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 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
57.1K+ 192.39% |
$951K - $1.07M
|
86.7K
$1.68M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.3K+ 98.91% |
$739K - $832K
|
89.1K
$1.72M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
25.5KNew |
$424K - $478K
|
25.5K
$492K
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
22.8KNew |
$380K - $428K
|
22.8K
$441K
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
15.4KNew |
$256K - $289K
|
15.4K
$297K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 48.81% |
$177K - $199K
|
32.3K
$625K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.48K+ 35.34% |
$74.7K - $84.1K
|
17.2K
$332K
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
2.97K+ 2.8% |
$49.5K - $55.7K
|
109K
$2.11M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.08KNew |
$17.9K - $20.2K
|
1.08K
$20.8K
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
645New |
$10.8K - $12.1K
|
645
$12.5K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
300New |
$5K - $5.63K
|
300
$5.8K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
293New |
$4.88K - $5.5K
|
293
$5.66K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$4.17K - $4.69K
|
250
$4.83K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$3.33K - $3.75K
|
200
$3.87K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
38+ 2.19% |
$633 - $713
|
1.77K
$34.3K
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
32New |
$533 - $601
|
32
$619
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 100.0% |
$33.3 - $37.5
|
4
$77.3
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
44K+ 25.75% |
$665K - $746K
|
215K
$4.16M
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
38.2KNew |
$576K - $647K
|
38.2K
$738K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
36.8KNew |
$555K - $623K
|
36.8K
$711K
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
20KNew |
$302K - $339K
|
20K
$387K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
18.4K+ 69.29% |
$278K - $311K
|
44.9K
$869K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11KNew |
$166K - $186K
|
11K
$212K
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.67K+ 42.2% |
$146K - $164K
|
32.6K
$630K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
5K+ 606.06% |
$75.5K - $84.7K
|
5.83K
$113K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.9KNew |
$73.9K - $83K
|
4.9K
$94.7K
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
4.5K+ 10.34% |
$67.9K - $76.2K
|
48K
$928K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.81KNew |
$57.5K - $64.5K
|
3.81K
$73.7K
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.15K+ 15.0% |
$47.5K - $53.3K
|
24.2K
$467K
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.43K+ 19.75% |
$36.7K - $41.2K
|
14.7K
$285K
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
534+ 3.54% |
$8.06K - $9.04K
|
15.6K
$302K
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
534+ 3.54% |
$8.06K - $9.04K
|
15.6K
$302K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
300+ 46.88% |
$4.53K - $5.08K
|
940
$18.2K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
197New |
$2.97K - $3.34K
|
197
$3.81K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
15New |
$226 - $254
|
15
$290
|
|
Q3 2023 | |||||||
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
36KNew |
$535K - $649K
|
36K
$696K
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
23.2KNew |
$345K - $419K
|
23.2K
$449K
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
21.1KNew |
$313K - $379K
|
21.1K
$407K
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.1KNew |
$195K - $236K
|
13.1K
$253K
|
|
Nov 02, 2023
Q3 2023
|
Origin Asset Management LLP
London, X0 |
BUY
|
- |
11.4KNew |
$169K - $205K
|
11.4K
$220K
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11.4KNew |
$169K - $205K
|
11.4K
$220K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10.2KNew |
$152K - $184K
|
10.2K
$198K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6.71KNew |
$99.6K - $121K
|
6.71K
$130K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4KNew |
$59.4K - $72.1K
|
4K
$77.3K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
1.19K+ 0.87% |
$17.7K - $21.4K
|
138K
$2.68M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
200New |
$2.97K - $3.6K
|
200
$3.87K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
180New |
$2.67K - $3.24K
|
180
$3.48K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.35% |
$2.53K - $3.06K
|
12.7K
$246K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 12.76% |
$743 - $901
|
442
$8.54K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.3KNew |
$202K - $246K
|
16.3K
$315K
|