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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
52New |
$830 - $1.15K
|
52
$1.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25New |
$399 - $551
|
25
$613
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11New |
$176 - $242
|
11
$270
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
239K+ 763.65% |
$3.83M - $4.57M
|
270K
$6.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$181K - $215K
|
11.3K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10.2KNew |
$164K - $195K
|
10.2K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.2KNew |
$163K - $195K
|
10.2K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.36KNew |
$21.8K - $26K
|
1.36K
$33.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.29K+ 32.32% |
$20.8K - $24.8K
|
5.3K
$130K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
647+ 23.31% |
$10.4K - $12.4K
|
3.42K
$83.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$6.42K - $7.66K
|
400
$9.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
185New |
$2.97K - $3.54K
|
185
$4.53K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
25New |
$401 - $479
|
25
$613
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
77.1KNew |
$1.18M - $1.65M
|
77.1K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.9KNew |
$365K - $511K
|
23.9K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.4KNew |
$281K - $394K
|
18.4K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
14.1KNew |
$215K - $302K
|
14.1K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.8KNew |
$195K - $273K
|
12.8K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6.5KNew |
$99.1K - $139K
|
6.5K
$159K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.16KNew |
$94K - $132K
|
6.16K
$151K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
616+ 5.7% |
$9.4K - $13.2K
|
11.4K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
400+ 2.7% |
$6.1K - $8.55K
|
15.2K
$373K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
360New |
$5.49K - $7.7K
|
360
$8.82K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
149New |
$2.27K - $3.19K
|
149
$3.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
100+ 0.76% |
$1.53K - $2.14K
|
13.3K
$327K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22New |
$336 - $470
|
22
$539
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
831KNew |
$17.5M - $25.4M
|
831K
$20.4M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
13.9K+ 36.08% |
$293K - $425K
|
52.4K
$1.28M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
11.4K+ 16.12% |
$241K - $349K
|
82.1K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.25K+ 9.24% |
$68.6K - $99.5K
|
38.4K
$942K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.4K+ 6.02% |
$29.6K - $42.8K
|
24.7K
$604K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
267New |
$5.64K - $8.17K
|
267
$6.54K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
22New |
$464 - $673
|
22
$539
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 13.04% |
$63.3 - $91.8
|
26
$637
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
171KNew |
$4.57M - $5.86M
|
171K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
164KNew |
$4.38M - $5.61M
|
164K
$4.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
130KNew |
$3.46M - $4.44M
|
130K
$3.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
53.8K+ 89.34% |
$1.44M - $1.84M
|
114K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
38.4KNew |
$1.03M - $1.32M
|
38.4K
$942K
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
33.3KNew |
$890K - $1.14M
|
33.3K
$816K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
32.2KNew |
$860K - $1.1M
|
32.2K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
21.4KNew |
$571K - $733K
|
21.4K
$524K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16.8KNew |
$447K - $574K
|
16.8K
$410K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
16.7KNew |
$446K - $572K
|
16.7K
$409K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
8.84KNew |
$236K - $303K
|
8.84K
$217K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.62KNew |
$204K - $261K
|
7.62K
$187K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.64KNew |
$177K - $227K
|
6.64K
$163K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.43KNew |
$172K - $220K
|
6.43K
$158K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
6.14KNew |
$164K - $210K
|
6.14K
$151K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
5.7KNew |
$152K - $195K
|
5.7K
$140K
|
|