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 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.32KNew |
$91.1K - $123K
|
5.32K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.5KNew |
$266K - $360K
|
15.5K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
299+ 67.95% |
$5.12K - $6.93K
|
739
$15.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.4K- 2.03% |
$24K - $32.4K
|
67.7K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-17.5K- 97.32% |
$301K - $407K
|
484
$10.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
47New |
$805 - $1.09K
|
47
$997
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.2K- 10.0% |
$54.8K - $74.1K
|
28.8K
$611K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.9K- 33.81% |
$83.9K - $114K
|
9.59K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
500+ 9.44% |
$8.57K - $11.6K
|
5.8K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 22.54% |
$274 - $371
|
87
$1.85K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$68.5 - $92.7
|
4
$84.8
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.83K+ 5.67% |
$30.5K - $34.8K
|
34K
$722K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$6.67K - $7.63K
|
400
$8.48K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
54KNew |
$901K - $1.03M
|
54K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
28.2KNew |
$471K - $538K
|
28.2K
$599K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.6KNew |
$394K - $450K
|
23.6K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.88KNew |
$115K - $131K
|
6.88K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
160KNew |
$2.67M - $3.05M
|
160K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-177- 1.14% |
$2.95K - $3.38K
|
15.3K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-4.57K- 14.35% |
$76.3K - $87.3K
|
27.3K
$579K
|
|
|
Aug 13, 2024
Q2 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-40.2K- 33.19% |
$670K - $766K
|
80.9K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-138K- 2.69% |
$2.3M - $2.63M
|
4.98M
$106M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-891- 34.41% |
$14.9K - $17K
|
1.7K
$36K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55+ 34.81% |
$917 - $1.05K
|
213
$4.52K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
30.9KNew |
$516K - $590K
|
30.9K
$656K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
18.3K+ 59.99% |
$306K - $350K
|
48.9K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$66.7 - $76.3
|
4
$84.8
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13+ 162.5% |
$217 - $248
|
21
$445
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 27.78% |
$167 - $191
|
26
$551
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$24.7K - $28.3K
|
1.48K
$31.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-30- 0.15% |
$500 - $572
|
20.5K
$434K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.25KNew |
$20.8K - $23.8K
|
1.25K
$26.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$16.7 - $19.1
|
1
$21.2
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
86New |
$1.43K - $1.64K
|
86
$1.82K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 66.67% |
$133 - $153
|
20
$424
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.8K+ 44.32% |
$282K - $333K
|
51.3K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
114K+ 1730.07% |
$2.05M - $2.42M
|
121K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-166- 0.88% |
$2.97K - $3.51K
|
18.7K
$397K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-30.3K- 55.57% |
$542K - $641K
|
24.2K
$514K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.5KNew |
$205K - $243K
|
11.5K
$243K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.5KNew |
$349K - $413K
|
19.5K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$125 - $148
|
7
$148
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.22K- 3.18% |
$75.4K - $89.2K
|
129K
$2.73M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-61.5K- 22.52% |
$982K - $1.36M
|
212K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
4.4K+ 3.24% |
$70.3K - $97K
|
140K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 172.81% |
$324K - $447K
|
32K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2KNew |
$180K - $248K
|
11.2K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.8KNew |
$380K - $524K
|
23.8K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-317K- 59.08% |
$5.06M - $6.98M
|
219K
$4.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25New |
$399 - $551
|
25
$530
|
|