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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-397- 3.92% |
$9.16K - $10.2K
|
9.73K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-420- 0.14% |
$9.69K - $10.8K
|
304K
$7.11M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-439- 11.01% |
$10.1K - $11.3K
|
3.55K
$83K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-481- 45.21% |
$11.1K - $12.4K
|
583
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-485- 2.93% |
$11.2K - $12.5K
|
16.1K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.03% |
$11.5K - $12.9K
|
16K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-576- 2.97% |
$13.3K - $14.8K
|
18.8K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-812- 5.47% |
$18.7K - $20.9K
|
14K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-879- 2.99% |
$20.3K - $22.7K
|
28.5K
$667K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.23K- 0.39% |
$28.4K - $31.7K
|
316K
$7.39M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.5K- 2.22% |
$34.6K - $38.7K
|
66.2K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.73K- 14.85% |
$39.9K - $44.6K
|
9.92K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.76K- 5.0% |
$40.6K - $45.4K
|
33.4K
$782K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.96K- 0.83% |
$45.3K - $50.6K
|
234K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.02K- 8.04% |
$46.7K - $52.1K
|
23.1K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.36K- 0.72% |
$54.4K - $60.7K
|
327K
$7.65M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.96K- 9.92% |
$68.4K - $76.4K
|
26.9K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.23K- 3.47% |
$74.5K - $83.2K
|
89.8K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-3.25K- 19.23% |
$75.1K - $83.9K
|
13.7K
$320K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-3.6K- 12.5% |
$83.1K - $92.8K
|
25.2K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.75K- 5.11% |
$110K - $122K
|
88.1K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.65K- 6.36% |
$153K - $171K
|
97.8K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-7.8K- 26.9% |
$180K - $201K
|
21.2K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-8.05K- 34.47% |
$186K - $208K
|
15.3K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.06K- 11.37% |
$186K - $208K
|
62.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-15.6K- 11.05% |
$360K - $402K
|
126K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.5K- 4.95% |
$496K - $554K
|
412K
$9.64M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24K- 5.27% |
$555K - $619K
|
432K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-27.8K- 1.14% |
$641K - $716K
|
2.41M
$56.4M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.2K- 14.17% |
$720K - $804K
|
189K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-31.4K- 9.71% |
$724K - $809K
|
292K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-31.5K- 11.7% |
$728K - $813K
|
238K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-33.6K- 70.08% |
$776K - $867K
|
14.4K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40.6K- 11.0% |
$938K - $1.05M
|
329K
$7.69M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-52.6K- 85.7% |
$1.21M - $1.35M
|
8.78K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-59K- 26.21% |
$1.36M - $1.52M
|
166K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-64.5K- 23.2% |
$1.49M - $1.66M
|
214K
$4.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-69.3K- 95.89% |
$1.6M - $1.79M
|
2.97K
$69.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-83.9K- 79.92% |
$1.94M - $2.16M
|
21.1K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85K- 37.61% |
$1.96M - $2.19M
|
141K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-114K- 7.63% |
$2.64M - $2.94M
|
1.38M
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-122K- 7.35% |
$2.81M - $3.14M
|
1.53M
$35.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-211K- 56.67% |
$4.87M - $5.43M
|
161K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-926K- 74.1% |
$21.4M - $23.9M
|
324K
$7.57M
|