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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
3.95K+ 45.25% |
$106K - $135K
|
12.7K
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.9KNew |
$104K - $133K
|
3.9K
$95.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.46K+ 43.39% |
$65.7K - $84.2K
|
8.13K
$199K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.36KNew |
$36.2K - $46.5K
|
1.36K
$33.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
374+ 5.36% |
$9.99K - $12.8K
|
7.36K
$180K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
327New |
$8.73K - $11.2K
|
327
$8.01K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
120New |
$3.21K - $4.11K
|
120
$2.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
12New |
$321 - $411
|
12
$294
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
19.4K+ 8.93% |
$485K - $548K
|
237K
$5.8M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.04K+ 391.13% |
$76.1K - $85.8K
|
3.82K
$93.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
204New |
$5.1K - $5.75K
|
204
$5K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23+ 42.59% |
$575 - $649
|
77
$1.89K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$299K - $329K
|
12.5K
$306K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.1KNew |
$241K - $265K
|
10.1K
$246K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
876+ 7.69% |
$21K - $23.1K
|
12.3K
$301K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.64K+ 4.6% |
$39.7K - $44.7K
|
37.3K
$914K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
9.02KNew |
$222K - $266K
|
9.02K
$221K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
500New |
$7.84K - $10.9K
|
500
$12.3K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
9.1K+ 444.84% |
$316K - $339K
|
11.1K
$273K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.29K+ 3040.23% |
$152K - $170K
|
5.46K
$134K
|
|