Purchases and Sales Made in Q1 2025 in Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK) during Q1 2025. The information is specifically focused on institutions that hold shares of HERITAGE COMMERCE CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.24K+ 10.85% |
$54.6K - $67.1K
|
63.8K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.3K+ 47.71% |
$46.3K - $56.9K
|
16.4K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.21K+ 23.33% |
$45.6K - $56K
|
27.5K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.8K+ 12.3% |
$33.3K - $40.9K
|
34.7K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.57K+ 15.81% |
$31.3K - $38.4K
|
26.2K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3K+ 17.6% |
$26.3K - $32.3K
|
20K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3K+ 29.61% |
$26.2K - $32.2K
|
13.1K
$139K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.82K+ 4.51% |
$24.7K - $30.3K
|
65.2K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.74K+ 33.39% |
$24K - $29.5K
|
11K
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.73K+ 1.87% |
$23.9K - $29.3K
|
148K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58K+ 24.92% |
$22.6K - $27.7K
|
12.9K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.4K+ 0.37% |
$21K - $25.8K
|
657K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.37K+ 1.04% |
$20.8K - $25.5K
|
230K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.32K+ 66.69% |
$20.3K - $24.9K
|
5.79K
$61.1K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.21K+ 1.69% |
$19.3K - $23.8K
|
133K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.15K+ 5.86% |
$18.8K - $23.1K
|
38.8K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.68K+ 143.47% |
$14.7K - $18.1K
|
2.85K
$30.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.48K+ 1.67% |
$13K - $16K
|
90.2K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.48K+ 4.37% |
$13K - $15.9K
|
35.4K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
1.3K+ 2.55% |
$11.4K - $14K
|
52.3K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 260.09% |
$9.7K - $11.9K
|
1.53K
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.07KNew |
$9.34K - $11.5K
|
1.07K
$11.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
564+ 10.83% |
$4.94K - $6.06K
|
5.77K
$60.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
533New |
$4.66K - $5.73K
|
533
$5.63K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
467+ 4.62% |
$4.09K - $5.02K
|
10.6K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$3.96K - $4.87K
|
453
$4.78K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
282+ 0.96% |
$2.47K - $3.03K
|
29.6K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
222+ 1.69% |
$1.94K - $2.39K
|
13.4K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
169+ 1.21% |
$1.48K - $1.82K
|
14.1K
$149K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
161+ 0.86% |
$1.41K - $1.73K
|
18.9K
$200K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
95+ 158.33% |
$831 - $1.02K
|
155
$1.64K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
93New |
$814 - $1K
|
93
$982
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 2.88% |
$805 - $989
|
3.29K
$34.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
49+ 3.59% |
$429 - $527
|
1.41K
$14.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
46New |
$403 - $495
|
46
$486
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
42+ 1.29% |
$368 - $452
|
3.29K
$34.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$350 - $430
|
40
$422
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38New |
$333 - $409
|
38
$401
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34+ 0.03% |
$298 - $366
|
118K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
29+ 2.02% |
$254 - $312
|
1.47K
$15.5K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 26.0% |
$228 - $280
|
126
$1.33K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
25New |
$219 - $269
|
25
$264
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24New |
$210 - $258
|
24
$253
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
13New |
$114 - $140
|
13
$137
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 13.51% |
$87.5 - $108
|
84
$887
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 6.45% |
$17.5 - $21.5
|
33
$348
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.01% |
$8.75 - $10.8
|
11.4K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-24- 5.13% |
$210 - $258
|
444
$4.69K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-77- 3.06% |
$674 - $828
|
2.44K
$25.8K
|