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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-39.4K- 33.68% |
$826K - $965K
|
77.5K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
21.2KNew |
$444K - $518K
|
21.2K
$470K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 76.92% |
$839 - $980
|
92
$2.04K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-3.8K- 10.0% |
$79.7K - $93.1K
|
34.2K
$760K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
14New |
$294 - $343
|
14
$311
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-332- 71.71% |
$6.96K - $8.13K
|
131
$2.91K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 100.0% |
$315 - $368
|
30
$667
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.5K- 23.62% |
$52.4K - $61.3K
|
8.08K
$180K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
80New |
$1.68K - $1.96K
|
80
$1.78K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
46New |
$965 - $1.13K
|
46
$1.02K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
6.14KNew |
$129K - $151K
|
6.14K
$137K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.45KNew |
$195K - $218K
|
8.45K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-3.25K- 19.23% |
$75.1K - $83.9K
|
13.7K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
8.61KNew |
$199K - $222K
|
8.61K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-7.8K- 26.9% |
$180K - $201K
|
21.2K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 265.52% |
$1.78K - $1.98K
|
106
$2.36K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.9KNew |
$298K - $333K
|
12.9K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
925+ 8.27% |
$21.3K - $23.8K
|
12.1K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-288- 1.39% |
$6.65K - $7.42K
|
20.4K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5.28K+ 36.39% |
$122K - $136K
|
19.8K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
123KNew |
$2.83M - $3.16M
|
123K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18New |
$415 - $464
|
18
$400
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.7K+ 115.16% |
$893K - $998K
|
72.3K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.79KNew |
$64.4K - $71.9K
|
2.79K
$62K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$23.1 - $25.8
|
1
$22.2
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.5K- 2.22% |
$34.6K - $38.7K
|
66.2K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.73K- 14.85% |
$39.9K - $44.6K
|
9.92K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$254 - $283
|
11
$244
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-341- 0.81% |
$7.87K - $8.79K
|
42K
$932K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
74.5KNew |
$1.72M - $1.92M
|
74.5K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
525New |
$12.1K - $13.5K
|
525
$11.7K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
61.9KNew |
$1.43M - $1.59M
|
61.9K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.7KNew |
$801K - $894K
|
34.7K
$771K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$23.1 - $25.8
|
1
$22.2
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-344- 46.55% |
$7.94K - $8.86K
|
395
$8.78K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
8.8KNew |
$203K - $227K
|
8.8K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135New |
$3.12K - $3.48K
|
135
$3K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-83.9K- 79.92% |
$1.94M - $2.16M
|
21.1K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
856New |
$19.8K - $22.1K
|
856
$19K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 1.58% |
$300 - $335
|
810
$18K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
22.3KNew |
$464K - $609K
|
22.3K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.4KNew |
$362K - $475K
|
17.4K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-9.61K- 39.08% |
$200K - $262K
|
15K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
11.4K+ 96.94% |
$236K - $311K
|
23.1K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.55K+ 81.57% |
$73.7K - $96.8K
|
7.9K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-896- 7.15% |
$18.6K - $24.4K
|
11.6K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.98K+ 518.99% |
$61.9K - $81.3K
|
3.55K
$78.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.19KNew |
$24.7K - $32.4K
|
1.19K
$26.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
57.6KNew |
$1.2M - $1.57M
|
57.6K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.37KNew |
$174K - $228K
|
8.37K
$186K
|
|