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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.14K- 3.23% |
$25.2K - $29.3K
|
34.2K
$759K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-95- 0.66% |
$2.1K - $2.44K
|
14.3K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.3K- 19.43% |
$250K - $291K
|
46.8K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
375New |
$8.3K - $9.65K
|
375
$8.33K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.46K- 15.33% |
$54.5K - $63.4K
|
13.6K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.69K+ 19.54% |
$59.5K - $69.2K
|
16.4K
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18K- 6.54% |
$398K - $463K
|
257K
$5.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.64K- 0.32% |
$36.3K - $42.2K
|
503K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.4K+ 1.26% |
$230K - $268K
|
838K
$18.6M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.9K- 27.58% |
$241K - $281K
|
28.6K
$636K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-29.6K- 21.07% |
$654K - $761K
|
111K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
2.89K+ 1.74% |
$64K - $74.5K
|
169K
$3.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.46K- 80.39% |
$32.3K - $37.5K
|
356
$7.91K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 160.11% |
$32.1K - $37.3K
|
2.35K
$52.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-289- 79.61% |
$6.4K - $7.44K
|
74
$1.64K
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-9.32K- 24.47% |
$206K - $240K
|
28.8K
$639K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.6K+ 20.33% |
$35.3K - $41.1K
|
9.45K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-27.9K- 35.77% |
$618K - $718K
|
50.1K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-12K- 4.66% |
$265K - $308K
|
245K
$5.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.71K- 14.98% |
$37.9K - $44K
|
9.71K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-109- 1.24% |
$2.41K - $2.8K
|
8.65K
$192K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-9.67K- 0.47% |
$214K - $249K
|
2.03M
$45.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.02KNew |
$200K - $232K
|
9.02K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
220K+ 9.15% |
$4.87M - $5.67M
|
2.63M
$58.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$22.1 - $25.7
|
20.3K
$451K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-31.4K- 45.93% |
$695K - $808K
|
37K
$822K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.59K+ 1.42% |
$102K - $118K
|
328K
$7.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-573- 16.74% |
$12.7K - $14.7K
|
2.85K
$63.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
182+ 9.3% |
$4.03K - $4.68K
|
2.14K
$47.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
176New |
$3.89K - $4.53K
|
176
$3.91K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.55K- 0.7% |
$34.2K - $39.8K
|
221K
$4.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
960+ 2.75% |
$21.2K - $24.7K
|
35.9K
$797K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.24% |
$66.4 - $77.2
|
1.24K
$27.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-104K- 73.76% |
$2.3M - $2.68M
|
37K
$822K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
21+ 5.6% |
$465 - $540
|
396
$8.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-52.8K- 2.18% |
$1.17M - $1.36M
|
2.37M
$52.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 21.05% |
$443 - $515
|
75
$1.67K
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.34K+ 1.02% |
$29.6K - $34.5K
|
133K
$2.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-31- 9.9% |
$686 - $798
|
282
$6.27K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-520- 2.81% |
$11.5K - $13.4K
|
18K
$399K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
16.2K+ 13.91% |
$358K - $416K
|
132K
$2.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.51K- 1.49% |
$33.5K - $38.9K
|
99.9K
$2.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 3.85% |
$155 - $180
|
189
$4.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
108+ 16.1% |
$2.39K - $2.78K
|
779
$17.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-9.23K- 3.47% |
$204K - $238K
|
257K
$5.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.75K+ 2.77% |
$38.6K - $44.9K
|
64.7K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.9K+ 43.32% |
$240K - $280K
|
35.9K
$799K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
14+ 15.22% |
$310 - $360
|
106
$2.36K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.3K- 8.82% |
$404K - $470K
|
189K
$4.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-98- 96.08% |
$2.17K - $2.52K
|
4
$88.9
|
|