Latest Institutional Purchases of Heritage Commerce Corp (HTBK)
This list provides information on the latest institutional transactions involving Heritage Commerce Corp (HTBK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
120+ 71.43% |
$1.11K - $1.28K
|
288
$3.05K
|
|
|
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 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72+ 0.06% |
$666 - $770
|
118K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
52New |
$481 - $556
|
52
$550
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
49+ 30.63% |
$453 - $524
|
209
$2.21K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
46New |
$426 - $492
|
46
$487
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 51.06% |
$222 - $257
|
71
$751
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 57.58% |
$176 - $203
|
52
$550
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13+ 0.16% |
$120 - $139
|
8.39K
$88.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3+ 5.77% |
$27.8 - $32.1
|
55
$582
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.01% |
$9.25 - $10.7
|
11.4K
$121K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
BUY
|
- |
1.53M+ 1619.04% |
$12.6M - $15.2M
|
1.62M
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
73KNew |
$602K - $725K
|
73K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
33.6KNew |
$277K - $334K
|
33.6K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
24.7KNew |
$204K - $245K
|
24.7K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
11.4KNew |
$94.4K - $114K
|
11.4K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.07K+ 18.31% |
$25.3K - $30.5K
|
19.8K
$210K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
2.1K+ 3.65% |
$17.3K - $20.9K
|
59.6K
$631K
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.59K+ 1.76% |
$13.1K - $15.8K
|
91.8K
$971K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
961+ 5.29% |
$7.93K - $9.54K
|
19.1K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
307New |
$2.53K - $3.05K
|
307
$3.25K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23New |
$190 - $228
|
23
$243
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
58.3KNew |
$510K - $626K
|
58.3K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
44.3KNew |
$387K - $476K
|
44.3K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
32.9KNew |
$288K - $354K
|
32.9K
$348K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
28.1K+ 266.59% |
$246K - $302K
|
38.6K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
24.4KNew |
$214K - $262K
|
24.4K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
15.3K+ 50.14% |
$134K - $164K
|
45.8K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
13.2KNew |
$116K - $142K
|
13.2K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
12.5KNew |
$109K - $134K
|
12.5K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
10.8KNew |
$94.5K - $116K
|
10.8K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.2KNew |
$89.4K - $110K
|
10.2K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.21K+ 23.33% |
$45.6K - $56K
|
27.5K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.8K+ 12.3% |
$33.3K - $40.9K
|
34.7K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58K+ 24.92% |
$22.6K - $27.7K
|
12.9K
$137K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.07KNew |
$9.34K - $11.5K
|
1.07K
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
533New |
$4.66K - $5.73K
|
533
$5.64K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
93New |
$814 - $1K
|
93
$984
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
49+ 3.59% |
$429 - $527
|
1.41K
$14.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$350 - $430
|
40
$423
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
25New |
$219 - $269
|
25
$265
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24New |
$210 - $258
|
24
$254
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 13.51% |
$87.5 - $108
|
84
$889
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
44K+ 255.63% |
$413K - $483K
|
61.3K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.1KNew |
$216K - $253K
|
23.1K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
22.4KNew |
$210K - $246K
|
22.4K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.4KNew |
$173K - $202K
|
18.4K
$195K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.9K+ 29.53% |
$130K - $152K
|
60.9K
$644K
|
|