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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.22K- 3.18% |
$75.4K - $89.2K
|
129K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.16K- 29.48% |
$128K - $151K
|
17.1K
$440K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7.88K- 27.18% |
$141K - $167K
|
21.1K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 10.19% |
$212K - $250K
|
104K
$2.68M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 51.44% |
$237K - $280K
|
12.5K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.9K- 28.3% |
$266K - $314K
|
37.7K
$968K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.8K- 3.17% |
$283K - $335K
|
483K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.8K- 3.17% |
$283K - $335K
|
483K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.5K- 22.54% |
$314K - $371K
|
60.3K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.6K- 17.6% |
$369K - $437K
|
96.7K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25.2K- 5.43% |
$451K - $534K
|
440K
$11.3M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-30.3K- 55.57% |
$542K - $641K
|
24.2K
$623K
|
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-46K- 10.31% |
$822K - $973K
|
400K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53.6K- 47.97% |
$958K - $1.13M
|
58.1K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-59.3K- 2.98% |
$1.06M - $1.25M
|
1.93M
$49.7M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-98K- 53.67% |
$1.75M - $2.07M
|
84.6K
$2.17M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-189K- 7.05% |
$3.37M - $3.99M
|
2.49M
$63.9M
|