Purchases and Sales Made in Q1 2024 in Hercules Capital, Inc. (HTGC)
This table provides information about the institutional ownership of Hercules Capital, Inc. (HTGC) during Q1 2024. The information is specifically focused on institutions that hold shares of Hercules Capital, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.6KNew |
$260K - $292K
|
15.6K
$289K
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
15.4KNew |
$256K - $289K
|
15.4K
$285K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$244K - $274K
|
14.6K
$271K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
14.5KNew |
$242K - $272K
|
14.5K
$269K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.3KNew |
$239K - $269K
|
14.3K
$266K
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14.3K+ 127.93% |
$238K - $268K
|
25.4K
$472K
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$237K - $266K
|
14.2K
$263K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14KNew |
$233K - $262K
|
14K
$259K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 8.65% |
$215K - $242K
|
162K
$3.01M
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
12.9K+ 20.29% |
$215K - $242K
|
76.4K
$1.42M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.7KNew |
$211K - $238K
|
12.7K
$235K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12KNew |
$200K - $225K
|
12K
$222K
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11.7KNew |
$195K - $220K
|
11.7K
$217K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11KNew |
$183K - $206K
|
11K
$204K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 48.81% |
$177K - $199K
|
32.3K
$600K
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
10.4KNew |
$173K - $195K
|
10.4K
$193K
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
10KNew |
$167K - $188K
|
10K
$186K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10K+ 100.0% |
$167K - $188K
|
20K
$371K
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.13K+ 72.78% |
$152K - $171K
|
21.7K
$402K
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.13K+ 72.78% |
$152K - $171K
|
21.7K
$402K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.75K+ 15.32% |
$146K - $164K
|
65.9K
$1.22M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.61K+ 65.11% |
$143K - $162K
|
21.8K
$405K
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.65K+ 19.57% |
$128K - $144K
|
46.8K
$868K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.57K+ 11.37% |
$126K - $142K
|
74.1K
$1.38M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.36K+ 7.89% |
$123K - $138K
|
101K
$1.87M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.24K+ 17.92% |
$121K - $136K
|
47.6K
$884K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.97K+ 63.72% |
$116K - $131K
|
17.9K
$333K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.64K+ 1.81% |
$111K - $125K
|
374K
$6.94M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.45K+ 14.05% |
$107K - $121K
|
52.3K
$971K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.58K+ 174.8% |
$93.1K - $105K
|
8.78K
$163K
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
5.48K+ 5.96% |
$91.3K - $103K
|
97.5K
$1.81M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.43K+ 34.02% |
$90.5K - $102K
|
21.4K
$397K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.13K+ 12.73% |
$85.6K - $96.4K
|
45.5K
$844K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.48K+ 35.34% |
$74.7K - $84.1K
|
17.2K
$319K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.41KNew |
$73.5K - $82.8K
|
4.41K
$81.9K
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.07K+ 13.92% |
$67.8K - $76.4K
|
33.3K
$618K
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
3.91K+ 33.24% |
$65.2K - $73.4K
|
15.7K
$291K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.77K+ 6.36% |
$62.8K - $70.7K
|
63K
$1.17M
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
3.75K+ 7.94% |
$62.5K - $70.4K
|
51K
$946K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.54K+ 4.14% |
$59.1K - $66.5K
|
89.2K
$1.65M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
3.42K+ 2.63% |
$56.9K - $64.1K
|
133K
$2.48M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.3K+ 21.95% |
$55K - $61.9K
|
18.3K
$340K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.06K+ 12.76% |
$51.1K - $57.5K
|
27.1K
$503K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.06K+ 0.82% |
$51K - $57.4K
|
377K
$6.99M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3K+ 1.52% |
$49.9K - $56.2K
|
200K
$3.72M
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
2.97K+ 2.8% |
$49.5K - $55.7K
|
109K
$2.03M
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
2.89K+ 8.67% |
$48.1K - $54.2K
|
36.2K
$671K
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.77K+ 15.3% |
$46.2K - $52K
|
20.9K
$387K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.76K+ 8.27% |
$46K - $51.8K
|
36.2K
$671K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.6K+ 24.36% |
$43.3K - $48.7K
|
13.2K
$246K
|