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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-317K- 59.08% |
$5.06M - $6.98M
|
219K
$3.76M
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-154K- 69.9% |
$2.45M - $3.39M
|
66.1K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-147K- 54.24% |
$2.35M - $3.25M
|
124K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-61.5K- 22.52% |
$982K - $1.36M
|
212K
$3.62M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-28.9K- 43.29% |
$461K - $637K
|
37.8K
$648K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-25.4K- 61.48% |
$406K - $561K
|
15.9K
$273K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-21.4K- 39.64% |
$342K - $473K
|
32.7K
$559K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.7K- 45.72% |
$266K - $367K
|
19.8K
$339K
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.53K- 47.62% |
$152K - $210K
|
10.5K
$180K
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.1K- 10.5% |
$129K - $179K
|
69.1K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.24K- 16.58% |
$51.7K - $71.4K
|
16.3K
$279K
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.63K- 20.84% |
$42.1K - $58.1K
|
10K
$171K
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-2.36K- 72.39% |
$37.7K - $52K
|
900
$15.4K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-503- 76.1% |
$8.03K - $11.1K
|
158
$2.71K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-221- 38.84% |
$3.53K - $4.87K
|
348
$5.96K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-68- 66.67% |
$1.09K - $1.5K
|
34
$582
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-41- 44.57% |
$655 - $904
|
51
$874
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37- 27.41% |
$591 - $815
|
98
$1.68K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-28- 0.18% |
$447 - $617
|
15.5K
$266K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2- 0.92% |
$31.9 - $44.1
|
216
$3.7K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-16.2K- 40.88% |
$260K - $310K
|
23.4K
$401K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.59K- 11.37% |
$73.6K - $87.8K
|
35.7K
$612K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2K- 4.49% |
$32.1K - $38.3K
|
42.5K
$729K
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.06K- 36.07% |
$17.1K - $20.3K
|
1.88K
$32.3K
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-751- 5.5% |
$12.1K - $14.4K
|
12.9K
$221K
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-600- 6.12% |
$9.63K - $11.5K
|
9.2K
$158K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-269- 21.64% |
$4.32K - $5.15K
|
974
$16.7K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-52- 65.0% |
$835 - $995
|
28
$480
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-268K- 93.22% |
$4.09M - $5.73M
|
19.5K
$334K
|
|
Aug 08, 2023
Q2 2023
|
Jcsd Capital, LLC
|
SELL
|
- |
-112K- 99.91% |
$1.71M - $2.39M
|
100
$1.71K
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-10.8K- 37.36% |
$165K - $231K
|
18.1K
$310K
|
|
Aug 14, 2023
Q2 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.66K- 3.21% |
$71K - $99.5K
|
140K
$2.4M
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-1.2K- 66.28% |
$18.2K - $25.5K
|
608
$10.4K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-714- 3.22% |
$10.9K - $15.3K
|
21.5K
$368K
|
|
Aug 14, 2023
Q2 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-550- 0.52% |
$8.39K - $11.8K
|
106K
$1.81M
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-17.1K- 44.23% |
$360K - $522K
|
21.5K
$369K
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-12.6K- 38.26% |
$266K - $385K
|
20.3K
$348K
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-2.07K- 1.98% |
$43.8K - $63.5K
|
103K
$1.76M
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.7K- 9.39% |
$35.9K - $52K
|
16.4K
$281K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.67KClosed |
$35.2K - $51K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.2K- 1.33% |
$25.3K - $36.7K
|
88.7K
$1.52M
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-30- 50.0% |
$633 - $918
|
30
$514
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-55.3K- 14.86% |
$1.48M - $1.89M
|
317K
$5.43M
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.75K- 16.55% |
$127K - $163K
|
24K
$411K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-393K- 62.98% |
$9.81M - $11.1M
|
231K
$3.95M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-4.21K- 31.53% |
$105K - $119K
|
9.14K
$157K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-434Closed |
$10.9K - $12.2K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-103- 0.65% |
$2.58K - $2.91K
|
15.7K
$269K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 21.43% |
$75 - $84.6
|
11
$188
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-94.8KClosed |
$2.27M - $2.5M
|
0
$0
|