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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
525New |
$12.1K - $13.5K
|
525
$13.4K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 5.65% |
$62.1K - $69.3K
|
50.2K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
74.5KNew |
$1.72M - $1.92M
|
74.5K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-341- 0.81% |
$7.87K - $8.79K
|
42K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
18.2KNew |
$420K - $469K
|
18.2K
$465K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-59K- 26.21% |
$1.36M - $1.52M
|
166K
$4.25M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3- 0.01% |
$69.2 - $77.3
|
53.5K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
61.9KNew |
$1.43M - $1.59M
|
61.9K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.7KNew |
$801K - $894K
|
34.7K
$887K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.47M+ 15727.69% |
$34M - $37.9M
|
1.48M
$37.9M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
545K+ 24.71% |
$12.6M - $14.1M
|
2.75M
$70.4M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
463New |
$10.7K - $11.9K
|
463
$11.8K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-238- 2.38% |
$5.49K - $6.13K
|
9.77K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.03% |
$11.5K - $12.9K
|
16K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$23.1 - $25.8
|
1
$25.6
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
520+ 14.76% |
$12K - $13.4K
|
4.04K
$103K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
71+ 5.7% |
$1.64K - $1.83K
|
1.32K
$33.7K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-344- 46.55% |
$7.94K - $8.86K
|
395
$10.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
8.83K+ 17.72% |
$204K - $228K
|
58.7K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 2.49% |
$4.62K - $5.15K
|
7.83K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.1K+ 2.16% |
$94.7K - $106K
|
194K
$4.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-397- 3.92% |
$9.16K - $10.2K
|
9.73K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
8.8KNew |
$203K - $227K
|
8.8K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
98+ 0.52% |
$2.26K - $2.53K
|
19K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
219+ 182.5% |
$5.05K - $5.64K
|
339
$8.67K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-16- 18.39% |
$369 - $412
|
71
$1.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135New |
$3.12K - $3.48K
|
135
$3.45K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-576- 2.97% |
$13.3K - $14.8K
|
18.8K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.96K- 0.83% |
$45.3K - $50.6K
|
234K
$5.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
567+ 5.02% |
$13.1K - $14.6K
|
11.9K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$346 - $387
|
15
$384
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
35+ 9.67% |
$808 - $902
|
397
$10.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
856New |
$19.8K - $22.1K
|
856
$21.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-83.9K- 79.92% |
$1.94M - $2.16M
|
21.1K
$539K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.07K+ 34.37% |
$47.8K - $53.4K
|
8.1K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-69.3K- 95.89% |
$1.6M - $1.79M
|
2.97K
$76K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-180- 1.38% |
$4.15K - $4.64K
|
12.9K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-185- 1.08% |
$4.27K - $4.77K
|
17K
$434K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 250.0% |
$1.15K - $1.29K
|
70
$1.79K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 1.58% |
$300 - $335
|
810
$20.7K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.96K+ 11.02% |
$61.6K - $80.9K
|
29.9K
$764K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29+ 6.94% |
$602 - $791
|
447
$11.4K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.65K+ 6.8% |
$138K - $181K
|
104K
$2.67M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.3K+ 5.16% |
$27K - $35.5K
|
26.5K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
22.3KNew |
$464K - $609K
|
22.3K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.4KNew |
$362K - $475K
|
17.4K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-9.61K- 39.08% |
$200K - $262K
|
15K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
11.4K+ 96.94% |
$236K - $311K
|
23.1K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.55K+ 81.57% |
$73.7K - $96.8K
|
7.9K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-896- 7.15% |
$18.6K - $24.4K
|
11.6K
$298K
|
|