Latest Institutional Transactions on Heritage Financial Corp (HFWA)
This table provides information on the latest institutional transactions involving Heritage Financial Corp (HFWA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
112K+ 356.95% |
$2.33M - $3.07M
|
144K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.58K- 5.15% |
$53.6K - $70.4K
|
47.6K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-231K- 13.37% |
$4.8M - $6.3M
|
1.5M
$36.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103K+ 83.28% |
$2.13M - $2.8M
|
226K
$5.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
23.3K+ 211.55% |
$485K - $636K
|
34.4K
$834K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
46.8K+ 12.1% |
$971K - $1.28M
|
433K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
11.4K+ 15.92% |
$237K - $312K
|
83.2K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.2KNew |
$440K - $578K
|
21.2K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.48K- 86.16% |
$30.7K - $40.3K
|
237
$5.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.41K+ 24.53% |
$91.6K - $120K
|
22.4K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-9.87K- 1.22% |
$205K - $269K
|
800K
$19.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
44K+ 187.05% |
$914K - $1.2M
|
67.6K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
29New |
$602 - $791
|
29
$704
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
3.87K+ 13.01% |
$80.4K - $106K
|
33.6K
$815K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.4K- 25.51% |
$341K - $448K
|
48K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-14.7K- 5.02% |
$306K - $401K
|
278K
$6.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.76KNew |
$140K - $184K
|
6.76K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.85KNew |
$142K - $187K
|
6.85K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6.4KNew |
$133K - $175K
|
6.4K
$155K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-73.1K- 16.41% |
$1.52M - $1.99M
|
372K
$9.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-43.7K- 1.76% |
$909K - $1.19M
|
2.44M
$59.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.85KNew |
$163K - $214K
|
7.85K
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-450- 1.26% |
$9.35K - $12.3K
|
35.2K
$854K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
15.8K+ 85.77% |
$329K - $432K
|
34.3K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11.6K+ 116.97% |
$241K - $316K
|
21.5K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-45K- 16.67% |
$936K - $1.23M
|
225K
$5.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-92.4K- 75.09% |
$1.92M - $2.52M
|
30.7K
$744K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$644 - $846
|
31
$752
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 2.5% |
$706 - $928
|
1.33K
$32.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
11.3K+ 199.95% |
$234K - $308K
|
16.9K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102- 23.67% |
$2.12K - $2.78K
|
329
$7.98K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41New |
$852 - $1.12K
|
41
$995
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.12K- 3.13% |
$148K - $194K
|
220K
$5.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 62.5% |
$5.19K - $6.82K
|
150
$3.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.73K+ 0.7% |
$181K - $238K
|
1.25M
$30.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
9.36KNew |
$194K - $255K
|
9.36K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.48K+ 5.23% |
$51.4K - $67.6K
|
49.8K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
23+ 0.23% |
$478 - $627
|
10K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-11.9K- 5.45% |
$247K - $325K
|
207K
$5.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$237K - $311K
|
11.4K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 2.94% |
$20.8 - $27.3
|
33
$801
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-156K- 93.63% |
$3.23M - $4.24M
|
10.6K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-82- 61.65% |
$1.7K - $2.24K
|
51
$1.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
705+ 597.46% |
$14.6K - $19.2K
|
823
$20K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$104 - $136
|
5
$121
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
225+ 6.82% |
$4.67K - $6.14K
|
3.52K
$85.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 63.64% |
$727 - $955
|
20
$485
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10.1K+ 98.29% |
$209K - $275K
|
20.3K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-92- 0.9% |
$1.91K - $2.51K
|
10.1K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.23% |
$2.08K - $2.73K
|
8.03K
$195K
|