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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,965
shares
|
$306,687
0.0% of portfolio
|
Q3 2024
Added 21.33%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
15,849
shares
|
$304,459
0.12% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
15,727
shares
|
$302,115
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
15,704
shares
|
$301,673
0.01% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,567
shares
|
$299,042
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
15,417
shares
|
$296,160
0.03% of portfolio
|
Q2 2024
Reduced 11.48%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
15,355
shares
|
$294,969
0.15% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
15,302
shares
|
$293,951
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
15,302
shares
|
$293,951
0.15% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
15,056
shares
|
$289,225
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,010
shares
|
$288,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
15,000
shares
|
$288,150
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,817
shares
|
$284,634
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
14,748
shares
|
$283,309
0.11% of portfolio
|
Q4 2023
Added 19.75%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
14,613
shares
|
$280,715
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
14,517
shares
|
$278,871
0.03% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
14,500
shares
|
$278,545
0.11% of portfolio
|
Q3 2024
Added 38.1%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,276
shares
|
$274,241
0.01% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
14,200
shares
|
$272,782
0.01% of portfolio
|
Q2 2024
Added 23.48%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
14,193
shares
|
$272,647
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
14,115
shares
|
$271,149
0.04% of portfolio
|
Q2 2023
Reduced 7.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,950
shares
|
$267,979
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,719
shares
|
$263,541
0.0% of portfolio
|
Q3 2023
Reduced 33.49%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
13,620
shares
|
$261,640
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,590
shares
|
$261,063
0.01% of portfolio
|
Q3 2024
Added 29.02%
|