Purchases and Sales Made in Q1 2024 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q1 2024. 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 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
891+ 52.47% |
$15.9K - $18.8K
|
2.59K
$64.5K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
408+ 0.08% |
$7.3K - $8.63K
|
483K
$12M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
399+ 1.32% |
$7.13K - $8.44K
|
30.5K
$761K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
74+ 14.4% |
$1.32K - $1.57K
|
588
$14.6K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
63+ 9.8% |
$1.13K - $1.33K
|
706
$17.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
44+ 95.65% |
$787 - $931
|
90
$2.24K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35+ 1.21% |
$626 - $740
|
2.93K
$72.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29New |
$519 - $613
|
29
$722
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.85% |
$519 - $613
|
3.42K
$85.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12New |
$215 - $254
|
12
$299
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$125 - $148
|
7
$174
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 20.0% |
$107 - $127
|
36
$896
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 66.67% |
$179 - $212
|
5
$125
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-11- 0.06% |
$197 - $233
|
17.2K
$428K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16- 0.03% |
$286 - $338
|
54.9K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 37.29% |
$393 - $465
|
37
$921
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27- 1.73% |
$483 - $571
|
1.53K
$38.2K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-60- 0.54% |
$1.07K - $1.27K
|
11.1K
$276K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-133- 13.71% |
$2.38K - $2.81K
|
837
$20.8K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-166- 0.88% |
$2.97K - $3.51K
|
18.7K
$466K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-196- 0.91% |
$3.5K - $4.15K
|
21.3K
$530K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.14% |
$3.58K - $4.23K
|
17.3K
$431K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-262- 0.26% |
$4.68K - $5.54K
|
99.9K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-429- 0.85% |
$7.67K - $9.07K
|
50.1K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-524- 2.64% |
$9.37K - $11.1K
|
19.4K
$482K
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-900- 8.8% |
$16.1K - $19K
|
9.33K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.06K- 2.1% |
$18.9K - $22.3K
|
49.1K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.19K- 6.49% |
$21.3K - $25.2K
|
17.2K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.47K- 7.07% |
$26.2K - $31K
|
19.3K
$479K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.47K- 8.49% |
$26.2K - $31K
|
15.8K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.63K- 4.86% |
$29.1K - $34.4K
|
31.9K
$794K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-1.8K- 5.9% |
$32.2K - $38.1K
|
28.7K
$715K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.88K- 14.23% |
$33.6K - $39.8K
|
11.3K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.94K- 0.55% |
$34.7K - $41K
|
350K
$8.71M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2K- 4.25% |
$35.8K - $42.3K
|
45.1K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.04K- 5.53% |
$36.5K - $43.1K
|
34.9K
$869K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.05K- 1.92% |
$36.6K - $43.3K
|
104K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 1.09% |
$41.2K - $48.7K
|
209K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.9K- 1.96% |
$51.9K - $61.3K
|
145K
$3.61M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.93K- 4.49% |
$52.4K - $61.9K
|
62.3K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.97K- 13.6% |
$53.1K - $62.9K
|
18.9K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3K- 5.16% |
$53.6K - $63.4K
|
55.1K
$1.37M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.28K- 14.81% |
$58.7K - $69.4K
|
18.9K
$470K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.28K- 14.81% |
$58.7K - $69.4K
|
18.9K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-3.29K- 9.94% |
$58.8K - $69.6K
|
29.8K
$742K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.82K- 3.32% |
$68.3K - $80.8K
|
111K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.84K- 10.58% |
$68.7K - $81.2K
|
32.4K
$808K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-3.91K- 6.44% |
$69.8K - $82.6K
|
56.7K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 3.72% |
$71.7K - $84.8K
|
104K
$2.59M
|