Latest Institutional Purchases of Heritage Financial Corp (HFWA)
This list provides information on the latest institutional transactions involving Heritage Financial Corp (HFWA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
925K+ 62.46% |
$19.4M - $22.7M
|
2.41M
$56.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
225K+ 8.18% |
$4.72M - $5.52M
|
2.98M
$69.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
155K+ 150.92% |
$3.24M - $3.79M
|
257K
$6.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
59.6K+ 13.4% |
$1.25M - $1.46M
|
505K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
53.5K+ 41.3% |
$1.12M - $1.31M
|
183K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
52.4K+ 3.42% |
$1.1M - $1.28M
|
1.59M
$37.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
27.5K+ 9166.67% |
$577K - $674K
|
27.8K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
25.7KNew |
$539K - $630K
|
25.7K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.7K+ 16.57% |
$538K - $629K
|
181K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
25.2K+ 287.01% |
$528K - $617K
|
34K
$797K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
21.2KNew |
$444K - $518K
|
21.2K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
20.6K+ 26.37% |
$432K - $505K
|
98.7K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
18.7KNew |
$393K - $459K
|
18.7K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.5KNew |
$388K - $453K
|
18.5K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.4K+ 70.9% |
$344K - $402K
|
39.5K
$928K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
15.2K+ 24.2% |
$319K - $372K
|
78K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
14.9K+ 11.87% |
$312K - $365K
|
140K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.7K+ 38.72% |
$309K - $361K
|
52.8K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.2K+ 6.79% |
$276K - $323K
|
207K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 12.08% |
$248K - $289K
|
110K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$223K - $261K
|
10.6K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
10.6K+ 3.35% |
$222K - $259K
|
327K
$7.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
10.4K+ 1892.34% |
$217K - $254K
|
10.9K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
9.59K+ 33.62% |
$201K - $235K
|
38.1K
$895K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9.2K+ 0.38% |
$193K - $225K
|
2.42M
$56.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.13K+ 50.16% |
$191K - $224K
|
27.3K
$641K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8.76KNew |
$184K - $215K
|
8.76K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.46K+ 7.84% |
$177K - $207K
|
116K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.2K+ 14.33% |
$151K - $176K
|
57.4K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.66K+ 1.72% |
$140K - $163K
|
394K
$9.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.58K+ 14.85% |
$138K - $161K
|
50.9K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
6.14KNew |
$129K - $151K
|
6.14K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.14K+ 5.72% |
$108K - $126K
|
94.9K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.73K+ 5.36% |
$99.1K - $116K
|
92.9K
$2.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
4.25K+ 7.24% |
$89.1K - $104K
|
62.9K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.83K+ 1.56% |
$80.3K - $93.9K
|
250K
$5.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.83K+ 3.09% |
$80.3K - $93.9K
|
128K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.62K+ 3.7% |
$75.9K - $88.6K
|
101K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.45K+ 0.42% |
$72.3K - $84.5K
|
828K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.95K+ 5.4% |
$61.9K - $72.3K
|
57.7K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.66K+ 8.74% |
$55.8K - $65.2K
|
33.1K
$778K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 27871.43% |
$40.9K - $47.8K
|
1.96K
$46K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.88K+ 5.61% |
$39.3K - $46K
|
35.3K
$829K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.82KNew |
$38.1K - $44.5K
|
1.82K
$42.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66K+ 7.27% |
$34.8K - $40.6K
|
24.5K
$575K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.59K+ 53.33% |
$33.2K - $38.8K
|
4.56K
$107K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.46K+ 7.74% |
$30.6K - $35.7K
|
20.3K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.43K+ 99.1% |
$30K - $35.1K
|
2.88K
$67.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.43K+ 4.31% |
$30K - $35K
|
34.6K
$812K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
413+ 10325.0% |
$8.66K - $10.1K
|
417
$9.79K
|