Purchases and Sales Made in Q2 2024 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.71KNew |
$28.6K - $32.7K
|
1.71K
$40.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.49KNew |
$24.9K - $28.4K
|
1.49K
$35.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$24.7K - $28.3K
|
1.48K
$35.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.41KNew |
$23.5K - $26.8K
|
1.41K
$33.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.25KNew |
$20.8K - $23.8K
|
1.25K
$29.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1K+ 5.19% |
$16.7K - $19.2K
|
20.4K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
922+ 3.1% |
$15.4K - $17.6K
|
30.7K
$727K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
786+ 133.67% |
$13.1K - $15K
|
1.37K
$32.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
537+ 0.34% |
$8.96K - $10.2K
|
158K
$3.74M
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
486+ 2.57% |
$8.11K - $9.27K
|
19.4K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
486+ 2.57% |
$8.11K - $9.27K
|
19.4K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
470New |
$7.84K - $8.97K
|
470
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
428New |
$7.14K - $8.17K
|
428
$10.1K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$6.67K - $7.63K
|
400
$9.47K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
251+ 0.1% |
$4.19K - $4.79K
|
240K
$5.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.16% |
$3.34K - $3.82K
|
17.5K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
164+ 0.27% |
$2.74K - $3.13K
|
60.2K
$1.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
156+ 5.86% |
$2.6K - $2.98K
|
2.82K
$66.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
86New |
$1.43K - $1.64K
|
86
$2.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82New |
$1.37K - $1.56K
|
82
$1.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
77+ 0.69% |
$1.28K - $1.47K
|
11.2K
$264K
|
|
|
Aug 15, 2024
Q2 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
74+ 0.13% |
$1.23K - $1.41K
|
56.8K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55+ 34.81% |
$917 - $1.05K
|
213
$5.04K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
35New |
$584 - $668
|
35
$828
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$250 - $286
|
15
$355
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13+ 162.5% |
$217 - $248
|
21
$497
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
12+ 1.7% |
$200 - $229
|
718
$17K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 66.67% |
$133 - $153
|
20
$473
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$66.7 - $76.3
|
4
$94.7
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 8.11% |
$50 - $57.2
|
40
$947
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$16.7 - $19.1
|
1
$23.7
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 27.78% |
$167 - $191
|
26
$615
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19- 21.11% |
$317 - $363
|
71
$1.68K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-30- 0.15% |
$500 - $572
|
20.5K
$484K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-79- 9.44% |
$1.32K - $1.51K
|
758
$17.9K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-128- 1.13% |
$2.14K - $2.44K
|
11.2K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-177- 1.14% |
$2.95K - $3.38K
|
15.3K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-380- 0.39% |
$6.34K - $7.25K
|
97.9K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-408- 0.08% |
$6.81K - $7.78K
|
482K
$11.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-408- 0.08% |
$6.81K - $7.78K
|
482K
$11.4M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-500- 0.41% |
$8.34K - $9.54K
|
123K
$2.91M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-534- 54.83% |
$8.91K - $10.2K
|
440
$10.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-544- 0.38% |
$9.07K - $10.4K
|
141K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-679- 0.19% |
$11.3K - $13K
|
349K
$8.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-814- 6.31% |
$13.6K - $15.5K
|
12.1K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-862- 2.47% |
$14.4K - $16.4K
|
34K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-891- 34.41% |
$14.9K - $17K
|
1.7K
$40.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-900- 9.65% |
$15K - $17.2K
|
8.43K
$200K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-908- 4.27% |
$15.1K - $17.3K
|
20.4K
$482K
|