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Get Institutions for : 
Heritage Commerce Corp (HTBK)  
$8.42 0.12 (1.45%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 167    14
Total shares held : 
 44,706,423  
% of shares held : 
 74.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 284,887  
% of shares held change : 
   0.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $8.38  
Last Quarter's Ending Price : 
 $9.92  
Last Quarter's Average Price : 
 $8.81  
Change from last quarter's     
avg. price to the last closing  : 
0.39 (4.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 725,143
 1.62%
 
Increased Positions :
71
 4,259,228
 9.53%
 
Unchanged Positions :
28
 1,948,457
 4.36%
 
Decreased Positions :
46
-3,846,605
-8.6%
 
Closed Positions :
8
-852,879
-1.91%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Glassman Wealth Services 251 *Closed 2024-03-31 0 $0 -177
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 835 *Closed 2023-12-31 0 $0 -89,995
   Global Retirement Partners LLC 3173 *Closed 2024-03-31 0 $0 -23
   Squarepoint Ops LLC 2550 *Closed 2023-12-31 0 $0 -43,967
   CRAMER ROSENTHAL MCGLYNN LLC 104 *Closed 2023-12-31 0 $0 -601,205
   RAYMOND JAMES & ASSOCIATES 3856 *Closed 2024-03-31 0 $0 -13,119
   Waypoint Wealth Partners Inc. 72 *Closed 2024-03-31 0 $0 -16,801
   Fortitude Family Office LLC 1025 *Closed 2024-03-31 0 $0 -467
   GUARDIAN INVESTMENT MANAGEMENT 56 *Closed 2024-03-31 0 $0 -29,465
   LAZARD ASSET MANAGEMENT LLC 2245 *Closed 2023-12-31 0 $0 -2,666
   GRAHAM CAPITAL MANAGEMENT LP 1171 *Closed 2023-12-31 0 $0 -21,468
   SANDLER ONEILL ASSET MANAGEMENT LLC 98 *Closed 2023-12-31 0 $0 -80,000
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 1183 *Closed 2024-03-31 0 $0 -212,680
   GLADIUS CAPITAL MANAGEMENT LP 341 *Closed 2023-12-31 0 $0 -478
  14 Records found
  1    
  Page 1 of 1
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