Latest Institutional Transactions on Heritage Financial Corp (HFWA)

HFWA Quotes by TradingView

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 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
BUY
 PUT
5.7K
New
$152K - $195K
5.7K $132K
Feb 09, 2023 Q4 2022
Bank Of Nova Scotia

BUY
 -
8.84K
New
$236K - $303K
8.84K $204K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
6.43K
New
$172K - $220K
6.43K $148K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
120
New
$3.21K - $4.11K
120 $2.77K
Feb 06, 2023 Q4 2022
Robeco Institutional Asset Management B.V.

BUY
 -
53.8K
+ 89.34%
$1.44M - $1.84M
114K $2.63M
Feb 03, 2023 Q4 2022
Emerald Mutual Fund Advisers Trust

BUY
 -
32.2K
New
$860K - $1.1M
32.2K $743K
Feb 02, 2023 Q4 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
16.8K
New
$447K - $574K
16.8K $387K
Feb 01, 2023 Q4 2022
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
2.46K
+ 43.39%
$65.7K - $84.2K
8.13K $188K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
6.64K
New
$177K - $227K
6.64K $153K
Jan 31, 2023 Q4 2022
Everence Capital Management Inc

BUY
 -
3.95K
+ 45.25%
$106K - $135K
12.7K $293K
Jan 30, 2023 Q4 2022
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-4.75K
- 16.55%
$127K - $163K
24K $553K
Jan 27, 2023 Q4 2022
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
33.3K
New
$890K - $1.14M
33.3K $769K
Jan 18, 2023 Q4 2022
Marshall & Sullivan Inc

BUY
 -
6.14K
New
$164K - $210K
6.14K $142K
Jan 11, 2023 Q4 2022
Macroview Investment Management LLC

BUY
 -
327
New
$8.73K - $11.2K
327 $7.55K
Q3 2022
Nov 14, 2022 Q3 2022
Basswood Capital Management, L.L.C.

New York, NY
SELL
 -
-393K
- 62.98%
$9.81M - $11.1M
231K $5.33M
Nov 14, 2022 Q3 2022
State Of Wyoming

Cheyenne, WY
BUY
 -
3.04K
+ 391.13%
$76.1K - $85.8K
3.82K $88.2K
Nov 14, 2022 Q3 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-434
Closed
$10.9K - $12.2K
0 $0
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-103
- 0.65%
$2.58K - $2.91K
15.7K $362K
Nov 14, 2022 Q3 2022
Rhino Investment Partners, Inc

West Conshohocken, PA
BUY
 -
19.4K
+ 8.93%
$485K - $548K
237K $5.47M
Nov 14, 2022 Q3 2022
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-4.21K
- 31.53%
$105K - $119K
9.14K $211K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
23
+ 42.59%
$575 - $649
77 $1.78K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
204
New
$5.1K - $5.75K
204 $4.71K
Q2 2022
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
12.5K
New
$299K - $329K
12.5K $288K
Aug 15, 2022 Q2 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-11K
- 57.02%
$262K - $289K
8.26K $191K
Aug 15, 2022 Q2 2022
Man Group PLC

London, X0
SELL
 -
-13.2K
Closed
$316K - $347K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-102
Closed
$2.44K - $2.69K
0 $0
Aug 12, 2022 Q2 2022
Bhz Capital Management, LP

San Jose, CA
SELL
 -
-12.2K
Closed
$292K - $321K
0 $0
Aug 12, 2022 Q2 2022
Mirabella Financial Services LLP

London, X0
BUY
 -
10.1K
New
$241K - $265K
10.1K $232K
Aug 11, 2022 Q2 2022
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
876
+ 7.69%
$21K - $23.1K
12.3K $283K
Aug 11, 2022 Q2 2022
Jacobs Asset Management, LLC

New York, NY
SELL
 -
-94.8K
Closed
$2.27M - $2.5M
0 $0
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-101
Closed
$2.42K - $2.66K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Jefferies Group LLC

New York, NY
SELL
 -
-10.6K
Closed
$257K - $289K
0 $0
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-24.2K
Closed
$585K - $659K
0 $0
May 13, 2022 Q1 2022
Caption Management, LLC

Oklahoma City, OK
SELL
 -
-15K
Closed
$363K - $409K
0 $0
May 13, 2022 Q1 2022
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-19K
Closed
$459K - $518K
0 $0
May 04, 2022 Q1 2022
Summer Haven Investment Management, LLC

BUY
 -
1.64K
+ 4.6%
$39.7K - $44.7K
37.3K $861K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-210
Closed
$5.08K - $5.72K
0 $0
Apr 20, 2022 Q1 2022
Concord Wealth Partners

SELL
 -
-123
Closed
$2.97K - $3.35K
0 $0
Q4 2021
Feb 11, 2022 Q4 2021
Ensign Peak Advisors, Inc

Salt Lake City, UT
SELL
 -
-4.29K
- 44.69%
$98.7K - $111K
5.31K $123K
Feb 01, 2022 Q4 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-38.4K
Closed
$883K - $998K
0 $0
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-1
- 1.56%
$23 - $26
63 $1.45K
Q3 2021
Nov 15, 2021 Q3 2021
Point72 Hong Kong LTD

Hong Kong, K3
SELL
 -
-1K
Closed
$22.4K - $26K
0 $0
Nov 10, 2021 Q3 2021
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-172K
Closed
$3.86M - $4.48M
0 $0
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-17.9K
Closed
$401K - $466K
0 $0
Nov 04, 2021 Q3 2021
Knowledge Leaders Capital, LLC

SELL
 -
-35.2K
Closed
$787K - $914K
0 $0
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-1.2K
Closed
$26.8K - $31.1K
0 $0
Q2 2021
Aug 09, 2021 Q2 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.88K
Closed
$46.1K - $55.3K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-9K
Closed
$221K - $265K
0 $0
Aug 03, 2021 Q2 2021
Handelsbanken Fonder Ab

BUY
 -
9.02K
New
$222K - $266K
9.02K $208K

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