Latest Institutional Transactions on Heritage Commerce Corp (HTBK)
This table provides information on the latest institutional transactions involving Heritage Commerce Corp (HTBK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-430- 2.5% |
$3.76K - $4.62K
|
16.8K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-882- 46.18% |
$7.72K - $9.48K
|
1.03K
$9.52K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3K+ 29.61% |
$26.2K - $32.2K
|
13.1K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.8MNew |
$33.2M - $40.8M
|
3.8M
$35.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
55.1K+ 25.12% |
$482K - $593K
|
275K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-99.7K- 4.87% |
$873K - $1.07M
|
1.95M
$18M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 26.0% |
$228 - $280
|
126
$1.17K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.37K+ 1.04% |
$20.8K - $25.5K
|
230K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.3K+ 47.71% |
$46.3K - $56.9K
|
16.4K
$152K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$3.96K - $4.87K
|
453
$4.19K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.57K+ 1003.16% |
$75K - $92.1K
|
9.42K
$87.2K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-3.18K- 20.06% |
$27.8K - $34.2K
|
12.7K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.8K- 11.05% |
$182K - $223K
|
167K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
511KNew |
$4.47M - $5.49M
|
511K
$4.73M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-484K- 30.95% |
$4.24M - $5.21M
|
1.08M
$10M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-171K- 16.13% |
$1.49M - $1.83M
|
887K
$8.22M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.68K+ 143.47% |
$14.7K - $18.1K
|
2.85K
$26.4K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
109K+ 3.2% |
$949K - $1.17M
|
3.5M
$32.4M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.9K- 22.8% |
$121K - $149K
|
47K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.2K- 2.43% |
$107K - $131K
|
488K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-18.2K- 27.78% |
$159K - $196K
|
47.3K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 2.88% |
$805 - $989
|
3.29K
$30.4K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-263- 1.06% |
$2.3K - $2.83K
|
24.5K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.88K- 23.14% |
$34K - $41.8K
|
12.9K
$119K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.32K+ 66.69% |
$20.3K - $24.9K
|
5.79K
$53.6K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.01% |
$8.75 - $10.8
|
11.4K
$106K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.61K- 11.62% |
$31.6K - $38.8K
|
27.5K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-15.4K- 49.87% |
$134K - $165K
|
15.4K
$143K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3K+ 17.6% |
$26.3K - $32.3K
|
20K
$186K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
31.6KNew |
$276K - $340K
|
31.6K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.8K+ 12.3% |
$33.3K - $40.9K
|
34.7K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
49+ 3.59% |
$429 - $527
|
1.41K
$13.1K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
28.1K+ 266.59% |
$246K - $302K
|
38.6K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
564+ 10.83% |
$4.94K - $6.06K
|
5.77K
$53.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
222+ 1.69% |
$1.94K - $2.39K
|
13.4K
$124K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-194- 1.15% |
$1.7K - $2.09K
|
16.7K
$155K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.7K- 14.53% |
$23.6K - $29K
|
15.9K
$147K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.73K+ 1.87% |
$23.9K - $29.3K
|
148K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.55K- 3.51% |
$22.3K - $27.5K
|
70.2K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 260.09% |
$9.7K - $11.9K
|
1.53K
$14.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
161+ 0.86% |
$1.41K - $1.73K
|
18.9K
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
93New |
$814 - $1K
|
93
$861
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
46New |
$403 - $495
|
46
$426
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$350 - $430
|
40
$370
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.83K- 39.74% |
$86K - $106K
|
14.9K
$138K
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.48K+ 1.67% |
$13K - $16K
|
90.2K
$835K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-265K- 57.12% |
$2.32M - $2.85M
|
199K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-29.2K- 63.72% |
$255K - $313K
|
16.6K
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-21.1K- 89.5% |
$185K - $227K
|
2.48K
$23K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 13.51% |
$87.5 - $108
|
84
$778
|