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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.26K+ 10.35% |
$76.1K - $90K
|
45.4K
$778K
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
126K+ 75.42% |
$2.25M - $2.66M
|
292K
$5.01M
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
46.5K+ 70.54% |
$832K - $984K
|
112K
$1.93M
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 3.72% |
$71.7K - $84.8K
|
104K
$1.78M
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-1.8K- 5.9% |
$32.2K - $38.1K
|
28.7K
$492K
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.93K+ 2.12% |
$52.4K - $62K
|
141K
$2.42M
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.8K+ 1.4% |
$194K - $229K
|
785K
$13.4M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 20.0% |
$107 - $127
|
36
$617
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53.6K- 47.97% |
$958K - $1.13M
|
58.1K
$995K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-166- 0.88% |
$2.97K - $3.51K
|
18.7K
$321K
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.84K- 10.58% |
$68.7K - $81.2K
|
32.4K
$556K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
159K+ 109.23% |
$2.84M - $3.36M
|
304K
$5.21M
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$387K - $458K
|
21.7K
$371K
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
121K+ 6.98% |
$2.17M - $2.56M
|
1.85M
$31.8M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.85% |
$519 - $613
|
3.42K
$58.6K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.58K+ 13.43% |
$28.2K - $33.3K
|
13.3K
$228K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
12K+ 24.99% |
$215K - $254K
|
60K
$1.03M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47.4K+ 0.93% |
$847K - $1M
|
5.12M
$87.7M
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
891+ 52.47% |
$15.9K - $18.8K
|
2.59K
$44.3K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 9.97% |
$206K - $243K
|
127K
$2.17M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 37.29% |
$393 - $465
|
37
$634
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-189K- 7.05% |
$3.37M - $3.99M
|
2.49M
$42.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27- 1.73% |
$483 - $571
|
1.53K
$26.3K
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-30.3K- 55.57% |
$542K - $641K
|
24.2K
$415K
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.82K- 3.32% |
$68.3K - $80.8K
|
111K
$1.9M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16- 0.03% |
$286 - $338
|
54.9K
$940K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-60- 0.54% |
$1.07K - $1.27K
|
11.1K
$190K
|
|
May 09, 2024
Q1 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-3.91K- 6.44% |
$69.8K - $82.6K
|
56.7K
$972K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
275K+ 27.26% |
$4.92M - $5.82M
|
1.28M
$22M
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.01K+ 60.65% |
$107K - $127K
|
15.9K
$273K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 1.09% |
$41.2K - $48.7K
|
209K
$3.59M
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7.88K- 27.18% |
$141K - $167K
|
21.1K
$361K
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-524- 2.64% |
$9.37K - $11.1K
|
19.4K
$332K
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-46K- 10.31% |
$822K - $973K
|
400K
$6.85M
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
8.51K+ 6.37% |
$152K - $180K
|
142K
$2.43M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 51.44% |
$237K - $280K
|
12.5K
$214K
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.93K- 4.49% |
$52.4K - $61.9K
|
62.3K
$1.07M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
141K+ 212.43% |
$2.51M - $2.97M
|
207K
$3.54M
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-11- 0.06% |
$197 - $233
|
17.2K
$295K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
15.8K+ 18.82% |
$282K - $334K
|
99.6K
$1.71M
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.98KNew |
$161K - $190K
|
8.98K
$154K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.5KNew |
$349K - $413K
|
19.5K
$334K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
399+ 1.32% |
$7.13K - $8.44K
|
30.5K
$523K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.5KNew |
$205K - $243K
|
11.5K
$197K
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-900- 8.8% |
$16.1K - $19K
|
9.33K
$160K
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
754KNew |
$13.5M - $15.9M
|
754K
$12.9M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.66K+ 39.01% |
$137K - $162K
|
27.3K
$468K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$125 - $148
|
7
$120
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.4K+ 10.13% |
$330K - $390K
|
200K
$3.43M
|