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 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2K- 4.49% |
$32.1K - $38.3K
|
42.5K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.57K- 6.24% |
$41.3K - $49.3K
|
38.7K
$947K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.83K- 10.5% |
$61.4K - $73.2K
|
32.6K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.2K- 20.12% |
$67.5K - $80.4K
|
16.7K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.59K- 11.37% |
$73.6K - $87.8K
|
35.7K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.54K- 40.56% |
$105K - $125K
|
9.59K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-7.51K- 15.15% |
$121K - $144K
|
42.1K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.57K- 2.73% |
$137K - $164K
|
305K
$7.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.41K- 1.99% |
$151K - $180K
|
464K
$11.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.94K- 14.36% |
$160K - $190K
|
59.3K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10.2K- 41.47% |
$163K - $195K
|
14.4K
$352K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.2K- 5.12% |
$164K - $196K
|
190K
$4.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-10.5K- 13.13% |
$168K - $201K
|
69.4K
$1.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-14K- 73.65% |
$224K - $268K
|
5K
$123K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.2K- 42.87% |
$227K - $271K
|
18.9K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.6K- 11.55% |
$235K - $280K
|
112K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-16.2K- 40.88% |
$260K - $310K
|
23.4K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.7K- 30.57% |
$268K - $320K
|
37.9K
$929K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-18.9K- 30.4% |
$304K - $362K
|
43.3K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-21.5K- 40.33% |
$345K - $412K
|
31.8K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-25.5K- 9.71% |
$410K - $489K
|
237K
$5.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-33K- 55.47% |
$529K - $631K
|
26.5K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-35.4K- 13.89% |
$569K - $678K
|
220K
$5.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-35.5K- 56.69% |
$570K - $680K
|
27.1K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-47.6K- 80.62% |
$763K - $910K
|
11.4K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-59.2K- 1.16% |
$950K - $1.13M
|
5.05M
$124M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-64.9K- 49.9% |
$1.04M - $1.24M
|
65.1K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-66.9K- 71.23% |
$1.07M - $1.28M
|
27K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-73.3K- 26.52% |
$1.18M - $1.4M
|
203K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-73.3K- 52.35% |
$1.18M - $1.4M
|
66.7K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-78.2K- 35.33% |
$1.26M - $1.5M
|
143K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-86K- 3.25% |
$1.38M - $1.65M
|
2.56M
$62.7M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-127K- 7.76% |
$2.04M - $2.43M
|
1.51M
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-150K- 12.76% |
$2.4M - $2.86M
|
1.02M
$25.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-184K- 10.07% |
$2.95M - $3.52M
|
1.64M
$40.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-237K- 67.14% |
$3.8M - $4.53M
|
116K
$2.84M
|