Latest Institutional Transactions on Heritage Commerce Corp (HTBK)
This table provides information on the latest institutional transactions involving Heritage Commerce Corp (HTBK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.14K+ 25.28% |
$29.1K - $33.6K
|
15.6K
$165K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-37.6K- 1.1% |
$348K - $402K
|
3.39M
$35.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
115KNew |
$1.06M - $1.23M
|
115K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.98K- 1.35% |
$27.6K - $31.9K
|
218K
$2.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
22K+ 109.77% |
$204K - $235K
|
42K
$445K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.46K- 0.29% |
$13.5K - $15.6K
|
504K
$5.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
29.6KNew |
$274K - $317K
|
29.6K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
522+ 49.9% |
$4.83K - $5.58K
|
1.57K
$16.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
508+ 9.4% |
$4.7K - $5.43K
|
5.91K
$62.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
281New |
$2.6K - $3K
|
281
$2.97K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
374New |
$3.46K - $4K
|
374
$3.96K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16- 0.43% |
$148 - $171
|
3.7K
$39.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
331+ 1.13% |
$3.06K - $3.54K
|
29.7K
$314K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
494+ 17.54% |
$4.57K - $5.28K
|
3.31K
$35K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.42K+ 0.66% |
$13.2K - $15.2K
|
218K
$2.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-63K- 3.23% |
$583K - $673K
|
1.88M
$19.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
391K+ 11.0% |
$3.62M - $4.18M
|
3.95M
$41.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-101K- 83.33% |
$932K - $1.08M
|
20.1K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
109+ 38.93% |
$1.01K - $1.17K
|
389
$4.12K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
78+ 8.13% |
$722 - $834
|
1.04K
$11K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
14.7K+ 24.92% |
$136K - $157K
|
73.7K
$780K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
432+ 2.97% |
$4K - $4.62K
|
15K
$158K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-17K- 15.55% |
$157K - $182K
|
92.4K
$978K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
168+ 0.03% |
$1.55K - $1.8K
|
657K
$6.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.04K- 16.62% |
$18.9K - $21.8K
|
10.3K
$108K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
322+ 26.77% |
$2.98K - $3.44K
|
1.53K
$16.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-39- 84.78% |
$361 - $417
|
7
$74.1
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
49+ 30.63% |
$453 - $524
|
209
$2.21K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
11.1K+ 39.48% |
$103K - $119K
|
39.2K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3+ 5.77% |
$27.8 - $32.1
|
55
$582
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-28.4K- 68.07% |
$262K - $303K
|
13.3K
$141K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
225+ 1.32% |
$2.08K - $2.41K
|
17.3K
$183K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.01% |
$9.25 - $10.7
|
11.4K
$121K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
5.9K+ 18.67% |
$54.6K - $63.1K
|
37.5K
$397K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 57.58% |
$176 - $203
|
52
$550
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
860+ 7818.18% |
$7.96K - $9.19K
|
871
$9.22K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.82K+ 56.52% |
$16.8K - $19.4K
|
5.03K
$53.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
52New |
$481 - $556
|
52
$550
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.92K- 13.5% |
$36.3K - $41.9K
|
25.1K
$266K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12.3KNew |
$114K - $131K
|
12.3K
$130K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.18K+ 10.67% |
$38.7K - $44.7K
|
43.3K
$459K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-816- 2.69% |
$7.55K - $8.72K
|
29.6K
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
36.2KNew |
$335K - $387K
|
36.2K
$383K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.43KNew |
$22.5K - $26K
|
2.43K
$25.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13+ 0.16% |
$120 - $139
|
8.39K
$88.8K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2KNew |
$94.4K - $109K
|
10.2K
$108K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.15K- 1.95% |
$10.6K - $12.2K
|
57.5K
$608K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15K+ 9.82% |
$139K - $160K
|
168K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
227+ 2270.0% |
$2.1K - $2.43K
|
237
$2.51K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
46New |
$426 - $492
|
46
$487
|
|