Purchases and Sales Made in Q1 2024 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q1 2024. 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 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
754KNew |
$13.5M - $15.9M
|
754K
$19.4M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
275K+ 27.26% |
$4.92M - $5.82M
|
1.28M
$33M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
247KNew |
$4.42M - $5.23M
|
247K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
159K+ 109.23% |
$2.84M - $3.36M
|
304K
$7.81M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
141K+ 212.43% |
$2.51M - $2.97M
|
207K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
126K+ 83.3% |
$2.26M - $2.67M
|
278K
$7.15M
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
126K+ 75.42% |
$2.25M - $2.66M
|
292K
$7.52M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
121K+ 6.98% |
$2.17M - $2.56M
|
1.85M
$47.7M
|
|
|
May 14, 2024
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
114K+ 1730.07% |
$2.05M - $2.42M
|
121K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
107K+ 38.52% |
$1.91M - $2.26M
|
384K
$9.86M
|
|
|
May 15, 2024
Q1 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
89.7K+ 286.26% |
$1.6M - $1.9M
|
121K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
85K+ 45.99% |
$1.52M - $1.8M
|
270K
$6.94M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.7K+ 38.36% |
$979K - $1.16M
|
197K
$5.08M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47.4K+ 0.93% |
$847K - $1M
|
5.12M
$132M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
46.5K+ 70.54% |
$832K - $984K
|
112K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
42.7K+ 2.64% |
$764K - $904K
|
1.66M
$42.6M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.5K+ 7.12% |
$670K - $793K
|
564K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$387K - $458K
|
21.7K
$557K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.5KNew |
$349K - $413K
|
19.5K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
19KNew |
$339K - $401K
|
19K
$487K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.4K+ 10.13% |
$330K - $390K
|
200K
$5.15M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
15.8K+ 18.82% |
$282K - $334K
|
99.6K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.8K+ 44.32% |
$282K - $333K
|
51.3K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.7K+ 4.2% |
$281K - $332K
|
390K
$10M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
12K+ 6.19% |
$215K - $254K
|
206K
$5.29M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
12K+ 24.99% |
$215K - $254K
|
60K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 9.97% |
$206K - $243K
|
127K
$3.26M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.5KNew |
$205K - $243K
|
11.5K
$295K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.1KNew |
$199K - $235K
|
11.1K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.8K+ 1.4% |
$194K - $229K
|
785K
$20.2M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.98KNew |
$161K - $190K
|
8.98K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
8.51K+ 6.37% |
$152K - $180K
|
142K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.87K+ 0.84% |
$141K - $166K
|
940K
$24.2M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.66K+ 39.01% |
$137K - $162K
|
27.3K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
7.53K+ 3.51% |
$135K - $159K
|
222K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
6.12K+ 17.99% |
$109K - $130K
|
40.2K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.04K+ 4.22% |
$108K - $128K
|
149K
$3.84M
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.01K+ 60.65% |
$107K - $127K
|
15.9K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.32K+ 3.5% |
$95.1K - $113K
|
158K
$4.05M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.26K+ 10.35% |
$76.1K - $90K
|
45.4K
$1.17M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.55K+ 2.88% |
$63.5K - $75.1K
|
127K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.93K+ 2.12% |
$52.4K - $62K
|
141K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.38K+ 12.09% |
$42.6K - $50.3K
|
22.1K
$567K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.74K+ 0.73% |
$31.1K - $36.8K
|
240K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.73K+ 38.85% |
$31K - $36.7K
|
6.19K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.69K+ 8.41% |
$30.2K - $35.7K
|
21.8K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.58K+ 13.43% |
$28.2K - $33.3K
|
13.3K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.47K+ 5.2% |
$26.3K - $31.1K
|
29.8K
$765K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 75.0% |
$20.4K - $24.1K
|
2.66K
$68.4K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.11K+ 1.15% |
$19.9K - $23.5K
|
98.3K
$2.53M
|