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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.47K- 8.49% |
$26.2K - $31K
|
15.8K
$271K
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
12K+ 6.19% |
$215K - $254K
|
206K
$3.53M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
44+ 95.65% |
$787 - $931
|
90
$1.54K
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.14% |
$3.58K - $4.23K
|
17.3K
$296K
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.88K- 14.23% |
$33.6K - $39.8K
|
11.3K
$194K
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-196- 0.91% |
$3.5K - $4.15K
|
21.3K
$364K
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.74K+ 0.73% |
$31.1K - $36.8K
|
240K
$4.1M
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.22K- 3.18% |
$75.4K - $89.2K
|
129K
$2.2M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.1KNew |
$199K - $235K
|
11.1K
$191K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12New |
$215 - $254
|
12
$206
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 75.0% |
$20.4K - $24.1K
|
2.66K
$45.6K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.7K+ 78.36% |
$331K - $457K
|
47.2K
$809K
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
4.4K+ 3.24% |
$70.3K - $97K
|
140K
$2.41M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.76KNew |
$60.1K - $82.9K
|
3.76K
$64.5K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2KNew |
$180K - $248K
|
11.2K
$193K
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.1KNew |
$193K - $266K
|
12.1K
$207K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-28- 0.18% |
$447 - $617
|
15.5K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.3K+ 113.79% |
$52.7K - $72.7K
|
6.2K
$106K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.8KNew |
$380K - $524K
|
23.8K
$407K
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 172.81% |
$324K - $447K
|
32K
$549K
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-154K- 69.9% |
$2.45M - $3.39M
|
66.1K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-2.36K- 72.39% |
$37.7K - $52K
|
900
$15.4K
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.24K- 16.58% |
$51.7K - $71.4K
|
16.3K
$279K
|
|
Feb 14, 2024
Q4 2023
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-61.5K- 22.52% |
$982K - $1.36M
|
212K
$3.62M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-147K- 54.24% |
$2.35M - $3.25M
|
124K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.7K- 45.72% |
$266K - $367K
|
19.8K
$339K
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
29.1K+ 67.21% |
$465K - $642K
|
72.4K
$1.24M
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-317K- 59.08% |
$5.06M - $6.98M
|
219K
$3.76M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25New |
$399 - $551
|
25
$428
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-28.9K- 43.29% |
$461K - $637K
|
37.8K
$648K
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
74.9KNew |
$1.2M - $1.65M
|
74.9K
$1.28M
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
58.5K+ 21.74% |
$935K - $1.29M
|
328K
$5.62M
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
19.9KNew |
$318K - $439K
|
19.9K
$341K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-25.4K- 61.48% |
$406K - $561K
|
15.9K
$273K
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
21.4KNew |
$342K - $472K
|
21.4K
$367K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2- 0.92% |
$31.9 - $44.1
|
216
$3.7K
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.63K- 20.84% |
$42.1K - $58.1K
|
10K
$171K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-21.4K- 39.64% |
$342K - $473K
|
32.7K
$559K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-503- 76.1% |
$8.03K - $11.1K
|
158
$2.71K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
52New |
$830 - $1.15K
|
52
$891
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8New |
$128 - $176
|
8
$137
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.53K- 47.62% |
$152K - $210K
|
10.5K
$180K
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.1K- 10.5% |
$129K - $179K
|
69.1K
$1.18M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-68- 66.67% |
$1.09K - $1.5K
|
34
$582
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.76KNew |
$60.1K - $82.9K
|
3.76K
$64.5K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
9.8KNew |
$156K - $216K
|
9.8K
$168K
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
30+ 0.15% |
$479 - $661
|
20.5K
$351K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-221- 38.84% |
$3.53K - $4.87K
|
348
$5.96K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11New |
$176 - $242
|
11
$188
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37- 27.41% |
$591 - $815
|
98
$1.68K
|