Latest Institutional Transactions on Heritage Insurance Holdings, Inc. (HRTG)
This table provides information on the latest institutional transactions involving Heritage Insurance Holdings, Inc. (HRTG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 15.69% |
$87 - $118
|
43
$976
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
236+ 3371.43% |
$2.57K - $3.48K
|
243
$5.52K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.8KNew |
$172K - $233K
|
15.8K
$358K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5.5K- 6.18% |
$59.8K - $81.1K
|
83.5K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.12K- 2.04% |
$77.4K - $105K
|
341K
$7.75M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
8.1K+ 48.56% |
$88.1K - $119K
|
24.8K
$562K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
941+ 156.57% |
$10.2K - $13.9K
|
1.54K
$35K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.54K+ 83.73% |
$49.3K - $66.9K
|
9.95K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
44New |
$479 - $649
|
44
$999
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
40.5KNew |
$440K - $597K
|
40.5K
$919K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.27K- 29.48% |
$35.6K - $48.3K
|
7.83K
$178K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.14K- 3.48% |
$55.9K - $75.8K
|
143K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57New |
$620 - $841
|
57
$1.29K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.87K- 93.07% |
$31.2K - $42.4K
|
214
$4.86K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.13K+ 14.59% |
$19.3K - $27K
|
16.7K
$380K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 8.75% |
$9.68K - $13.5K
|
11.1K
$253K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-176- 0.49% |
$1.59K - $2.23K
|
36K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 18.21% |
$216K - $303K
|
107K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
20.2K+ 111.77% |
$183K - $257K
|
38.4K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-26.1K- 63.77% |
$237K - $332K
|
14.9K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-21- 14.79% |
$190 - $266
|
121
$2.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
207New |
$1.88K - $2.62K
|
207
$4.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
17.5KNew |
$159K - $222K
|
17.5K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
11KNew |
$99.7K - $139K
|
11K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10KNew |
$90.8K - $127K
|
10K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$143K - $200K
|
15.8K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-500- 2.08% |
$4.53K - $6.34K
|
23.5K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
52.4KNew |
$475K - $665K
|
52.4K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.32KNew |
$39.1K - $54.7K
|
4.32K
$98K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.81K+ 4.38% |
$25.4K - $35.6K
|
66.9K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$9.06 - $12.7
|
1
$22.7
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.4KNew |
$203K - $284K
|
22.4K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 225.0% |
$81.5 - $114
|
13
$295
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2K+ 222.22% |
$18.1K - $25.4K
|
2.9K
$65.8K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.73KNew |
$15.7K - $21.9K
|
1.73K
$39.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.5KNew |
$222K - $310K
|
24.5K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10New |
$90.6 - $127
|
10
$227
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 19.59% |
$68.3K - $182K
|
66.7K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-857- 55.65% |
$5.36K - $14.3K
|
683
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-5.5K- 10.0% |
$34.4K - $91.6K
|
49.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.3K+ 15.14% |
$26.9K - $71.6K
|
32.7K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-278K- 72.72% |
$1.74M - $4.63M
|
104K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.72KNew |
$17K - $45.4K
|
2.72K
$61.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
16KNew |
$100K - $266K
|
16K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
38.2KNew |
$238K - $635K
|
38.2K
$866K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
19.9KNew |
$124K - $331K
|
19.9K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.8KNew |
$67.5K - $180K
|
10.8K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.78KNew |
$11.1K - $29.6K
|
1.78K
$40.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.8K+ 31.72% |
$92.8K - $247K
|
61.6K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
70.8KNew |
$443K - $1.18M
|
70.8K
$1.61M
|
|