Institutional Ownership Hercules Capital, Inc. (HTGC)
This table provides information about the institutional ownership of Hercules Capital, Inc. (HTGC). We have compiled data on the 368 institutions that hold shares in the stock, with a total of 39.6 Million shares, which have been reported (via 13F filing form) to have a value of $848 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,500
shares
|
$31,845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,383
shares
|
$29,361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,361
shares
|
$28,894
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,353
shares
|
$28,724
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,250
shares
|
$26,537
0.0% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$21,230
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$21,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
987
shares
|
$20,954
0.0% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
940
shares
|
$19,956
0.01% of portfolio
|
Q4 2023
Added 46.88%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
900
shares
|
$19,107
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
887
shares
|
$18,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
837
shares
|
$17,769
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
816
shares
|
$17,323
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
795
shares
|
$16,877
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
759
shares
|
$16,113
0.0% of portfolio
|
Q4 2024
Reduced 69.52%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
756
shares
|
$16,049
0.0% of portfolio
|
Q2 2024
Added 278.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
700
shares
|
$14,861
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
681
shares
|
$14,457
0.0% of portfolio
|
Q1 2023
Added 276.24%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
641
shares
|
$13,608
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
625
shares
|
$13,268
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
565
shares
|
$11,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
520
shares
|
$11,039
0.0% of portfolio
|
Q4 2024
Added 73.33%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$10,615
0.0% of portfolio
|
Q4 2024
Added 354.55%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
413
shares
|
$8,767
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
347
shares
|
$7,366
0.0% of portfolio
|
Q3 2024
New holding
|