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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-104K- 73.76% |
$2.3M - $2.68M
|
37K
$822K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-62.6K- 3.94% |
$1.39M - $1.61M
|
1.52M
$33.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-55.4K- 23.81% |
$1.23M - $1.43M
|
177K
$3.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-52.8K- 2.18% |
$1.17M - $1.36M
|
2.37M
$52.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-47.4K- 47.98% |
$1.05M - $1.22M
|
51.4K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-44.7K- 11.34% |
$988K - $1.15M
|
349K
$7.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.7K- 67.07% |
$856K - $995K
|
19K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-35.7K- 11.1% |
$790K - $919K
|
286K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.6K- 8.55% |
$721K - $839K
|
349K
$7.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-31.4K- 45.93% |
$695K - $808K
|
37K
$822K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-29.6K- 21.07% |
$654K - $761K
|
111K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-27.9K- 35.77% |
$618K - $718K
|
50.1K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.6K- 42.8% |
$544K - $633K
|
32.9K
$730K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 11.19% |
$458K - $532K
|
164K
$3.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.3K- 8.82% |
$404K - $470K
|
189K
$4.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18K- 6.54% |
$398K - $463K
|
257K
$5.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-16.5K- 1.21% |
$366K - $425K
|
1.34M
$29.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-12K- 4.66% |
$265K - $308K
|
245K
$5.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6K- 23.23% |
$256K - $298K
|
38.2K
$850K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.3K- 19.43% |
$250K - $291K
|
46.8K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.1K- 10.15% |
$246K - $286K
|
98.4K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.9K- 27.58% |
$241K - $281K
|
28.6K
$636K
|
|
|
Nov 14, 2025
Q3 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10.3K- 48.07% |
$229K - $266K
|
11.2K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-9.67K- 0.47% |
$214K - $249K
|
2.03M
$45.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.42K- 2.31% |
$208K - $242K
|
399K
$8.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-9.32K- 24.47% |
$206K - $240K
|
28.8K
$639K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-9.23K- 3.47% |
$204K - $238K
|
257K
$5.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.87K- 4.78% |
$152K - $177K
|
137K
$3.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.11K- 11.58% |
$135K - $157K
|
46.7K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-3.45K- 1.22% |
$76.4K - $88.8K
|
281K
$6.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.15K- 28.88% |
$69.8K - $81.1K
|
7.77K
$173K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.02K- 3.18% |
$66.8K - $77.7K
|
91.9K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-2.93K- 15.67% |
$64.8K - $75.4K
|
15.8K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.9K- 82.93% |
$64.1K - $74.5K
|
596
$13.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-2.7K- 10.71% |
$59.8K - $69.5K
|
22.5K
$500K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.62K- 0.82% |
$57.9K - $67.3K
|
318K
$7.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.46K- 15.33% |
$54.5K - $63.4K
|
13.6K
$302K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.42K- 18.75% |
$53.6K - $62.3K
|
10.5K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.94K- 26.16% |
$43K - $49.9K
|
5.48K
$122K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.85K- 9.12% |
$41K - $47.6K
|
18.4K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.71K- 14.98% |
$37.9K - $44K
|
9.71K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.64K- 0.32% |
$36.3K - $42.2K
|
503K
$11.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.55K- 0.7% |
$34.2K - $39.8K
|
221K
$4.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.51K- 1.49% |
$33.5K - $38.9K
|
99.9K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.46K- 80.39% |
$32.3K - $37.5K
|
356
$7.91K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.14K- 3.23% |
$25.2K - $29.3K
|
34.2K
$759K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-974- 33.88% |
$21.6K - $25.1K
|
1.9K
$42.2K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-600- 10.18% |
$13.3K - $15.4K
|
5.3K
$118K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-573- 16.74% |
$12.7K - $14.7K
|
2.85K
$63.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-520- 2.81% |
$11.5K - $13.4K
|
18K
$399K
|
|