Purchases and Sales Made in Q2 2023 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q2 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 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
398K+ 51.34% |
$6.07M - $8.5M
|
1.17M
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
398K+ 51.34% |
$6.07M - $8.5M
|
1.17M
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
339K+ 190.87% |
$5.18M - $7.26M
|
517K
$13.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
212K+ 12.39% |
$3.23M - $4.52M
|
1.92M
$49.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
177K+ 164.48% |
$2.7M - $3.78M
|
284K
$7.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
150K+ 299.1% |
$2.28M - $3.2M
|
200K
$5.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
141K+ 582.06% |
$2.15M - $3.01M
|
165K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
115K+ 7.57% |
$1.76M - $2.46M
|
1.64M
$42.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
112K+ 74.06% |
$1.71M - $2.39M
|
263K
$6.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
100K+ 28.79% |
$1.53M - $2.14M
|
447K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
98.2K+ 199.33% |
$1.5M - $2.1M
|
147K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
84K+ 142.64% |
$1.28M - $1.8M
|
143K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
78.7K+ 39.8% |
$1.2M - $1.68M
|
276K
$7.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
77.1KNew |
$1.18M - $1.65M
|
77.1K
$1.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
77.1KNew |
$1.18M - $1.65M
|
77.1K
$1.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
76.6K+ 52.87% |
$1.17M - $1.64M
|
221K
$5.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
64.7K+ 25.98% |
$988K - $1.38M
|
314K
$8.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
63.8K+ 7.3% |
$973K - $1.36M
|
938K
$24.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
62.8K+ 201.63% |
$958K - $1.34M
|
93.9K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
52.7K+ 58.19% |
$805K - $1.13M
|
143K
$3.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
50KNew |
$763K - $1.07M
|
50K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
49.7K+ 508.2% |
$758K - $1.06M
|
59.5K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.2K+ 15.41% |
$720K - $1.01M
|
353K
$9.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
41K+ 189.18% |
$626K - $876K
|
62.7K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40.3KNew |
$615K - $862K
|
40.3K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
36.5KNew |
$557K - $780K
|
36.5K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
35.4KNew |
$540K - $757K
|
35.4K
$910K
|
|
|
Aug 10, 2023
Q2 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
35.1KNew |
$536K - $751K
|
35.1K
$902K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
31.8K+ 85.06% |
$485K - $680K
|
69.2K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
31.3KNew |
$477K - $669K
|
31.3K
$804K
|
|
|
Aug 14, 2023
Q2 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
30.6K+ 31.91% |
$467K - $654K
|
127K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29.9K+ 6.75% |
$456K - $639K
|
473K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27.3K+ 225.23% |
$417K - $585K
|
39.5K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
26K+ 3.79% |
$397K - $556K
|
712K
$18.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
25.3K+ 90.38% |
$387K - $542K
|
53.4K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
24.6KNew |
$375K - $525K
|
24.6K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.9KNew |
$365K - $511K
|
23.9K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.3K+ 26.95% |
$355K - $498K
|
110K
$2.82M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
19KNew |
$289K - $405K
|
19K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.4KNew |
$281K - $394K
|
18.4K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$273K - $383K
|
17.9K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
15.3K+ 37.59% |
$233K - $327K
|
56K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
14.1KNew |
$215K - $302K
|
14.1K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.3KNew |
$203K - $285K
|
13.3K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.8KNew |
$195K - $273K
|
12.8K
$328K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
12.6K+ 6.31% |
$192K - $269K
|
212K
$5.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11.8K+ 0.45% |
$181K - $253K
|
2.65M
$68M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
11.7KNew |
$179K - $251K
|
11.7K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.1KNew |
$154K - $216K
|
10.1K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.97K+ 26.33% |
$137K - $192K
|
43K
$1.11M
|