Cambridge Investment Research Advisors, Inc. Heritage Commerce Corp Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$7.78 - $8.7 $58,295 - $65,189	7,493 Added 31.27%	31,459 $274,000
Q1 2024 Apr 24, 2024	BUY	$8.02 - $9.85 $81,018 - $99,504	10,102 Added 72.86%	23,966 $206,000
Q4 2023 Feb 09, 2024	BUY	$7.98 - $10.09 $110,634 - $139,887	13,864 New	13,864 $138,000

Others Institutions Holding HTBK

# of Institutions

174

Shares Held

48M

Call Options Held

300

Put Options Held

400

Black Rock Inc. New York, NY

8.28M
Shares

$76.3 Million
0.0% of portfolio
Fj Capital Management LLC Mclean, VA

3.64M
Shares

$33.5 Million
3.98% of portfolio
Vanguard Group Inc Valley Forge, PA

3.43M
Shares

$31.6 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

3.26M
Shares

$30.1 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

2.31M
Shares

$21.3 Million
0.0% of portfolio

View Full List

About HERITAGE COMMERCE CORP

Ticker HTBK
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 60,668,800
Market Cap $559M
Description
Heritage Commerce Corp operates as the bank holding company for Heritage Bank of Commerce that provides various commercial and personal banking services to residents and the business/professional community in California. Its deposit products for business banking and retail markets include interest and non-interest bearing demand, savings, and mo...

More about HTBK

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