Purchases and Sales Made in Q1 2025 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q1 2025. 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 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.4K+ 1.89% |
$55.4K - $61.9K
|
129K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.07K+ 34.37% |
$47.8K - $53.4K
|
8.1K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.87K+ 1.43% |
$43.1K - $48.1K
|
133K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
925+ 8.27% |
$21.3K - $23.8K
|
12.1K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
881+ 4.59% |
$20.3K - $22.7K
|
20.1K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
872New |
$20.1K - $22.5K
|
872
$20.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
856New |
$19.8K - $22.1K
|
856
$20K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
567+ 5.02% |
$13.1K - $14.6K
|
11.9K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
525New |
$12.1K - $13.5K
|
525
$12.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
520+ 14.76% |
$12K - $13.4K
|
4.04K
$94.5K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
463New |
$10.7K - $11.9K
|
463
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
447+ 2.0% |
$10.3K - $11.5K
|
22.8K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
411+ 0.02% |
$9.49K - $10.6K
|
2.07M
$48.4M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
365+ 2.59% |
$8.42K - $9.41K
|
14.5K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
219+ 182.5% |
$5.05K - $5.64K
|
339
$7.93K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135New |
$3.12K - $3.48K
|
135
$3.16K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
107New |
$2.47K - $2.76K
|
107
$2.5K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
107New |
$2.47K - $2.76K
|
107
$2.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
98+ 0.52% |
$2.26K - $2.53K
|
19K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89+ 27.05% |
$2.05K - $2.29K
|
418
$9.77K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 265.52% |
$1.78K - $1.98K
|
106
$2.48K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
71+ 5.7% |
$1.64K - $1.83K
|
1.32K
$30.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
58+ 63.04% |
$1.34K - $1.49K
|
150
$3.51K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
51+ 0.11% |
$1.18K - $1.31K
|
48K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 250.0% |
$1.15K - $1.29K
|
70
$1.64K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
35+ 9.67% |
$808 - $902
|
397
$9.28K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
28+ 0.08% |
$646 - $722
|
34.3K
$801K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 57.58% |
$439 - $490
|
52
$1.22K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18New |
$415 - $464
|
18
$421
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$346 - $387
|
15
$351
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$254 - $283
|
11
$257
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$23.1 - $25.8
|
1
$23.4
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$23.1 - $25.8
|
1
$23.4
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3- 0.01% |
$69.2 - $77.3
|
53.5K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 36.0% |
$208 - $232
|
16
$374
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 1.58% |
$300 - $335
|
810
$18.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15- 1.03% |
$346 - $387
|
1.44K
$33.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-16- 18.39% |
$369 - $412
|
71
$1.66K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-34- 82.93% |
$785 - $876
|
7
$164
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-36- 0.17% |
$831 - $928
|
21.2K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 2.71% |
$831 - $928
|
1.29K
$30.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-180- 1.38% |
$4.15K - $4.64K
|
12.9K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-185- 1.08% |
$4.27K - $4.77K
|
17K
$397K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 2.49% |
$4.62K - $5.15K
|
7.83K
$183K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-238- 2.38% |
$5.49K - $6.13K
|
9.77K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-288- 1.39% |
$6.65K - $7.42K
|
20.4K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-341- 0.81% |
$7.87K - $8.79K
|
42K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-342- 38.43% |
$7.89K - $8.81K
|
548
$12.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-344- 46.55% |
$7.94K - $8.86K
|
395
$9.24K
|