Purchases and Sales Made in Q4 2021 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.76K+ 1.73% |
$63.4K - $71.6K
|
162K
$3.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.61K+ 1.26% |
$60K - $67.8K
|
210K
$5.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.3K+ 15.53% |
$52.9K - $59.8K
|
17.1K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.98K+ 2.34% |
$45.4K - $51.4K
|
86.4K
$2.11M
|
|
|
Feb 14, 2024
Q4 2021
|
Kbc Group Nv
|
BUY
|
- |
1.96K+ 104.03% |
$45.1K - $50.9K
|
3.84K
$93.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.91K+ 11.61% |
$43.9K - $49.6K
|
18.3K
$447K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.53KNew |
$35.1K - $39.6K
|
1.53K
$37.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29K+ 5.63% |
$29.6K - $33.5K
|
24.2K
$589K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.23KNew |
$28.2K - $31.9K
|
1.23K
$29.9K
|
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
673+ 1.38% |
$15.5K - $17.5K
|
49.3K
$1.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
577+ 2.98% |
$13.3K - $15K
|
19.9K
$485K
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
339+ 1.37% |
$7.8K - $8.81K
|
25K
$610K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
210New |
$4.83K - $5.46K
|
210
$5.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
192+ 1.01% |
$4.42K - $4.99K
|
19.1K
$466K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
156New |
$3.59K - $4.05K
|
156
$3.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
123New |
$2.83K - $3.2K
|
123
$3K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
101New |
$2.32K - $2.62K
|
101
$2.46K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74New |
$1.7K - $1.92K
|
74
$1.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
47+ 0.19% |
$1.08K - $1.22K
|
24.9K
$607K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
8+ 0.17% |
$184 - $208
|
4.8K
$117K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 0.48% |
$184 - $208
|
1.67K
$40.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 1.56% |
$23 - $26
|
63
$1.54K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.18% |
$23 - $26
|
555
$13.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-2- 2.35% |
$46 - $52
|
83
$2.02K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-66- 3.07% |
$1.52K - $1.72K
|
2.09K
$50.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-96Closed |
$2.21K - $2.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-120- 0.81% |
$2.76K - $3.12K
|
14.7K
$358K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-120- 1.22% |
$2.76K - $3.12K
|
9.68K
$236K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-171- 72.46% |
$3.93K - $4.44K
|
65
$1.58K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-209- 1.35% |
$4.81K - $5.43K
|
15.2K
$371K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-243- 2.32% |
$5.59K - $6.32K
|
10.2K
$250K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.73% |
$6.9K - $7.8K
|
17K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-347- 19.78% |
$7.98K - $9.02K
|
1.41K
$34.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-585- 0.56% |
$13.5K - $15.2K
|
103K
$2.52M
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-600- 4.05% |
$13.8K - $15.6K
|
14.2K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-646- 1.98% |
$14.9K - $16.8K
|
32K
$781K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-695- 2.55% |
$16K - $18.1K
|
26.6K
$648K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-823- 4.73% |
$18.9K - $21.4K
|
16.6K
$404K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.19K- 5.31% |
$27.3K - $30.8K
|
21.1K
$515K
|
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.22K- 1.2% |
$28.1K - $31.7K
|
101K
$2.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.26K- 4.75% |
$29K - $32.8K
|
25.3K
$618K
|
|
|
Jan 12, 2022
Q4 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.34K- 5.11% |
$30.8K - $34.8K
|
24.9K
$607K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.52K- 3.93% |
$35K - $39.5K
|
37.2K
$906K
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.53K- 4.71% |
$35.2K - $39.8K
|
31K
$755K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-1.59K- 4.87% |
$36.6K - $41.4K
|
31.1K
$758K
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.9K- 2.58% |
$43.7K - $49.4K
|
71.6K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.91K- 0.31% |
$43.8K - $49.5K
|
615K
$15M
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.1KClosed |
$48.3K - $54.6K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.43K- 2.89% |
$55.8K - $63.1K
|
81.7K
$1.99M
|