Purchases and Sales Made in Q1 2025 in Heritage Insurance Holdings, Inc. (HRTG)
This table provides information about the institutional ownership of Heritage Insurance Holdings, Inc. (HRTG) during Q1 2025. The information is specifically focused on institutions that hold shares of Heritage Insurance Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
195New |
$2.12K - $2.88K
|
195
$4.43K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
176+ 0.49% |
$1.91K - $2.6K
|
36.1K
$820K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-8- 0.86% |
$87 - $118
|
925
$21K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 15.69% |
$87 - $118
|
43
$976
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-25- -0.0% |
$272 - $369
|
1.33M
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-250- 30.64% |
$2.72K - $3.69K
|
566
$12.8K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-263- 0.58% |
$2.86K - $3.88K
|
45.2K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-293- 2.19% |
$3.19K - $4.32K
|
13.1K
$297K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-599- 0.14% |
$6.52K - $8.84K
|
431K
$9.79M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-632- 0.68% |
$6.88K - $9.32K
|
92.2K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-907- 6.91% |
$9.87K - $13.4K
|
12.2K
$277K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.18K- 1.71% |
$12.8K - $17.4K
|
67.8K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.24K- 7.82% |
$13.5K - $18.3K
|
14.6K
$332K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.25K- 2.5% |
$13.6K - $18.5K
|
48.9K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.69K- 8.91% |
$18.4K - $24.9K
|
17.3K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.07K- 3.63% |
$22.5K - $30.5K
|
54.8K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.13K- 12.73% |
$23.2K - $31.4K
|
14.6K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.87K- 93.07% |
$31.2K - $42.4K
|
214
$4.86K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.91K- 22.67% |
$31.7K - $43K
|
9.94K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.27K- 29.48% |
$35.6K - $48.3K
|
7.83K
$178K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.7K- 17.56% |
$51.1K - $69.3K
|
22K
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.14K- 3.48% |
$55.9K - $75.8K
|
143K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5.5K- 6.18% |
$59.8K - $81.1K
|
83.5K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.89K- 33.72% |
$75K - $102K
|
13.5K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.12K- 2.04% |
$77.4K - $105K
|
341K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-8.06K- 44.32% |
$87.7K - $119K
|
10.1K
$230K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-8.22K- 1.31% |
$89.4K - $121K
|
620K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-8.41K- 18.82% |
$91.5K - $124K
|
36.3K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 37.08% |
$113K - $153K
|
17.6K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-12K- 96.72% |
$130K - $177K
|
406
$9.22K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-16.6K- 35.61% |
$180K - $244K
|
30K
$680K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-19.2K- 27.26% |
$209K - $283K
|
51.2K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-21.5K- 14.64% |
$233K - $317K
|
125K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.7K- 5.91% |
$247K - $335K
|
362K
$8.22M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-24.1K- 36.59% |
$262K - $355K
|
41.7K
$948K
|