Latest Institutional Purchases of Heritage Financial Corp (HFWA)
This list provides information on the latest institutional transactions involving Heritage Financial Corp (HFWA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
466K+ 26.75% |
$9.67M - $12.7M
|
2.21M
$54.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
190KNew |
$3.94M - $5.18M
|
190K
$4.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$237K - $311K
|
11.4K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
11.3K+ 199.95% |
$234K - $308K
|
16.9K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11.2KNew |
$232K - $305K
|
11.2K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10.1K+ 98.29% |
$209K - $275K
|
20.3K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
9.36KNew |
$194K - $255K
|
9.36K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.76KNew |
$182K - $239K
|
8.76K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.73K+ 0.7% |
$181K - $238K
|
1.25M
$31.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.72K+ 5.06% |
$119K - $156K
|
119K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.81K+ 18.03% |
$79.2K - $104K
|
25K
$622K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.48K+ 5.23% |
$51.4K - $67.6K
|
49.8K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
705+ 597.46% |
$14.6K - $19.2K
|
823
$20.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
225+ 6.82% |
$4.67K - $6.14K
|
3.52K
$87.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 3.54% |
$1.45K - $1.91K
|
2.05K
$50.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
59+ 0.53% |
$1.23K - $1.61K
|
11.3K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46+ 5.92% |
$955 - $1.25K
|
823
$20.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
23+ 0.23% |
$478 - $627
|
10K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$104 - $136
|
5
$125
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
328KNew |
$5.61M - $7.59M
|
328K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
125K+ 47.86% |
$2.14M - $2.9M
|
387K
$9.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
100K+ 5.17% |
$1.71M - $2.32M
|
2.03M
$50.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
54.9KNew |
$940K - $1.27M
|
54.9K
$1.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
37.6K+ 105.36% |
$644K - $871K
|
73.3K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.8K+ 103.72% |
$460K - $622K
|
52.7K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
26.1K+ 1.53% |
$446K - $604K
|
1.73M
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.8K+ 46.94% |
$356K - $482K
|
65.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.3KNew |
$348K - $471K
|
20.3K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.5KNew |
$266K - $360K
|
15.5K
$387K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.3K+ 73.81% |
$261K - $354K
|
35.9K
$895K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.9K+ 5.35% |
$255K - $345K
|
293K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$242K - $327K
|
14.1K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.1K+ 23.25% |
$208K - $281K
|
64.4K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.6K+ 19.19% |
$198K - $268K
|
71.8K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
11KNew |
$189K - $256K
|
11K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
9.91KNew |
$170K - $230K
|
9.91K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.45K+ 67.1% |
$162K - $219K
|
23.5K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.72K+ 71.7% |
$149K - $202K
|
20.9K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.64K+ 37.78% |
$148K - $200K
|
31.5K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.77K+ 42.16% |
$133K - $180K
|
26.2K
$652K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.73K+ 3.05% |
$115K - $156K
|
227K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
5.76K+ 2.51% |
$98.7K - $134K
|
236K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.32KNew |
$91.1K - $123K
|
5.32K
$132K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.6K+ 32.75% |
$78.9K - $107K
|
18.7K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.24K+ 35.56% |
$72.7K - $98.3K
|
16.2K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
4.01K+ 0.25% |
$68.7K - $93K
|
1.59M
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 3.54% |
$59.9K - $81K
|
102K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.81K+ 5.94% |
$48.2K - $65.2K
|
50.1K
$1.25M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 14.43% |
$47.9K - $64.8K
|
22.2K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.96K+ 5.5% |
$33.6K - $45.4K
|
37.6K
$935K
|
|