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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
10.8KNew |
$87.2K - $142K
|
10.8K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
99.7K+ 514.89% |
$808K - $1.32M
|
119K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.7KNew |
$30K - $49K
|
3.7K
$39.1K
|
|
|
May 12, 2023
Q1 2023
|
Mount Capital LTD
|
BUY
|
- |
69K+ 54.88% |
$559K - $914K
|
195K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.7K+ 6.36% |
$13.8K - $22.6K
|
28.5K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9New |
$73 - $119
|
9
$95.2
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
400New |
$3.24K - $5.3K
|
400
$4.23K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.59MNew |
$12.9M - $21.1M
|
1.59M
$16.8M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.91K- 10.85% |
$23.6K - $38.5K
|
23.9K
$253K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-353K- 22.37% |
$2.87M - $4.68M
|
1.23M
$13M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-15K- 14.01% |
$171K - $220K
|
92K
$974K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
55.8KNew |
$636K - $820K
|
55.8K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
82.2KNew |
$937K - $1.21M
|
82.2K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-7.72K- 30.81% |
$88K - $113K
|
17.3K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
16.3KNew |
$186K - $240K
|
16.3K
$173K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-50K- 69.23% |
$569K - $734K
|
22.2K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-316- 1.49% |
$3.6K - $4.64K
|
20.8K
$221K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.12K+ 4.62% |
$12.8K - $16.5K
|
25.4K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
295New |
$3.36K - $4.33K
|
295
$3.12K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
142New |
$1.62K - $2.09K
|
142
$1.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
79.3K+ 24.22% |
$903K - $1.16M
|
407K
$4.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
2.52K+ 15.92% |
$28.7K - $37K
|
18.3K
$194K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
16.7KNew |
$190K - $245K
|
16.7K
$177K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12New |
$137 - $176
|
12
$127
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-133K- 53.37% |
$1.41M - $1.65M
|
116K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.8K- 8.14% |
$40.3K - $47K
|
42.8K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-539Closed |
$5.72K - $6.67K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.6K+ 20.31% |
$27.6K - $32.2K
|
15.4K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.25KNew |
$13.3K - $15.5K
|
1.25K
$13.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-279- 0.18% |
$2.96K - $3.45K
|
157K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$934 - $1.09K
|
88
$931
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.13KNew |
$22.6K - $26.4K
|
2.13K
$22.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.3KNew |
$35.1K - $39K
|
3.3K
$34.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-892- 6.78% |
$9.51K - $10.5K
|
12.3K
$130K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
118+ 1.15% |
$1.26K - $1.39K
|
10.4K
$110K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
806New |
$8.59K - $9.53K
|
806
$8.53K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.2KClosed |
$109K - $121K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
42New |
$448 - $496
|
42
$444
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11KNew |
$117K - $130K
|
11K
$116K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
4.02K+ 4.84% |
$42.9K - $47.5K
|
87.1K
$921K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-200KClosed |
$2.25M - $2.55M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
356New |
$4.01K - $4.53K
|
356
$3.77K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-167- 1.59% |
$1.88K - $2.13K
|
10.3K
$109K
|
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-20.6KClosed |
$231K - $262K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.82KNew |
$52K - $59.5K
|
4.82K
$51K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-56Closed |
$604 - $691
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$117K - $134K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-123KClosed |
$1.32M - $1.52M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-354Closed |
$3.82K - $4.37K
|
0
$0
|
|