Latest Institutional Sells of Heritage Financial Corp (HFWA)
This list provides information on the latest institutional transactions involving Heritage Financial Corp (HFWA) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-156K- 93.63% |
$3.23M - $4.24M
|
10.6K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-55.1K- 34.42% |
$1.14M - $1.5M
|
105K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-11.9K- 5.45% |
$247K - $325K
|
207K
$5.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-8.39K- 3.43% |
$174K - $229K
|
236K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-5.65K- 4.14% |
$117K - $154K
|
131K
$3.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.71K- 43.88% |
$97.9K - $129K
|
6.03K
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.38K- 2.51% |
$28.6K - $37.5K
|
53.5K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-774- 0.74% |
$16.1K - $21.1K
|
104K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-565- 4.14% |
$11.7K - $15.4K
|
13.1K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-531- 2.73% |
$11K - $14.5K
|
18.9K
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-275- 1.4% |
$5.71K - $7.5K
|
19.4K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 62.5% |
$5.19K - $6.82K
|
150
$3.74K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-230- 1.32% |
$4.78K - $6.27K
|
17.2K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.2% |
$4.15K - $5.46K
|
16.5K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102- 23.67% |
$2.12K - $2.78K
|
329
$8.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.23% |
$2.08K - $2.73K
|
8.03K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-92- 0.9% |
$1.91K - $2.51K
|
10.1K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-82- 61.65% |
$1.7K - $2.24K
|
51
$1.27K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 50.0% |
$935 - $1.23K
|
45
$1.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 63.64% |
$727 - $955
|
20
$498
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 2.5% |
$706 - $928
|
1.33K
$33K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 2.94% |
$20.8 - $27.3
|
33
$822
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-125K- 31.25% |
$2.14M - $2.9M
|
275K
$6.85M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-106K- 77.75% |
$1.82M - $2.46M
|
30.3K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-89.7K- 24.55% |
$1.54M - $2.08M
|
276K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-41K- 77.74% |
$703K - $951K
|
11.7K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-38.3K- 45.48% |
$657K - $888K
|
45.9K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-26.9K- 13.4% |
$461K - $623K
|
174K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-26.3K- 15.1% |
$451K - $609K
|
148K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.1K- 7.8% |
$429K - $581K
|
296K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23.2K- 6.95% |
$398K - $538K
|
311K
$7.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-19.4K- 6.69% |
$332K - $449K
|
270K
$6.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-17.5K- 97.32% |
$301K - $407K
|
484
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-15.8KClosed |
$271K - $366K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.7K- 3.41% |
$269K - $364K
|
445K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-15.6K- 34.45% |
$268K - $362K
|
29.7K
$741K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-15.3K- 27.8% |
$262K - $355K
|
39.7K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-14.5K- 25.51% |
$248K - $336K
|
42.3K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-13.9K- 3.99% |
$239K - $323K
|
335K
$8.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.1K- 9.62% |
$225K - $304K
|
123K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.1K- 11.41% |
$224K - $303K
|
102K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.7K- 37.11% |
$200K - $271K
|
19.8K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.55K- 62.95% |
$164K - $221K
|
5.62K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-8.06K- 0.32% |
$138K - $187K
|
2.48M
$61.8M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-7.8K- 46.31% |
$134K - $181K
|
9.04K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-7.32K- 4.63% |
$125K - $169K
|
151K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7K- 16.41% |
$120K - $162K
|
35.6K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-6.23K- 1.91% |
$107K - $144K
|
320K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-5.76K- 31.5% |
$98.7K - $134K
|
12.5K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.91K- 8.21% |
$84.2K - $114K
|
54.9K
$1.37M
|
|