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 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
8.84KNew |
$236K - $303K
|
8.84K
$209K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.31K+ 40.11% |
$222K - $284K
|
29K
$687K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.99K+ 0.85% |
$213K - $273K
|
952K
$22.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.99K+ 0.85% |
$213K - $273K
|
952K
$22.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.77KNew |
$208K - $266K
|
7.77K
$184K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.62KNew |
$204K - $261K
|
7.62K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.29KNew |
$195K - $250K
|
7.29K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.82K+ 6.78% |
$182K - $234K
|
107K
$2.54M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.82K+ 6.78% |
$182K - $234K
|
107K
$2.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.64KNew |
$177K - $227K
|
6.64K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.63K+ 18.93% |
$177K - $227K
|
41.7K
$986K
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.6K+ 25.09% |
$176K - $226K
|
32.9K
$778K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.43KNew |
$172K - $220K
|
6.43K
$152K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
6.14KNew |
$164K - $210K
|
6.14K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.59K+ 17.46% |
$149K - $191K
|
37.6K
$889K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.58K+ 18.84% |
$149K - $191K
|
35.2K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
5.51K+ 33.27% |
$147K - $189K
|
22.1K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.89K+ 33.37% |
$131K - $167K
|
19.5K
$462K
|
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.89K+ 33.37% |
$131K - $167K
|
19.5K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.75K+ 32.51% |
$127K - $163K
|
19.3K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.55K+ 57.8% |
$122K - $156K
|
12.4K
$294K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
3.95K+ 45.25% |
$106K - $135K
|
12.7K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.9KNew |
$104K - $133K
|
3.9K
$92.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.56K+ 5.68% |
$95.1K - $122K
|
66.2K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.32K+ 26.55% |
$88.7K - $114K
|
15.8K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.14K+ 2.91% |
$83.8K - $107K
|
111K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.8KNew |
$74.8K - $95.9K
|
2.8K
$66.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.46K+ 43.39% |
$65.7K - $84.2K
|
8.13K
$192K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.43K+ 12.02% |
$64.9K - $83.2K
|
22.6K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.27KNew |
$60.5K - $77.6K
|
2.27K
$53.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.15K+ 11.73% |
$57.5K - $73.7K
|
20.5K
$485K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.9K+ 2.13% |
$50.7K - $65K
|
91K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.89K+ 2.22% |
$50.6K - $64.8K
|
87K
$2.06M
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.77K+ 19.63% |
$47.4K - $60.7K
|
10.8K
$256K
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.6K+ 1.92% |
$42.7K - $54.8K
|
84.8K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.48K+ 0.32% |
$39.5K - $50.7K
|
459K
$10.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.36KNew |
$36.2K - $46.5K
|
1.36K
$32.1K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.36KNew |
$36.2K - $46.5K
|
1.36K
$32.1K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
446+ 1.02% |
$11.9K - $15.3K
|
44.3K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
374+ 5.36% |
$9.99K - $12.8K
|
7.36K
$174K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
366+ 3.84% |
$9.78K - $12.5K
|
9.91K
$234K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
327New |
$8.73K - $11.2K
|
327
$7.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
194New |
$5.18K - $6.64K
|
194
$4.59K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
171+ 1.49% |
$4.57K - $5.86K
|
11.6K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
168+ 0.19% |
$4.49K - $5.75K
|
89.9K
$2.13M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
131+ 0.54% |
$3.5K - $4.49K
|
24.4K
$578K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
120New |
$3.21K - $4.11K
|
120
$2.84K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
96+ 51.06% |
$2.56K - $3.29K
|
284
$6.72K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 100.0% |
$2.4K - $3.08K
|
180
$4.26K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
66+ 0.73% |
$1.76K - $2.26K
|
9.08K
$215K
|