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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.6K+ 40.27% |
$54.5K - $65.6K
|
23K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.37K+ 16272.73% |
$44.3K - $53.3K
|
5.4K
$53.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.71K+ 5.34% |
$38.9K - $46.8K
|
92.9K
$915K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.44K+ 3.0% |
$36.7K - $44.1K
|
153K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.01K+ 6.29% |
$33.1K - $39.8K
|
67.8K
$668K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.61K+ 14.73% |
$29.7K - $35.8K
|
28.1K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.6K+ 50.44% |
$29.7K - $35.8K
|
10.7K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.54K+ 13.54% |
$29.2K - $35.2K
|
29.7K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.07K+ 18.31% |
$25.3K - $30.5K
|
19.8K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.74K+ 0.68% |
$22.6K - $27.2K
|
408K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.55K+ 6.75% |
$21K - $25.3K
|
40.4K
$398K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
2.1K+ 3.65% |
$17.3K - $20.9K
|
59.6K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.84K+ 0.31% |
$15.2K - $18.2K
|
586K
$5.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.59K+ 1.76% |
$13.1K - $15.8K
|
91.8K
$904K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05KNew |
$8.63K - $10.4K
|
1.05K
$10.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
961+ 5.29% |
$7.93K - $9.54K
|
19.1K
$188K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
959New |
$7.91K - $9.52K
|
959
$9.45K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
944New |
$7.79K - $9.37K
|
944
$9.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
745+ 2.51% |
$6.15K - $7.4K
|
30.4K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
707+ 6.69% |
$5.83K - $7.02K
|
11.3K
$111K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
569+ 55.35% |
$4.69K - $5.65K
|
1.6K
$15.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
383+ 2.29% |
$3.16K - $3.8K
|
17.1K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
307New |
$2.53K - $3.05K
|
307
$3.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
302+ 1.56% |
$2.49K - $3K
|
19.6K
$193K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
281+ 11.33% |
$2.32K - $2.79K
|
2.76K
$27.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
273+ 17.8% |
$2.25K - $2.71K
|
1.81K
$17.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
168New |
$1.39K - $1.67K
|
168
$1.65K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
125+ 80.65% |
$1.03K - $1.24K
|
280
$2.76K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
65+ 68.42% |
$536 - $645
|
160
$1.58K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
29+ 0.0% |
$239 - $288
|
657K
$6.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23New |
$190 - $228
|
23
$227
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2+ 4.0% |
$16.5 - $19.9
|
52
$512
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.01% |
$8.25 - $9.93
|
11.4K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-1- 7.69% |
$8.25 - $9.93
|
12
$118
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 27.69% |
$149 - $179
|
47
$463
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-28- 73.68% |
$231 - $278
|
10
$98.5
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.03% |
$281 - $338
|
118K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 1.23% |
$289 - $348
|
2.82K
$27.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 10.81% |
$396 - $477
|
396
$3.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59- 0.08% |
$487 - $586
|
74.6K
$735K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 2.25% |
$611 - $735
|
3.21K
$31.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-93- 6.35% |
$767 - $923
|
1.37K
$13.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-115- 91.27% |
$949 - $1.14K
|
11
$108
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-161- 0.85% |
$1.33K - $1.6K
|
18.8K
$185K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-605- 4.69% |
$4.99K - $6.01K
|
12.3K
$121K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-682- 7.53% |
$5.63K - $6.77K
|
8.38K
$82.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-710- 5.41% |
$5.86K - $7.05K
|
12.4K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-729- 22.14% |
$6.01K - $7.24K
|
2.56K
$25.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-776- 13.45% |
$6.4K - $7.71K
|
5K
$49.2K
|