Purchases and Sales Made in Q1 2025 in Hercules Capital, Inc. (HTGC)
This table provides information about the institutional ownership of Hercules Capital, Inc. (HTGC) during Q1 2025. 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 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.05K+ 1.87% |
$54.9K - $67.1K
|
166K
$3.08M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.02K+ 1.09% |
$54.4K - $66.4K
|
279K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
2.97K+ 11.02% |
$53.5K - $65.4K
|
29.9K
$556K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.85K+ 9.41% |
$51.4K - $62.8K
|
33.2K
$615K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.75K+ 61.04% |
$49.5K - $60.5K
|
7.26K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.52KNew |
$45.4K - $55.5K
|
2.52K
$46.8K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.52K+ 8.26% |
$45.3K - $55.4K
|
33K
$612K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.41K+ 4.32% |
$43.4K - $53K
|
58.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 3.42% |
$41.5K - $50.8K
|
69.7K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
2.15K+ 0.28% |
$38.8K - $47.4K
|
763K
$14.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.03K+ 9.46% |
$36.5K - $44.6K
|
23.5K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.01K+ 3.61% |
$36.1K - $44.1K
|
57.6K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$36K - $44K
|
2K
$37.1K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.91K+ 17.41% |
$34.3K - $41.9K
|
12.9K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 79.51% |
$34.2K - $41.8K
|
4.29K
$79.7K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.85KNew |
$33.3K - $40.7K
|
1.85K
$34.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.82K+ 2.92% |
$32.7K - $39.9K
|
64.1K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.69K+ 2.83% |
$30.3K - $37.1K
|
61.3K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.54KNew |
$27.7K - $33.9K
|
1.54K
$28.6K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.47K+ 25.88% |
$26.5K - $32.4K
|
7.16K
$133K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.41K+ 13.24% |
$25.4K - $31.1K
|
12.1K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.34K+ 7.1% |
$24.2K - $29.5K
|
20.3K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.23K+ 6.99% |
$22.2K - $27.1K
|
18.9K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.15K+ 2.2% |
$20.8K - $25.4K
|
53.6K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.12K+ 5.38% |
$20.2K - $24.7K
|
22K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 7.75% |
$19.8K - $24.2K
|
15.3K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
969New |
$17.5K - $21.3K
|
969
$18K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
959+ 5.89% |
$17.3K - $21.1K
|
17.2K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
935+ 7.67% |
$16.8K - $20.6K
|
13.1K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
897+ 51.79% |
$16.2K - $19.7K
|
2.63K
$48.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
823+ 0.72% |
$14.8K - $18.1K
|
115K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
710New |
$12.8K - $15.6K
|
710
$13.2K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
694+ 0.42% |
$12.5K - $15.3K
|
166K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
666+ 0.94% |
$12K - $14.7K
|
71.7K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
628+ 1.95% |
$11.3K - $13.8K
|
32.8K
$609K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
605+ 1.4% |
$10.9K - $13.3K
|
43.7K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
570+ 0.72% |
$10.3K - $12.5K
|
79.4K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
556+ 556.0% |
$10K - $12.2K
|
656
$12.2K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
521+ 0.56% |
$9.38K - $11.5K
|
93K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
510+ 3.63% |
$9.19K - $11.2K
|
14.5K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
475New |
$8.55K - $10.5K
|
475
$8.82K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
466+ 0.12% |
$8.39K - $10.3K
|
383K
$7.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
437+ 1.9% |
$7.87K - $9.61K
|
23.5K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
403+ 3.34% |
$7.26K - $8.87K
|
12.5K
$231K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
BUY
|
- |
380+ 1.54% |
$6.84K - $8.36K
|
25K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
380+ 299.21% |
$6.84K - $8.36K
|
507
$9.41K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
290+ 1.4% |
$5.22K - $6.38K
|
21K
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
282+ 6.83% |
$5.08K - $6.2K
|
4.41K
$81.8K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
257+ 2.2% |
$4.63K - $5.65K
|
11.9K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
250New |
$4.5K - $5.5K
|
250
$4.64K
|