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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
13,100
shares
|
$251,651
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
12,994
shares
|
$249,614
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
12,842
shares
|
$246,694
0.05% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,237
shares
|
$235,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,236
shares
|
$235,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
12,167
shares
|
$233,728
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
12,000
shares
|
$230,520
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
11,925
shares
|
$229,079
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
11,909
shares
|
$228,771
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,442
shares
|
$219,800
0.18% of portfolio
|
Q3 2024
Reduced 89.71%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
11,419
shares
|
$219,358
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
11,410
shares
|
$219,186
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
11,370
shares
|
$218,417
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
10,945
shares
|
$210,253
0.08% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,914
shares
|
$209,657
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
10,900
shares
|
$209,389
0.04% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,774
shares
|
$206,968
0.01% of portfolio
|
Q2 2024
Added 22.75%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
10,642
shares
|
$204,432
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
10,625
shares
|
$204,106
0.0% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10,500
shares
|
$201,705
0.39% of portfolio
|
Q1 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,474
shares
|
$201,205
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,386
shares
|
$199,515
0.13% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
10,302
shares
|
$197,901
0.06% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,024
shares
|
$192,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,000
shares
|
$192,100
0.01% of portfolio
|
Q2 2021
Reduced 88.89%
|