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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
62.9K+ 416.69% |
$430K - $562K
|
78K
$764K
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10.8KNew |
$73.9K - $96.6K
|
10.8K
$106K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.7K+ 1.74% |
$11.6K - $15.2K
|
99.1K
$971K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.59MNew |
$12.9M - $21.1M
|
1.59M
$15.6M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
114KNew |
$926K - $1.51M
|
114K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
99.7K+ 514.89% |
$808K - $1.32M
|
119K
$1.17M
|
|
May 12, 2023
Q1 2023
|
Mount Capital LTD
|
BUY
|
- |
69K+ 54.88% |
$559K - $914K
|
195K
$1.91M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
52.8KNew |
$428K - $699K
|
52.8K
$517K
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
44KNew |
$357K - $583K
|
44K
$431K
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
33.8K+ 66.64% |
$274K - $447K
|
84.4K
$828K
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
28.6KNew |
$232K - $378K
|
28.6K
$280K
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
10.8KNew |
$87.2K - $142K
|
10.8K
$105K
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.7KNew |
$30K - $49K
|
3.7K
$36.2K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.67KNew |
$21.6K - $35.3K
|
2.67K
$26.1K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.7K+ 6.36% |
$13.8K - $22.6K
|
28.5K
$279K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
400New |
$3.24K - $5.3K
|
400
$3.92K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9New |
$73 - $119
|
9
$88.2
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
115K+ 17.74% |
$1.31M - $1.69M
|
764K
$7.49M
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
82.2KNew |
$937K - $1.21M
|
82.2K
$806K
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
79.3K+ 24.22% |
$903K - $1.16M
|
407K
$3.98M
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
55.8KNew |
$636K - $820K
|
55.8K
$547K
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
16.7KNew |
$190K - $245K
|
16.7K
$164K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
16.3KNew |
$186K - $240K
|
16.3K
$160K
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
2.52K+ 15.92% |
$28.7K - $37K
|
18.3K
$179K
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.12K+ 4.62% |
$12.8K - $16.5K
|
25.4K
$249K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
295New |
$3.36K - $4.33K
|
295
$2.89K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
142New |
$1.62K - $2.09K
|
142
$1.39K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12New |
$137 - $176
|
12
$118
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.6K+ 20.31% |
$27.6K - $32.2K
|
15.4K
$151K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.13KNew |
$22.6K - $26.4K
|
2.13K
$20.9K
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.25KNew |
$13.3K - $15.5K
|
1.25K
$12.3K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$934 - $1.09K
|
88
$862
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11KNew |
$117K - $130K
|
11K
$108K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
4.02K+ 4.84% |
$42.9K - $47.5K
|
87.1K
$854K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.3KNew |
$35.1K - $39K
|
3.3K
$32.3K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
806New |
$8.59K - $9.53K
|
806
$7.9K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
118+ 1.15% |
$1.26K - $1.39K
|
10.4K
$102K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
42New |
$448 - $496
|
42
$412
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
356New |
$4.01K - $4.53K
|
356
$3.49K
|
|
Q4 2021 | |||||||
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.82KNew |
$52K - $59.5K
|
4.82K
$47.3K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.15KNew |
$12.2K - $13.5K
|
1.15K
$11.3K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
52New |
$554 - $612
|
52
$510
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
695KNew |
$6.04M - $8.49M
|
695K
$6.81M
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15KNew |
$100K - $140K
|
15K
$147K
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12KNew |
$80.1K - $112K
|
12K
$118K
|
|
Q2 2017 | |||||||
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
687New |
N/A
|
687
$6.73K
|