Purchases and Sales Made in Q4 2022 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q4 2022. 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, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
807KNew |
$21.6M - $27.6M
|
807K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
298K+ 3419.39% |
$7.97M - $10.2M
|
307K
$7.48M
|
|
|
May 15, 2023
Q4 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
235KNew |
$6.28M - $8.05M
|
235K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
171KNew |
$4.57M - $5.86M
|
171K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
164KNew |
$4.38M - $5.61M
|
164K
$4M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
158K+ 1634.58% |
$4.23M - $5.42M
|
168K
$4.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
146KNew |
$3.89M - $4.99M
|
146K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
130KNew |
$3.46M - $4.44M
|
130K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
125K+ 92.01% |
$3.35M - $4.29M
|
262K
$6.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
104K+ 78.65% |
$2.79M - $3.57M
|
237K
$5.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
104KNew |
$2.78M - $3.56M
|
104K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
97.3KNew |
$2.6M - $3.33M
|
97.3K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
95.5K+ 11.67% |
$2.55M - $3.27M
|
913K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
88.9K+ 106.81% |
$2.38M - $3.04M
|
172K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
55.4KNew |
$1.48M - $1.9M
|
55.4K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
53.8K+ 89.34% |
$1.44M - $1.84M
|
114K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
46K+ 15.45% |
$1.23M - $1.57M
|
344K
$8.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
38.6KNew |
$1.03M - $1.32M
|
38.6K
$940K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
38.4KNew |
$1.03M - $1.32M
|
38.4K
$937K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.5K+ 90.78% |
$1M - $1.28M
|
78.8K
$1.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
33.3KNew |
$890K - $1.14M
|
33.3K
$812K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
32.2KNew |
$860K - $1.1M
|
32.2K
$784K
|
|
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
30.5K+ 9.34% |
$815K - $1.04M
|
357K
$8.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29.3K+ 1.27% |
$782K - $1M
|
2.34M
$57.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
28.7K+ 8.74% |
$767K - $983K
|
357K
$8.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
28K+ 160.2% |
$747K - $958K
|
45.4K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
26.1KNew |
$698K - $895K
|
26.1K
$637K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.6K+ 128.79% |
$684K - $877K
|
45.5K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
23.9K+ 3.73% |
$637K - $817K
|
664K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
21.4KNew |
$571K - $733K
|
21.4K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.5K+ 1.23% |
$546K - $700K
|
1.69M
$41.1M
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
19.9K+ 3528.67% |
$533K - $683K
|
20.5K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
19.9K+ 23.43% |
$532K - $682K
|
105K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
19.8KNew |
$528K - $677K
|
19.8K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
19.1KNew |
$511K - $655K
|
19.1K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
18.1KNew |
$483K - $620K
|
18.1K
$441K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16.8KNew |
$447K - $574K
|
16.8K
$408K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
16.7KNew |
$446K - $572K
|
16.7K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
16.6KNew |
$443K - $568K
|
16.6K
$404K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
14.5KNew |
$388K - $497K
|
14.5K
$354K
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
14.5K+ 19.23% |
$387K - $496K
|
89.9K
$2.19M
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
13.4KNew |
$359K - $460K
|
13.4K
$328K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.7K+ 5.84% |
$338K - $433K
|
229K
$5.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
12.5K+ 100.92% |
$335K - $429K
|
25K
$608K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.4K+ 59.99% |
$305K - $391K
|
30.5K
$743K
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
10.1K+ 0.5% |
$269K - $345K
|
2.03M
$49.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.5KNew |
$254K - $325K
|
9.5K
$232K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.18K+ 8.47% |
$245K - $314K
|
118K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9K+ 29.33% |
$240K - $308K
|
39.7K
$967K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.97K+ 49.24% |
$240K - $307K
|
27.2K
$663K
|