Purchases and Sales Made in Q2 2025 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
313New |
$6.56K - $7.67K
|
313
$7.35K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
289+ 270.09% |
$6.06K - $7.08K
|
396
$9.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
289+ 270.09% |
$6.06K - $7.08K
|
396
$9.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
255+ 61.0% |
$5.35K - $6.25K
|
673
$15.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
141+ 1.44% |
$2.96K - $3.45K
|
9.92K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
138+ 1.16% |
$2.89K - $3.38K
|
12K
$282K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
112+ 0.45% |
$2.35K - $2.74K
|
25.1K
$589K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
102New |
$2.14K - $2.5K
|
102
$2.39K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 1.73% |
$2.1K - $2.45K
|
5.9K
$138K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
80New |
$1.68K - $1.96K
|
80
$1.88K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 117.65% |
$1.26K - $1.47K
|
111
$2.61K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
46New |
$965 - $1.13K
|
46
$1.08K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43New |
$902 - $1.05K
|
43
$1.01K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 76.92% |
$839 - $980
|
92
$2.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 35.71% |
$524 - $613
|
95
$2.23K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 100.0% |
$315 - $368
|
30
$704
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
14New |
$294 - $343
|
14
$329
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 13.95% |
$252 - $294
|
98
$2.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.0% |
$41.9 - $49
|
53.5K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$21 - $24.5
|
20.3K
$477K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 18.75% |
$62.9 - $73.5
|
13
$305
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 7.84% |
$83.9 - $98
|
47
$1.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5- 0.02% |
$105 - $123
|
21.2K
$497K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-13- 18.31% |
$273 - $319
|
58
$1.36K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-22- 5.54% |
$461 - $539
|
375
$8.81K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-41- 0.28% |
$860 - $1K
|
14.4K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45- 3.49% |
$944 - $1.1K
|
1.25K
$29.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-58- 38.67% |
$1.22K - $1.42K
|
92
$2.16K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-59- 1.66% |
$1.24K - $1.45K
|
3.49K
$82K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-71- 5.39% |
$1.49K - $1.74K
|
1.25K
$29.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.63% |
$2.1K - $2.45K
|
15.9K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-152- 18.47% |
$3.19K - $3.72K
|
671
$15.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-157- 46.31% |
$3.29K - $3.85K
|
182
$4.27K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-223- 5.52% |
$4.68K - $5.46K
|
3.82K
$89.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-332- 71.71% |
$6.96K - $8.13K
|
131
$3.08K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-354- 1.1% |
$7.42K - $8.67K
|
31.8K
$748K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-515- 2.71% |
$10.8K - $12.6K
|
18.5K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-531- 0.16% |
$11.1K - $13K
|
323K
$7.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-608- 4.23% |
$12.7K - $14.9K
|
13.8K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-682- 8.42% |
$14.3K - $16.7K
|
7.42K
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.21K- 0.52% |
$25.3K - $29.6K
|
233K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.37K- 6.81% |
$28.6K - $33.5K
|
18.7K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.47K- 1.1% |
$30.7K - $35.9K
|
131K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-1.97K- 7.61% |
$41.4K - $48.4K
|
24K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.09K- 6.09% |
$43.8K - $51.1K
|
32.2K
$756K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.5K- 23.62% |
$52.4K - $61.3K
|
8.08K
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.41K- 1.51% |
$71.4K - $83.4K
|
222K
$5.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-3.8K- 10.0% |
$79.7K - $93.1K
|
34.2K
$803K
|