Latest Institutional Purchases of Hercules Capital, Inc. (HTGC)
This list provides information on the latest institutional transactions involving Hercules Capital, Inc. (HTGC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
323K+ 10.37% |
$5.99M - $6.53M
|
3.44M
$72.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
77.9K+ 2.84% |
$1.44M - $1.57M
|
2.82M
$59.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
62.4K+ 117.07% |
$1.16M - $1.26M
|
116K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
60.8K+ 14.03% |
$1.13M - $1.23M
|
494K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
41.6K+ 10.38% |
$771K - $842K
|
443K
$9.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
34.1KNew |
$631K - $688K
|
34.1K
$720K
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
30.6KNew |
$567K - $619K
|
30.6K
$647K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
24.7K+ 17.59% |
$457K - $499K
|
165K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.6KNew |
$289K - $316K
|
15.6K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.5K+ 11.71% |
$287K - $313K
|
148K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
13.6K+ 37.14% |
$252K - $275K
|
50.3K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
12.3KNew |
$228K - $249K
|
12.3K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
12.1KNew |
$223K - $244K
|
12.1K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.6K+ 90.39% |
$178K - $194K
|
20.2K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.08K+ 7.91% |
$113K - $123K
|
82.9K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6K+ 41.38% |
$111K - $121K
|
20.5K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.96K+ 30.65% |
$110K - $121K
|
25.4K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.33K+ 1.88% |
$98.8K - $108K
|
289K
$6.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.2K+ 12.38% |
$96.3K - $105K
|
47.2K
$998K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.12K+ 19.18% |
$57.8K - $63.1K
|
19.4K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
2.85K+ 7.08% |
$52.8K - $57.6K
|
43.1K
$911K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1.8K+ 345.4% |
$33.4K - $36.5K
|
2.33K
$49.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.71K+ 0.45% |
$31.7K - $34.6K
|
382K
$8.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.67K+ 1.51% |
$31K - $33.8K
|
113K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.57K+ 7.89% |
$29.1K - $31.7K
|
21.4K
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.32K+ 4.16% |
$24.5K - $26.7K
|
33.1K
$701K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.15K+ 7.28% |
$21.4K - $23.3K
|
17K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.15K+ 177.23% |
$21.3K - $23.3K
|
1.8K
$38.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
887New |
$16.4K - $17.9K
|
887
$18.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
804+ 2.73% |
$14.9K - $16.3K
|
30.3K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
799+ 0.87% |
$14.8K - $16.2K
|
92.4K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
600+ 0.97% |
$11.1K - $12.1K
|
62.3K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
565New |
$10.5K - $11.4K
|
565
$11.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
BUY
|
- |
408+ 1.69% |
$7.56K - $8.25K
|
24.6K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
390+ 354.55% |
$7.23K - $7.89K
|
500
$10.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
385+ 2.06% |
$7.13K - $7.78K
|
19.1K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
270+ 0.11% |
$5K - $5.46K
|
253K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
269+ 2.36% |
$4.98K - $5.44K
|
11.7K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
202+ 1.93% |
$3.74K - $4.08K
|
10.7K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
109+ 0.64% |
$2.02K - $2.2K
|
17.3K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
107+ 0.68% |
$1.98K - $2.16K
|
15.8K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
94+ 4.59% |
$1.74K - $1.9K
|
2.14K
$45.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
76+ 1.41% |
$1.41K - $1.54K
|
5.46K
$115K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
58+ 2.15% |
$1.07K - $1.17K
|
2.76K
$58.3K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
50New |
$927 - $1.01K
|
50
$1.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
49New |
$908 - $991
|
49
$1.04K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
48New |
$889 - $971
|
48
$1.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24+ 2.49% |
$445 - $485
|
987
$20.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 0.13% |
$371 - $404
|
15.4K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.22% |
$55.6 - $60.7
|
1.35K
$28.6K
|