Institutional Ownership Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $499 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,157
shares
|
$11,951
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
949
shares
|
$9,803
0.0% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
772
shares
|
$7,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
646
shares
|
$6,673
0.0% of portfolio
|
Q3 2024
Reduced 95.54%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
531
shares
|
$5,485
0.0% of portfolio
|
Q3 2024
Added 48.74%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
476
shares
|
$4,917
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
429
shares
|
$4,431
0.0% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
295
shares
|
$3,047
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
244
shares
|
$2,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
207
shares
|
$2,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
190
shares
|
$1,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
145
shares
|
$1,497
0.0% of portfolio
|
Q3 2024
Added 222.22%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
125
shares
|
$1,291
0.0% of portfolio
|
Q1 2024
Reduced 48.13%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
110
shares
|
$1,136
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
80
shares
|
$826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
79
shares
|
$816
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
74
shares
|
$764
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
65
shares
|
$671
0.0% of portfolio
|
Q2 2024
Added 22.64%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
42
shares
|
$433
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
33
shares
|
$340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|