A detailed history of Big Sur Wealth Management LLC transactions in Hercules Capital, Inc. stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 29,500 shares of HTGC stock, worth $518,905. This represents 0.15% of its overall portfolio holdings.

Number of Shares
29,500
Previous 38,500 23.38%
Holding current value
$518,905
Previous $703,000 20.77%
% of portfolio
0.15%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

SELL
$18.34 - $19.53 $165,060 - $175,770
-9,000 Reduced 23.38%
29,500 $557,000
Q2 2025

Jul 15, 2025

SELL
$16.24 - $19.1 $16,239 - $19,100
-1,000 Reduced 2.53%
38,500 $703,000
Q1 2025

Apr 16, 2025

BUY
$18.01 - $22.0 $270,150 - $330,000
15,000 Added 61.22%
39,500 $758,000
Q4 2024

Jan 16, 2025

SELL
$18.53 - $20.22 $15,101 - $16,479
-815 Reduced 3.22%
24,500 $492,000
Q3 2024

Oct 16, 2024

SELL
$17.71 - $21.67 $206,941 - $253,213
-11,685 Reduced 31.58%
25,315 $497,000
Q2 2024

Jul 22, 2024

BUY
$17.96 - $20.45 $131,108 - $149,285
7,300 Added 24.58%
37,000 $756,000
Q1 2024

May 21, 2024

BUY
$16.67 - $18.77 $295,059 - $332,229
17,700 Added 147.5%
29,700 $547,000
Q4 2023

Feb 12, 2024

BUY
$15.09 - $16.93 $181,080 - $203,160
12,000 New
12,000 $200,000

Others Institutions Holding HTGC

About Hercules Capital, Inc.


  • Ticker HTGC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 127,239,000
  • Market Cap $2.24B
  • Description
  • Hercules Capital, Inc. is a business development company. The firm specializing in providing venture debt, debt, senior secured loans, and growth capital to privately held venture capital-backed companies at all stages of development from startups, to expansion stage including select publicly listed companies and select special opportunity lower...
More about HTGC
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