Latest Institutional Purchases of Heritage Insurance Holdings, Inc. (HRTG)
This list provides information on the latest institutional transactions involving Heritage Insurance Holdings, Inc. (HRTG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.48K+ 0.68% |
$22.5K - $31.4K
|
367K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.3K+ 13.78% |
$20.8K - $29.1K
|
19K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.21K+ 21.69% |
$20K - $28K
|
12.4K
$168K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.06K+ 18.11% |
$18.6K - $26.1K
|
13.4K
$182K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2K+ 222.22% |
$18.1K - $25.4K
|
2.9K
$39.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.76K+ 6.51% |
$16K - $22.4K
|
28.9K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.73KNew |
$15.7K - $21.9K
|
1.73K
$23.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.64K+ 2.97% |
$14.9K - $20.8K
|
56.8K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.25K+ 8.55% |
$11.3K - $15.9K
|
15.9K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
933New |
$8.45K - $11.8K
|
933
$12.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
909+ 20.17% |
$8.24K - $11.5K
|
5.42K
$73.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
660+ 904.11% |
$5.98K - $8.37K
|
733
$9.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
532+ 4.24% |
$4.82K - $6.75K
|
13.1K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
459+ 323.24% |
$4.16K - $5.82K
|
601
$8.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
279+ 16.69% |
$2.53K - $3.54K
|
1.95K
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
207New |
$1.88K - $2.62K
|
207
$2.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
199+ 0.56% |
$1.8K - $2.52K
|
36K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
140New |
$1.27K - $1.78K
|
140
$1.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
36New |
$326 - $456
|
36
$489
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21New |
$190 - $266
|
21
$285
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10New |
$90.6 - $127
|
10
$136
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 225.0% |
$81.5 - $114
|
13
$176
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7New |
$63.4 - $88.8
|
7
$95
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 8.51% |
$36.2 - $50.7
|
51
$692
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$9.06 - $12.7
|
1
$13.6
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
70.8KNew |
$443K - $1.18M
|
70.8K
$961K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.5KNew |
$360K - $958K
|
57.5K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
38.2KNew |
$238K - $635K
|
38.2K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
27.7K+ 192.87% |
$173K - $461K
|
42.1K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
25.9KNew |
$162K - $431K
|
25.9K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.5KNew |
$141K - $375K
|
22.5K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
19.9KNew |
$124K - $331K
|
19.9K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
16.8KNew |
$105K - $280K
|
16.8K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
16KNew |
$100K - $266K
|
16K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
15.8KNew |
$98.8K - $263K
|
15.8K
$214K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6KNew |
$97.3K - $259K
|
15.6K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.4K+ 109.72% |
$96.5K - $257K
|
29.5K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.8K+ 31.72% |
$92.8K - $247K
|
61.6K
$836K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.1KNew |
$75.9K - $202K
|
12.1K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.5KNew |
$71.9K - $191K
|
11.5K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 19.59% |
$68.3K - $182K
|
66.7K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.8KNew |
$67.5K - $180K
|
10.8K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.55K+ 129.06% |
$47.2K - $126K
|
13.4K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
5.13K+ 7.2% |
$32.1K - $85.5K
|
76.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.3K+ 15.14% |
$26.9K - $71.6K
|
32.7K
$444K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4KNew |
$25K - $66.6K
|
4K
$54.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.72KNew |
$17K - $45.4K
|
2.72K
$37K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.78KNew |
$11.1K - $29.6K
|
1.78K
$24.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$8.16K - $21.7K
|
1.31K
$17.7K
|
|