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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.98K+ 518.99% |
$61.9K - $81.3K
|
3.55K
$90.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.19KNew |
$24.7K - $32.4K
|
1.19K
$30.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
57.6KNew |
$1.2M - $1.57M
|
57.6K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.37KNew |
$174K - $228K
|
8.37K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.48K- 86.16% |
$30.7K - $40.3K
|
237
$6.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
23.3K+ 211.55% |
$485K - $636K
|
34.4K
$879K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.76KNew |
$140K - $184K
|
6.76K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6.4KNew |
$133K - $175K
|
6.4K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.85KNew |
$163K - $214K
|
7.85K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.85KNew |
$142K - $187K
|
6.85K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$644 - $846
|
31
$793
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-92.4K- 75.09% |
$1.92M - $2.52M
|
30.7K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11.6K+ 116.97% |
$241K - $316K
|
21.5K
$550K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 62.5% |
$5.19K - $6.82K
|
150
$3.84K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$237K - $311K
|
11.4K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-156K- 93.63% |
$3.23M - $4.24M
|
10.6K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
705+ 597.46% |
$14.6K - $19.2K
|
823
$21K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-82- 61.65% |
$1.7K - $2.24K
|
51
$1.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10.1K+ 98.29% |
$209K - $275K
|
20.3K
$519K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$104 - $136
|
5
$128
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.81K+ 18.03% |
$79.2K - $104K
|
25K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.76KNew |
$182K - $239K
|
8.76K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 50.0% |
$935 - $1.23K
|
45
$1.15K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 3.54% |
$59.9K - $81K
|
102K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.2K- 2.92% |
$20.5K - $27.7K
|
39.8K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-106K- 77.75% |
$1.82M - $2.46M
|
30.3K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.3KNew |
$348K - $471K
|
20.3K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-15.8KClosed |
$271K - $366K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-238- 55.61% |
$4.08K - $5.51K
|
190
$4.86K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
54.9KNew |
$940K - $1.27M
|
54.9K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-125K- 31.25% |
$2.14M - $2.9M
|
275K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.32KNew |
$91.1K - $123K
|
5.32K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.5KNew |
$266K - $360K
|
15.5K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.91K- 8.21% |
$84.2K - $114K
|
54.9K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-17.5K- 97.32% |
$301K - $407K
|
484
$12.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
47New |
$805 - $1.09K
|
47
$1.2K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.9K- 33.81% |
$83.9K - $114K
|
9.59K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
500+ 9.44% |
$8.57K - $11.6K
|
5.8K
$148K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$68.5 - $92.7
|
4
$102
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.83K+ 5.67% |
$30.5K - $34.8K
|
34K
$870K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$6.67K - $7.63K
|
400
$10.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
54KNew |
$901K - $1.03M
|
54K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
28.2KNew |
$471K - $538K
|
28.2K
$722K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.6KNew |
$394K - $450K
|
23.6K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
160KNew |
$2.67M - $3.05M
|
160K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-177- 1.14% |
$2.95K - $3.38K
|
15.3K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-4.57K- 14.35% |
$76.3K - $87.3K
|
27.3K
$698K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-138K- 2.69% |
$2.3M - $2.63M
|
4.98M
$127M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-891- 34.41% |
$14.9K - $17K
|
1.7K
$43.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55+ 34.81% |
$917 - $1.05K
|
213
$5.45K
|
|