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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
82,843
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
80,370
shares
|
$1.54 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
79,227
shares
|
$1.52 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
76,854
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Added 368.48%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
76,262
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,032
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
67,254
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
63,166
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
62,802
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Added 17.15%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,532
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 148.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
62,435
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
61,875
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
61,659
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
59,871
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Added 23.69%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
57,466
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 187.33%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
55,916
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
55,802
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
55,365
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
52,080
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
48,000
shares
|
$922,080
0.24% of portfolio
|
Q4 2023
Added 10.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
43,705
shares
|
$839,573
0.03% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
43,419
shares
|
$834,078
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
41,986
shares
|
$806,551
0.07% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,266
shares
|
$792,719
0.39% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
41,234
shares
|
$792,105
0.02% of portfolio
|
Q3 2024
Added 2.65%
|