Purchases and Sales Made in Q3 2023 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
297K+ 15.48% |
$4.77M - $5.68M
|
2.22M
$56.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
270K+ 1585.84% |
$4.34M - $5.17M
|
287K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
239K+ 763.65% |
$3.83M - $4.57M
|
270K
$6.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
BUY
|
- |
172KNew |
$2.76M - $3.29M
|
172K
$4.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
167KNew |
$2.69M - $3.2M
|
167K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
164KNew |
$2.64M - $3.15M
|
164K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
138K+ 34.66% |
$2.21M - $2.64M
|
536K
$13.8M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
90.5K+ 9.7% |
$1.45M - $1.73M
|
1.02M
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
82.6K+ 57.81% |
$1.33M - $1.58M
|
225K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
58.2K+ 164.37% |
$934K - $1.11M
|
93.6K
$2.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.7K+ 16.33% |
$926K - $1.1M
|
411K
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
45.1K+ 4.8% |
$723K - $862K
|
983K
$25.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
42.1K+ 118.9% |
$676K - $806K
|
77.5K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
41.9K+ 185.47% |
$672K - $802K
|
64.5K
$1.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
40.7K+ 28.85% |
$653K - $778K
|
182K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
38.3KNew |
$615K - $733K
|
38.3K
$985K
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
27.5K+ 12.94% |
$441K - $526K
|
240K
$6.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
22.9K+ 13.91% |
$368K - $439K
|
188K
$4.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
21.1KNew |
$339K - $404K
|
21.1K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
20.9K+ 2.94% |
$335K - $400K
|
733K
$18.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
20.8KNew |
$334K - $398K
|
20.8K
$535K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
20.7K+ 7.29% |
$332K - $396K
|
305K
$7.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.6K+ 103.74% |
$298K - $355K
|
36.5K
$937K
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
17K+ 6.74% |
$273K - $325K
|
269K
$6.92M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
17K+ 6.74% |
$273K - $325K
|
269K
$6.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.6K+ 11.23% |
$266K - $317K
|
164K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.7K+ 29.41% |
$203K - $242K
|
55.7K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
12.6KNew |
$203K - $242K
|
12.6K
$325K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
12.4K+ 35.21% |
$198K - $237K
|
47.5K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.1K+ 1357.93% |
$194K - $231K
|
13K
$333K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$181K - $215K
|
11.3K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10.2KNew |
$164K - $195K
|
10.2K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.2KNew |
$163K - $195K
|
10.2K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
9.5K+ 7.51% |
$152K - $182K
|
136K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
9.44K+ 93.65% |
$152K - $181K
|
19.5K
$502K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.91KNew |
$143K - $171K
|
8.91K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.4K+ 1.43% |
$119K - $142K
|
525K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
7.14K+ 24.06% |
$115K - $137K
|
36.8K
$946K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
6.79K+ 3.4% |
$109K - $130K
|
206K
$5.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
6.79K+ 8.82% |
$109K - $130K
|
83.8K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.1K+ 50.06% |
$97.8K - $117K
|
18.3K
$470K
|
|
|
Nov 08, 2023
Q3 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
4.8K+ 1.07% |
$77K - $91.9K
|
452K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.77K+ 5.1% |
$76.6K - $91.3K
|
98.4K
$2.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
4.38K+ 24.41% |
$70.3K - $83.9K
|
22.3K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.83K+ 7.52% |
$61.5K - $73.3K
|
54.8K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.91K+ 4.84% |
$30.7K - $36.6K
|
41.4K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.9K+ 7.87% |
$30.5K - $36.4K
|
26.1K
$670K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.78K+ 119.53% |
$28.5K - $34K
|
3.26K
$83.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 1.85% |
$22.5K - $26.8K
|
77.2K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.36KNew |
$21.8K - $26K
|
1.36K
$34.9K
|