Latest Institutional Transactions on Heritage Financial Corp (HFWA)
This table provides information on the latest institutional transactions involving Heritage Financial Corp (HFWA) 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 |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
786+ 133.67% |
$13.1K - $15K
|
1.37K
$24.1K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-79- 9.44% |
$1.32K - $1.51K
|
758
$13.3K
|
|
Q1 2024 | |||||||
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29New |
$519 - $613
|
29
$509
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.19K- 6.49% |
$21.3K - $25.2K
|
17.2K
$301K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.8K- 3.17% |
$283K - $335K
|
483K
$8.47M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.8K+ 44.32% |
$282K - $333K
|
51.3K
$901K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.32K+ 3.5% |
$95.1K - $113K
|
158K
$2.76M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.47K+ 5.2% |
$26.3K - $31.1K
|
29.8K
$523K
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.9K- 1.96% |
$51.9K - $61.3K
|
145K
$2.55M
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.97K- 13.6% |
$53.1K - $62.9K
|
18.9K
$331K
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
247KNew |
$4.42M - $5.23M
|
247K
$4.34M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.5K+ 7.12% |
$670K - $793K
|
564K
$9.9M
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
107K+ 38.52% |
$1.91M - $2.26M
|
384K
$6.73M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
42.7K+ 2.64% |
$764K - $904K
|
1.66M
$29.1M
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
7.53K+ 3.51% |
$135K - $159K
|
222K
$3.9M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35+ 1.21% |
$626 - $740
|
2.93K
$51.4K
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-98K- 53.67% |
$1.75M - $2.07M
|
84.6K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.73K+ 38.85% |
$31K - $36.7K
|
6.19K
$109K
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.21K- 14.21% |
$75.2K - $89K
|
25.4K
$446K
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.04K- 5.53% |
$36.5K - $43.1K
|
34.9K
$612K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.47K- 7.07% |
$26.2K - $31K
|
19.3K
$338K
|
|
May 15, 2024
Q1 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-3.29K- 9.94% |
$58.8K - $69.6K
|
29.8K
$523K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300+ 75.0% |
$5.36K - $6.35K
|
700
$12.3K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.69K+ 8.41% |
$30.2K - $35.7K
|
21.8K
$382K
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.7K+ 4.2% |
$281K - $332K
|
390K
$6.84M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-262- 0.26% |
$4.68K - $5.54K
|
99.9K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
89.7K+ 286.26% |
$1.6M - $1.9M
|
121K
$2.12M
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
63+ 9.8% |
$1.13K - $1.33K
|
706
$12.4K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 10.19% |
$212K - $250K
|
104K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.5K- 22.54% |
$314K - $371K
|
60.3K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.6K- 17.6% |
$369K - $437K
|
96.7K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.87K+ 0.84% |
$141K - $166K
|
940K
$16.5M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3K- 5.16% |
$53.6K - $63.4K
|
55.1K
$967K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2K- 4.25% |
$35.8K - $42.3K
|
45.1K
$791K
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.38K+ 12.09% |
$42.6K - $50.3K
|
22.1K
$387K
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
85K+ 45.99% |
$1.52M - $1.8M
|
270K
$4.74M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25.2K- 5.43% |
$451K - $534K
|
440K
$7.72M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
6.12K+ 17.99% |
$109K - $130K
|
40.2K
$705K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.04K+ 4.22% |
$108K - $128K
|
149K
$2.62M
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-429- 0.85% |
$7.67K - $9.07K
|
50.1K
$879K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.7K+ 38.36% |
$979K - $1.16M
|
197K
$3.47M
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.11K+ 1.15% |
$19.9K - $23.5K
|
98.3K
$1.72M
|
|
May 14, 2024
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
114K+ 1730.07% |
$2.05M - $2.42M
|
121K
$2.12M
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.63K- 4.86% |
$29.1K - $34.4K
|
31.9K
$559K
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.06K- 2.1% |
$18.9K - $22.3K
|
49.1K
$862K
|
|
May 14, 2024
Q1 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
126K+ 83.3% |
$2.26M - $2.67M
|
278K
$4.88M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-59.3K- 2.98% |
$1.06M - $1.25M
|
1.93M
$33.9M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.94K- 0.55% |
$34.7K - $41K
|
350K
$6.14M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.9K- 28.3% |
$266K - $314K
|
37.7K
$661K
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.16K- 29.48% |
$128K - $151K
|
17.1K
$300K
|