Purchases and Sales Made in Q2 2024 in Hercules Capital, Inc. (HTGC)
This table provides information about the institutional ownership of Hercules Capital, Inc. (HTGC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.29K+ 9.03% |
$23.2K - $26.5K
|
15.6K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.29KNew |
$23.1K - $26.3K
|
1.29K
$23.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.25K+ 11.19% |
$22.5K - $25.6K
|
12.5K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.19K+ 4.29% |
$21.4K - $24.4K
|
29K
$538K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.08K+ 2.27% |
$19.4K - $22.1K
|
48.7K
$904K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.07K+ 7.35% |
$19.1K - $21.8K
|
15.6K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 1.62% |
$19.1K - $21.8K
|
66.9K
$1.24M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 8.28% |
$18.1K - $20.6K
|
13.2K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
959+ 0.87% |
$17.2K - $19.6K
|
111K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
850New |
$15.3K - $17.4K
|
850
$15.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$12.6K - $14.3K
|
700
$13K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
627+ 2.29% |
$11.3K - $12.8K
|
28K
$520K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
571+ 3.48% |
$10.3K - $11.7K
|
17K
$315K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
569+ 3.76% |
$10.2K - $11.6K
|
15.7K
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
556+ 278.0% |
$9.99K - $11.4K
|
756
$14K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
409+ 1.65% |
$7.35K - $8.36K
|
25.2K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
409+ 1.65% |
$7.35K - $8.36K
|
25.2K
$467K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
398+ 2.39% |
$7.15K - $8.14K
|
17.1K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
338+ 1.25% |
$6.07K - $6.91K
|
27.4K
$509K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
275New |
$4.94K - $5.62K
|
275
$5.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$4.49K - $5.11K
|
250
$4.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
250New |
$4.49K - $5.11K
|
250
$4.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
236+ 1.68% |
$4.24K - $4.83K
|
14.3K
$265K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
229New |
$4.11K - $4.68K
|
229
$4.25K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
213+ 10.23% |
$3.83K - $4.36K
|
2.3K
$42.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
204+ 8.22% |
$3.66K - $4.17K
|
2.69K
$49.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
185+ 1.83% |
$3.32K - $3.78K
|
10.3K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
173+ 0.23% |
$3.11K - $3.54K
|
76.5K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
167+ 4.93% |
$3K - $3.42K
|
3.55K
$65.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
157+ 1.5% |
$2.82K - $3.21K
|
10.6K
$197K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
148+ 7.7% |
$2.66K - $3.03K
|
2.07K
$38.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
144+ 11.52% |
$2.59K - $2.94K
|
1.39K
$25.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
101+ 0.82% |
$1.81K - $2.07K
|
12.5K
$232K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
BUY
|
- |
93+ 0.39% |
$1.67K - $1.9K
|
23.8K
$442K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
79+ 0.5% |
$1.42K - $1.62K
|
15.8K
$293K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
76+ 0.97% |
$1.36K - $1.55K
|
7.88K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
70+ 2.44% |
$1.26K - $1.43K
|
2.94K
$54.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
68+ 2.03% |
$1.22K - $1.39K
|
3.42K
$63.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
53+ 2.05% |
$952 - $1.08K
|
2.64K
$49K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47+ 2.02% |
$844 - $961
|
2.37K
$44K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
45+ 0.29% |
$808 - $920
|
15.3K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11+ 0.05% |
$198 - $225
|
24.4K
$453K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 2.29% |
$89.8 - $102
|
223
$4.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 1.71% |
$71.8 - $81.8
|
238
$4.42K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4New |
$71.8 - $81.8
|
4
$74.2
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.58% |
$53.9 - $61.3
|
519
$9.63K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1+ 1.3% |
$18 - $20.5
|
78
$1.45K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.12% |
$18 - $20.5
|
837
$15.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 0.13% |
$395 - $450
|
16.7K
$310K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60- 3.35% |
$1.08K - $1.23K
|
1.73K
$32.1K
|