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 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
6.14KNew |
$129K - $151K
|
6.14K
$157K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-58- 38.67% |
$1.22K - $1.42K
|
92
$2.35K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 7.84% |
$83.9 - $98
|
47
$1.2K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.7K+ 31.29% |
$248K - $277K
|
45K
$1.15M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
365+ 2.59% |
$8.42K - $9.41K
|
14.5K
$370K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.42K+ 7.45% |
$125K - $140K
|
78.1K
$2M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.95K+ 4.16% |
$114K - $127K
|
124K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.76K+ 13.08% |
$133K - $149K
|
49.8K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
69.9K+ 527.69% |
$1.61M - $1.8M
|
83.2K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.06K- 11.37% |
$186K - $208K
|
62.8K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
872New |
$20.1K - $22.5K
|
872
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.36K- 0.72% |
$54.4K - $60.7K
|
327K
$8.37M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.75K- 5.11% |
$110K - $122K
|
88.1K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-342- 38.43% |
$7.89K - $8.81K
|
548
$14K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.45KNew |
$195K - $218K
|
8.45K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24K- 5.27% |
$555K - $619K
|
432K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.02K+ 4.75% |
$162K - $181K
|
155K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
20.5K+ 15.13% |
$472K - $527K
|
156K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.95K+ 2.05% |
$114K - $127K
|
246K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
31.6K+ 20.6% |
$729K - $814K
|
185K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
28+ 0.08% |
$646 - $722
|
34.3K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-8.05K- 34.47% |
$186K - $208K
|
15.3K
$391K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-122K- 7.35% |
$2.81M - $3.14M
|
1.53M
$39.2M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
19.2K+ 9.28% |
$443K - $494K
|
226K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15- 1.03% |
$346 - $387
|
1.44K
$36.9K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.7K+ 34.23% |
$224K - $250K
|
38K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.2K- 14.17% |
$720K - $804K
|
189K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
881+ 4.59% |
$20.3K - $22.7K
|
20.1K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
8.61KNew |
$199K - $222K
|
8.61K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-52.6K- 85.7% |
$1.21M - $1.35M
|
8.78K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.3K+ 87.48% |
$699K - $780K
|
64.9K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-400- 57.14% |
$9.23K - $10.3K
|
300
$7.67K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-812- 5.47% |
$18.7K - $20.9K
|
14K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
15.8KNew |
$365K - $407K
|
15.8K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-3.25K- 19.23% |
$75.1K - $83.9K
|
13.7K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-114K- 7.63% |
$2.64M - $2.94M
|
1.38M
$35.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-31.5K- 11.7% |
$728K - $813K
|
238K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-15.6K- 11.05% |
$360K - $402K
|
126K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.4K+ 1.89% |
$55.4K - $61.9K
|
129K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
30.5KNew |
$703K - $785K
|
30.5K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.87K+ 1.43% |
$43.1K - $48.1K
|
133K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-288- 1.39% |
$6.65K - $7.42K
|
20.4K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
86.7K+ 35.28% |
$2M - $2.23M
|
332K
$8.5M
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-31.4K- 9.71% |
$724K - $809K
|
292K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
49.4K+ 73.08% |
$1.14M - $1.27M
|
117K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.02K- 8.04% |
$46.7K - $52.1K
|
23.1K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-485- 2.93% |
$11.2K - $12.5K
|
16.1K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
925+ 8.27% |
$21.3K - $23.8K
|
12.1K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7K+ 203.77% |
$847K - $946K
|
54.7K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.9KNew |
$298K - $333K
|
12.9K
$330K
|
|