2014Q2 202117
Baird Financial Group, Inc. 17170.00%0.01%0.01%Q3 2019Q3 202317
Steward Partners Investment Advisory, LLC 1510.00%0.00%0.01%Q3 2019Q3 202316
Claybrook Capital, LLC 970.16%0.52%0.82%Q3 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 1210.00%0.00%0.00%Q1 2017Q3 202316
Sargent Investment Group, LLC 16160.05%0.23%0.55%Q4 2018Q3 202216
Nationwide Fund Advisors 15150.00%0.00%0.01%Q1 2014Q3 201715
IHT Wealth Management, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BARCLAYS PLC 910.00%0.00%0.00%Q1 2014Q4 201915
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.08%0.17%0.25%Q1 2020Q3 202315
Advisor Group, Inc. 14140.00%0.00%0.01%Q3 2016Q4 201914
Cutler Group LLC / CA 310.00%0.00%0.00%Q1 2017Q4 202014
D. E. Shaw & Co., Inc. 13130.00%0.00%0.00%Q1 2019Q1 202213
SHELTON CAPITAL MANAGEMENT 13130.02%0.07%0.27%Q4 2016Q4 201913
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.00%0.00%0.00%Q4 2016Q4 201913
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q4 2019Q4 202213
Kestra Advisory Services, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Wealthspire Advisors, L.P. 13130.00%0.00%0.00%Q4 2015Q4 201813
Alyeska Investment Group, L.P. 13130.01%0.06%0.10%Q1 2014Q1 201713
American Portfolios Advisors 930.00%0.00%0.00%Q2 2019Q3 202212
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Geneos Wealth Management Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Financial Management Professionals, Inc. 12120.00%0.00%0.00%Q3 2015Q2 201812
CITIGROUP INC 12120.00%0.00%0.00%Q2 2014Q1 201712
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q1 2014Q4 201612
Nuveen Fund Advisors, LLC 11110.03%0.49%1.66%Q2 2016Q4 201811
DIALECTIC CAPITAL MANAGEMENT, LP 830.09%0.56%1.18%Q1 2014Q4 201611
STIFEL FINANCIAL CORP 310.00%0.00%0.00%Q3 2019Q3 202311
Caprock Group, LLC 1010.01%0.02%0.04%Q1 2016Q3 202311
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.02%0.12%0.22%Q1 2021Q3 202311
Cetera Advisor Networks LLC 1010.00%0.00%0.01%Q2 2020Q3 202311
WESTPORT RESOURCES MANAGEMENT INC 10100.02%0.07%0.13%Q1 2014Q2 201610
BUCKHEAD CAPITAL MANAGEMENT LLC 10100.10%0.13%0.15%Q4 2015Q1 201810
Legacy Capital Wealth Partners, LLC 710.32%0.51%1.00%Q4 2020Q3 202310
Yellowstone Partners, LLC 10100.05%0.10%0.13%Q2 2014Q3 201610
Capital Advisory Group Advisory Services, LLC 10100.03%0.19%0.36%Q2 2021Q3 202310
Philadelphia Financial Management of San Francisco, LLC 10102.04%3.34%4.22%Q1 2014Q2 201610
Kovack Advisors, Inc. 10100.03%0.05%0.08%Q2 2021Q3 202310
AMUNDI ASSET MANAGEMENT US, INC. 10100.01%0.02%0.02%Q1 2014Q2 201610
ENVESTNET ASSET MANAGEMENT INC 510.00%0.00%0.00%Q2 2019Q3 20239
RESOURCE AMERICA, INC. 990.42%3.66%11.46%Q3 2018Q3 20209
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q1 2021Q3 20239
Capital Financial Services, LLC 990.26%0.35%0.38%Q4 2020Q4 20229
HighTower Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
GSA CAPITAL PARTNERS LLP 720.01%0.02%0.05%Q1 2015Q2 20179
TOWNSQUARE CAPITAL LLC 990.01%0.01%0.01%Q3 2021Q3 20239
BANK OF MONTREAL /CAN/ 990.00%0.00%0.00%Q2 2017Q2 20199
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q4 2018Q3 20229
ADVANTAGE INVESTMENT MANAGEMENT, LLC 620.02%0.09%0.22%Q2 2017Q3 20198
Cetera Advisors LLC 880.00%0.01%0.01%Q3 2020Q2 20228
PSI Advisors, LLC 410.00%0.00%0.01%Q4 2019Q2 20238
PVG ASSET MANAGEMENT CORP 710.36%0.50%0.74%Q3 2016Q3 20188
EAGLE GLOBAL ADVISORS LLC 510.01%0.02%0.03%Q3 2019Q2 20228
Cedar Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q4 2019Q1 20238
FMR LLC 310.00%0.00%0.00%Q4 2018Q1 20238
MARSHALL WACE, LLP 430.00%0.00%0.01%Q3 2018Q4 20227
ACADIAN ASSET MANAGEMENT LLC 610.00%0.01%0.02%Q1 2015Q2 20207
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
KEYBANK NATIONAL ASSOCIATION/OH 520.00%0.00%0.00%Q4 2019Q3 20217
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2019Q1 20237
Sigma Planning Corp 610.01%0.02%0.03%Q2 2020Q3 20237
Bramshill Investments, LLC 770.02%0.08%0.19%Q4 2020Q2 20227
Dynamic Technology Lab Private Ltd 310.02%0.05%0.10%Q2 2015Q4 20227
ADVISORY RESEARCH INC 610.00%0.01%0.02%Q1 2014Q3 20167
TOMPKINS FINANCIAL CORP 770.00%0.00%0.00%Q2 2022Q4 20237
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 770.00%0.00%0.00%Q3 2019Q1 20217
Cubist Systematic Strategies, LLC 520.00%0.01%0.02%Q3 2018Q3 20227
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q1 2019Q3 20237
LAZARD ASSET MANAGEMENT LLC 420.00%0.00%0.00%Q3 2019Q4 20226
ZEKE CAPITAL ADVISORS, LLC 660.02%0.02%0.02%Q2 2021Q3 20226
Invesco Ltd. 420.00%0.00%0.00%Q4 2021Q3 20236
Avenir Corp 660.03%0.03%0.04%Q2 2022Q3 20236
L.M. KOHN & COMPANY 660.04%0.05%0.06%Q2 2022Q3 20236
MSI Financial Services Inc 660.00%0.00%0.00%Q3 2015Q4 20166
Winslow, Evans & Crocker, Inc. 660.00%0.02%0.06%Q3 2018Q4 20196
B. Riley Wealth Advisors, Inc. 510.01%0.01%0.02%Q4 2020Q3 20236
Quantbot Technologies LP 210.00%0.01%0.01%Q1 2020Q3 20236
Trexquant Investment LP 310.01%0.02%0.03%Q1 2017Q4 20226
Quad-Cities Investment Group, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
CALTON & ASSOCIATES, INC. 660.05%0.06%0.08%Q1 2022Q2 20236
Sumitomo Mitsui DS Asset Management Company, Ltd 660.02%0.04%0.06%Q1 2014Q2 20156
BB&T SECURITIES, LLC 660.00%0.01%0.02%Q3 2015Q4 20166
M&T BANK CORP 550.00%0.00%0.00%Q3 2014Q3 20155
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Prime Capital Investment Advisors, LLC 310.00%0.00%0.00%Q4 2017Q3 20235
Ahrens Investment Partners LLC 410.01%0.02%0.06%Q4 2021Q1 20235
SEI INVESTMENTS CO 410.00%0.00%0.00%Q1 2016Q3 20195
SCHOLTZ & COMPANY, LLC 553.08%3.60%4.05%Q2 2014Q2 20155
Avior Wealth Management, LLC 320.00%0.00%0.00%Q2 2019Q2 20225
Jump Financial, LLC 310.01%0.01%0.02%Q4 2020Q4 20225
SUMMITRY LLC 410.01%0.01%0.01%Q4 2021Q2 20235
KAYNE ANDERSON CAPITAL ADVISORS LP 550.01%0.02%0.03%Q4 2015Q4 20165
Versant Capital Management, Inc 550.00%0.11%0.20%Q3 2017Q3 20185
MCKINLEY CAPITAL MANAGEMENT LLC 550.06%0.07%0.08%Q4 2021Q4 20225
Allworth Financial LP 550.00%0.00%0.00%Q1 2021Q1 20225
West Family Investments, Inc. 210.06%0.17%0.28%Q4 2016Q4 20205
BlackRock Group LTD 440.00%0.00%0.00%Q1 2016Q4 20164
MACQUARIE GROUP LTD 310.00%0.00%0.00%Q3 2017Q4 20184
MONTAG A & ASSOCIATES INC 440.01%0.01%0.01%Q4 2020Q3 20214
B. Riley Wealth Management, Inc. 440.00%0.05%0.07%Q3 2021Q2 20224
Samalin Investment Counsel, LLC 440.18%0.22%0.24%Q4 2022Q3 20234
FARMERS & MERCHANTS INVESTMENTS INC 440.00%0.00%0.00%Q4 2022Q3 20234
ExodusPoint Capital Management, LP 310.00%0.01%0.01%Q3 2019Q1 20214
GraniteShares Advisors LLC 440.33%0.39%0.42%Q4 2021Q3 20224
STEPHENS INC /AR/ 440.00%0.01%0.02%Q4 2019Q3 20204
BARDIN HILL MANAGEMENT PARTNERS LP 440.16%0.18%0.21%Q2 2014Q1 20154
SIGNATUREFD, LLC 310.00%0.00%0.00%Q2 2022Q2 20234
Greenwich Investment Management, Inc. 440.08%0.13%0.15%Q4 2019Q3 20204
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2022Q3 20234
Gemmer Asset Management LLC 440.00%0.00%0.00%Q2 2021Q1 20224
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
All Season Financial Advisors, Inc. 310.28%0.37%0.48%Q1 2022Q3 20234
Pine River Capital Management L.P. 440.01%0.03%0.05%Q1 2014Q4 20144
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 440.04%0.04%0.04%Q1 2014Q4 20144
GPS Wealth Strategies Group, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Atom Investors LP 210.00%0.03%0.05%Q1 2020Q3 20233
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.01%0.01%Q4 2018Q1 20203
Crewe Advisors LLC 330.02%0.02%0.03%Q1 2021Q3 20213
BRIDGEWAY CAPITAL MANAGEMENT, LLC 210.00%0.01%0.02%Q3 2016Q2 20173
BANQUE PICTET & CIE SA 330.01%0.01%0.01%Q2 2022Q4 20223
TCI Wealth Advisors, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
ARDSLEY ADVISORY PARTNERS LP 330.11%0.12%0.13%Q1 2014Q3 20143
Lebenthal Global Advisors, LLC 330.09%0.11%0.13%Q4 2020Q2 20213
BESSEMER GROUP INC 330.00%0.00%0.00%Q2 2018Q4 20183
Catalyst Capital Advisors LLC 330.00%0.01%0.02%Q3 2014Q1 20153
Aspire Private Capital, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
WEDBUSH SECURITIES INC 330.02%0.02%0.03%Q4 2018Q2 20193
MML INVESTORS SERVICES, LLC 210.00%0.00%0.00%Q3 2017Q4 20213
AIGEN INVESTMENT MANAGEMENT, LP 210.00%0.00%0.01%Q4 2019Q3 20203
Moors & Cabot, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
Grisanti Capital Management LLC 330.27%0.31%0.33%Q1 2014Q3 20143
First Allied Advisory Services, Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
Capital Wealth Planning, LLC 210.01%0.01%0.02%Q2 2019Q1 20203
SVB WEALTH LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Virtu Financial LLC 210.01%0.02%0.02%Q3 2018Q3 20193
RAMSEY QUANTITATIVE SYSTEMS 330.01%0.02%0.03%Q1 2018Q3 20183
Penserra Capital Management LLC 330.00%0.00%0.00%Q1 2017Q3 20173
FNY Investment Advisers, LLC 210.01%0.02%0.03%Q4 2020Q3 20213
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q3 2020Q4 20223
Cetera Investment Advisers 330.00%0.00%0.00%Q3 2022Q1 20233
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q1 2015Q3 20153
Golden Green, Inc. 331.54%1.79%2.03%Q1 2023Q3 20233
Total Clarity Wealth Management, Inc. 210.00%0.02%0.03%Q3 2021Q2 20223
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Radcliffe Capital Management, L.P. 330.12%0.16%0.21%Q1 2020Q3 20203
Pictet North America Advisors SA 330.07%0.07%0.08%Q2 2022Q4 20223
Aquatic Capital Management LLC 210.00%0.01%0.01%Q2 2022Q2 20233
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q4 2022Q2 20232
UBS AG 220.00%0.00%0.00%Q2 2014Q3 20142
SeaBridge Investment Advisors LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Marshall Wace North America L.P. 110.00%0.00%0.00%Q2 2017Q4 20172
Quarry LP 220.00%0.00%0.01%Q2 2023Q3 20232
OXFORD ASSET MANAGEMENT LLP 220.02%0.04%0.06%Q4 2018Q1 20192
CFO4Life Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q1 2019Q2 20192
Canton Hathaway, LLC 220.06%0.07%0.07%Q3 2019Q4 20192
Portside Wealth Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
IFP Advisors, Inc 220.00%0.00%0.00%Q3 2018Q4 20182
Endurance Wealth Management, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
CENTAURUS FINANCIAL, INC. 220.00%0.01%0.02%Q2 2018Q3 20182
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q4 2014Q4 20162
NORTHERN TRUST CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Quadrature Capital Ltd 110.01%0.01%0.01%Q1 2021Q4 20222
Financial Architects, Inc 220.00%0.00%0.00%Q3 2019Q4 20192
WFG Advisors, LP 220.01%0.01%0.02%Q1 2017Q2 20172
Koshinski Asset Management, Inc. 110.06%0.07%0.09%Q1 2019Q4 20192
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q1 20202
BLACKTHORN INVESTMENT GROUP LLC 220.88%0.99%1.10%Q1 2015Q2 20152
Jump Trading, LLC 110.01%0.04%0.06%Q3 2018Q1 20192
Yorktown Management & Research Co Inc 220.07%0.08%0.08%Q2 2016Q3 20162
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
ARROWGRASS CAPITAL PARTNERS (US) LP 110.01%0.10%0.18%Q1 2014Q1 20152
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2019Q3 20222
Squarepoint Ops LLC 110.00%0.00%0.00%Q2 2020Q4 20222
GAM Holding AG 220.00%0.00%0.00%Q3 2016Q4 20162
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2020Q1 20201
AJO, LP 110.01%0.01%0.01%Q1 2017Q1 20171
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
INSIGHT 2811, INC. 110.07%0.07%0.07%Q2 2020Q2 20201
WESPAC Advisors, LLC 110.65%0.65%0.65%Q3 2018Q3 20181
Creative Planning 110.00%0.00%0.00%Q2 2017Q2 20171
GRIMES & COMPANY, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Walleye Trading LLC 110.00%0.00%0.00%Q1 2017Q1 20171
FNY Managed Accounts LLC 110.42%0.42%0.42%Q1 2015Q1 20151
PVG Asset Management 110.65%0.65%0.65%Q4 2016Q4 20161
ALPINE WOODS CAPITAL INVESTORS, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Cerity Partners LLC 110.05%0.05%0.05%Q4 2019Q4 20191
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Lloyd Advisory Services, LLC. 110.05%0.05%0.05%Q3 2023Q3 20231
Leap Investments LP 110.18%0.18%0.18%Q1 2020Q1 20201
PEAK6 Group LLC 110.03%0.03%0.03%Q1 2014Q1 20141
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Archer Investment Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Acrospire Investment Management LLC 110.01%0.01%0.01%Q2 2017Q2 20171
NORDEA INVESTMENT MANAGEMENT AB 110.00%0.00%0.00%Q1 2019Q1 20191
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Pinz Capital Management, LP 110.03%0.03%0.03%Q2 2021Q2 20211
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q1 2017Q1 20171
Farmer Steven Patrick 110.02%0.02%0.02%Q2 2022Q2 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TFS CAPITAL LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Aperio Group, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BECK CAPITAL MANAGEMENT, LLC 110.74%0.74%0.74%Q3 2019Q3 20191
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2023Q3 20231
PAX Financial Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2020Q1 20201
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q3 2021Q3 20211
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NORDEN GROUP LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Point72 Hong Kong Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SAX WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
New Millennium Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2015Q2 20151
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
PDT Partners, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q4 2018Q4 20181
HALCYON OFFSHORE ASSET MANAGEMENT LLC 110.28%0.28%0.28%Q1 2014Q1 20141
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Olympiad Research LP 110.11%0.11%0.11%Q1 2020Q1 20201
External links

This page lists all the filers that currently own TRIPLEPOINT VENTURE GROWTH B or have owned TRIPLEPOINT VENTURE GROWTH B in the past.