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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.1K+ 2.16% |
$94.7K - $106K
|
194K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.24K+ 10.84% |
$74.8K - $83.5K
|
33.1K
$824K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.79KNew |
$64.4K - $71.9K
|
2.79K
$69.4K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 5.65% |
$62.1K - $69.3K
|
50.2K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.4K+ 1.89% |
$55.4K - $61.9K
|
129K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.07K+ 34.37% |
$47.8K - $53.4K
|
8.1K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.87K+ 1.43% |
$43.1K - $48.1K
|
133K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
925+ 8.27% |
$21.3K - $23.8K
|
12.1K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
881+ 4.59% |
$20.3K - $22.7K
|
20.1K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
872New |
$20.1K - $22.5K
|
872
$21.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
856New |
$19.8K - $22.1K
|
856
$21.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
567+ 5.02% |
$13.1K - $14.6K
|
11.9K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
525New |
$12.1K - $13.5K
|
525
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
520+ 14.76% |
$12K - $13.4K
|
4.04K
$100K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
463New |
$10.7K - $11.9K
|
463
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
447+ 2.0% |
$10.3K - $11.5K
|
22.8K
$568K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
411+ 0.02% |
$9.49K - $10.6K
|
2.07M
$51.4M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
365+ 2.59% |
$8.42K - $9.41K
|
14.5K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
219+ 182.5% |
$5.05K - $5.64K
|
339
$8.43K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135New |
$3.12K - $3.48K
|
135
$3.36K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
107New |
$2.47K - $2.76K
|
107
$2.66K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
107New |
$2.47K - $2.76K
|
107
$2.66K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
98+ 0.52% |
$2.26K - $2.53K
|
19K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 265.52% |
$1.78K - $1.98K
|
106
$2.64K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
71+ 5.7% |
$1.64K - $1.83K
|
1.32K
$32.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 250.0% |
$1.15K - $1.29K
|
70
$1.74K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
28+ 0.08% |
$646 - $722
|
34.3K
$852K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 57.58% |
$439 - $490
|
52
$1.29K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18New |
$415 - $464
|
18
$447
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$346 - $387
|
15
$373
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$254 - $283
|
11
$273
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$23.1 - $25.8
|
1
$24.9
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$23.1 - $25.8
|
1
$24.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
57.6KNew |
$1.2M - $1.57M
|
57.6K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
23.3K+ 211.55% |
$485K - $636K
|
34.4K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
22.3KNew |
$464K - $609K
|
22.3K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.4KNew |
$362K - $475K
|
17.4K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11.6K+ 116.97% |
$241K - $316K
|
21.5K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$237K - $311K
|
11.4K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
11.4K+ 96.94% |
$236K - $311K
|
23.1K
$575K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10.1K+ 98.29% |
$209K - $275K
|
20.3K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.76KNew |
$182K - $239K
|
8.76K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.37KNew |
$174K - $228K
|
8.37K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.85KNew |
$163K - $214K
|
7.85K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.85KNew |
$142K - $187K
|
6.85K
$170K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.76KNew |
$140K - $184K
|
6.76K
$168K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.65K+ 6.8% |
$138K - $181K
|
104K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6.4KNew |
$133K - $175K
|
6.4K
$159K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.81K+ 18.03% |
$79.2K - $104K
|
25K
$621K
|
|