Purchases and Sales Made in Q2 2024 in Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.25K+ 31.31% |
$48.6K - $54.3K
|
26.2K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.1K+ 2.63% |
$47.4K - $53.1K
|
238K
$2.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5.93K+ 147.97% |
$46.1K - $51.6K
|
9.94K
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.45K+ 4.56% |
$42.4K - $47.4K
|
125K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.35K+ 44.79% |
$41.6K - $46.5K
|
17.3K
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.63K+ 16.67% |
$36K - $40.3K
|
32.4K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4.61K+ 2.87% |
$35.9K - $40.1K
|
165K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.49K+ 23.35% |
$34.9K - $39K
|
23.7K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.8K+ 6.93% |
$29.5K - $33K
|
58.6K
$590K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 0.74% |
$29.1K - $32.5K
|
508K
$5.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.7K+ 20.11% |
$28.8K - $32.2K
|
22.1K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.48K+ 11.4% |
$27K - $30.2K
|
33.9K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.73K+ 0.61% |
$21.2K - $23.8K
|
449K
$4.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$21.1K - $23.6K
|
2.72K
$27.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.55K+ 4.0% |
$19.8K - $22.2K
|
66.2K
$668K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53K+ 24.8% |
$19.7K - $22K
|
12.7K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.38K+ 11.69% |
$18.5K - $20.7K
|
22.7K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
2.26K+ 13.72% |
$17.6K - $19.7K
|
18.8K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.9K+ 11.19% |
$14.8K - $16.5K
|
18.9K
$190K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.61K+ 14.11% |
$12.5K - $14K
|
13K
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.16KNew |
$9K - $10.1K
|
1.16K
$11.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.08K+ 1.13% |
$8.39K - $9.38K
|
96.5K
$972K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
795+ 5.3% |
$6.19K - $6.92K
|
15.8K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
666New |
$5.18K - $5.79K
|
666
$6.71K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
643+ 4.0% |
$5K - $5.59K
|
16.7K
$169K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
628+ 4.93% |
$4.89K - $5.46K
|
13.4K
$135K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
516+ 182.33% |
$4.01K - $4.49K
|
799
$8.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
476+ 0.07% |
$3.7K - $4.14K
|
651K
$6.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
333+ 1.98% |
$2.59K - $2.9K
|
17.1K
$173K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
175+ 9.05% |
$1.36K - $1.52K
|
2.11K
$21.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
131+ 0.13% |
$1.02K - $1.14K
|
99.4K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
106+ 3.57% |
$825 - $922
|
3.07K
$31K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
97+ 183.02% |
$755 - $844
|
150
$1.51K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
78+ 0.54% |
$607 - $679
|
14.5K
$146K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
74New |
$576 - $644
|
74
$746
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$350 - $391
|
45
$454
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
24+ 7.21% |
$187 - $209
|
357
$3.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 22.64% |
$93.4 - $104
|
65
$655
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.95% |
$85.6 - $95.7
|
1.17K
$11.8K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
6+ 0.03% |
$46.7 - $52.2
|
18.6K
$187K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.01% |
$7.78 - $8.7
|
11.4K
$115K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-18- 0.2% |
$140 - $157
|
9.06K
$91.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-53- 0.52% |
$412 - $461
|
10.1K
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-74- 0.17% |
$576 - $644
|
42.9K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-130- 0.97% |
$1.01K - $1.13K
|
13.3K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-150- 1.36% |
$1.17K - $1.31K
|
10.9K
$110K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-172- 3.2% |
$1.34K - $1.5K
|
5.21K
$52.5K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-173- 0.76% |
$1.35K - $1.51K
|
22.7K
$229K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-218- 10.28% |
$1.7K - $1.9K
|
1.9K
$19.2K
|