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Hercules Capital (HTGC) Institutional Ownership

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$19.36
+0.29 (+1.52%)
(As of 05/17/2024 ET)
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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)
140
Total
Institutional Inflows
(last 12 months)
$111.77M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$23.58M
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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
5/17/2024 Comerica Bank7,800$144K0.0%-11.7%0.005%
5/17/2024 Tidal Investments LLC63,037$1.16M0.0%+6.4%0.039%
5/17/2024 Creekmur Asset Management LLC4,563$84K0.0%-27.3%0.003%
5/15/2024 SVB Wealth LLC74,141$1.37M0.0%+11.4%0.046%
5/15/2024 Mount Yale Investment Advisors LLC140,090$2.59M0.2%+0.8%0.086%
5/15/2024 Truvestments Capital LLC123,188$2.27M0.9%+521.7%0.076%
5/14/2024 Advisors Asset Management Inc.374,007$6.90M0.1%+1.8%0.231%
5/14/2024 CreativeOne Wealth LLC13,950$257K0.0%N/A0.009%
5/14/2024 Natixis76,351$1.41M0.0%+20.3%0.047%
5/14/2024 CANADA LIFE ASSURANCE Co112,339$2.08M0.0%-8.4%0.069%
5/11/2024 MAS Advisors LLC21,679$400K0.5%+72.8%0.013%
5/10/2024 Chesapeake Capital Corp IL44,526$822K0.6%-25.6%0.027%
5/10/2024 Wintrust Investments LLC110,262$2.03M0.2%+1.5%0.068%
5/9/2024 Blair William & Co. IL141,879$2.62M0.0%+1.1%0.087%
5/8/2024 Bleakley Financial Group LLC38,021$701K0.0%+3.3%0.023%
5/8/2024 ProShare Advisors LLC20,869$385K0.0%+15.3%0.013%
5/8/2024 US Bancorp DE45,465$839K0.0%+12.7%0.028%
5/8/2024 Inspire Investing LLC22,113$408K0.0%-14.1%0.014%
5/7/2024 Concurrent Investment Advisors LLC26,607$491K0.0%+9.1%0.016%
5/7/2024 Significant Wealth Partners LLC86,717$1.60M1.0%+192.4%0.053%
5/7/2024 Tectonic Advisors LLC344,863$6.36M0.5%+6.2%0.213%
5/6/2024 Quantbot Technologies LP31,191$575K0.0%-65.7%0.019%
5/3/2024 Whittier Trust Co. of Nevada Inc.2,500$46K0.0%-50.0%0.002%
5/2/2024 Graypoint LLC133,374$2.46M0.2%+2.6%0.082%
5/2/2024 Mckinley Capital Management LLC341,867$6.31M0.8%-3.0%0.211%
5/1/2024 Capstone Investment Advisors LLC17,163$317K0.0%+35.3%0.011%
5/1/2024 Janney Montgomery Scott LLC301,373$5.56M0.0%+6.6%0.186%
5/1/2024 Mirae Asset Global Investments Co. Ltd.16,613$307K0.0%-26.9%0.010%
4/30/2024 Private Advisor Group LLC100,619$1.86M0.0%+7.9%0.062%
4/30/2024 North Star Investment Management Corp.47,627$879K0.1%+17.9%0.029%
4/30/2024 Van ECK Associates Corp2,525,848$46.60M0.1%+4.6%1.557%
4/30/2024 HB Wealth Management LLC10,087$186K0.0%-11.0%0.006%
4/29/2024Commonwealth Equity Services LLC297,346$5.49M0.0%+13.3%0.183%
4/29/2024 FAS Wealth Partners Inc.209,986$3.87M0.3%-4.0%0.129%
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%
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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%
3/25/2024 Quadrature Capital Ltd16,787$280K0.0%-8.6%0.011%
3/22/2024 PNC Financial Services Group Inc.296,636$4.95M0.0%+1.8%0.187%
3/5/2024 Fisher Asset Management LLC11,890$198K0.0%N/A0.008%
3/4/2024Tucker Asset Management LLC5,763$96K0.0%+921.8%0.004%
3/1/2024 Creekmur Asset Management LLC6,279$105K0.0%N/A0.004%
2/26/2024 Centaurus Financial Inc.244,588$4.08M0.3%-26.5%0.154%
2/22/2024Napa Wealth Management87,876$1.47M0.8%N/A0.055%
2/15/2024 C M Bidwell & Associates Ltd.4,220$70K0.1%+54.6%0.003%
2/14/2024 Greenwich Investment Management Inc.23,136$386K0.3%-23.4%0.015%
2/14/2024 Left Brain Wealth Management LLC164,821$2.75M1.6%-5.2%0.109%
2/14/2024 Muzinich & Co. Inc.378,292$6.31M4.2%+1.9%0.250%
2/14/2024 Security National Bank4,003$67K0.0%N/A0.003%
2/14/2024 Waterloo Capital L.P.108,181$1.80M0.3%N/A0.072%
2/13/2024 Tower Research Capital LLC TRC6,345$106K0.0%+91.9%0.004%
2/13/2024 Prevail Innovative Wealth Advisors LLC40,592$677K0.3%N/A0.027%
2/12/2024 Capstone Investment Advisors LLC12,681$211K0.0%N/A0.008%
2/12/2024 Stifel Financial Corp373,641$6.23M0.0%-2.4%0.247%
2/12/2024 Steward Partners Investment Advisory LLC70,422$1.17M0.0%+2.5%0.047%
2/12/2024 Parallel Advisors LLC16,747$279K0.0%-7.9%0.011%
2/12/2024 Chesapeake 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%
2/9/2024 Founders Financial Alliance LLC25,250$421K0.2%+4.9%0.017%
2/9/2024 Advisory Services Network LLC41,536$692K0.0%-9.0%0.027%
2/9/2024 US 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%
2/9/2024 1620 Investment Advisors Inc.30,107$502K0.5%-15.4%0.020%
2/9/2024 Trexquant Investment LP28,361$473K0.0%-57.5%0.019%
2/9/2024 D.A. Davidson & CO.221,994$3.70M0.0%+9.1%0.147%
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2/9/2024 Wells Fargo & Company MN513,338$8.56M0.0%-4.3%0.340%
2/9/2024 Mckinley Capital Management LLC352,453$5.88M0.8%+1.0%0.233%
2/9/2024 PNC Financial Services Group Inc.296,636$4.95M0.0%+1.8%0.196%
2/8/2024 Janney 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%
2/8/2024 MAS Advisors LLC12,547$209K0.3%+22.4%0.008%
2/7/2024 Jump 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%
2/7/2024 BNP Paribas Financial Markets91,093$1.52M0.0%+104.8%0.060%
2/7/2024 Access Investment Management LLC38,200$637K0.2%N/A0.025%
(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, 258 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 ($46.60M), 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 222 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), Van ECK Associates Corp ($843.91K), Granite Investment Partners LLC ($828.79K), Raymond James & Associates ($713.23K), Melia Wealth LLC ($691.54K), Sound Income Strategies LLC ($671.81K), and Cooper Creek Partners Management LLC ($543.90K).

How much institutional buying is happening at Hercules Capital?

Institutional investors have bought a total of 14,681,548 shares in the last 24 months. This purchase volume represents approximately $214.28M 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), Centaurus Financial Inc. ($492.78K), Two Sigma Advisers LP ($289.30K), UBS Group AG ($270.15K), Van ECK Associates Corp ($189.98K), Leeward Investments LLC MA ($147.27K), and Miller Howard Investments Inc. NY ($130K).

How much institutional selling is happening at Hercules Capital?

Institutional investors have sold a total of 4,836,709 shares in the last 24 months. This volume of shares sold represents approximately $67.30M in transactions.


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This page (NYSE:HTGC) was last updated on 5/19/2024 by MarketBeat.com Staff

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