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Heritage Commerce shares owned by LPL Financial

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

All positions including Heritage Commerce held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $308k 31k 9.88
2023-03-31 $85k 10k 8.33
2022-12-31 $136k 11k 13.00

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View all positions for LPL Financial

Top funds holding Heritage Commerce

BlackRock
BlackRock
FJ Capital Management
Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
State Street Corporation
Robeco Investment Management
Geode Capital Management
Manufacturers Life Insurance Company
American Century Companies
Goldman Sachs Group
Kennedy Capital Management
Hotchkis and Wiley Capital Management
AlTi Global

View all funds holding Heritage Commerce