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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-230- 1.32% |
$4.78K - $6.27K
|
17.2K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.2% |
$4.15K - $5.46K
|
16.5K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102- 23.67% |
$2.12K - $2.78K
|
329
$7.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.23% |
$2.08K - $2.73K
|
8.03K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-92- 0.9% |
$1.91K - $2.51K
|
10.1K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-82- 61.65% |
$1.7K - $2.24K
|
51
$1.21K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 50.0% |
$935 - $1.23K
|
45
$1.07K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 63.64% |
$727 - $955
|
20
$473
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 2.5% |
$706 - $928
|
1.33K
$31.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 2.94% |
$20.8 - $27.3
|
33
$781
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-125K- 31.25% |
$2.14M - $2.9M
|
275K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-106K- 77.75% |
$1.82M - $2.46M
|
30.3K
$718K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-17.5K- 97.32% |
$301K - $407K
|
484
$11.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-15.8KClosed |
$271K - $366K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-14.5K- 25.51% |
$248K - $336K
|
42.3K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.91K- 8.21% |
$84.2K - $114K
|
54.9K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.9K- 33.81% |
$83.9K - $114K
|
9.59K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.2K- 10.0% |
$54.8K - $74.1K
|
28.8K
$682K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.4K- 2.03% |
$24K - $32.4K
|
67.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.2K- 2.92% |
$20.5K - $27.7K
|
39.8K
$943K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1K- 2.22% |
$17.1K - $23.2K
|
44.1K
$1.04M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-555- 0.6% |
$9.51K - $12.9K
|
92.5K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-446- 3.69% |
$7.64K - $10.3K
|
11.6K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-238- 55.61% |
$4.08K - $5.51K
|
190
$4.5K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-138K- 2.69% |
$2.3M - $2.63M
|
4.98M
$118M
|
|
|
Aug 13, 2024
Q2 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-40.2K- 33.19% |
$670K - $766K
|
80.9K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-4.57K- 14.35% |
$76.3K - $87.3K
|
27.3K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-891- 34.41% |
$14.9K - $17K
|
1.7K
$40.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-177- 1.14% |
$2.95K - $3.38K
|
15.3K
$363K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-30- 0.15% |
$500 - $572
|
20.5K
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 27.78% |
$167 - $191
|
26
$615
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-30.3K- 55.57% |
$542K - $641K
|
24.2K
$574K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.22K- 3.18% |
$75.4K - $89.2K
|
129K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-166- 0.88% |
$2.97K - $3.51K
|
18.7K
$443K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-317K- 59.08% |
$5.06M - $6.98M
|
219K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-61.5K- 22.52% |
$982K - $1.36M
|
212K
$5.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-21.4K- 39.64% |
$342K - $473K
|
32.7K
$773K
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.53K- 47.62% |
$152K - $210K
|
10.5K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.63K- 20.84% |
$42.1K - $58.1K
|
10K
$237K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-41- 44.57% |
$655 - $904
|
51
$1.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2- 0.92% |
$31.9 - $44.1
|
216
$5.11K
|
|
| 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
$555K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.06K- 36.07% |
$17.1K - $20.3K
|
1.88K
$44.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-52- 65.0% |
$835 - $995
|
28
$663
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25Closed |
$401 - $479
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Jcsd Capital, LLC
|
SELL
|
- |
-112K- 99.91% |
$1.71M - $2.39M
|
100
$2.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.66K- 3.21% |
$71K - $99.5K
|
140K
$3.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-714- 3.22% |
$10.9K - $15.3K
|
21.5K
$509K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-17.1K- 44.23% |
$360K - $522K
|
21.5K
$509K
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-12.6K- 38.26% |
$266K - $385K
|
20.3K
$481K
|
|