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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
152,257
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
140,230
shares
|
$2.69 Million
0.18% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
138,408
shares
|
$2.66 Million
2.39% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
137,931
shares
|
$2.65 Million
0.38% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
137,868
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
136,275
shares
|
$2.62 Million
0.74% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
134,229
shares
|
$2.58 Million
0.29% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
132,156
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
132,075
shares
|
$2.54 Million
0.25% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
127,392
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
124,467
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.39%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
123,914
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2024
Added 28.15%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
120,294
shares
|
$2.31 Million
1.12% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
115,797
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.67%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
115,796
shares
|
$2.22 Million
1.15% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
114,491
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
112,391
shares
|
$2.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 15.14%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
110,854
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
109,202
shares
|
$2.1 Million
2.59% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
96,791
shares
|
$1.86 Million
1.61% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
95,206
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
93,211
shares
|
$1.79 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
91,715
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
91,648
shares
|
$1.76 Million
0.13% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
83,849
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 7.31%
|