Purchases and Sales Made in Q2 2025 in Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.1K+ 94.91% |
$117K - $140K
|
29.1K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.59K+ 1.76% |
$13.1K - $15.8K
|
91.8K
$969K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
281+ 11.33% |
$2.32K - $2.79K
|
2.76K
$29.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
65+ 68.42% |
$536 - $645
|
160
$1.69K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 27.69% |
$149 - $179
|
47
$496
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-161- 0.85% |
$1.33K - $1.6K
|
18.8K
$198K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-729- 22.14% |
$6.01K - $7.24K
|
2.56K
$27.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-776- 13.45% |
$6.4K - $7.71K
|
5K
$52.7K
|