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Hercules Capital (HTGC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Hercules Capital (NYSE:HTGC)

Current
Institutional Ownership
Percentage
19.69%
Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$128.45M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$32.93M
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HTGC Institutional Buying and Selling by Quarter

Hercules Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.104,693$1.93M0.0%-5.5%0.065%
4/24/2024 Simplicity Wealth LLC38,021$701K0.0%N/A0.023%
4/23/2024 Global Retirement Partners LLC4,005$74K0.0%-16.3%0.002%
4/23/2024 Sage Mountain Advisors LLC25,458$470K0.0%N/A0.016%
4/23/2024 Nations Financial Group Inc. IA ADV89,153$1.65M0.1%+4.1%0.055%
4/23/2024 Raymond James Financial Services Advisors Inc.87,646$1.62M0.0%+23.4%0.054%
4/22/2024 Strategic Financial Concepts LLC16,300$301K0.1%N/A0.010%
4/22/2024 PFG Investments LLC109,511$2.02M0.1%+641.2%0.068%
4/22/2024 Raymond James & Associates779,948$14.39M0.0%-9.1%0.481%
4/19/2024 Accel Wealth Management14,512$268K0.1%N/A0.009%
4/19/2024 Abundance Wealth Counselors50,978$941K0.2%+7.9%0.031%
4/19/2024 Monument Capital Management19,030$351K0.1%N/A0.012%
4/18/2024 Naviter Wealth LLC92,184$1.70M0.3%N/A0.057%
4/18/2024 Hexagon Capital Partners LLC3,599$66K0.0%+28.9%0.002%
4/18/2024 Mirador Capital Partners LP36,155$667K0.1%+8.7%0.022%
4/18/2024 SteelPeak Wealth LLC12,675$234K0.0%N/A0.008%
4/17/2024 Grimes & Company Inc.10,040$185K0.0%N/A0.006%
4/17/2024 Hennion & Walsh Asset Management Inc.137,302$2.53M0.1%-19.8%0.085%
4/15/2024 IAM Advisory LLC15,686$289K0.1%+33.2%0.010%
4/15/2024 Sound Income Strategies LLC2,654,119$48.97M3.7%+2.9%1.676%
4/12/2024 Triad Investment Management109,202$2.02M2.4%+2.8%0.069%
4/12/2024 Gilman Hill Asset Management LLC600,184$11.07M2.0%-1.5%0.379%
4/12/2024 Global Assets Advisory LLC221,051$4.08M0.0%+1,920.8%0.140%
4/10/2024 Fulton Bank N.A.17,417$321K0.0%-22.3%0.011%
4/10/2024 Melia Wealth LLC691,540$12.76M7.2%+5.5%0.437%
4/5/2024 NBC Securities Inc.2,624$48K0.0%+154.8%0.002%
4/1/2024 Confluence Investment Management LLC376,673$6.95M0.1%N/A0.238%
3/25/2024Quadrature Capital Ltd16,787$280K0.0%-8.6%0.011%
3/22/2024PNC Financial Services Group Inc.296,636$4.95M0.0%+1.8%0.187%
3/5/2024Fisher Asset Management LLC11,890$198K0.0%N/A0.008%
3/4/2024Tucker Asset Management LLC5,763$96K0.0%+921.8%0.004%
3/1/2024Creekmur Asset Management LLC6,279$105K0.0%N/A0.004%
2/26/2024Centaurus Financial Inc.244,588$4.08M0.3%-26.5%0.154%
2/22/2024Napa Wealth Management87,876$1.47M0.8%N/A0.055%
2/15/2024C M Bidwell & Associates Ltd.4,220$70K0.1%+54.6%0.003%
2/14/2024Greenwich Investment Management Inc.23,136$386K0.3%-23.4%0.015%
2/14/2024Left Brain Wealth Management LLC164,821$2.75M1.6%-5.2%0.109%
2/14/2024Muzinich & Co. Inc.378,292$6.31M4.2%+1.9%0.250%
2/14/2024 Security National Bank4,003$67K0.0%N/A0.003%
2/14/2024Waterloo Capital L.P.108,181$1.80M0.3%N/A0.072%
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2/13/2024Tower Research Capital LLC TRC6,345$106K0.0%+91.9%0.004%
2/13/2024Prevail Innovative Wealth Advisors LLC40,592$677K0.3%N/A0.027%
2/12/2024Capstone Investment Advisors LLC12,681$211K0.0%N/A0.008%
2/12/2024Stifel Financial Corp373,641$6.23M0.0%-2.4%0.247%
2/12/2024Steward Partners Investment Advisory LLC70,422$1.17M0.0%+2.5%0.047%
2/12/2024Parallel Advisors LLC16,747$279K0.0%-7.9%0.011%
2/12/2024Chesapeake Capital Corp IL59,854$998K0.7%N/A0.040%
2/12/2024Cape Investment Advisory Inc.3,349$56K0.0%N/A0.002%
2/9/2024 Nations Financial Group Inc. IA ADV85,610$1.43M0.1%+1.8%0.057%
2/9/2024Founders Financial Alliance LLC25,250$421K0.2%+4.9%0.017%
2/9/2024Advisory Services Network LLC41,536$692K0.0%-9.0%0.027%
2/9/2024US Bancorp DE40,331$672K0.0%+4.1%0.027%
2/9/2024 Cambridge Investment Research Advisors Inc.110,795$1.85M0.0%+3.5%0.073%
2/9/20241620 Investment Advisors Inc.30,107$502K0.5%-15.4%0.020%
2/9/2024Trexquant Investment LP28,361$473K0.0%-57.5%0.019%
2/9/2024D.A. Davidson & CO.221,994$3.70M0.0%+9.1%0.147%
2/9/2024Wells Fargo & Company MN513,338$8.56M0.0%-4.3%0.340%
2/9/2024Mckinley Capital Management LLC352,453$5.88M0.8%+1.0%0.233%
2/9/2024PNC Financial Services Group Inc.296,636$4.95M0.0%+1.8%0.196%
2/8/2024Janney Montgomery Scott LLC282,596$4.71M0.0%-9.0%0.187%
2/8/2024 Core Wealth Partners LLC24,153$403K0.3%+15.0%0.016%
2/8/2024MAS Advisors LLC12,547$209K0.3%+22.4%0.008%
2/7/2024Jump Financial LLC165,400$2.76M0.1%+43.8%0.109%
2/7/2024 Polaris Capital Management LLC125,545$2.09M0.1%+3.0%0.083%
2/7/2024BNP Paribas Financial Markets91,093$1.52M0.0%+104.8%0.060%
2/7/2024Access Investment Management LLC38,200$637K0.2%N/A0.025%
2/7/2024Principal Securities Inc.3,194$53K0.0%N/A0.002%
2/6/2024Private Advisor Group LLC93,264$1.56M0.0%+30.9%0.062%
2/6/2024Fisher Asset Management LLC12,490$208K0.0%N/A0.008%
2/6/2024 Essex Financial Services Inc.44,472$741K0.1%+7.3%0.029%
2/5/2024Van ECK Associates Corp2,414,747$40.25M0.1%+18.8%1.598%
2/5/2024Legacy Capital Wealth Partners LLC99,722$1.66M0.5%+7.8%0.066%
2/2/2024Truist Financial Corp36,884$615K0.0%-8.9%0.024%
2/2/2024 Kovack Advisors Inc.44,936$749K0.1%+69.3%0.030%
2/2/2024Anfield Capital Management LLC14,748$246K0.1%+19.7%0.010%
2/2/2024Atria Wealth Solutions Inc.284,173$4.74M0.1%-4.5%0.188%
2/2/2024 Madison Park Capital Advisors LLC20,000$333K0.3%N/A0.013%
2/1/2024Significant Wealth Partners LLC29,658$494K0.4%N/A0.020%
2/1/2024Sigma Planning Corp88,278$1.47M0.1%-47.7%0.058%
2/1/2024Signaturefd LLC3,382$56K0.0%+30.4%0.002%
1/30/2024Latitude Advisors LLC10,227$170K0.1%N/A0.007%
1/30/2024SVB Wealth LLC66,572$1.11M0.0%-10.2%0.044%
1/30/2024 Taylor Frigon Capital Management LLC110,788$1.85M0.9%-1.9%0.073%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.371,063$6.19M0.0%+3.4%0.246%
1/29/2024Simplicity Solutions LLC36,792$613K0.0%N/A0.024%
1/29/2024Graypoint LLC129,958$2.17M0.2%+3.1%0.086%
1/26/2024Geneos Wealth Management Inc.4,505$75K0.0%-80.1%0.003%
1/26/2024 Miller Howard Investments Inc. NY270,000$4.50M0.2%-32.5%0.179%
1/25/2024Bleakley Financial Group LLC36,792$613K0.0%N/A0.024%
1/24/2024Mirae Asset Global Investments Co. Ltd.22,715$379K0.0%-20.9%0.015%
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Find out why right here (and see what you can do to get in too with just a few dollars).
1/24/2024Prime Capital Investment Advisors LLC15,021$250K0.0%N/A0.010%
1/24/2024 Fulton Bank N.A.22,417$374K0.0%-15.1%0.015%
1/24/2024Sowell Financial Services LLC24,016$400K0.0%-11.3%0.016%
1/24/2024Arkadios Wealth Advisors54,741$913K0.1%+5.8%0.036%
1/24/2024 International Assets Investment Management LLC1,345,736$22.43M0.0%+1,567.0%0.890%
1/23/2024Colonial River Wealth Management LLC13,977$233K0.1%+35.2%0.009%
1/23/2024FAS Wealth Partners Inc.218,696$3.65M0.3%-1.6%0.145%
1/19/2024 Mirador Capital Partners LP33,270$555K0.1%-31.1%0.022%
1/18/2024Caprock Group LLC11,500$192K0.0%-32.4%0.008%
1/18/2024 Global Retirement Partners LLC4,785$81K0.0%+294.2%0.003%
(Data available from 1/1/2016 forward)

HTGC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTGC shares?

During the previous two years, 265 institutional investors and hedge funds held shares of Hercules Capital. The most heavily invested institutionals were Sound Income Strategies LLC ($48.97M), Van ECK Associates Corp ($40.25M), International Assets Investment Management LLC ($22.43M), Advisors Capital Management LLC ($16.52M), Raymond James & Associates ($14.39M), Melia Wealth LLC ($12.76M), and Gilman Hill Asset Management LLC ($11.07M).Learn more on HTGC's institutional investors.

What percentage of Hercules Capital stock is owned by institutional investors?

19.69% of Hercules Capital stock is owned by institutional investors. Learn more on HTGC's institutional investor holdings.

Which institutional investors have been buying Hercules Capital stock?

Of the 226 institutional investors that purchased Hercules Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.31M), Border to Coast Pensions Partnership Ltd ($1.23M), Van ECK Associates Corp ($1.13M), Granite Investment Partners LLC ($828.79K), Leeward Investments LLC MA ($796.37K), Raymond James & Associates ($713.23K), and Melia Wealth LLC ($691.54K).

How much institutional buying is happening at Hercules Capital?

Institutional investors have bought a total of 16,965,763 shares in the last 24 months. This purchase volume represents approximately $255.39M in transactions.

Which Hercules Capital major shareholders have been selling company stock?

Of the 125 institutional investors that sold Hercules Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Border to Coast Pensions Partnership Ltd ($859.34K), North Star Investment Management Corp. ($578.49K), Centaurus Financial Inc. ($492.78K), Two Sigma Advisers LP ($289.30K), UBS Group AG ($270.15K), Van ECK Associates Corp ($189.98K), and Leeward Investments LLC MA ($147.27K).

How much institutional selling is happening at Hercules Capital?

Institutional investors have sold a total of 5,642,135 shares in the last 24 months. This volume of shares sold represents approximately $81.81M in transactions.


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This page (NYSE:HTGC) was last updated on 4/26/2024 by MarketBeat.com Staff

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