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 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
255+ 0.68% |
$4.37K - $5.91K
|
37.5K
$920K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
121+ 0.09% |
$2.07K - $2.8K
|
136K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
120New |
$2.06K - $2.78K
|
120
$2.94K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
119New |
$2.04K - $2.76K
|
119
$2.92K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90New |
$1.54K - $2.09K
|
90
$2.21K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
69+ 0.62% |
$1.18K - $1.6K
|
11.2K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
57+ 162.86% |
$976 - $1.32K
|
92
$2.25K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 62.2% |
$874 - $1.18K
|
133
$3.26K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
47New |
$805 - $1.09K
|
47
$1.15K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 266.67% |
$685 - $927
|
55
$1.35K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 2.51% |
$325 - $440
|
777
$19K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 22.54% |
$274 - $371
|
87
$2.13K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 4.02% |
$240 - $324
|
362
$8.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13+ 3.11% |
$223 - $301
|
431
$10.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$68.5 - $92.7
|
4
$98
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$17.1 - $23.2
|
10.2K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 47.5% |
$325 - $440
|
21
$515
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-25- 3.48% |
$428 - $579
|
693
$17K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-51- 0.5% |
$874 - $1.18K
|
10.2K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-238- 55.61% |
$4.08K - $5.51K
|
190
$4.66K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-300- 2.15% |
$5.14K - $6.95K
|
13.7K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 3.56% |
$5.14K - $6.95K
|
8.13K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-352- 74.89% |
$6.03K - $8.16K
|
118
$2.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-365- 2.1% |
$6.25K - $8.46K
|
17K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-443- 0.42% |
$7.59K - $10.3K
|
106K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-446- 3.69% |
$7.64K - $10.3K
|
11.6K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-532- 2.97% |
$9.11K - $12.3K
|
17.4K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-682- 3.35% |
$11.7K - $15.8K
|
19.7K
$482K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 4.57% |
$13.7K - $18.5K
|
16.7K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-832- 59.17% |
$14.3K - $19.3K
|
574
$14.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-940- 4.62% |
$16.1K - $21.8K
|
19.4K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1K- 2.22% |
$17.1K - $23.2K
|
44.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-1.15K- 20.89% |
$19.7K - $26.6K
|
4.35K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.2K- 2.92% |
$20.5K - $27.7K
|
39.8K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.25K- 3.68% |
$21.4K - $29K
|
32.8K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.29K- 0.23% |
$22.2K - $30K
|
556K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.4K- 0.29% |
$23.9K - $32.4K
|
481K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.4K- 2.03% |
$24K - $32.4K
|
67.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.2K- 2.24% |
$37.6K - $50.9K
|
95.7K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.2K- 1.56% |
$37.7K - $51K
|
139K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.22K- 10.55% |
$38K - $51.4K
|
18.8K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-2.37K- 8.78% |
$40.6K - $54.9K
|
24.6K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.72K- 8.85% |
$46.6K - $63K
|
28K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.1K- 4.06% |
$53.1K - $71.8K
|
73.2K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.2K- 10.0% |
$54.8K - $74.1K
|
28.8K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.13K- 3.78% |
$70.8K - $95.8K
|
105K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.28K- 18.82% |
$73.4K - $99.2K
|
18.5K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.6K- 1.07% |
$78.8K - $107K
|
427K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.76K- 8.49% |
$81.6K - $110K
|
51.3K
$1.26M
|