Purchases and Sales Made in Q1 2023 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q1 2023. The information is specifically focused on institutions that hold shares of HERITAGE FINANCIAL CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.36KClosed |
$28.6K - $41.5K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.67KClosed |
$35.2K - $51K
|
0
$0
|
|
|
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
$408K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.83K- 3.65% |
$38.7K - $56.1K
|
48.3K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-2.07K- 1.98% |
$43.8K - $63.5K
|
103K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.12K- 3.32% |
$44.7K - $64.8K
|
61.7K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.36K- 16.52% |
$49.8K - $72.2K
|
11.9K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.45K- 11.1% |
$51.7K - $75K
|
19.6K
$489K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.47K- 10.47% |
$52K - $75.4K
|
21.1K
$525K
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 11.65% |
$54.5K - $79K
|
19.6K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.49K- 3.88% |
$73.7K - $107K
|
86.4K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.23K- 1.84% |
$89.3K - $129K
|
225K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.69K- 12.86% |
$99K - $143K
|
31.8K
$791K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.35K- 18.44% |
$113K - $164K
|
23.7K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.73K- 5.16% |
$121K - $175K
|
105K
$2.62M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.31K- 29.84% |
$154K - $224K
|
17.2K
$428K
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-9K- 10.62% |
$190K - $275K
|
75.8K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.2K- 33.39% |
$215K - $311K
|
20.3K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 4.71% |
$260K - $377K
|
249K
$6.21M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-12.6K- 38.26% |
$266K - $385K
|
20.3K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-13.7K- 11.41% |
$289K - $419K
|
106K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-15.1K- 55.35% |
$318K - $461K
|
12.1K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-15.2K- 39.4% |
$321K - $465K
|
23.4K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.8K- 3.44% |
$334K - $484K
|
443K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-17.1K- 44.23% |
$360K - $522K
|
21.5K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-22.4K- 33.71% |
$474K - $687K
|
44.1K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-23.2K- 13.81% |
$490K - $710K
|
145K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-23.8K- 52.29% |
$501K - $727K
|
21.7K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-27.5K- 96.04% |
$580K - $841K
|
1.13K
$28.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-30.7K- 10.91% |
$649K - $941K
|
251K
$6.25M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.5K- 10.92% |
$792K - $1.15M
|
306K
$7.62M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-38.4K- 39.47% |
$811K - $1.18M
|
58.9K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-39.1K- 16.62% |
$825K - $1.2M
|
196K
$4.88M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.6K- 4.33% |
$836K - $1.21M
|
874K
$21.8M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-65.5K- 18.35% |
$1.38M - $2M
|
291K
$7.26M
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-65.5K- 18.35% |
$1.38M - $2M
|
291K
$7.26M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-103K- 26.42% |
$2.18M - $3.16M
|
287K
$7.15M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-122K- 71.13% |
$2.59M - $3.75M
|
49.7K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-130K- 17.53% |
$2.75M - $3.98M
|
612K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-134K- 56.36% |
$2.82M - $4.09M
|
103K
$2.58M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-178K- 18.66% |
$3.75M - $5.44M
|
775K
$19.3M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-178K- 18.66% |
$3.75M - $5.44M
|
775K
$19.3M
|