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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 2.15% |
$90.1 - $110
|
238
$4.18K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
96.7KNew |
$1.79M - $1.96M
|
96.7K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
48.6KNew |
$901K - $983K
|
48.6K
$854K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
36.6KNew |
$678K - $739K
|
36.6K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
32.3K+ 214.25% |
$598K - $652K
|
47.3K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
30.6KNew |
$567K - $619K
|
30.6K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.5KNew |
$269K - $293K
|
14.5K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
14.5KNew |
$268K - $293K
|
14.5K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
12.2KNew |
$226K - $247K
|
12.2K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.6KNew |
$215K - $234K
|
11.6K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.5KNew |
$194K - $212K
|
10.5K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.3KNew |
$191K - $209K
|
10.3K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$187K - $204K
|
10.1K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$185K - $202K
|
10K
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
8KNew |
$148K - $162K
|
8K
$141K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.96K+ 30.65% |
$110K - $121K
|
25.4K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$79.7K - $86.9K
|
4.3K
$75.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.12K+ 19.18% |
$57.8K - $63.1K
|
19.4K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.02K+ 7.32% |
$56K - $61.1K
|
44.3K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.39KNew |
$44.2K - $48.3K
|
2.39K
$42K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.58K+ 13.83% |
$29.3K - $32K
|
13K
$229K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.36KNew |
$25.2K - $27.5K
|
1.36K
$23.9K
|
|
|
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
$31.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1KNew |
$18.5K - $20.2K
|
1K
$17.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
900New |
$16.7K - $18.2K
|
900
$15.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
887New |
$16.4K - $17.9K
|
887
$15.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
565New |
$10.5K - $11.4K
|
565
$9.93K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
390+ 354.55% |
$7.23K - $7.89K
|
500
$8.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
313New |
$5.8K - $6.33K
|
313
$5.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
300New |
$5.56K - $6.07K
|
300
$5.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
280New |
$5.19K - $5.66K
|
280
$4.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
220+ 73.33% |
$4.08K - $4.45K
|
520
$9.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
210+ 1750.0% |
$3.89K - $4.25K
|
222
$3.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$1.85K - $2.02K
|
100
$1.76K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
94+ 4.59% |
$1.74K - $1.9K
|
2.14K
$37.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
49New |
$908 - $991
|
49
$861
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22New |
$408 - $445
|
22
$387
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
16New |
$296 - $324
|
16
$281
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 2.47% |
$111 - $121
|
249
$4.37K
|
|
| 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
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
51.7K+ 35.09% |
$916K - $1.12M
|
199K
$3.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
18.5K+ 410.43% |
$328K - $401K
|
23K
$404K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
11.9KNew |
$211K - $258K
|
11.9K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.4KNew |
$202K - $247K
|
11.4K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.9KNew |
$193K - $237K
|
10.9K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
8KNew |
$142K - $173K
|
8K
$141K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.71KNew |
$137K - $167K
|
7.71K
$136K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.57K+ 3.75% |
$45.4K - $55.6K
|
71K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.02KNew |
$35.8K - $43.8K
|
2.02K
$35.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.58KNew |
$28K - $34.2K
|
1.58K
$27.8K
|
|