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
Nov 14, 2022 Q3 2022
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-4.21K
- 31.53%
$105K - $119K
9.14K $234K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-103
- 0.65%
$2.58K - $2.91K
15.7K $401K
Nov 14, 2022 Q3 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-434
Closed
$10.9K - $12.2K
0 $0
Nov 14, 2022 Q3 2022
State Of Wyoming

Cheyenne, WY
BUY
 -
3.04K
+ 391.13%
$76.1K - $85.8K
3.82K $97.7K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
23
+ 42.59%
$575 - $649
77 $1.97K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
204
New
$5.1K - $5.75K
204 $5.22K
Q2 2022
Aug 15, 2022 Q2 2022
Man Group PLC

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

New York, NY
SELL
 -
-11K
- 57.02%
$262K - $289K
8.26K $211K
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
12.5K
New
$299K - $329K
12.5K $319K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-102
Closed
$2.44K - $2.69K
0 $0
Aug 12, 2022 Q2 2022
Mirabella Financial Services LLP

London, X0
BUY
 -
10.1K
New
$241K - $265K
10.1K $257K
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
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-19K
Closed
$459K - $518K
0 $0
May 13, 2022 Q1 2022
Caption Management, LLC

Oklahoma City, OK
SELL
 -
-15K
Closed
$363K - $409K
0 $0
May 04, 2022 Q1 2022
Summer Haven Investment Management, LLC

BUY
 -
1.64K
+ 4.6%
$39.7K - $44.7K
37.3K $954K
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 $136K
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-1
- 1.56%
$23 - $26
63 $1.61K
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
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-17.9K
Closed
$401K - $466K
0 $0
Nov 10, 2021 Q3 2021
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-172K
Closed
$3.86M - $4.48M
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 $231K
Jul 13, 2021 Q2 2021
Soundmark Wealth Management, LLC

SELL
 -
-7.62K
Closed
$187K - $225K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-5.58K
Closed
$129K - $171K
0 $0
May 14, 2021 Q1 2021
Krane Funds Advisors LLC

New York, NY
SELL
 -
-33.8K
Closed
$780K - $1.03M
0 $0
May 14, 2021 Q1 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-14
Closed
$323 - $429
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-145
Closed
$3.35K - $4.44K
0 $0
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-13.4K
Closed
$309K - $410K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-33
Closed
$762 - $1.01K
0 $0
Apr 14, 2021 Q1 2021
Veriti Management LLC

SELL
 -
-3.14K
Closed
$72.5K - $96.1K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-718
Closed
$13.1K - $18.2K
0 $0
Jan 28, 2021 Q4 2020
New Potomac Partners, LLC

SELL
 -
-778
Closed
$14.2K - $19.7K
0 $0
Q3 2020
Nov 12, 2020 Q3 2020
Ls Investment Advisors, LLC

SELL
 -
-993
Closed
$17.3K - $20.8K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Associated Banc Corp

Green Bay, WI
SELL
 -
-97
Closed
$1.52K - $2.11K
0 $0
Aug 13, 2020 Q2 2020
Pine Bridge Investments, L.P.

SELL
 -
-1.64K
Closed
$25.7K - $35.7K
0 $0
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
500
New
$7.84K - $10.9K
500 $12.8K
Jul 31, 2020 Q2 2020
Harvest Group Wealth Management, LLC

SELL
 -
-40
Closed
$627 - $871
0 $0
Jul 06, 2020 Q2 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-23.8K
Closed
$373K - $519K
0 $0
Q1 2020
May 15, 2020 Q1 2020
Itau Unibanco Holding S.A.

Sao Paulo, D5
SELL
 -
-1.37K
Closed
$24.8K - $38.8K
0 $0
May 15, 2020 Q1 2020
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-38
Closed
$689 - $1.08K
0 $0
May 15, 2020 Q1 2020
Rice Hall James & Associates, LLC

SELL
 -
-1.18K
- 1.83%
$21.4K - $33.5K
63.6K $1.63M

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