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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
145New |
$564 - $941
|
145
$1.84K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
70New |
$272 - $454
|
70
$887
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
40.8KNew |
$117K - $208K
|
40.8K
$517K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
20KNew |
$57.6K - $102K
|
20K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$36.2K - $64.1K
|
12.6K
$159K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.8KNew |
$31.1K - $55.1K
|
10.8K
$137K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
635+ 0.26% |
$1.83K - $3.24K
|
246K
$3.12M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
27KNew |
$50K - $103K
|
27K
$342K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.6KNew |
$39.9K - $82.1K
|
21.6K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
12.3KNew |
$22.7K - $46.7K
|
12.3K
$155K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
11.2KNew |
$20.6K - $42.5K
|
11.2K
$141K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
397KNew |
$524K - $968K
|
397K
$5.02M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$14.3K - $26.4K
|
10.8K
$137K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.06KNew |
$1.4K - $2.59K
|
1.06K
$13.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
758+ 2.27% |
$1K - $1.85K
|
34.1K
$432K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
30.8K+ 1538.85% |
$64K - $108K
|
32.8K
$415K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
9K+ 64.29% |
$18.7K - $31.5K
|
23K
$291K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
51.8KNew |
$137K - $355K
|
51.8K
$656K
|
|
|
Aug 15, 2022
Q2 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
14.4KNew |
$37.9K - $98.4K
|
14.4K
$182K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
14.2KNew |
$37.5K - $97.2K
|
14.2K
$180K
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
13KNew |
$34.3K - $89K
|
13K
$165K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 31.85% |
$33.6K - $87.1K
|
52.6K
$667K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11KNew |
$28.9K - $75.1K
|
11K
$139K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.48K+ 8290.48% |
$9.19K - $23.9K
|
3.52K
$44.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.82K+ 15.39% |
$4.81K - $12.5K
|
13.7K
$173K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
159+ 28.09% |
$420 - $1.09K
|
725
$9.19K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14New |
$37 - $95.9
|
14
$177
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Acuitas Investments, LLC
|
BUY
|
- |
359K+ 76.02% |
$1.95M - $2.61M
|
830K
$10.5M
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
56New |
$310 - $489
|
56
$710
|
|
| Q1 2021 | |||||||
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
547K+ 1114.92% |
$5.02M - $6.55M
|
596K
$7.55M
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
129KNew |
$1.72M - $2.05M
|
129K
$1.64M
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
8.57KNew |
$123K - $150K
|
8.57K
$109K
|
|
|
Oct 26, 2018
Q3 2018
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
400New |
$5.73K - $6.98K
|
400
$5.07K
|
|
| Q4 2017 | |||||||
|
Jan 17, 2018
Q4 2017
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
14.7KNew |
$204K - $274K
|
14.7K
$186K
|
|