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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.47M+ 15727.69% |
$34M - $37.9M
|
1.48M
$35M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
545K+ 24.71% |
$12.6M - $14.1M
|
2.75M
$65M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
123KNew |
$2.83M - $3.16M
|
123K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
102KNew |
$2.36M - $2.64M
|
102K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.5K+ 437.33% |
$2.02M - $2.25M
|
107K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
86.7K+ 35.28% |
$2M - $2.23M
|
332K
$7.85M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
74.5KNew |
$1.72M - $1.92M
|
74.5K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
69.9K+ 527.69% |
$1.61M - $1.8M
|
83.2K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
61.9KNew |
$1.43M - $1.59M
|
61.9K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
49.4K+ 73.08% |
$1.14M - $1.27M
|
117K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
44.3KNew |
$1.02M - $1.14M
|
44.3K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.7K+ 115.16% |
$893K - $998K
|
72.3K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
38KNew |
$877K - $979K
|
38K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7K+ 203.77% |
$847K - $946K
|
54.7K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
36.6K+ 59.82% |
$844K - $943K
|
97.7K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
35.9KNew |
$829K - $926K
|
35.9K
$848K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.7KNew |
$801K - $894K
|
34.7K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
31.6K+ 20.6% |
$729K - $814K
|
185K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
30.5KNew |
$703K - $785K
|
30.5K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.3K+ 87.48% |
$699K - $780K
|
64.9K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30.2K+ 21.01% |
$698K - $779K
|
174K
$4.11M
|
|
|
May 14, 2025
Q1 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
25.9KNew |
$599K - $669K
|
25.9K
$613K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
24.6K+ 3.08% |
$568K - $634K
|
825K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
22.7K+ 26.69% |
$524K - $585K
|
108K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
20.5K+ 15.13% |
$472K - $527K
|
156K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
19.2K+ 9.28% |
$443K - $494K
|
226K
$5.33M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
18.2KNew |
$420K - $469K
|
18.2K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
15.8KNew |
$365K - $407K
|
15.8K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.9KNew |
$298K - $333K
|
12.9K
$305K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
12.7K+ 78.17% |
$292K - $327K
|
28.9K
$682K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
11.6K+ 2.67% |
$267K - $298K
|
445K
$10.5M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.7K+ 31.29% |
$248K - $277K
|
45K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.7K+ 34.23% |
$224K - $250K
|
38K
$898K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
8.83K+ 17.72% |
$204K - $228K
|
58.7K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
8.8KNew |
$203K - $227K
|
8.8K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
8.61KNew |
$199K - $222K
|
8.61K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.45KNew |
$195K - $218K
|
8.45K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.02K+ 4.75% |
$162K - $181K
|
155K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
6.38K+ 7.67% |
$147K - $165K
|
89.6K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.76K+ 13.08% |
$133K - $149K
|
49.8K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.71K+ 1.5% |
$132K - $147K
|
387K
$9.14M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.42K+ 7.45% |
$125K - $140K
|
78.1K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5.28K+ 36.39% |
$122K - $136K
|
19.8K
$468K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.95K+ 4.16% |
$114K - $127K
|
124K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.95K+ 2.05% |
$114K - $127K
|
246K
$5.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.1K+ 2.16% |
$94.7K - $106K
|
194K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.24K+ 10.84% |
$74.8K - $83.5K
|
33.1K
$782K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.79KNew |
$64.4K - $71.9K
|
2.79K
$65.9K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 5.65% |
$62.1K - $69.3K
|
50.2K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.4K+ 1.89% |
$55.4K - $61.9K
|
129K
$3.06M
|