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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
463KNew |
$10.3M - $11.9M
|
463K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
446KNew |
$9.86M - $11.5M
|
446K
$9.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
220K+ 9.15% |
$4.87M - $5.67M
|
2.63M
$58.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
103K+ 3.45% |
$2.27M - $2.64M
|
3.08M
$68.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
73.6K+ 40.22% |
$1.63M - $1.89M
|
257K
$5.7M
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
69.9K+ 49.77% |
$1.55M - $1.8M
|
210K
$4.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43K+ 43.9% |
$951K - $1.11M
|
141K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.2K+ 19.47% |
$778K - $904K
|
216K
$4.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
30.7K+ 112.47% |
$680K - $791K
|
58K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
26.7K+ 61.04% |
$591K - $688K
|
70.5K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.5K+ 89.16% |
$365K - $424K
|
35K
$777K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
16.2K+ 13.91% |
$358K - $416K
|
132K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.3K+ 12.49% |
$317K - $368K
|
129K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$278K - $323K
|
12.5K
$279K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.9K+ 43.32% |
$240K - $280K
|
35.9K
$799K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.8KNew |
$240K - $279K
|
10.8K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.4K+ 1.26% |
$230K - $268K
|
838K
$18.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.1K+ 4.04% |
$224K - $260K
|
260K
$5.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
10.1K+ 7.92% |
$224K - $260K
|
138K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.02KNew |
$200K - $232K
|
9.02K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.69KNew |
$192K - $223K
|
8.69K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.04K+ 14.58% |
$112K - $130K
|
39.6K
$880K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.59K+ 1.42% |
$102K - $118K
|
328K
$7.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.57K+ 20.82% |
$101K - $118K
|
26.5K
$589K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.12K+ 16.82% |
$91.2K - $106K
|
28.6K
$636K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.84K+ 100.5% |
$84.9K - $98.8K
|
7.66K
$170K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
2.89K+ 1.74% |
$64K - $74.5K
|
169K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.86K+ 35.21% |
$63.3K - $73.6K
|
11K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.69K+ 19.54% |
$59.5K - $69.2K
|
16.4K
$365K
|
|
|
Nov 24, 2025
Q3 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
2.27K+ 9.47% |
$50.3K - $58.4K
|
26.2K
$583K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.75K+ 2.77% |
$38.6K - $44.9K
|
64.7K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.6K+ 20.33% |
$35.3K - $41.1K
|
9.45K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 160.11% |
$32.1K - $37.3K
|
2.35K
$52.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.34K+ 1.02% |
$29.6K - $34.5K
|
133K
$2.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.26K+ 316.92% |
$27.8K - $32.3K
|
1.65K
$36.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.05K+ 7.18% |
$23.3K - $27.1K
|
15.7K
$349K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
960+ 2.75% |
$21.2K - $24.7K
|
35.9K
$797K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
731+ 658.56% |
$16.2K - $18.8K
|
842
$18.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
727+ 1546.81% |
$16.1K - $18.7K
|
774
$17.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
661New |
$14.6K - $17K
|
661
$14.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
480+ 115.11% |
$10.6K - $12.4K
|
897
$19.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
450+ 3.75% |
$9.96K - $11.6K
|
12.5K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
395New |
$8.74K - $10.2K
|
395
$8.78K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
375New |
$8.3K - $9.65K
|
375
$8.33K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
340+ 3.49% |
$7.52K - $8.75K
|
10.1K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$4.43K - $5.15K
|
200
$4.44K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
191New |
$4.23K - $4.91K
|
191
$4.24K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
182+ 9.3% |
$4.03K - $4.68K
|
2.14K
$47.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
176New |
$3.89K - $4.53K
|
176
$3.91K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
156+ 1.57% |
$3.45K - $4.01K
|
10.1K
$224K
|
|