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 16, 2020
Q3 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-12.2KClosed |
$213K - $256K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-993Closed |
$17.3K - $20.8K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-23.8KClosed |
$373K - $519K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.64KClosed |
$25.7K - $35.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-97Closed |
$1.52K - $2.11K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-40Closed |
$627 - $871
|
0
$0
|
|
Q1 2020 | |||||||
May 06, 2020
Q1 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-14.6KClosed |
$265K - $413K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-8.8KClosed |
$159K - $249K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Washington Trust Bank
|
SELL
|
- |
-7.62KClosed |
$138K - $216K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.37KClosed |
$24.8K - $38.8K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.18K- 1.83% |
$21.4K - $33.5K
|
63.6K
$1.54M
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-307Closed |
$5.56K - $8.69K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38Closed |
$689 - $1.08K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Glassman Wealth Services
|
SELL
|
- |
-21Closed |
$381 - $595
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-18Closed |
$326 - $510
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Cardinal Capital Management LLC
Greenwich, CT |
SELL
|
- |
-409KClosed |
$10.6M - $11.9M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Granite Investment Partners, LLC
|
SELL
|
- |
-45.1KClosed |
$1.17M - $1.31M
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16.4KClosed |
$423K - $475K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-14KClosed |
$362K - $406K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.59KClosed |
$196K - $220K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.13KClosed |
$55K - $61.7K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-98Closed |
$2.53K - $2.84K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-331KClosed |
$8.4M - $9.97M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-38KClosed |
$964K - $1.14M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-27.7KClosed |
$704K - $835K
|
0
$0
|
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-24.5KClosed |
$622K - $738K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.86KClosed |
$47.2K - $56K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-51Closed |
$1.29K - $1.54K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Brown Advisory Inc
|
SELL
|
- |
-40KClosed |
$1.12M - $1.27M
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Sonata Capital Group Inc
|
SELL
|
- |
-16.4KClosed |
$460K - $519K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-343Closed |
$9.64K - $10.9K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-239Closed |
$6.72K - $7.58K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-100Closed |
$2.81K - $3.17K
|
0
$0
|
|
Q1 2019 | |||||||
May 09, 2019
Q1 2019
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-37.1KClosed |
$1.07M - $1.23M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-11.6KClosed |
$335K - $385K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-9.48KClosed |
$273K - $314K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.91KClosed |
$199K - $228K
|
0
$0
|
|
Apr 02, 2019
Q1 2019
|
First Hawaiian Bank
|
SELL
|
- |
-951Closed |
$27.4K - $31.4K
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Private Ocean, LLC
|
SELL
|
- |
-356Closed |
$10.2K - $11.8K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-61.9KClosed |
$1.73M - $2.18M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-15.2KClosed |
$426K - $537K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-11.6KClosed |
$325K - $409K
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.85KClosed |
$248K - $312K
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.92KClosed |
$222K - $279K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-7.5KClosed |
$210K - $264K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Profund Advisors LLC
|
SELL
|
- |
-6.35KClosed |
$178K - $224K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-4Closed |
$112 - $141
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-15.2KClosed |
$528K - $567K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.4KClosed |
$83.3K - $89.4K
|
0
$0
|
|
Oct 31, 2018
Q3 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-461Closed |
$16K - $17.2K
|
0
$0
|