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 11, 2018
Q1 2018
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.7KClosed |
$251K - $280K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-20.9KClosed |
$602K - $673K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-48.1KClosed |
$1.38M - $1.55M
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-243- 6.39% |
$7K - $7.82K
|
3.56K
$91K
|
|
|
Apr 26, 2018
Q1 2018
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.39KClosed |
$40K - $44.8K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-34.4KClosed |
$990K - $1.11M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 15, 2018
Q4 2017
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-180KClosed |
$5.25M - $5.87M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Rmb Capital Management, LLC
|
SELL
|
- |
-62.4KClosed |
$1.82M - $2.04M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Loomis Sayles & CO L P
|
SELL
|
- |
-8Closed |
$234 - $261
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-54.4KClosed |
$1.59M - $1.78M
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Wbi Investments, Inc.
|
SELL
|
- |
-46.6KClosed |
$1.36M - $1.52M
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-94.8KClosed |
$2.77M - $3.1M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 07, 2017
Q3 2017
|
Private Management Group Inc
|
SELL
|
- |
-154KClosed |
$3.95M - $4.59M
|
0
$0
|
|