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 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.26K+ 316.92% |
$27.8K - $32.3K
|
1.65K
$36.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
156+ 1.57% |
$3.45K - $4.01K
|
10.1K
$224K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 11.19% |
$458K - $532K
|
164K
$3.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.6K- 42.8% |
$544K - $633K
|
32.9K
$730K
|
|
|
Oct 31, 2025
Q3 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
446KNew |
$9.86M - $11.5M
|
446K
$9.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
30.7K+ 112.47% |
$680K - $791K
|
58K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 7.69% |
$22.1 - $25.7
|
14
$311
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-2.7K- 10.71% |
$59.8K - $69.5K
|
22.5K
$500K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
103K+ 3.45% |
$2.27M - $2.64M
|
3.08M
$68.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
15New |
$332 - $386
|
15
$333
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
340+ 3.49% |
$7.52K - $8.75K
|
10.1K
$224K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.0% |
$44.3 - $51.5
|
53.5K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
727+ 1546.81% |
$16.1K - $18.7K
|
774
$17.2K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
395New |
$8.74K - $10.2K
|
395
$8.78K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-600- 10.18% |
$13.3K - $15.4K
|
5.3K
$118K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
102New |
$2.26K - $2.62K
|
102
$2.27K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-20- 34.48% |
$443 - $515
|
38
$844
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.94K- 26.16% |
$43K - $49.9K
|
5.48K
$122K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
105+ 107.14% |
$2.32K - $2.7K
|
203
$4.51K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
18New |
$398 - $463
|
18
$400
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.85K- 9.12% |
$41K - $47.6K
|
18.4K
$410K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 2.55% |
$4.43K - $5.15K
|
7.63K
$170K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-55.4K- 23.81% |
$1.23M - $1.43M
|
177K
$3.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-277- 2.31% |
$6.13K - $7.13K
|
11.7K
$260K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.89% |
$6.64K - $7.72K
|
15.6K
$347K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
191New |
$4.23K - $4.91K
|
191
$4.24K
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
26.7K+ 61.04% |
$591K - $688K
|
70.5K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.84K+ 100.5% |
$84.9K - $98.8K
|
7.66K
$170K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
450+ 3.75% |
$9.96K - $11.6K
|
12.5K
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40+ 153.85% |
$885 - $1.03K
|
66
$1.47K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.42K- 18.75% |
$53.6K - $62.3K
|
10.5K
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.11K- 11.58% |
$135K - $157K
|
46.7K
$1.04M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
45+ 5.16% |
$996 - $1.16K
|
917
$20.4K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-277- 6.08% |
$6.13K - $7.13K
|
4.28K
$95.1K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.73K+ 5.36% |
$99.1K - $116K
|
92.9K
$2.06M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.61K- 7.26% |
$54.7K - $63.9K
|
33.3K
$740K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43New |
$902 - $1.05K
|
43
$955
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-20.2K- 70.02% |
$424K - $496K
|
8.66K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
289+ 270.09% |
$6.06K - $7.08K
|
396
$8.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
10.6K+ 3.35% |
$222K - $259K
|
327K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
25.7KNew |
$539K - $630K
|
25.7K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.66K+ 8.74% |
$55.8K - $65.2K
|
33.1K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$223K - $261K
|
10.6K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-7.29K- 46.17% |
$153K - $179K
|
8.51K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
27.5K+ 9166.67% |
$577K - $674K
|
27.8K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
25.2K+ 287.01% |
$528K - $617K
|
34K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
18.7KNew |
$393K - $459K
|
18.7K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-71.2K- 45.73% |
$1.49M - $1.74M
|
84.5K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5- 0.02% |
$105 - $123
|
21.2K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|