Latest Institutional Transactions on Heritage Financial Corp (HFWA)

HFWA Quotes by TradingView

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 14, 2023 Q4 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
38.4K
New
$1.03M - $1.32M
38.4K $854K
Feb 14, 2023 Q4 2022
Driehaus Capital Management LLC

Chicago, IL
BUY
 -
171K
New
$4.57M - $5.86M
171K $3.81M
Feb 14, 2023 Q4 2022
Ergoteles LLC

New York, NY
BUY
 -
21.4K
New
$571K - $733K
21.4K $475K
Feb 13, 2023 Q4 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
130K
New
$3.46M - $4.44M
130K $2.88M
Feb 13, 2023 Q4 2022
Stieven Capital Advisors, L.P.

St. Louis, MO
SELL
 -
-55.3K
- 14.86%
$1.48M - $1.89M
317K $7.04M
Feb 10, 2023 Q4 2022
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
374
+ 5.36%
$9.99K - $12.8K
7.36K $163K
Feb 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
BUY
 -
3.9K
New
$104K - $133K
3.9K $86.5K
Feb 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
BUY
 PUT
5.7K
New
$152K - $195K
5.7K $127K
Feb 09, 2023 Q4 2022
Bank Of Nova Scotia

BUY
 -
8.84K
New
$236K - $303K
8.84K $196K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
6.43K
New
$172K - $220K
6.43K $143K
Feb 06, 2023 Q4 2022
Robeco Institutional Asset Management B.V.

BUY
 -
53.8K
+ 89.34%
$1.44M - $1.84M
114K $2.53M
Feb 03, 2023 Q4 2022
Emerald Mutual Fund Advisers Trust

BUY
 -
32.2K
New
$860K - $1.1M
32.2K $715K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
6.64K
New
$177K - $227K
6.64K $148K
Jan 31, 2023 Q4 2022
Everence Capital Management Inc

BUY
 -
3.95K
+ 45.25%
$106K - $135K
12.7K $282K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
16.7K
New
$446K - $572K
16.7K $371K
Jan 30, 2023 Q4 2022
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-4.75K
- 16.55%
$127K - $163K
24K $533K
Jan 27, 2023 Q4 2022
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
33.3K
New
$890K - $1.14M
33.3K $740K
Jan 11, 2023 Q4 2022
Macroview Investment Management LLC

BUY
 -
327
New
$8.73K - $11.2K
327 $7.27K
Q3 2022
Nov 14, 2022 Q3 2022
Basswood Capital Management, L.L.C.

New York, NY
SELL
 -
-393K
- 62.98%
$9.81M - $11.1M
231K $5.13M
Nov 14, 2022 Q3 2022
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-4.21K
- 31.53%
$105K - $119K
9.14K $203K
Nov 14, 2022 Q3 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-434
Closed
$10.9K - $12.2K
0 $0
Nov 14, 2022 Q3 2022
State Of Wyoming

Cheyenne, WY
BUY
 -
3.04K
+ 391.13%
$76.1K - $85.8K
3.82K $84.9K
Nov 14, 2022 Q3 2022
Rhino Investment Partners, Inc

West Conshohocken, PA
BUY
 -
19.4K
+ 8.93%
$485K - $548K
237K $5.26M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-103
- 0.65%
$2.58K - $2.91K
15.7K $349K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
204
New
$5.1K - $5.75K
204 $4.53K
Q2 2022
Aug 15, 2022 Q2 2022
Man Group PLC

London, X0
SELL
 -
-13.2K
Closed
$316K - $347K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-102
Closed
$2.44K - $2.69K
0 $0
Aug 15, 2022 Q2 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-11K
- 57.02%
$262K - $289K
8.26K $184K
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
12.5K
New
$299K - $329K
12.5K $277K
Aug 12, 2022 Q2 2022
Mirabella Financial Services LLP

London, X0
BUY
 -
10.1K
New
$241K - $265K
10.1K $224K
Aug 12, 2022 Q2 2022
Bhz Capital Management, LP

San Jose, CA
SELL
 -
-12.2K
Closed
$292K - $321K
0 $0
Aug 11, 2022 Q2 2022
Jacobs Asset Management, LLC

New York, NY
SELL
 -
-94.8K
Closed
$2.27M - $2.5M
0 $0
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-101
Closed
$2.42K - $2.66K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Jefferies Group LLC

New York, NY
SELL
 -
-10.6K
Closed
$257K - $289K
0 $0
May 13, 2022 Q1 2022
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-19K
Closed
$459K - $518K
0 $0
May 13, 2022 Q1 2022
Caption Management, LLC

Oklahoma City, OK
SELL
 -
-15K
Closed
$363K - $409K
0 $0
May 04, 2022 Q1 2022
Summer Haven Investment Management, LLC

BUY
 -
1.64K
+ 4.6%
$39.7K - $44.7K
37.3K $829K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-210
Closed
$5.08K - $5.72K
0 $0
Apr 20, 2022 Q1 2022
Concord Wealth Partners

SELL
 -
-123
Closed
$2.97K - $3.35K
0 $0
Q4 2021
Feb 11, 2022 Q4 2021
Ensign Peak Advisors, Inc

Salt Lake City, UT
SELL
 -
-4.29K
- 44.69%
$98.7K - $111K
5.31K $118K
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-1
- 1.56%
$23 - $26
63 $1.4K
Q3 2021
Nov 15, 2021 Q3 2021
Point72 Hong Kong LTD

Hong Kong, K3
SELL
 -
-1K
Closed
$22.4K - $26K
0 $0
Nov 10, 2021 Q3 2021
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-172K
Closed
$3.86M - $4.48M
0 $0
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-17.9K
Closed
$401K - $466K
0 $0
Nov 04, 2021 Q3 2021
Knowledge Leaders Capital, LLC

SELL
 -
-35.2K
Closed
$787K - $914K
0 $0
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-1.2K
Closed
$26.8K - $31.1K
0 $0
Q2 2021
Aug 09, 2021 Q2 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.88K
Closed
$46.1K - $55.3K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-9K
Closed
$221K - $265K
0 $0
Aug 03, 2021 Q2 2021
Handelsbanken Fonder Ab

BUY
 -
9.02K
New
$222K - $266K
9.02K $200K

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