Latest Institutional Purchases of Heritage Commerce Corp (HTBK)
This list provides information on the latest institutional transactions involving Heritage Commerce Corp (HTBK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
20.1K+ 170.2% |
$188K - $220K
|
31.9K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.4KNew |
$173K - $202K
|
18.4K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
17.6KNew |
$165K - $193K
|
17.6K
$168K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
16.6K+ 128.48% |
$156K - $182K
|
29.6K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
14.7KNew |
$137K - $161K
|
14.7K
$140K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
14.2K+ 12.59% |
$133K - $156K
|
127K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
13.9KNew |
$130K - $153K
|
13.9K
$132K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13.7KNew |
$128K - $150K
|
13.7K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
13.4KNew |
$125K - $147K
|
13.4K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13.1KNew |
$123K - $144K
|
13.1K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
12.6KNew |
$118K - $138K
|
12.6K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 0.94% |
$45K - $52.6K
|
513K
$4.89M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.96KNew |
$18.4K - $21.5K
|
1.96K
$18.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
421New |
$3.94K - $4.62K
|
421
$4.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
116New |
$1.09K - $1.27K
|
116
$1.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
95New |
$890 - $1.04K
|
95
$904
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50New |
$468 - $549
|
50
$476
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
38+ 0.26% |
$356 - $417
|
14.5K
$138K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.9KNew |
$131K - $171K
|
15.9K
$152K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10.1KNew |
$83K - $108K
|
10.1K
$96.1K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$82.6K - $108K
|
10K
$95.6K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
7.4KNew |
$60.8K - $79.3K
|
7.4K
$70.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2.2KNew |
$18.1K - $23.6K
|
2.2K
$21K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.32KNew |
$10.8K - $14.1K
|
1.32K
$12.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
772New |
$6.35K - $8.27K
|
772
$7.35K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
190New |
$1.56K - $2.03K
|
190
$1.81K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
33New |
$271 - $353
|
33
$314
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
121K+ 1.48% |
$940K - $1.05M
|
8.28M
$78.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
27.1KNew |
$211K - $236K
|
27.1K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
22.5KNew |
$175K - $196K
|
22.5K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
14.1KNew |
$110K - $123K
|
14.1K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$86.9K - $97.1K
|
11.2K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$79.9K - $89.4K
|
10.3K
$97.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.49K+ 31.27% |
$58.3K - $65.2K
|
31.5K
$299K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
5.04K+ 9.25% |
$39.2K - $43.8K
|
59.5K
$567K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4.61K+ 2.87% |
$35.9K - $40.1K
|
165K
$1.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$21.1K - $23.6K
|
2.72K
$25.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.16KNew |
$9K - $10.1K
|
1.16K
$11K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
795+ 5.3% |
$6.19K - $6.92K
|
15.8K
$150K
|
|
|
Aug 15, 2024
Q2 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
131+ 0.13% |
$1.02K - $1.14K
|
99.4K
$947K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 22.64% |
$93.4 - $104
|
65
$619
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13KNew |
$104K - $128K
|
13K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1KNew |
$81.1K - $99.6K
|
10.1K
$96.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.16K+ 185.48% |
$25.3K - $31.1K
|
4.86K
$46.2K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.5K+ 9.58% |
$20.1K - $24.6K
|
28.6K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.29KNew |
$18.3K - $22.5K
|
2.29K
$21.8K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.98K+ 4.76% |
$15.8K - $19.5K
|
43.4K
$413K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
73New |
$585 - $719
|
73
$695
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14New |
$112 - $138
|
14
$133
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
128K+ 150.36% |
$1.02M - $1.29M
|
213K
$2.02M
|
|