Latest Institutional Purchases of Heritage Insurance Holdings, Inc. (HRTG)
This list provides information on the latest institutional transactions involving Heritage Insurance Holdings, Inc. (HRTG) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$7.27K - $19.4K
|
1.16K
$20.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
1.1KNew |
$6.88K - $18.3K
|
1.1K
$19.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
502New |
$3.14K - $8.36K
|
502
$8.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
165+ 6.09% |
$1.03K - $2.75K
|
2.88K
$50.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
109New |
$681 - $1.81K
|
109
$1.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
83New |
$519 - $1.38K
|
83
$1.45K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1New |
$6.25 - $16.7
|
1
$17.4
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.14M+ 180.44% |
$7.78M - $12.5M
|
1.77M
$30.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
32.7K+ 15.39% |
$223K - $359K
|
245K
$4.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.6K+ 442.84% |
$107K - $172K
|
19.1K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.3KNew |
$77K - $124K
|
11.3K
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6.31K+ 914.49% |
$43.1K - $69.3K
|
7K
$122K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4.22KNew |
$28.8K - $46.4K
|
4.22K
$73.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.24KNew |
$15.3K - $24.6K
|
2.24K
$39K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.96KNew |
$13.4K - $21.6K
|
1.96K
$34.2K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.66KNew |
$11.3K - $18.2K
|
1.66K
$28.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1.62K+ 2.71% |
$11.1K - $17.8K
|
61.4K
$1.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1KNew |
$6.83K - $11K
|
1K
$17.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
791New |
$5.4K - $8.69K
|
791
$13.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
300New |
$2.05K - $3.3K
|
300
$5.23K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$683 - $1.1K
|
100
$1.74K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
34.9KNew |
$197K - $376K
|
34.9K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.8KNew |
$196K - $375K
|
34.8K
$606K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.8KNew |
$146K - $278K
|
25.8K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
23.8K+ 140.29% |
$134K - $256K
|
40.7K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
23KNew |
$130K - $248K
|
23K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20KNew |
$113K - $215K
|
20K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
19K+ 1168.55% |
$107K - $205K
|
20.6K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
18KNew |
$101K - $194K
|
18K
$313K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
14.5K+ 109.1% |
$81.8K - $156K
|
27.8K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$71.6K - $137K
|
12.7K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.5KNew |
$70.7K - $135K
|
12.5K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.5KNew |
$70.7K - $135K
|
12.5K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
5K+ 50.0% |
$28.2K - $53.9K
|
15K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.87KNew |
$16.2K - $30.9K
|
2.87K
$50K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
633New |
$3.57K - $6.82K
|
633
$11K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$113 - $215
|
20
$349
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
354KNew |
$1.78M - $3.45M
|
354K
$6.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
257KNew |
$1.29M - $2.5M
|
257K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
198K+ 69.42% |
$996K - $1.93M
|
483K
$8.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Luminus Management LLC
Houston, TX |
BUY
|
- |
177KNew |
$890K - $1.72M
|
177K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
72.3KNew |
$364K - $705K
|
72.3K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
47.3KNew |
$238K - $461K
|
47.3K
$824K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
30.7KNew |
$155K - $299K
|
30.7K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$122K - $236K
|
24.3K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$85.4K - $165K
|
16.9K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.01K+ 77.95% |
$20.2K - $39.1K
|
9.16K
$160K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
44.2KNew |
$172K - $287K
|
44.2K
$771K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19.9KNew |
$77.5K - $129K
|
19.9K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
13.9KNew |
$53.9K - $90K
|
13.9K
$242K
|
|