Purchases and Sales Made in Q4 2023 in Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
953K+ 101.37% |
$7.61M - $9.62M
|
1.89M
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
637KNew |
$5.08M - $6.43M
|
637K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
539KNew |
$4.3M - $5.44M
|
539K
$4.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
509KNew |
$4.06M - $5.13M
|
509K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
457K+ 5.75% |
$3.64M - $4.61M
|
8.4M
$77.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
400K+ 34.41% |
$3.19M - $4.04M
|
1.56M
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
339K+ 103.7% |
$2.71M - $3.42M
|
667K
$6.15M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
225KNew |
$1.8M - $2.27M
|
225K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
203K+ 7.34% |
$1.62M - $2.04M
|
2.96M
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
168K+ 369.24% |
$1.34M - $1.7M
|
214K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
155K+ 9.96% |
$1.24M - $1.57M
|
1.72M
$15.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
146K+ 27.94% |
$1.16M - $1.47M
|
667K
$6.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
128K+ 150.36% |
$1.02M - $1.29M
|
213K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
123K+ 54.16% |
$984K - $1.24M
|
351K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
104K+ 31.52% |
$829K - $1.05M
|
434K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
80.4KNew |
$642K - $811K
|
80.4K
$742K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
79.5K+ 139.14% |
$634K - $802K
|
137K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67K+ 97.23% |
$535K - $676K
|
136K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
66.7K+ 2.14% |
$532K - $673K
|
3.19M
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
64.9KNew |
$518K - $655K
|
64.9K
$598K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
61K+ 27.17% |
$486K - $615K
|
285K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
60.1K+ 4.67% |
$479K - $606K
|
1.35M
$12.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
57.9K+ 31.39% |
$462K - $584K
|
242K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
52.3KNew |
$417K - $527K
|
52.3K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
51.5K+ 8.15% |
$411K - $520K
|
684K
$6.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
47.8K+ 251.53% |
$381K - $482K
|
66.7K
$615K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
45.5KNew |
$363K - $459K
|
45.5K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45.3K+ 30.26% |
$361K - $457K
|
195K
$1.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
42.8K+ 19.0% |
$341K - $432K
|
268K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
33.9KNew |
$271K - $342K
|
33.9K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.7K+ 240.6% |
$245K - $310K
|
43.5K
$401K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
29.5KNew |
$235K - $297K
|
29.5K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
29.4K+ 158.59% |
$235K - $297K
|
47.9K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
29.4K+ 1.75% |
$235K - $297K
|
1.71M
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
28.6K+ 5.09% |
$228K - $289K
|
591K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28KNew |
$223K - $282K
|
28K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
26.3KNew |
$210K - $266K
|
26.3K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
19.3KNew |
$154K - $195K
|
19.3K
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
18.6KNew |
$149K - $188K
|
18.6K
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.2KNew |
$145K - $184K
|
18.2K
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
17.8K+ 37.79% |
$142K - $180K
|
64.9K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
15.7KNew |
$126K - $159K
|
15.7K
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.3K+ 62.41% |
$122K - $154K
|
39.8K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.1K+ 47.07% |
$120K - $152K
|
47K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.7K+ 7.97% |
$118K - $149K
|
200K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14.2K+ 13.91% |
$113K - $143K
|
116K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14K+ 69.89% |
$112K - $141K
|
34K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$111K - $140K
|
13.9K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.5K+ 7.1% |
$107K - $136K
|
203K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.5KNew |
$99.8K - $126K
|
12.5K
$115K
|