Purchases and Sales Made in Q2 2025 in Hercules Capital, Inc. (HTGC)
This table provides information about the institutional ownership of Hercules Capital, Inc. (HTGC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.85KNew |
$30K - $35.3K
|
1.85K
$35.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.83KNew |
$29.7K - $34.9K
|
1.83K
$35.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.73K+ 5.08% |
$28.1K - $33.1K
|
35.8K
$692K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.73K+ 0.9% |
$28K - $33K
|
193K
$3.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.71K+ 0.3% |
$27.7K - $32.6K
|
570K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.66K+ 5.6% |
$27K - $31.8K
|
31.4K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.63K+ 7.43% |
$26.4K - $31.1K
|
23.5K
$455K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.52K+ 30.68% |
$24.7K - $29K
|
6.48K
$125K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.5K+ 5.27% |
$24.4K - $28.7K
|
29.9K
$579K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5KNew |
$24.4K - $28.7K
|
1.5K
$29K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 4.78% |
$22.2K - $26.1K
|
29.9K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.25K+ 1.61% |
$20.3K - $23.9K
|
79K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.2KNew |
$19.5K - $22.9K
|
1.2K
$23.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
1.15K+ 0.3% |
$18.7K - $21.9K
|
384K
$7.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.12K+ 5.35% |
$18.1K - $21.3K
|
22K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.1K+ 1.18% |
$17.8K - $20.9K
|
94.1K
$1.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.06K+ 5.25% |
$17.2K - $20.3K
|
21.3K
$411K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
921+ 6.67% |
$15K - $17.6K
|
14.7K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
879+ 173.37% |
$14.3K - $16.8K
|
1.39K
$26.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
825New |
$13.4K - $15.8K
|
825
$15.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
768+ 1.32% |
$12.5K - $14.7K
|
58.9K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
728+ 3.59% |
$11.8K - $13.9K
|
21K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
697+ 0.49% |
$11.3K - $13.3K
|
143K
$2.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
612+ 79.58% |
$9.94K - $11.7K
|
1.38K
$26.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
600+ 1.6% |
$9.74K - $11.5K
|
38K
$734K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
600New |
$9.74K - $11.5K
|
600
$11.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
517New |
$8.4K - $9.87K
|
517
$9.99K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
500+ 50.0% |
$8.12K - $9.55K
|
1.5K
$29K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
463+ 0.76% |
$7.52K - $8.84K
|
61.1K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
451+ 1.51% |
$7.32K - $8.61K
|
30.4K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
451New |
$7.32K - $8.61K
|
451
$8.72K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
423+ 2.2% |
$6.87K - $8.08K
|
19.7K
$380K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
354+ 2.7% |
$5.75K - $6.76K
|
13.5K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
298+ 2.65% |
$4.84K - $5.69K
|
11.5K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
295+ 2.47% |
$4.79K - $5.63K
|
12.2K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
253New |
$4.11K - $4.83K
|
253
$4.89K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
245+ 6.12% |
$3.98K - $4.68K
|
4.25K
$82.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
200+ 1.1% |
$3.25K - $3.82K
|
18.4K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
198+ 0.89% |
$3.22K - $3.78K
|
22.5K
$435K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
195+ 30.42% |
$3.17K - $3.72K
|
836
$16.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
177+ 1.64% |
$2.87K - $3.38K
|
11K
$212K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
137+ 9.91% |
$2.22K - $2.62K
|
1.52K
$29.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 2.98% |
$2.08K - $2.44K
|
4.42K
$85.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
120+ 0.94% |
$1.95K - $2.29K
|
12.9K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$1.62K - $1.91K
|
100
$1.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
83+ 2.62% |
$1.35K - $1.59K
|
3.25K
$62.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
81New |
$1.32K - $1.55K
|
81
$1.57K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
81+ 2.22% |
$1.32K - $1.55K
|
3.73K
$72.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
66New |
$1.07K - $1.26K
|
66
$1.28K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63+ 2.24% |
$1.02K - $1.2K
|
2.88K
$55.6K
|