Purchases and Sales Made in Q2 2023 in Heritage Insurance Holdings, Inc. (HRTG)
This table provides information about the institutional ownership of Heritage Insurance Holdings, Inc. (HRTG) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23.2K- 69.57% |
$66.7K - $118K
|
10.1K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-23.2K- 69.57% |
$66.7K - $118K
|
10.1K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.3K- 6.99% |
$72.8K - $129K
|
336K
$3.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-25.6K- 11.45% |
$73.8K - $131K
|
198K
$2.32M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-35.5K- 63.61% |
$102K - $181K
|
20.3K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-39.5K- 3.06% |
$114K - $201K
|
1.25M
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-83.1K- 7.76% |
$239K - $424K
|
987K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-198K- 55.5% |
$570K - $1.01M
|
159K
$1.86M
|