Purchases and Sales Made in Q2 2022 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
282KNew |
$6.76M - $7.44M
|
282K
$6.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
200KNew |
$4.8M - $5.28M
|
200K
$4.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
175KNew |
$4.19M - $4.62M
|
175K
$4.27M
|
|
|
Aug 19, 2022
Q2 2022
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
132K+ 153.55% |
$3.15M - $3.47M
|
217K
$5.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
104K+ 5.76% |
$2.48M - $2.73M
|
1.9M
$46.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
104KNew |
$2.48M - $2.73M
|
104K
$2.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
73.7K+ 3.29% |
$1.76M - $1.94M
|
2.31M
$56.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
64.1K+ 314.97% |
$1.54M - $1.69M
|
84.5K
$2.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
62.9K+ 9.38% |
$1.51M - $1.66M
|
734K
$17.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
61.2KNew |
$1.47M - $1.61M
|
61.2K
$1.49M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.6K+ 5.85% |
$1.31M - $1.44M
|
987K
$24M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.7K+ 17.01% |
$903K - $994K
|
260K
$6.33M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.7K+ 17.01% |
$903K - $994K
|
260K
$6.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
36KNew |
$861K - $948K
|
36K
$876K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
28.8KNew |
$689K - $758K
|
28.8K
$701K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
28.6KNew |
$685K - $754K
|
28.6K
$697K
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
27.4K+ 2.23% |
$657K - $723K
|
1.26M
$30.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
25.2K+ 9.95% |
$604K - $665K
|
279K
$6.79M
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
23.8K+ 12.76% |
$571K - $628K
|
211K
$5.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.3K+ 2282.98% |
$485K - $534K
|
21.1K
$515K
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
18.6KNew |
$445K - $490K
|
18.6K
$454K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1K+ 10.79% |
$315K - $346K
|
135K
$3.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$299K - $329K
|
12.5K
$304K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$291K - $320K
|
12.1K
$296K
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.5KNew |
$251K - $276K
|
10.5K
$256K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.1KNew |
$241K - $265K
|
10.1K
$245K
|
|
|
Jul 26, 2022
Q2 2022
|
Everence Capital Management Inc
|
BUY
|
- |
8.73KNew |
$209K - $230K
|
8.73K
$213K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
8.47KNew |
$203K - $223K
|
8.47K
$206K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.15KNew |
$195K - $215K
|
8.15K
$199K
|
|
|
Aug 04, 2022
Q2 2022
|
Royce & Associates LP
|
BUY
|
- |
7.51K+ 16.68% |
$180K - $198K
|
52.5K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.17K+ 38.46% |
$172K - $189K
|
25.8K
$629K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
7.1K+ 43.92% |
$170K - $187K
|
23.3K
$567K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.87K+ 34.65% |
$164K - $181K
|
26.7K
$650K
|
|
|
Aug 15, 2022
Q2 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.69K+ 9.99% |
$160K - $176K
|
73.6K
$1.79M
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
6.14KNew |
$147K - $162K
|
6.14K
$150K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.58K+ 0.11% |
$133K - $147K
|
5.15M
$125M
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.31K+ 87.45% |
$103K - $113K
|
9.23K
$225K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.24K+ 4.95% |
$101K - $112K
|
89.9K
$2.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.03K+ 12.63% |
$96.5K - $106K
|
35.9K
$876K
|
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
3.52K+ 4.22% |
$84.2K - $92.7K
|
86.8K
$2.12M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.14K+ 8.74% |
$51.1K - $56.3K
|
26.6K
$647K
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.93K+ 5.81% |
$46.2K - $50.9K
|
35.2K
$857K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.84K+ 5.03% |
$44K - $48.5K
|
38.4K
$937K
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.73K+ 5.73% |
$41.5K - $45.7K
|
32K
$780K
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.62K+ 3.01% |
$38.7K - $42.6K
|
55.3K
$1.35M
|
|
|
Dec 01, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.06K+ 1.76% |
$25.4K - $27.9K
|
61.2K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
1.03K+ 1.42% |
$24.8K - $27.2K
|
73.9K
$1.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
970New |
$23.2K - $25.6K
|
970
$23.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
884+ 0.15% |
$21.2K - $23.3K
|
587K
$14.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
876+ 7.69% |
$21K - $23.1K
|
12.3K
$299K
|