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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1.62K+ 2.71% |
$11.1K - $17.8K
|
61.4K
$755K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1KNew |
$6.83K - $11K
|
1K
$12.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
791New |
$5.4K - $8.69K
|
791
$9.73K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
300New |
$2.05K - $3.3K
|
300
$3.69K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$683 - $1.1K
|
100
$1.23K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4New |
$27.3 - $44
|
4
$49.2
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
34.9KNew |
$197K - $376K
|
34.9K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.8KNew |
$196K - $375K
|
34.8K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.8KNew |
$146K - $278K
|
25.8K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
23.8K+ 140.29% |
$134K - $256K
|
40.7K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
23KNew |
$130K - $248K
|
23K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20KNew |
$113K - $215K
|
20K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
19K+ 1168.55% |
$107K - $205K
|
20.6K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
18KNew |
$101K - $194K
|
18K
$221K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
14.5K+ 109.1% |
$81.8K - $156K
|
27.8K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$71.6K - $137K
|
12.7K
$156K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.5KNew |
$70.7K - $135K
|
12.5K
$154K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.5KNew |
$70.7K - $135K
|
12.5K
$154K
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
5K+ 50.0% |
$28.2K - $53.9K
|
15K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.87KNew |
$16.2K - $30.9K
|
2.87K
$35.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
633New |
$3.57K - $6.82K
|
633
$7.79K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$113 - $215
|
20
$246
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
354KNew |
$1.78M - $3.45M
|
354K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
257KNew |
$1.29M - $2.5M
|
257K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
198K+ 69.42% |
$996K - $1.93M
|
483K
$5.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Luminus Management LLC
Houston, TX |
BUY
|
- |
177KNew |
$890K - $1.72M
|
177K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
72.3KNew |
$364K - $705K
|
72.3K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
47.3KNew |
$238K - $461K
|
47.3K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
30.7KNew |
$155K - $299K
|
30.7K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$122K - $236K
|
24.3K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$85.4K - $165K
|
16.9K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.01K+ 77.95% |
$20.2K - $39.1K
|
9.16K
$113K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
44.2KNew |
$172K - $287K
|
44.2K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19.9KNew |
$77.5K - $129K
|
19.9K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
13.9KNew |
$53.9K - $90K
|
13.9K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$45.2K - $75.4K
|
11.6K
$143K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
145New |
$564 - $941
|
145
$1.78K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
70New |
$272 - $454
|
70
$861
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
40.8KNew |
$117K - $208K
|
40.8K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
20KNew |
$57.6K - $102K
|
20K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$36.2K - $64.1K
|
12.6K
$155K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.8KNew |
$31.1K - $55.1K
|
10.8K
$133K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
10.2KNew |
$29.3K - $52K
|
10.2K
$125K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
635+ 0.26% |
$1.83K - $3.24K
|
246K
$3.03M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
27KNew |
$50K - $103K
|
27K
$332K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.6KNew |
$39.9K - $82.1K
|
21.6K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
12.3KNew |
$22.7K - $46.7K
|
12.3K
$151K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
11.2KNew |
$20.6K - $42.5K
|
11.2K
$137K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
397KNew |
$524K - $968K
|
397K
$4.88M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$14.3K - $26.4K
|
10.8K
$133K
|
|