Latest Institutional Transactions on Heritage Commerce Corp (HTBK)

HTBK Quotes by TradingView

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
Nov 14, 2022 Q3 2022
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-3.8K
- 8.14%
$40.3K - $47K
42.8K $443K
Nov 10, 2022 Q3 2022
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-279
- 0.18%
$2.96K - $3.45K
157K $1.62M
Nov 10, 2022 Q3 2022
Baystate Wealth Management LLC

BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
88
New
$934 - $1.09K
88 $911
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.13K
New
$22.6K - $26.4K
2.13K $22.1K
Q2 2022
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-2.05K
- 56.98%
$21.8K - $24.2K
1.55K $16K
Aug 15, 2022 Q2 2022
State Of Wyoming

Cheyenne, WY
BUY
 -
3.3K
New
$35.1K - $39K
3.3K $34.1K
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-892
- 6.78%
$9.51K - $10.5K
12.3K $127K
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
118
+ 1.15%
$1.26K - $1.39K
10.4K $107K
Aug 11, 2022 Q2 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
806
New
$8.59K - $9.53K
806 $8.34K
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

BUY
 -
42
New
$448 - $496
42 $435
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
11K
New
$117K - $130K
11K $114K
Jul 22, 2022 Q2 2022
Enterprise Trust & Investment CO

BUY
 -
4.02K
+ 4.84%
$42.9K - $47.5K
87.1K $901K
Q1 2022
May 16, 2022 Q1 2022
Hold Co Asset Management, LP

Fort Lauderdale, FL
SELL
 -
-302K
- 76.16%
$3.39M - $3.84M
94.4K $977K
May 05, 2022 Q1 2022
Royce & Associates LP

SELL
 -
-200K
Closed
$2.25M - $2.55M
0 $0
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
356
New
$4.01K - $4.53K
356 $3.68K
Apr 22, 2022 Q1 2022
Exane Derivatives

SELL
 -
-167
- 1.59%
$1.88K - $2.13K
10.3K $107K
Apr 21, 2022 Q1 2022
Palouse Capital Management, Inc.

SELL
 -
-20.6K
Closed
$231K - $262K
0 $0
Q4 2021
Nov 30, 2023 Q4 2021
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
4.82K
New
$52K - $59.5K
4.82K $49.9K
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-56
Closed
$604 - $691
0 $0
Feb 14, 2022 Q4 2021
Ergoteles LLC

New York, NY
SELL
 -
-10.8K
Closed
$117K - $134K
0 $0
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-123K
Closed
$1.32M - $1.52M
0 $0
Feb 07, 2022 Q4 2021
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-354
Closed
$3.82K - $4.37K
0 $0
Feb 03, 2022 Q4 2021
River Oaks Capital LLC

Wayzata, MN
SELL
 -
-103K
Closed
$1.11M - $1.27M
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Xtx Topco LTD

London, X0
SELL
 -
-10.2K
Closed
$109K - $120K
0 $0
Nov 12, 2021 Q3 2021
Aimz Investment Advisors, LLC

SELL
 -
-10.6K
Closed
$113K - $125K
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
52
New
$554 - $612
52 $538
Nov 12, 2021 Q3 2021
Group One Trading, L.P.

Chicago, IL
SELL
 -
-100
Closed
$1.07K - $1.18K
0 $0
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-28.8K
Closed
$307K - $338K
0 $0
Nov 08, 2021 Q3 2021
Pl Capital Advisors, LLC

Naples, FL
SELL
 -
-100K
Closed
$1.07M - $1.18M
0 $0
Nov 02, 2021 Q3 2021
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-2.03K
Closed
$21.6K - $23.9K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
1.15K
New
$12.2K - $13.5K
1.15K $11.9K
Q2 2021
Aug 16, 2021 Q2 2021
Eaton Vance Management

Boston, MA
SELL
 -
-5.51K
Closed
$60.5K - $68.6K
0 $0
Aug 12, 2021 Q2 2021
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
SELL
 -
-16K
Closed
$176K - $199K
0 $0
Aug 12, 2021 Q2 2021
Globeflex Capital L P

San Diego, CA
SELL
 -
-40K
Closed
$439K - $498K
0 $0
Aug 11, 2021 Q2 2021
Hilton Capital Management, LLC

SELL
 -
-31.2K
Closed
$342K - $388K
0 $0
Aug 11, 2021 Q2 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-2
Closed
$22 - $24.9
0 $0
Aug 10, 2021 Q2 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.98K
Closed
$21.7K - $24.6K
0 $0
Jul 23, 2021 Q2 2021
Gemmer Asset Management LLC

SELL
 -
-10.7K
Closed
$117K - $133K
0 $0
Jul 13, 2021 Q2 2021
Ellevest, Inc.

SELL
 -
-917
Closed
$10.1K - $11.4K
0 $0
Q1 2021
May 14, 2021 Q1 2021
Fj Capital Management LLC

Mclean, VA
BUY
 CALL
695K
New
$6.04M - $8.49M
695K $7.19M
May 06, 2021 Q1 2021
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-368
- 33.18%
$3.2K - $4.5K
741 $7.67K
May 05, 2021 Q1 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-443
Closed
$3.85K - $5.41K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-806
Closed
$7K - $9.85K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-54
Closed
$469 - $660
0 $0
Q4 2020
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
12K
New
$80.1K - $112K
12K $124K
Feb 16, 2021 Q4 2020
Patriot Financial Partners Gp, LP

Radnor, PA
SELL
 -
-25K
Closed
$167K - $233K
0 $0
Feb 12, 2021 Q4 2020
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
15K
New
$100K - $140K
15K $155K
Feb 12, 2021 Q4 2020
Winton Group LTD

London, X0
SELL
 -
-11.8K
Closed
$78.5K - $110K
0 $0

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