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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
220+ 73.33% |
$4.08K - $4.45K
|
520
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
210+ 1750.0% |
$3.89K - $4.25K
|
222
$4.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$1.85K - $2.02K
|
100
$1.93K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
94+ 4.59% |
$1.74K - $1.9K
|
2.14K
$41.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
49New |
$908 - $991
|
49
$947
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22New |
$408 - $445
|
22
$425
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
16New |
$296 - $324
|
16
$309
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 2.47% |
$111 - $121
|
249
$4.81K
|
|
| 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
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
51.7K+ 35.09% |
$916K - $1.12M
|
199K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
20KNew |
$354K - $433K
|
20K
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
18.5K+ 410.43% |
$328K - $401K
|
23K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15KNew |
$266K - $325K
|
15K
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
11.9KNew |
$211K - $258K
|
11.9K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.4KNew |
$202K - $247K
|
11.4K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.9KNew |
$193K - $237K
|
10.9K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
8KNew |
$142K - $173K
|
8K
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.71KNew |
$137K - $167K
|
7.71K
$149K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.57K+ 3.75% |
$45.4K - $55.6K
|
71K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.02KNew |
$35.8K - $43.8K
|
2.02K
$39K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.58KNew |
$28K - $34.2K
|
1.58K
$30.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.4KNew |
$24.8K - $30.3K
|
1.4K
$27.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.03K+ 6.13% |
$18.2K - $22.3K
|
17.8K
$344K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
866New |
$15.3K - $18.8K
|
866
$16.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
600+ 1.75% |
$10.6K - $13K
|
34.9K
$675K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
500New |
$8.86K - $10.8K
|
500
$9.67K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
347New |
$6.15K - $7.52K
|
347
$6.71K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
329New |
$5.83K - $7.13K
|
329
$6.36K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
315New |
$5.58K - $6.83K
|
315
$6.09K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34New |
$602 - $737
|
34
$657
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2+ 0.01% |
$35.4 - $43.3
|
18.4K
$356K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
24.5K+ 3.9% |
$440K - $501K
|
652K
$12.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
14.6K+ 4.26% |
$261K - $298K
|
356K
$6.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
9.91KNew |
$178K - $203K
|
9.91K
$192K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6KNew |
$108K - $123K
|
6K
$116K
|
|
|
Jul 26, 2024
Q2 2024
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
3.12K+ 2.49% |
$56K - $63.8K
|
129K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.7K+ 23.48% |
$48.5K - $55.2K
|
14.2K
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.15K+ 5.65% |
$38.6K - $44K
|
40.2K
$777K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2KNew |
$35.9K - $40.9K
|
2K
$38.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.5KNew |
$26.9K - $30.7K
|
1.5K
$29K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$12.6K - $14.3K
|
700
$13.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
556+ 278.0% |
$9.99K - $11.4K
|
756
$14.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
275New |
$4.94K - $5.62K
|
275
$5.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
250New |
$4.49K - $5.11K
|
250
$4.83K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$4.49K - $5.11K
|
250
$4.83K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
229New |
$4.11K - $4.68K
|
229
$4.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
148+ 7.7% |
$2.66K - $3.03K
|
2.07K
$40K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
79+ 0.5% |
$1.42K - $1.62K
|
15.8K
$305K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.12% |
$18 - $20.5
|
837
$16.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
1.06MNew |
$17.6M - $19.8M
|
1.06M
$20.4M
|
|