Latest Institutional Sells of Heritage Insurance Holdings, Inc. (HRTG)
This list provides information on the latest institutional transactions involving Heritage Insurance Holdings, Inc. (HRTG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-176- 0.49% |
$1.59K - $2.23K
|
36K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-21- 14.79% |
$190 - $266
|
121
$2.75K
|
|
| Q3 2024 | |||||||
|
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
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-5.5K- 10.0% |
$34.4K - $91.6K
|
49.5K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.38K- 17.6% |
$27.4K - $73K
|
20.5K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-857- 55.65% |
$5.36K - $14.3K
|
683
$15.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-356K- 22.04% |
$2.43M - $3.92M
|
1.26M
$28.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-137K- 71.56% |
$933K - $1.5M
|
54.3K
$1.23M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1K- 50.0% |
$6.83K - $11K
|
1K
$22.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-560- 69.14% |
$3.82K - $6.15K
|
250
$5.68K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-65.8K- 43.86% |
$371K - $709K
|
84.2K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4- -0.0% |
$22.6 - $43.1
|
90.6K
$2.06M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-21.3K- 66.82% |
$107K - $207K
|
10.6K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.9K- 36.84% |
$29.7K - $57.5K
|
10.1K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5.3K- 11.75% |
$26.7K - $51.7K
|
39.8K
$903K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.24K- 19.37% |
$16.3K - $31.6K
|
13.5K
$306K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-7.7K- 22.18% |
$29.9K - $50K
|
27K
$613K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.02K- 1.9% |
$3.96K - $6.61K
|
52.7K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-367- 2.94% |
$1.43K - $2.38K
|
12.1K
$275K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-166- 3.34% |
$646 - $1.08K
|
4.8K
$109K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-50.3K- 49.97% |
$66.4K - $123K
|
50.4K
$1.14M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-105K- 83.87% |
$218K - $367K
|
20.1K
$457K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.64K- 8.24% |
$20K - $33.7K
|
107K
$2.44M
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Royce & Associates LP
|
SELL
|
- |
-160KClosed |
$421K - $1.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-137KClosed |
$361K - $938K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-12.8KClosed |
$33.9K - $87.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.2KClosed |
$29.6K - $76.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6KClosed |
$15.8K - $41.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.16K- 22.07% |
$8.33K - $21.6K
|
11.1K
$253K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-2.62KClosed |
$6.92K - $18K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-909Closed |
$2.4K - $6.23K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-36.2KClosed |
$197K - $263K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-13.4KClosed |
$72.8K - $97.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-11.7KClosed |
$63.6K - $85K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-6.71KClosed |
$36.5K - $48.8K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-104Closed |
$566 - $757
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-88Closed |
$479 - $641
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-416KClosed |
$2.34M - $3.03M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-102KClosed |
$573K - $743K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-57.5KClosed |
$323K - $418K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-29.8KClosed |
$167K - $216K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-29KClosed |
$163K - $211K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.8KClosed |
$139K - $180K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-22.7KClosed |
$127K - $165K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-14.9KClosed |
$83.5K - $108K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.64KClosed |
$14.8K - $19.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.57KClosed |
$14.4K - $18.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-577Closed |
$3.24K - $4.19K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-183Closed |
$1.03K - $1.33K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-253KClosed |
$1.4M - $2.21M
|
0
$0
|
|