Institutional Ownership Hercules Capital, Inc. (HTGC)
This table provides information about the institutional ownership of Hercules Capital, Inc. (HTGC). We have compiled data on the 327 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $623 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,349
shares
|
$25,914
0.0% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$24,012
0.0% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$19,210
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
963
shares
|
$18,499
0.0% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
940
shares
|
$18,057
0.01% of portfolio
|
Q4 2023
Added 46.88%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
850
shares
|
$16,328
0.0% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
837
shares
|
$16,078
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
795
shares
|
$15,271
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
756
shares
|
$14,522
0.0% of portfolio
|
Q2 2024
Added 278.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
700
shares
|
$13,447
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
681
shares
|
$13,082
0.0% of portfolio
|
Q1 2023
Added 276.24%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
650
shares
|
$12,486
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
641
shares
|
$12,313
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
625
shares
|
$12,006
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
554
shares
|
$10,642
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
522
shares
|
$10,027
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
500
shares
|
$9,605
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$9,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
484
shares
|
$9,297
0.0% of portfolio
|
Q2 2024
Reduced 86.18%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
413
shares
|
$7,933
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
347
shares
|
$6,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
329
shares
|
$6,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
321
shares
|
$6,166
0.0% of portfolio
|
Q1 2024
Reduced 59.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
315
shares
|
$6,051
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$5,763
0.0% of portfolio
|
Q3 2024
New holding
|