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 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.96K+ 30.65% |
$110K - $121K
|
25.4K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.85K+ 45.56% |
$89.8K - $98K
|
15.5K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$79.7K - $86.9K
|
4.3K
$74.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.12K+ 19.18% |
$57.8K - $63.1K
|
19.4K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.02K+ 7.32% |
$56K - $61.1K
|
44.3K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.39KNew |
$44.2K - $48.3K
|
2.39K
$41.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.88K+ 12.25% |
$34.7K - $37.9K
|
17.2K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.88K+ 12.25% |
$34.7K - $37.9K
|
17.2K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.58K+ 13.83% |
$29.3K - $32K
|
13K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.56K+ 5.78% |
$28.8K - $31.4K
|
28.4K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.38KNew |
$25.6K - $28K
|
1.38K
$24.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.36KNew |
$25.2K - $27.5K
|
1.36K
$23.7K
|
|
|
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
$31.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1KNew |
$18.5K - $20.2K
|
1K
$17.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
900New |
$16.7K - $18.2K
|
900
$15.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
887New |
$16.4K - $17.9K
|
887
$15.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
565New |
$10.5K - $11.4K
|
565
$9.83K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
390+ 354.55% |
$7.23K - $7.89K
|
500
$8.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
313New |
$5.8K - $6.33K
|
313
$5.45K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
300New |
$5.56K - $6.07K
|
300
$5.22K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
280New |
$5.19K - $5.66K
|
280
$4.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
220+ 73.33% |
$4.08K - $4.45K
|
520
$9.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
210+ 1750.0% |
$3.89K - $4.25K
|
222
$3.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$1.85K - $2.02K
|
100
$1.74K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
94+ 4.59% |
$1.74K - $1.9K
|
2.14K
$37.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
76+ 1.41% |
$1.41K - $1.54K
|
5.46K
$94.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
49New |
$908 - $991
|
49
$853
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22New |
$408 - $445
|
22
$383
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
16New |
$296 - $324
|
16
$278
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 2.47% |
$111 - $121
|
249
$4.33K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
143K+ 166.74% |
$2.53M - $3.09M
|
228K
$3.97M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
51.7K+ 35.09% |
$916K - $1.12M
|
199K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
20KNew |
$354K - $433K
|
20K
$348K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
18.5K+ 410.43% |
$328K - $401K
|
23K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15KNew |
$266K - $325K
|
15K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
13.6KNew |
$241K - $295K
|
13.6K
$237K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
11.9KNew |
$211K - $258K
|
11.9K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.4KNew |
$202K - $247K
|
11.4K
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.9KNew |
$193K - $237K
|
10.9K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
8KNew |
$142K - $173K
|
8K
$139K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.71KNew |
$137K - $167K
|
7.71K
$134K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.57K+ 3.75% |
$45.4K - $55.6K
|
71K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.02KNew |
$35.8K - $43.8K
|
2.02K
$35.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.58KNew |
$28K - $34.2K
|
1.58K
$27.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.4KNew |
$24.8K - $30.3K
|
1.4K
$24.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.03K+ 6.13% |
$18.2K - $22.3K
|
17.8K
$309K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
866New |
$15.3K - $18.8K
|
866
$15.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
600+ 1.75% |
$10.6K - $13K
|
34.9K
$607K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
500New |
$8.86K - $10.8K
|
500
$8.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
347New |
$6.15K - $7.52K
|
347
$6.04K
|
|