Purchases and Sales Made in Q3 2024 in Heritage Insurance Holdings, Inc. (HRTG)
This table provides information about the institutional ownership of Heritage Insurance Holdings, Inc. (HRTG) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-61.9K- 82.25% |
$387K - $1.03M
|
13.4K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-119K- 47.64% |
$746K - $1.99M
|
131K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-137K- 45.54% |
$857K - $2.28M
|
164K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 39.28% |
$938K - $2.5M
|
232K
$5.27M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 39.28% |
$938K - $2.5M
|
232K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-278K- 72.72% |
$1.74M - $4.63M
|
104K
$2.37M
|