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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11K+ 29.9% |
$96.4K - $118K
|
47.9K
$443K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
25New |
$219 - $269
|
25
$232
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
95+ 158.33% |
$831 - $1.02K
|
155
$1.44K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
42+ 1.29% |
$368 - $452
|
3.29K
$30.5K
|
|
| Q4 2024 | |||||||
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.3K+ 4.71% |
$40.3K - $47.2K
|
95.6K
$885K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
2.2K+ 3.83% |
$20.6K - $24.1K
|
59.7K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.1KNew |
$216K - $253K
|
23.1K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 0.94% |
$45K - $52.6K
|
513K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-478K- 56.44% |
$4.48M - $5.25M
|
369K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.08K- 7.5% |
$28.8K - $33.7K
|
37.9K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
39.8K+ 318.21% |
$373K - $437K
|
52.3K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
22.4KNew |
$210K - $246K
|
22.4K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
13.9KNew |
$130K - $153K
|
13.9K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
13.4KNew |
$125K - $147K
|
13.4K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
12.6KNew |
$118K - $138K
|
12.6K
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
95New |
$890 - $1.04K
|
95
$880
|
|
|
Feb 12, 2025
Q4 2024
|
Siena Capital Partners Gp, LLC
|
SELL
|
- |
-400KClosed |
$3.75M - $4.39M
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.2K- 7.96% |
$39.4K - $46.1K
|
48.6K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13.1KNew |
$123K - $144K
|
13.1K
$122K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13.7KNew |
$128K - $150K
|
13.7K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
44K+ 255.63% |
$413K - $483K
|
61.3K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
14.7KNew |
$137K - $161K
|
14.7K
$136K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
17.6KNew |
$165K - $193K
|
17.6K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.18K- 22.52% |
$29.8K - $34.8K
|
10.9K
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
116New |
$1.09K - $1.27K
|
116
$1.07K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
16.6K+ 128.48% |
$156K - $182K
|
29.6K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
14.2K+ 12.59% |
$133K - $156K
|
127K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50New |
$468 - $549
|
50
$463
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.4KNew |
$173K - $202K
|
18.4K
$171K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-77- 97.47% |
$721 - $845
|
2
$18.5
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
38+ 0.26% |
$356 - $417
|
14.5K
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.96KNew |
$18.4K - $21.5K
|
1.96K
$18.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
421New |
$3.94K - $4.62K
|
421
$3.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-107K- 73.85% |
$879K - $1.15M
|
37.9K
$351K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-6.7K- 5.56% |
$55.1K - $71.8K
|
114K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.32KNew |
$10.8K - $14.1K
|
1.32K
$12.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
772New |
$6.35K - $8.27K
|
772
$7.15K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10.1KNew |
$83K - $108K
|
10.1K
$93.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.4K- 5.13% |
$27.9K - $36.4K
|
62.8K
$582K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2.2KNew |
$18.1K - $23.6K
|
2.2K
$20.4K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$82.6K - $108K
|
10K
$93K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
7.4KNew |
$60.8K - $79.3K
|
7.4K
$68.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13K- 30.26% |
$107K - $139K
|
29.9K
$277K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
33New |
$271 - $353
|
33
$306
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
190New |
$1.56K - $2.03K
|
190
$1.76K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
5.04K+ 9.25% |
$39.2K - $43.8K
|
59.5K
$551K
|
|
|
Aug 15, 2024
Q2 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
131+ 0.13% |
$1.02K - $1.14K
|
99.4K
$921K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$79.9K - $89.4K
|
10.3K
$95.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-304- 1.11% |
$2.37K - $2.64K
|
27.1K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
14.1KNew |
$110K - $123K
|
14.1K
$131K
|
|