Purchases and Sales Made in Q3 2024 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
725K+ 71.4% |
$12.4M - $16.8M
|
1.74M
$43.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
328KNew |
$5.61M - $7.59M
|
328K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
125K+ 47.86% |
$2.14M - $2.9M
|
387K
$9.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
100K+ 5.17% |
$1.71M - $2.32M
|
2.03M
$50.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
54.9KNew |
$940K - $1.27M
|
54.9K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
54.9KNew |
$940K - $1.27M
|
54.9K
$1.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
37.6K+ 105.36% |
$644K - $871K
|
73.3K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.8K+ 103.72% |
$460K - $622K
|
52.7K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
26.1K+ 1.53% |
$446K - $604K
|
1.73M
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.8K+ 46.94% |
$356K - $482K
|
65.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.3KNew |
$348K - $471K
|
20.3K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.5KNew |
$266K - $360K
|
15.5K
$387K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.3K+ 73.81% |
$261K - $354K
|
35.9K
$895K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.9K+ 5.35% |
$255K - $345K
|
293K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$242K - $327K
|
14.1K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.1K+ 23.25% |
$208K - $281K
|
64.4K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.6K+ 19.19% |
$198K - $268K
|
71.8K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
11KNew |
$189K - $256K
|
11K
$275K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.7KNew |
$184K - $249K
|
10.7K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
9.99KNew |
$171K - $231K
|
9.99K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
9.91KNew |
$170K - $230K
|
9.91K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.45K+ 67.1% |
$162K - $219K
|
23.5K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.72K+ 71.7% |
$149K - $202K
|
20.9K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.64K+ 37.78% |
$148K - $200K
|
31.5K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.77K+ 42.16% |
$133K - $180K
|
26.2K
$652K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.73K+ 3.05% |
$115K - $156K
|
227K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
5.76K+ 2.51% |
$98.7K - $134K
|
236K
$5.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.76K+ 5.37% |
$98.7K - $134K
|
113K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.32KNew |
$91.1K - $123K
|
5.32K
$132K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.6K+ 32.75% |
$78.9K - $107K
|
18.7K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.57K+ 1.9% |
$78.2K - $106K
|
244K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.24K+ 35.56% |
$72.7K - $98.3K
|
16.2K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
4.01K+ 0.25% |
$68.7K - $93K
|
1.59M
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 3.54% |
$59.9K - $81K
|
102K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
3.19K+ 7.23% |
$54.7K - $74K
|
47.4K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.81K+ 5.94% |
$48.2K - $65.2K
|
50.1K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 14.43% |
$47.9K - $64.8K
|
22.2K
$552K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 14.43% |
$47.9K - $64.8K
|
22.2K
$552K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.15K+ 11.34% |
$36.9K - $49.9K
|
21.2K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.96K+ 5.5% |
$33.6K - $45.4K
|
37.6K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.08K+ 0.13% |
$18.4K - $24.9K
|
810K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
946+ 5.29% |
$16.2K - $21.9K
|
18.8K
$469K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
804+ 16.62% |
$13.8K - $18.6K
|
5.64K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
675+ 3.9% |
$11.6K - $15.6K
|
18K
$448K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
601+ 43.74% |
$10.3K - $13.9K
|
1.98K
$49.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
588+ 76.17% |
$10.1K - $13.6K
|
1.36K
$33.9K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
500+ 9.44% |
$8.57K - $11.6K
|
5.8K
$144K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500+ 0.41% |
$8.57K - $11.6K
|
123K
$3.07M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500+ 0.41% |
$8.57K - $11.6K
|
123K
$3.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
481+ 17.08% |
$8.24K - $11.1K
|
3.3K
$82.1K
|