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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
329
shares
|
$7,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
321
shares
|
$6,872
0.0% of portfolio
|
Q1 2024
Reduced 59.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
315
shares
|
$6,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
313
shares
|
$6,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
300
shares
|
$6,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
293
shares
|
$6,273
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
280
shares
|
$5,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
275
shares
|
$5,887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
249
shares
|
$5,331
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
246
shares
|
$5,266
0.0% of portfolio
|
Q1 2022
Added 66.22%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
243
shares
|
$5,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
233
shares
|
$4,988
0.0% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
229
shares
|
$4,902
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
222
shares
|
$4,753
0.0% of portfolio
|
Q4 2024
Added 1750.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$4,282
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
127
shares
|
$2,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
100
shares
|
$2,141
0.0% of portfolio
|
Q4 2024
Reduced 88.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
100
shares
|
$2,141
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$2,141
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
100
shares
|
$2,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
82
shares
|
$1,755
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
58
shares
|
$1,241
0.0% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$1,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
49
shares
|
$1,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
48
shares
|
$1,027
0.0% of portfolio
|
Q4 2024
New holding
|