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 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
60+ 2.25% |
$974 - $1.15K
|
2.72K
$52.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
51+ 0.09% |
$828 - $974
|
57.6K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
43+ 2.24% |
$698 - $821
|
1.96K
$37.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40+ 1.0% |
$650 - $764
|
4.04K
$78K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
39+ 2.24% |
$633 - $745
|
1.78K
$34.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33+ 0.17% |
$536 - $630
|
18.9K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28+ 0.13% |
$455 - $535
|
20.9K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
25New |
$406 - $478
|
25
$483
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 0.14% |
$357 - $420
|
15.3K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 2.58% |
$341 - $401
|
835
$16.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
14+ 0.11% |
$227 - $267
|
12.9K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.29% |
$65 - $76.4
|
1.36K
$26.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3+ 2.0% |
$48.7 - $57.3
|
153
$2.96K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.13% |
$48.7 - $57.3
|
2.33K
$45.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.2% |
$48.7 - $57.3
|
1.54K
$29.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1+ 2.04% |
$16.2 - $19.1
|
50
$966
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 1.96% |
$16.2 - $19.1
|
52
$1.01K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.85% |
$16.2 - $19.1
|
55
$1.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$16.2 - $19.1
|
322
$6.22K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$32.5 - $38.2
|
14K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10- 0.07% |
$162 - $191
|
13.5K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 0.44% |
$162 - $191
|
2.25K
$43.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-29- 0.2% |
$471 - $554
|
14.7K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54- 0.16% |
$877 - $1.03K
|
32.8K
$634K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-87- 0.72% |
$1.41K - $1.66K
|
11.9K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-128- 0.41% |
$2.08K - $2.44K
|
31.3K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-158- 1.04% |
$2.57K - $3.02K
|
15K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-175- 0.57% |
$2.84K - $3.34K
|
30.4K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-180- 0.09% |
$2.92K - $3.44K
|
211K
$4.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-200- 1.23% |
$3.25K - $3.82K
|
16.1K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-256- 0.67% |
$4.16K - $4.89K
|
38K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-300- 2.1% |
$4.87K - $5.73K
|
14K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-315- 0.21% |
$5.12K - $6.02K
|
151K
$2.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-408- 4.24% |
$6.63K - $7.79K
|
9.22K
$178K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-712- 1.67% |
$11.6K - $13.6K
|
42K
$811K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-746- 51.59% |
$12.1K - $14.2K
|
700
$13.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-777- 2.54% |
$12.6K - $14.8K
|
29.9K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-821- 5.64% |
$13.3K - $15.7K
|
13.7K
$265K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-887- 5.4% |
$14.4K - $16.9K
|
15.5K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-945- 5.5% |
$15.3K - $18K
|
16.2K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-945- 5.5% |
$15.3K - $18K
|
16.2K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-970- 4.83% |
$15.8K - $18.5K
|
19.1K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1K- 2.53% |
$16.2K - $19.1K
|
38.5K
$744K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 17.46% |
$18.6K - $21.9K
|
5.41K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.48K- 20.66% |
$24K - $28.2K
|
5.68K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.55K- 0.83% |
$25.2K - $29.7K
|
187K
$3.61M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.58K- 7.5% |
$25.6K - $30.1K
|
19.5K
$376K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.58K- 6.74% |
$25.7K - $30.2K
|
21.9K
$423K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.82K- 8.56% |
$29.5K - $34.7K
|
19.4K
$375K
|