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 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-13.2KClosed |
$316K - $347K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-12.2KClosed |
$292K - $321K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-11K- 57.02% |
$262K - $289K
|
8.26K
$142K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-102Closed |
$2.44K - $2.69K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-101Closed |
$2.42K - $2.66K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.2KClosed |
$585K - $659K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-19KClosed |
$459K - $518K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-15KClosed |
$363K - $409K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
$257K - $289K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.68KClosed |
$210K - $236K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-210Closed |
$5.08K - $5.72K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-123Closed |
$2.97K - $3.35K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-38.4KClosed |
$883K - $998K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-4.29K- 44.69% |
$98.7K - $111K
|
5.31K
$91K
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-243- 2.32% |
$5.59K - $6.32K
|
10.2K
$175K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 1.56% |
$23 - $26
|
63
$1.08K
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-172KClosed |
$3.86M - $4.48M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-35.2KClosed |
$787K - $914K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-17.9KClosed |
$401K - $466K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$26.8K - $31.1K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-1KClosed |
$22.4K - $26K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9KClosed |
$221K - $265K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-7.62KClosed |
$187K - $225K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.88KClosed |
$46.1K - $55.3K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-33.8KClosed |
$780K - $1.03M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-13.4KClosed |
$309K - $410K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-11.2KClosed |
$258K - $342K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.58KClosed |
$129K - $171K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-3.14KClosed |
$72.5K - $96.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-145Closed |
$3.35K - $4.44K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-33Closed |
$762 - $1.01K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14Closed |
$323 - $429
|
0
$0
|
|
Q4 2020 | |||||||
Jan 28, 2021
Q4 2020
|
New Potomac Partners, LLC
|
SELL
|
- |
-778Closed |
$14.2K - $19.7K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-718Closed |
$13.1K - $18.2K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-12.2KClosed |
$213K - $256K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-993Closed |
$17.3K - $20.8K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-23.8KClosed |
$373K - $519K
|
0
$0
|
|
May 24, 2024
Q2 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.19K- 16.81% |
$50K - $69.4K
|
15.8K
$270K
|
|
Aug 13, 2020
Q2 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.64KClosed |
$25.7K - $35.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-97Closed |
$1.52K - $2.11K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-40Closed |
$627 - $871
|
0
$0
|
|
Q1 2020 | |||||||
May 06, 2020
Q1 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-14.6KClosed |
$265K - $413K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-8.8KClosed |
$159K - $249K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Washington Trust Bank
|
SELL
|
- |
-7.62KClosed |
$138K - $216K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.37KClosed |
$24.8K - $38.8K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.18K- 1.83% |
$21.4K - $33.5K
|
63.6K
$1.09M
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-307Closed |
$5.56K - $8.69K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38Closed |
$689 - $1.08K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Glassman Wealth Services
|
SELL
|
- |
-21Closed |
$381 - $595
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-18Closed |
$326 - $510
|
0
$0
|