Latest Institutional Sells of Heritage Financial Corp (HFWA)

HFWA Quotes by TradingView

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
Aug 08, 2023 Q2 2023
Jcsd Capital, LLC

SELL
 -
-112K
- 99.91%
$1.71M - $2.39M
100 $2.49K
Aug 14, 2023 Q2 2023
Kennedy Capital Management, Inc.

St Louis, MO
SELL
 -
-4.66K
- 3.21%
$71K - $99.5K
140K $3.49M
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

SELL
 -
-714
- 3.22%
$10.9K - $15.3K
21.5K $535K
Aug 14, 2023 Q2 2023
Deprince Race & Zollo Inc

Winter Park, FL
SELL
 -
-550
- 0.52%
$8.39K - $11.8K
106K $2.63M
Q1 2023
May 11, 2023 Q1 2023
Cambria Investment Management, L.P.

SELL
 -
-17.1K
- 44.23%
$360K - $522K
21.5K $536K
May 11, 2023 Q1 2023
Campbell & CO Investment Adviser LLC

Baltimore, MD
SELL
 -
-12.6K
- 38.26%
$266K - $385K
20.3K $506K
May 15, 2023 Q1 2023
Jacobs Levy Equity Management, Inc

Florham Park, NJ
SELL
 -
-2.07K
- 1.98%
$43.8K - $63.5K
103K $2.56M
May 12, 2023 Q1 2023
Jeremy Grantham Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
SELL
 -
-1.7K
- 9.39%
$35.9K - $52K
16.4K $408K
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-1.67K
Closed
$35.2K - $51K
0 $0
May 10, 2023 Q1 2023
Td Asset Management Inc

SELL
 -
-1.2K
- 1.33%
$25.3K - $36.7K
88.7K $2.21M
Q4 2022
Jan 30, 2023 Q4 2022
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-4.75K
- 16.55%
$127K - $163K
24K $597K
Q3 2022
Nov 14, 2022 Q3 2022
Basswood Capital Management, L.L.C.

New York, NY
SELL
 -
-393K
- 62.98%
$9.81M - $11.1M
231K $5.75M
Nov 14, 2022 Q3 2022
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-4.21K
- 31.53%
$105K - $119K
9.14K $228K
Nov 14, 2022 Q3 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-434
Closed
$10.9K - $12.2K
0 $0
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-103
- 0.65%
$2.58K - $2.91K
15.7K $391K
Q2 2022
Aug 11, 2022 Q2 2022
Jacobs Asset Management, LLC

New York, NY
SELL
 -
-94.8K
Closed
$2.27M - $2.5M
0 $0
Aug 15, 2022 Q2 2022
Man Group PLC

London, X0
SELL
 -
-13.2K
Closed
$316K - $347K
0 $0
Aug 12, 2022 Q2 2022
Bhz Capital Management, LP

San Jose, CA
SELL
 -
-12.2K
Closed
$292K - $321K
0 $0
Aug 15, 2022 Q2 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-11K
- 57.02%
$262K - $289K
8.26K $206K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-102
Closed
$2.44K - $2.69K
0 $0
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-101
Closed
$2.42K - $2.66K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-24.2K
Closed
$585K - $659K
0 $0
May 13, 2022 Q1 2022
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-19K
Closed
$459K - $518K
0 $0
May 13, 2022 Q1 2022
Caption Management, LLC

Oklahoma City, OK
SELL
 -
-15K
Closed
$363K - $409K
0 $0
May 16, 2022 Q1 2022
Jefferies Group LLC

New York, NY
SELL
 -
-10.6K
Closed
$257K - $289K
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-210
Closed
$5.08K - $5.72K
0 $0
Apr 20, 2022 Q1 2022
Concord Wealth Partners

SELL
 -
-123
Closed
$2.97K - $3.35K
0 $0
Q4 2021
Feb 01, 2022 Q4 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-38.4K
Closed
$883K - $998K
0 $0
Feb 11, 2022 Q4 2021
Ensign Peak Advisors, Inc

Salt Lake City, UT
SELL
 -
-4.29K
- 44.69%
$98.7K - $111K
5.31K $132K
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-1
- 1.56%
$23 - $26
63 $1.57K
Q3 2021
Nov 10, 2021 Q3 2021
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-172K
Closed
$3.86M - $4.48M
0 $0
Nov 04, 2021 Q3 2021
Knowledge Leaders Capital, LLC

SELL
 -
-35.2K
Closed
$787K - $914K
0 $0
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-17.9K
Closed
$401K - $466K
0 $0
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-1.2K
Closed
$26.8K - $31.1K
0 $0
Nov 15, 2021 Q3 2021
Point72 Hong Kong LTD

Hong Kong, K3
SELL
 -
-1K
Closed
$22.4K - $26K
0 $0
Q2 2021
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-9K
Closed
$221K - $265K
0 $0
Jul 13, 2021 Q2 2021
Soundmark Wealth Management, LLC

SELL
 -
-7.62K
Closed
$187K - $225K
0 $0
Aug 09, 2021 Q2 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.88K
Closed
$46.1K - $55.3K
0 $0
Q1 2021
May 14, 2021 Q1 2021
Krane Funds Advisors LLC

New York, NY
SELL
 -
-33.8K
Closed
$780K - $1.03M
0 $0
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-13.4K
Closed
$309K - $410K
0 $0
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-5.58K
Closed
$129K - $171K
0 $0
Apr 14, 2021 Q1 2021
Veriti Management LLC

SELL
 -
-3.14K
Closed
$72.5K - $96.1K
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-145
Closed
$3.35K - $4.44K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-33
Closed
$762 - $1.01K
0 $0
May 14, 2021 Q1 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-14
Closed
$323 - $429
0 $0
Q4 2020
Jan 28, 2021 Q4 2020
New Potomac Partners, LLC

SELL
 -
-778
Closed
$14.2K - $19.7K
0 $0
Feb 16, 2021 Q4 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-718
Closed
$13.1K - $18.2K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Marshall Wace, LLP

London, X0
SELL
 -
-12.2K
Closed
$213K - $256K
0 $0
Nov 12, 2020 Q3 2020
Ls Investment Advisors, LLC

SELL
 -
-993
Closed
$17.3K - $20.8K
0 $0

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