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 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.12K- 2.18% |
$86.3K - $101K
|
185K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.12K- 1.0% |
$86.4K - $101K
|
408K
$9.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.97K- 18.46% |
$104K - $122K
|
21.9K
$515K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.01K- 29.48% |
$105K - $123K
|
12K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.65K- 2.03% |
$139K - $163K
|
321K
$7.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-7.29K- 46.17% |
$153K - $179K
|
8.51K
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-7.93K- 2.72% |
$166K - $194K
|
284K
$6.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.1K- 22.45% |
$212K - $248K
|
34.9K
$820K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.9K- 3.28% |
$228K - $267K
|
322K
$7.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.6K- 10.92% |
$369K - $431K
|
144K
$3.37M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-20.2K- 70.02% |
$424K - $496K
|
8.66K
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-21.2K- 23.62% |
$444K - $518K
|
68.4K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-21.8K- 1.58% |
$457K - $534K
|
1.36M
$31.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-30.8K- 1.49% |
$646K - $755K
|
2.04M
$47.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-37.7K- 12.4% |
$790K - $923K
|
266K
$6.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-39.4K- 33.68% |
$826K - $965K
|
77.5K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.3K- 45.91% |
$1.03M - $1.21M
|
58.1K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-50.3K- 77.43% |
$1.05M - $1.23M
|
14.6K
$344K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.8K- 11.75% |
$1.06M - $1.24M
|
381K
$8.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53.6K- 16.29% |
$1.12M - $1.31M
|
275K
$6.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-71.2K- 45.73% |
$1.49M - $1.74M
|
84.5K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-73.3K- 34.31% |
$1.54M - $1.8M
|
140K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-76.3K- 43.81% |
$1.6M - $1.87M
|
97.9K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-124K- 51.87% |
$2.59M - $3.03M
|
115K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-141K- 76.31% |
$2.96M - $3.46M
|
43.8K
$1.03M
|