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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.52KNew |
$45.4K - $55.5K
|
2.52K
$48.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$36K - $44K
|
2K
$38.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.54KNew |
$27.7K - $33.9K
|
1.54K
$29.8K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.41K+ 13.24% |
$25.4K - $31.1K
|
12.1K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 7.75% |
$19.8K - $24.2K
|
15.3K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
969New |
$17.5K - $21.3K
|
969
$18.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
710New |
$12.8K - $15.6K
|
710
$13.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
556+ 556.0% |
$10K - $12.2K
|
656
$12.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
475New |
$8.55K - $10.5K
|
475
$9.18K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
403+ 3.34% |
$7.26K - $8.87K
|
12.5K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
282+ 6.83% |
$5.08K - $6.2K
|
4.41K
$85.2K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
250New |
$4.5K - $5.5K
|
250
$4.83K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
218+ 1.83% |
$3.93K - $4.8K
|
12.1K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38+ 0.35% |
$684 - $836
|
10.9K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 2.15% |
$90.1 - $110
|
238
$4.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 3.33% |
$18 - $22
|
31
$599
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
96.7KNew |
$1.79M - $1.96M
|
96.7K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
48.6KNew |
$901K - $983K
|
48.6K
$939K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
36.6KNew |
$678K - $739K
|
36.6K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
32.3K+ 214.25% |
$598K - $652K
|
47.3K
$915K
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
30.6KNew |
$567K - $619K
|
30.6K
$591K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
16.1KNew |
$299K - $326K
|
16.1K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
15.2KNew |
$281K - $307K
|
15.2K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.5KNew |
$269K - $293K
|
14.5K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
14.5KNew |
$268K - $293K
|
14.5K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
12.2KNew |
$226K - $247K
|
12.2K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.6KNew |
$215K - $234K
|
11.6K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.5KNew |
$194K - $212K
|
10.5K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.3KNew |
$191K - $209K
|
10.3K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$187K - $204K
|
10.1K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$185K - $202K
|
10K
$193K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.55K+ 26.91% |
$158K - $173K
|
40.3K
$780K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
8KNew |
$148K - $162K
|
8K
$155K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.96K+ 30.65% |
$110K - $121K
|
25.4K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.85K+ 45.56% |
$89.8K - $98K
|
15.5K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$79.7K - $86.9K
|
4.3K
$83.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.12K+ 19.18% |
$57.8K - $63.1K
|
19.4K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.02K+ 7.32% |
$56K - $61.1K
|
44.3K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.39KNew |
$44.2K - $48.3K
|
2.39K
$46.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.58K+ 13.83% |
$29.3K - $32K
|
13K
$252K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.36KNew |
$25.2K - $27.5K
|
1.36K
$26.3K
|
|
|
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
$34.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1KNew |
$18.5K - $20.2K
|
1K
$19.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
900New |
$16.7K - $18.2K
|
900
$17.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
887New |
$16.4K - $17.9K
|
887
$17.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
565New |
$10.5K - $11.4K
|
565
$10.9K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
390+ 354.55% |
$7.23K - $7.89K
|
500
$9.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
313New |
$5.8K - $6.33K
|
313
$6.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
300New |
$5.56K - $6.07K
|
300
$5.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
280New |
$5.19K - $5.66K
|
280
$5.41K
|
|