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, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.05K+ 10.78% |
$34.1K - $39K
|
21K
$437K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.76K+ 8.36% |
$29.4K - $33.6K
|
22.9K
$475K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.71KNew |
$28.6K - $32.7K
|
1.71K
$35.6K
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.49KNew |
$24.9K - $28.4K
|
1.49K
$31K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$24.7K - $28.3K
|
1.48K
$30.8K
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.41KNew |
$23.5K - $26.8K
|
1.41K
$29.2K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.25KNew |
$20.8K - $23.8K
|
1.25K
$25.9K
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1K+ 5.19% |
$16.7K - $19.2K
|
20.4K
$423K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1K+ 142.86% |
$16.7K - $19.1K
|
1.7K
$35.3K
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
922+ 3.1% |
$15.4K - $17.6K
|
30.7K
$638K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
786+ 133.67% |
$13.1K - $15K
|
1.37K
$28.6K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
537+ 0.34% |
$8.96K - $10.2K
|
158K
$3.28M
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
486+ 2.57% |
$8.11K - $9.27K
|
19.4K
$402K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
470New |
$7.84K - $8.97K
|
470
$9.77K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
428New |
$7.14K - $8.17K
|
428
$8.89K
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
251+ 0.1% |
$4.19K - $4.79K
|
240K
$4.98M
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.16% |
$3.34K - $3.82K
|
17.5K
$364K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
164+ 0.27% |
$2.74K - $3.13K
|
60.2K
$1.25M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
156+ 5.86% |
$2.6K - $2.98K
|
2.82K
$58.5K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
86New |
$1.43K - $1.64K
|
86
$1.79K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82New |
$1.37K - $1.56K
|
82
$1.7K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
77+ 0.69% |
$1.28K - $1.47K
|
11.2K
$232K
|
|
Aug 15, 2024
Q2 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
74+ 0.13% |
$1.23K - $1.41K
|
56.8K
$1.18M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55+ 34.81% |
$917 - $1.05K
|
213
$4.43K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
35New |
$584 - $668
|
35
$727
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13+ 162.5% |
$217 - $248
|
21
$436
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
12+ 1.7% |
$200 - $229
|
718
$14.9K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 66.67% |
$133 - $153
|
20
$416
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$66.7 - $76.3
|
4
$83.1
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 8.11% |
$50 - $57.2
|
40
$831
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$16.7 - $19.1
|
1
$20.8
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
114K+ 1730.07% |
$2.05M - $2.42M
|
121K
$2.52M
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.5KNew |
$349K - $413K
|
19.5K
$406K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.8K+ 44.32% |
$282K - $333K
|
51.3K
$1.07M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.5KNew |
$205K - $243K
|
11.5K
$238K
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.01K+ 60.65% |
$107K - $127K
|
15.9K
$331K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29New |
$519 - $613
|
29
$603
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$125 - $148
|
7
$145
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
74.9KNew |
$1.2M - $1.65M
|
74.9K
$1.56M
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.8KNew |
$380K - $524K
|
23.8K
$494K
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 172.81% |
$324K - $447K
|
32K
$666K
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
19.9KNew |
$318K - $439K
|
19.9K
$414K
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.1KNew |
$193K - $266K
|
12.1K
$251K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2KNew |
$180K - $248K
|
11.2K
$234K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
9.8KNew |
$156K - $216K
|
9.8K
$204K
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
4.4K+ 3.24% |
$70.3K - $97K
|
140K
$2.92M
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.76KNew |
$60.1K - $82.9K
|
3.76K
$78.2K
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.3K+ 113.79% |
$52.7K - $72.7K
|
6.2K
$129K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
52New |
$830 - $1.15K
|
52
$1.08K
|