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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4KNew |
$59.4K - $72.1K
|
4K
$76.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.84K+ 166.25% |
$27.4K - $33.2K
|
2.95K
$56.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
1.19K+ 0.87% |
$17.7K - $21.4K
|
138K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
200New |
$2.97K - $3.6K
|
200
$3.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
180New |
$2.67K - $3.24K
|
180
$3.46K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.35% |
$2.53K - $3.06K
|
12.7K
$245K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 12.76% |
$743 - $901
|
442
$8.49K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.3KNew |
$202K - $246K
|
16.3K
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
6KNew |
$74.3K - $90.5K
|
6K
$115K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.1KNew |
$26K - $31.7K
|
2.1K
$40.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$12.4K - $15.1K
|
1K
$19.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
606New |
$7.5K - $9.14K
|
606
$11.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
113+ 0.79% |
$1.4K - $1.7K
|
14.4K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
93+ 3.08% |
$1.15K - $1.4K
|
3.11K
$59.7K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
544KNew |
$6.29M - $8.83M
|
544K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
282KNew |
$3.25M - $4.57M
|
282K
$5.41M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
215KNew |
$2.48M - $3.49M
|
215K
$4.13M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
PUT |
140KNew |
$1.62M - $2.27M
|
140K
$2.69M
|
|
|
May 10, 2023
Q1 2023
|
Hst Ventures, LLC
|
BUY
|
- |
41.3KNew |
$478K - $671K
|
41.3K
$794K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
37.6KNew |
$435K - $611K
|
37.6K
$722K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
28KNew |
$324K - $455K
|
28K
$538K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.2KNew |
$291K - $409K
|
25.2K
$484K
|
|
|
May 15, 2023
Q1 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
23.1K+ 1.67% |
$267K - $376K
|
1.4M
$27M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
16.1K+ 40.62% |
$186K - $261K
|
55.7K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
15.5K+ 29.64% |
$179K - $252K
|
67.8K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12.4KNew |
$143K - $201K
|
12.4K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$134K - $188K
|
11.6K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10KNew |
$116K - $163K
|
10K
$193K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
7.49KNew |
$86.6K - $122K
|
7.49K
$144K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.7KNew |
$54.4K - $76.4K
|
4.7K
$90.3K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3K+ 10.6% |
$34.7K - $48.7K
|
31.3K
$601K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1KNew |
$11.6K - $16.2K
|
1K
$19.2K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
500New |
$5.78K - $8.12K
|
500
$9.61K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
500New |
$5.78K - $8.12K
|
500
$9.61K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
500+ 276.24% |
$5.78K - $8.12K
|
681
$13.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
176+ 0.94% |
$2.03K - $2.86K
|
19K
$365K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
160+ 0.21% |
$1.85K - $2.6K
|
77.4K
$1.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
87+ 0.72% |
$1.01K - $1.41K
|
12.2K
$234K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 2.92% |
$682 - $958
|
2.08K
$40K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 1.62% |
$80.9 - $114
|
440
$8.45K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Conversant Capital LLC
Summit, NJ |
BUY
|
- |
325KNew |
$3.77M - $4.85M
|
325K
$6.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
81KNew |
$939K - $1.21M
|
81K
$1.56M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
79.2KNew |
$918K - $1.18M
|
79.2K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
58.4KNew |
$677K - $872K
|
58.4K
$1.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
38.8KNew |
$450K - $580K
|
38.8K
$746K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
23.7KNew |
$275K - $355K
|
23.7K
$456K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.9KNew |
$196K - $252K
|
16.9K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$148K - $191K
|
12.8K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.4KNew |
$120K - $155K
|
10.4K
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$118K - $153K
|
10.2K
$196K
|
|