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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
832+ 42.64% |
$9.05K - $12.3K
|
2.78K
$63.2K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
708+ 753.19% |
$7.7K - $10.4K
|
802
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
546+ 4.18% |
$5.94K - $8.05K
|
13.6K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
462New |
$5.03K - $6.81K
|
462
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
400New |
$4.35K - $5.9K
|
400
$9.08K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
331New |
$3.6K - $4.88K
|
331
$7.51K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
303+ 2.26% |
$3.3K - $4.47K
|
13.7K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
236+ 3371.43% |
$2.57K - $3.48K
|
243
$5.52K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
153+ 1.53% |
$1.66K - $2.26K
|
10.2K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
147+ 105.0% |
$1.6K - $2.17K
|
287
$6.51K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
83New |
$903 - $1.22K
|
83
$1.88K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57New |
$620 - $841
|
57
$1.29K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$609 - $826
|
56
$1.27K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50New |
$544 - $738
|
50
$1.14K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
45+ 0.22% |
$490 - $664
|
20.7K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
44New |
$479 - $649
|
44
$999
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18+ 85.71% |
$196 - $266
|
39
$885
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
52.4KNew |
$475K - $665K
|
52.4K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.5KNew |
$222K - $310K
|
24.5K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.4KNew |
$203K - $284K
|
22.4K
$509K
|
|
|
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
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
17.5KNew |
$159K - $222K
|
17.5K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$143K - $200K
|
15.8K
$358K
|
|
|
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 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
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.13K+ 14.59% |
$19.3K - $27K
|
16.7K
$380K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
207New |
$1.88K - $2.62K
|
207
$4.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10New |
$90.6 - $127
|
10
$227
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 225.0% |
$81.5 - $114
|
13
$295
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$9.06 - $12.7
|
1
$22.7
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
70.8KNew |
$443K - $1.18M
|
70.8K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.5KNew |
$360K - $958K
|
57.5K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
38.2KNew |
$238K - $635K
|
38.2K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
27.7K+ 192.87% |
$173K - $461K
|
42.1K
$955K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
25.9KNew |
$162K - $431K
|
25.9K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.5KNew |
$141K - $375K
|
22.5K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
19.9KNew |
$124K - $331K
|
19.9K
$451K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
16.8KNew |
$105K - $280K
|
16.8K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
16KNew |
$100K - $266K
|
16K
$363K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6KNew |
$97.3K - $259K
|
15.6K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.4K+ 109.72% |
$96.5K - $257K
|
29.5K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.8K+ 31.72% |
$92.8K - $247K
|
61.6K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.1KNew |
$75.9K - $202K
|
12.1K
$276K
|
|
|
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
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.8KNew |
$67.5K - $180K
|
10.8K
$245K
|
|