A detailed history of Diversified Trust CO transactions in Heritage Commerce Corp stock. As of the latest transaction made, Diversified Trust CO holds 18,752 shares of HTBK stock, worth $193,708. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,752
Previous 18,752 -0.0%
Holding current value
$193,708
Previous $163,000 13.5%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$7.78 - $8.7 $17,598 - $19,679
2,262 Added 13.72%
18,752 $163,000
Q1 2024

Apr 18, 2024

SELL
$8.02 - $9.85 $6,231 - $7,653
-777 Reduced 4.5%
16,490 $141,000
Q4 2023

Jan 08, 2024

BUY
$7.98 - $10.09 $48,701 - $61,579
6,103 Added 54.67%
17,267 $171,000
Q3 2023

Nov 17, 2023

BUY
$8.26 - $9.86 $4,270 - $5,097
517 Added 4.86%
11,164 $94,000
Q2 2023

Jul 18, 2023

BUY
$6.84 - $8.94 $2,599 - $3,397
380 Added 3.7%
10,647 $88,000
Q1 2023

Apr 07, 2023

BUY
$8.11 - $13.25 $83,265 - $136,037
10,267 New
10,267 $85,000

Others Institutions Holding HTBK

About HERITAGE COMMERCE CORP


  • Ticker HTBK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,668,800
  • Market Cap $627M
  • 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
Track This Portfolio

Track Diversified Trust CO Portfolio

Follow Diversified Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Diversified Trust CO with notifications on news.