Institutional Ownership Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 48 Million shares, which have been reported (via 13F filing form) to have a value of $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
11,262
shares
|
$109,128
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
11,069
shares
|
$107,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
10,837
shares
|
$105,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
10,789
shares
|
$104,545
0.0% of portfolio
|
Q3 2024
Reduced 46.35%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
10,615
shares
|
$102,859
0.0% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
10,602
shares
|
$102,733
0.01% of portfolio
|
Q2 2023
Reduced 4.5%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
10,338
shares
|
$100,175
0.07% of portfolio
|
Q1 2022
Reduced 1.59%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
10,093
shares
|
$97,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
10,045
shares
|
$97,336
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,062
shares
|
$87,810
0.0% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
7,400
shares
|
$71,706
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,845
shares
|
$56,638
0.0% of portfolio
|
Q3 2023
Added 24.26%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,207
shares
|
$50,455
0.0% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
4,823
shares
|
$46,734
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,193
shares
|
$30,940
0.0% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,708
shares
|
$26,240
0.0% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
2,203
shares
|
$21,347
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,144
shares
|
$20,775
0.0% of portfolio
|
Q3 2024
Added 221.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,131
shares
|
$20,649
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,108
shares
|
$20,426
0.0% of portfolio
|
Q2 2024
Added 9.05%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
2,012
shares
|
$19,496
0.0% of portfolio
|
Q1 2024
Reduced 61.19%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,960
shares
|
$18,992
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,551
shares
|
$15,029
0.0% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,345
shares
|
$13,033
0.0% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
1,319
shares
|
$12,781
0.0% of portfolio
|
Q3 2024
New holding
|