Purchases and Sales Made in Q3 2024 in Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.46K+ 9.35% |
$28.4K - $37.1K
|
40.5K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.58K+ 0.18% |
$21.2K - $27.7K
|
1.42M
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2.2KNew |
$18.1K - $23.6K
|
2.2K
$21.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 6.32% |
$16.3K - $21.3K
|
33.4K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.48K+ 221.92% |
$12.1K - $15.8K
|
2.14K
$20.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.32KNew |
$10.8K - $14.1K
|
1.32K
$12.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.3K+ 2.91% |
$10.7K - $13.9K
|
46.1K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
958+ 2.96% |
$7.87K - $10.3K
|
33.4K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
850+ 0.17% |
$6.99K - $9.1K
|
509K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
841+ 6.34% |
$6.91K - $9.01K
|
14.1K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
785+ 4.54% |
$6.45K - $8.41K
|
18.1K
$173K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
772New |
$6.35K - $8.27K
|
772
$7.39K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
528+ 27.75% |
$4.34K - $5.65K
|
2.43K
$23.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
502+ 2.66% |
$4.13K - $5.38K
|
19.4K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
490+ 4.84% |
$4.03K - $5.25K
|
10.6K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
476New |
$3.91K - $5.1K
|
476
$4.56K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
452+ 0.84% |
$3.72K - $4.84K
|
54.2K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
442+ 1.62% |
$3.63K - $4.73K
|
27.7K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
311+ 1.29% |
$2.56K - $3.33K
|
24.5K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
244New |
$2.01K - $2.61K
|
244
$2.34K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
207New |
$1.7K - $2.22K
|
207
$1.98K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
190New |
$1.56K - $2.03K
|
190
$1.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
176+ 0.19% |
$1.45K - $1.88K
|
94.8K
$907K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
174+ 48.74% |
$1.43K - $1.86K
|
531
$5.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
174+ 14.86% |
$1.43K - $1.86K
|
1.35K
$12.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
173+ 0.76% |
$1.42K - $1.85K
|
22.9K
$219K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
173+ 0.76% |
$1.42K - $1.85K
|
22.9K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
150+ 18.77% |
$1.23K - $1.61K
|
949
$9.08K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120+ 3.9% |
$986 - $1.29K
|
3.19K
$30.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100+ 222.22% |
$822 - $1.07K
|
145
$1.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80New |
$658 - $857
|
80
$766
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
33New |
$271 - $353
|
33
$316
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27+ 6.72% |
$222 - $289
|
429
$4.11K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.01% |
$8.22 - $10.7
|
11.4K
$109K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 0.11% |
$123 - $161
|
13K
$125K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 26.67% |
$329 - $428
|
110
$1.05K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-119- 7.13% |
$978 - $1.27K
|
1.55K
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-367- 2.14% |
$3.02K - $3.93K
|
16.8K
$160K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-932- 3.18% |
$7.66K - $9.98K
|
28.4K
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.2K- 1.05% |
$9.86K - $12.9K
|
113K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.16K- 14.14% |
$17.7K - $23.1K
|
13.1K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.07K- 0.96% |
$25.3K - $32.9K
|
317K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.4K- 5.13% |
$27.9K - $36.4K
|
62.8K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.5K- 2.87% |
$28.8K - $37.5K
|
118K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.21K- 25.19% |
$34.6K - $45.1K
|
12.5K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.41K- 7.41% |
$36.3K - $47.2K
|
55.1K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.61K- 5.81% |
$46.1K - $60K
|
90.9K
$869K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-6.7K- 5.56% |
$55.1K - $71.8K
|
114K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.86K- 35.57% |
$56.4K - $73.4K
|
12.4K
$119K
|