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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-740- 4.31% |
$13.3K - $16.3K
|
16.4K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-792- 1.66% |
$14.3K - $17.4K
|
46.8K
$869K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-793- 1.03% |
$14.3K - $17.4K
|
76.5K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-816- 3.03% |
$14.7K - $18K
|
26.1K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-886- 2.67% |
$16K - $19.5K
|
32.2K
$598K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.02K- 3.44% |
$18.3K - $22.4K
|
28.6K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.08K- 4.92% |
$19.5K - $23.8K
|
20.9K
$388K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.19K- 5.33% |
$21.5K - $26.2K
|
21.2K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.21K- 7.4% |
$21.8K - $26.7K
|
15.2K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.31K- 9.06% |
$23.6K - $28.8K
|
13.2K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 12.05% |
$23.8K - $29K
|
9.62K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.34K- 3.47% |
$24.2K - $29.5K
|
37.4K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 6.41% |
$27K - $33K
|
21.9K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.98K- 6.52% |
$35.6K - $43.5K
|
28.3K
$526K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.15K- 13.19% |
$38.7K - $47.3K
|
14.2K
$263K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.3K- 31.7% |
$41.4K - $50.6K
|
4.96K
$92K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.34K- 99.96% |
$42.1K - $51.4K
|
1
$18.6
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.36K- 28.87% |
$42.5K - $51.9K
|
5.82K
$108K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.74K- 20.42% |
$49.3K - $60.2K
|
10.7K
$198K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.81K- 69.5% |
$50.6K - $61.8K
|
1.23K
$22.9K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 17.89% |
$55.1K - $67.4K
|
14K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.21K- 9.5% |
$57.9K - $70.7K
|
30.6K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.25K- 1.13% |
$58.6K - $71.6K
|
286K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.39K- 2.63% |
$61.1K - $74.6K
|
126K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-3.81K- 95.13% |
$68.6K - $83.8K
|
195
$3.62K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.33K- 4.87% |
$78K - $95.3K
|
84.6K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.44K- 25.74% |
$80K - $97.7K
|
12.8K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-4.86K- 6.27% |
$87.5K - $107K
|
72.6K
$1.35M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.03K- 0.49% |
$90.6K - $111K
|
1.01M
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-5.95K- 1.9% |
$107K - $131K
|
307K
$5.69M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.11K- 4.13% |
$146K - $178K
|
188K
$3.49M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-8.46K- 2.42% |
$152K - $186K
|
341K
$6.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-8.49K- 1.47% |
$153K - $187K
|
569K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.96K- 5.53% |
$161K - $197K
|
153K
$2.84M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11K- 33.06% |
$198K - $242K
|
22.3K
$414K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.4K- 43.27% |
$224K - $274K
|
16.3K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-12.7K- 12.22% |
$228K - $279K
|
91K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.8K- 6.02% |
$231K - $282K
|
200K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-14.3K- 52.02% |
$257K - $314K
|
13.2K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15K- 5.93% |
$271K - $330K
|
238K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16K- 17.06% |
$288K - $352K
|
77.7K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.9KClosed |
$323K - $394K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.7K- 7.02% |
$372K - $455K
|
274K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-25K- 11.03% |
$450K - $550K
|
202K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-25.5K- 30.94% |
$459K - $561K
|
56.9K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 53.46% |
$467K - $571K
|
22.6K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-28.2K- 67.21% |
$509K - $621K
|
13.8K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-40.7K- 9.48% |
$733K - $895K
|
388K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-44.2K- 13.71% |
$795K - $971K
|
278K
$5.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52K- 38.65% |
$936K - $1.14M
|
82.5K
$1.53M
|