Purchases and Sales Made in Q3 2025 in Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
45.4K+ 231.07% |
$419K - $485K
|
65K
$640K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25.4K+ 125.43% |
$235K - $272K
|
45.7K
$450K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15K+ 9.82% |
$139K - $160K
|
168K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2KNew |
$94.4K - $109K
|
10.2K
$101K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
1.72K+ 9.16% |
$15.9K - $18.4K
|
20.5K
$202K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
351+ 12.71% |
$3.25K - $3.75K
|
3.11K
$30.7K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
227+ 2270.0% |
$2.1K - $2.43K
|
237
$2.33K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
46New |
$426 - $492
|
46
$453
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 51.06% |
$222 - $257
|
71
$699
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.15K- 1.95% |
$10.6K - $12.2K
|
57.5K
$566K
|