Latest Institutional Sells of Heritage Financial Corp (HFWA)
This list provides information on the latest institutional transactions involving Heritage Financial Corp (HFWA) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-141K- 76.31% |
$2.96M - $3.46M
|
43.8K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-124K- 51.87% |
$2.59M - $3.03M
|
115K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-76.3K- 43.81% |
$1.6M - $1.87M
|
97.9K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-73.3K- 34.31% |
$1.54M - $1.8M
|
140K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-71.2K- 45.73% |
$1.49M - $1.74M
|
84.5K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53.6K- 16.29% |
$1.12M - $1.31M
|
275K
$6.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.8K- 11.75% |
$1.06M - $1.24M
|
381K
$8.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-50.3K- 77.43% |
$1.05M - $1.23M
|
14.6K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.3K- 45.91% |
$1.03M - $1.21M
|
58.1K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-39.4K- 33.68% |
$826K - $965K
|
77.5K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-37.7K- 12.4% |
$790K - $923K
|
266K
$6.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-30.8K- 1.49% |
$646K - $755K
|
2.04M
$47.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-21.8K- 1.58% |
$457K - $534K
|
1.36M
$31.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-21.2K- 23.62% |
$444K - $518K
|
68.4K
$1.61M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-20.2K- 70.02% |
$424K - $496K
|
8.66K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.6K- 10.92% |
$369K - $431K
|
144K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.9K- 3.28% |
$228K - $267K
|
322K
$7.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.1K- 22.45% |
$212K - $248K
|
34.9K
$820K
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-7.93K- 2.72% |
$166K - $194K
|
284K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-7.29K- 46.17% |
$153K - $179K
|
8.51K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.65K- 2.03% |
$139K - $163K
|
321K
$7.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.01K- 29.48% |
$105K - $123K
|
12K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.97K- 18.46% |
$104K - $122K
|
21.9K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.12K- 1.0% |
$86.4K - $101K
|
408K
$9.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.12K- 2.18% |
$86.3K - $101K
|
185K
$4.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-3.8K- 10.0% |
$79.7K - $93.1K
|
34.2K
$803K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.41K- 1.51% |
$71.4K - $83.4K
|
222K
$5.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.5K- 23.62% |
$52.4K - $61.3K
|
8.08K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.09K- 6.09% |
$43.8K - $51.1K
|
32.2K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-1.97K- 7.61% |
$41.4K - $48.4K
|
24K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.47K- 1.1% |
$30.7K - $35.9K
|
131K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.37K- 6.81% |
$28.6K - $33.5K
|
18.7K
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.21K- 0.52% |
$25.3K - $29.6K
|
233K
$5.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-682- 8.42% |
$14.3K - $16.7K
|
7.42K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-608- 4.23% |
$12.7K - $14.9K
|
13.8K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-531- 0.16% |
$11.1K - $13K
|
323K
$7.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-515- 2.71% |
$10.8K - $12.6K
|
18.5K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-354- 1.1% |
$7.42K - $8.67K
|
31.8K
$748K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-332- 71.71% |
$6.96K - $8.13K
|
131
$3.08K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-223- 5.52% |
$4.68K - $5.46K
|
3.82K
$89.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-157- 46.31% |
$3.29K - $3.85K
|
182
$4.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-152- 18.47% |
$3.19K - $3.72K
|
671
$15.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.63% |
$2.1K - $2.45K
|
15.9K
$373K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-71- 5.39% |
$1.49K - $1.74K
|
1.25K
$29.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-59- 1.66% |
$1.24K - $1.45K
|
3.49K
$82K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-58- 38.67% |
$1.22K - $1.42K
|
92
$2.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45- 3.49% |
$944 - $1.1K
|
1.25K
$29.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-41- 0.28% |
$860 - $1K
|
14.4K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-22- 5.54% |
$461 - $539
|
375
$8.81K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-13- 18.31% |
$273 - $319
|
58
$1.36K
|