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 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
23.3K+ 211.55% |
$485K - $636K
|
34.4K
$764K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.48K- 86.16% |
$30.7K - $40.3K
|
237
$5.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.85KNew |
$142K - $187K
|
6.85K
$152K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6.4KNew |
$133K - $175K
|
6.4K
$142K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.76KNew |
$140K - $184K
|
6.76K
$150K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$644 - $846
|
31
$689
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 62.5% |
$5.19K - $6.82K
|
150
$3.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$237K - $311K
|
11.4K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.81K+ 18.03% |
$79.2K - $104K
|
25K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.76KNew |
$182K - $239K
|
8.76K
$195K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 50.0% |
$935 - $1.23K
|
45
$1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-106K- 77.75% |
$1.82M - $2.46M
|
30.3K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.2K- 2.92% |
$20.5K - $27.7K
|
39.8K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-15.8KClosed |
$271K - $366K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-238- 55.61% |
$4.08K - $5.51K
|
190
$4.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 3.54% |
$59.9K - $81K
|
102K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.3KNew |
$348K - $471K
|
20.3K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.91K- 8.21% |
$84.2K - $114K
|
54.9K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-125K- 31.25% |
$2.14M - $2.9M
|
275K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
54.9KNew |
$940K - $1.27M
|
54.9K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.32KNew |
$91.1K - $123K
|
5.32K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.5KNew |
$266K - $360K
|
15.5K
$345K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-17.5K- 97.32% |
$301K - $407K
|
484
$10.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
47New |
$805 - $1.09K
|
47
$1.04K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$68.5 - $92.7
|
4
$88.9
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
4.9K+ 51.08% |
$81.7K - $93.5K
|
14.5K
$322K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$6.67K - $7.63K
|
400
$8.89K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
54KNew |
$901K - $1.03M
|
54K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-177- 1.14% |
$2.95K - $3.38K
|
15.3K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
160KNew |
$2.67M - $3.05M
|
160K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.6KNew |
$394K - $450K
|
23.6K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
28.2KNew |
$471K - $538K
|
28.2K
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-891- 34.41% |
$14.9K - $17K
|
1.7K
$37.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-138K- 2.69% |
$2.3M - $2.63M
|
4.98M
$111M
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-4.57K- 14.35% |
$76.3K - $87.3K
|
27.3K
$607K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
30.9KNew |
$516K - $590K
|
30.9K
$687K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13+ 162.5% |
$217 - $248
|
21
$467
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$24.7K - $28.3K
|
1.48K
$32.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-30- 0.15% |
$500 - $572
|
20.5K
$454K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$16.7 - $19.1
|
1
$22.2
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 66.67% |
$133 - $153
|
20
$444
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.8K+ 44.32% |
$282K - $333K
|
51.3K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
114K+ 1730.07% |
$2.05M - $2.42M
|
121K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-166- 0.88% |
$2.97K - $3.51K
|
18.7K
$416K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-30.3K- 55.57% |
$542K - $641K
|
24.2K
$539K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.5KNew |
$205K - $243K
|
11.5K
$255K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.5KNew |
$349K - $413K
|
19.5K
$434K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$125 - $148
|
7
$156
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.22K- 3.18% |
$75.4K - $89.2K
|
129K
$2.86M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 172.81% |
$324K - $447K
|
32K
$712K
|
|