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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.7KNew |
$801K - $894K
|
34.7K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.9KNew |
$298K - $333K
|
12.9K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
8.8KNew |
$203K - $227K
|
8.8K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
8.61KNew |
$199K - $222K
|
8.61K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.45KNew |
$195K - $218K
|
8.45K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5.28K+ 36.39% |
$122K - $136K
|
19.8K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.79KNew |
$64.4K - $71.9K
|
2.79K
$62K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
925+ 8.27% |
$21.3K - $23.8K
|
12.1K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
856New |
$19.8K - $22.1K
|
856
$19K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
525New |
$12.1K - $13.5K
|
525
$11.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135New |
$3.12K - $3.48K
|
135
$3K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 265.52% |
$1.78K - $1.98K
|
106
$2.36K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18New |
$415 - $464
|
18
$400
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$254 - $283
|
11
$244
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$23.1 - $25.8
|
1
$22.2
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$23.1 - $25.8
|
1
$22.2
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
57.6KNew |
$1.2M - $1.57M
|
57.6K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
23.3K+ 211.55% |
$485K - $636K
|
34.4K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
22.3KNew |
$464K - $609K
|
22.3K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.4KNew |
$362K - $475K
|
17.4K
$387K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$237K - $311K
|
11.4K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
11.4K+ 96.94% |
$236K - $311K
|
23.1K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.76KNew |
$182K - $239K
|
8.76K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.37KNew |
$174K - $228K
|
8.37K
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.85KNew |
$142K - $187K
|
6.85K
$152K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.76KNew |
$140K - $184K
|
6.76K
$150K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.81K+ 18.03% |
$79.2K - $104K
|
25K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.55K+ 81.57% |
$73.7K - $96.8K
|
7.9K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.98K+ 518.99% |
$61.9K - $81.3K
|
3.55K
$78.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.19KNew |
$24.7K - $32.4K
|
1.19K
$26.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$644 - $846
|
31
$689
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
54.9KNew |
$940K - $1.27M
|
54.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.3KNew |
$348K - $471K
|
20.3K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.5KNew |
$266K - $360K
|
15.5K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.32KNew |
$91.1K - $123K
|
5.32K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 3.54% |
$59.9K - $81K
|
102K
$2.27M
|
|
|
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 | |||||||
|
Aug 14, 2024
Q2 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
160KNew |
$2.67M - $3.05M
|
160K
$3.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
54KNew |
$901K - $1.03M
|
54K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
30.9KNew |
$516K - $590K
|
30.9K
$687K
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
28.2KNew |
$471K - $538K
|
28.2K
$627K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.6KNew |
$394K - $450K
|
23.6K
$524K
|
|
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
4.9K+ 51.08% |
$81.7K - $93.5K
|
14.5K
$322K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$24.7K - $28.3K
|
1.48K
$32.9K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$6.67K - $7.63K
|
400
$8.89K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13+ 162.5% |
$217 - $248
|
21
$467
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 66.67% |
$133 - $153
|
20
$444
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$16.7 - $19.1
|
1
$22.2
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
114K+ 1730.07% |
$2.05M - $2.42M
|
121K
$2.69M
|
|