Purchases and Sales Made in Q1 2022 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q1 2022. The information is specifically focused on institutions that hold shares of HERITAGE FINANCIAL CORP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.05K+ 3.8% |
$25.3K - $28.5K
|
28.6K
$735K
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1K+ 25.64% |
$24.2K - $27.2K
|
4.9K
$126K
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
968+ 0.46% |
$23.4K - $26.4K
|
211K
$5.41M
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
943+ 3.05% |
$22.8K - $25.7K
|
31.9K
$820K
|
|
May 06, 2022
Q1 2022
|
Kbc Group Nv
|
BUY
|
- |
930+ 24.19% |
$22.5K - $25.3K
|
4.77K
$123K
|
|
Feb 14, 2024
Q1 2022
|
Kbc Group Nv
|
BUY
|
- |
930+ 24.19% |
$22.5K - $25.3K
|
4.77K
$123K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
465+ 110.19% |
$11.2K - $12.7K
|
887
$22.8K
|
|
May 05, 2022
Q1 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
454+ 2.28% |
$11K - $12.4K
|
20.4K
$523K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
349+ 22.89% |
$8.44K - $9.51K
|
1.87K
$48.2K
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
255+ 5.31% |
$6.17K - $6.95K
|
5.06K
$130K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
191+ 0.3% |
$4.62K - $5.2K
|
63.1K
$1.62M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
120+ 0.82% |
$2.9K - $3.27K
|
14.8K
$381K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
110+ 0.64% |
$2.66K - $3K
|
17.2K
$442K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
102New |
$2.47K - $2.78K
|
102
$2.62K
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.59% |
$2.42K - $2.72K
|
17.1K
$439K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
75+ 48.08% |
$1.81K - $2.04K
|
231
$5.94K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64+ 0.13% |
$1.55K - $1.74K
|
50.2K
$1.29M
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
21+ 0.08% |
$508 - $572
|
26.9K
$692K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
11New |
$266 - $300
|
11
$283
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-16- 19.28% |
$387 - $436
|
67
$1.72K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-51- 0.4% |
$1.23K - $1.39K
|
12.8K
$328K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-65Closed |
$1.57K - $1.77K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-97- 63.4% |
$2.35K - $2.64K
|
56
$1.44K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-123Closed |
$2.97K - $3.35K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-175- 1.81% |
$4.23K - $4.77K
|
9.51K
$244K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-206- 37.12% |
$4.98K - $5.61K
|
349
$8.97K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-210Closed |
$5.08K - $5.72K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-415- 1.35% |
$10K - $11.3K
|
30.3K
$778K
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-457- 1.8% |
$11.1K - $12.4K
|
24.9K
$640K
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-480- 1.93% |
$11.6K - $13.1K
|
24.4K
$628K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-535- 1.72% |
$12.9K - $14.6K
|
30.6K
$785K
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-535- 1.62% |
$12.9K - $14.6K
|
32.6K
$837K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-563- 1.51% |
$13.6K - $15.3K
|
36.6K
$941K
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-574- 3.77% |
$13.9K - $15.6K
|
14.7K
$377K
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-580- 0.56% |
$14K - $15.8K
|
103K
$2.64M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-825- 23.46% |
$19.9K - $22.5K
|
2.69K
$69.2K
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-949- 6.67% |
$22.9K - $25.9K
|
13.3K
$341K
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-989- 5.96% |
$23.9K - $26.9K
|
15.6K
$401K
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.23K- 5.8% |
$29.6K - $33.4K
|
19.9K
$511K
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.23KClosed |
$29.7K - $33.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.23K- 1.22% |
$29.8K - $33.5K
|
99.4K
$2.55M
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.4K- 1.62% |
$33.8K - $38.1K
|
85K
$2.19M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.66K- 2.26% |
$40.1K - $45.2K
|
71.7K
$1.84M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.22K- 8.87% |
$53.6K - $60.4K
|
22.8K
$586K
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.46K- 1.05% |
$59.4K - $66.9K
|
232K
$5.96M
|
|
May 16, 2022
Q1 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.84K- 7.79% |
$92.8K - $105K
|
45.5K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.7K- 19.65% |
$114K - $128K
|
19.2K
$494K
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-6.09K- 31.59% |
$147K - $166K
|
13.2K
$339K
|
|
May 13, 2022
Q1 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-6.1K- 8.52% |
$147K - $166K
|
65.5K
$1.68M
|