Latest Institutional Sells of Heritage Insurance Holdings, Inc. (HRTG)

HRTG Quotes by TradingView

This list provides information on the latest institutional transactions involving Heritage Insurance Holdings, Inc. (HRTG) 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 15, 2023 Q3 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
SELL
 -
-1.02K
- 1.9%
$3.96K - $6.61K
52.7K $919K
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-367
- 2.94%
$1.43K - $2.38K
12.1K $211K
Nov 07, 2023 Q3 2023
Dorsey Wright & Associates

SELL
 -
-166
- 3.34%
$646 - $1.08K
4.8K $83.7K
Q4 2022
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

SELL
 -
-50.3K
- 49.97%
$66.4K - $123K
50.4K $878K
Q3 2022
Nov 14, 2022 Q3 2022
Ergoteles LLC

New York, NY
SELL
 -
-105K
- 83.87%
$218K - $367K
20.1K $351K
Nov 10, 2022 Q3 2022
Keeley Teton Advisors, LLC

Chicago, IL
SELL
 -
-9.64K
- 8.24%
$20K - $33.7K
107K $1.87M
Q2 2022
Aug 04, 2022 Q2 2022
Royce & Associates LP

SELL
 -
-160K
Closed
$421K - $1.09M
0 $0
Aug 15, 2022 Q2 2022
Panagora Asset Management Inc

Boston, MA
SELL
 -
-137K
Closed
$361K - $938K
0 $0
Aug 12, 2022 Q2 2022
American International Group, Inc.

New York, NY
SELL
 -
-12.8K
Closed
$33.9K - $87.9K
0 $0
Aug 15, 2022 Q2 2022
Alliancebernstein L.P.

New York, NY
SELL
 -
-11.2K
Closed
$29.6K - $76.7K
0 $0
Aug 11, 2022 Q2 2022
Hsbc Holdings PLC

London, X0
SELL
 -
-3.16K
- 22.07%
$8.33K - $21.6K
11.1K $194K
Jul 27, 2022 Q2 2022
Riverview Trust CO

SELL
 -
-2.62K
Closed
$6.92K - $18K
0 $0
Aug 15, 2022 Q2 2022
Point72 Hong Kong LTD

Hong Kong, K3
SELL
 -
-909
Closed
$2.4K - $6.23K
0 $0
Q1 2022
May 18, 2022 Q1 2022
Nomura Holdings Inc

Tokyo, M0
SELL
 -
-36.2K
Closed
$197K - $263K
0 $0
May 02, 2022 Q1 2022
Manteio Capital LLC

SELL
 -
-13.4K
Closed
$72.8K - $97.5K
0 $0
May 10, 2022 Q1 2022
Keebeck Alpha, LP

Stamford, CT
SELL
 -
-11.7K
Closed
$63.6K - $85K
0 $0
May 16, 2022 Q1 2022
Ensign Peak Advisors, Inc

Salt Lake City, UT
SELL
 -
-6.71K
Closed
$36.5K - $48.8K
0 $0
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-104
Closed
$566 - $757
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-88
Closed
$479 - $641
0 $0
Q4 2021
Feb 15, 2022 Q4 2021
Phocas Financial Corp.

Alameda, CA
SELL
 -
-416K
Closed
$2.34M - $3.03M
0 $0
Jan 26, 2022 Q4 2021
Foundry Partners, LLC

SELL
 -
-102K
Closed
$573K - $743K
0 $0
Feb 08, 2022 Q4 2021
Swiss National Bank

Zurich, V8
SELL
 -
-57.5K
Closed
$323K - $418K
0 $0
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-29.8K
Closed
$167K - $216K
0 $0
Jan 31, 2022 Q4 2021
Raymond James Trust N.A.

SELL
 -
-29K
Closed
$163K - $211K
0 $0
Feb 09, 2022 Q4 2021
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-24.8K
Closed
$139K - $180K
0 $0
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-22.7K
Closed
$127K - $165K
0 $0
Feb 10, 2022 Q4 2021
First Eagle Investment Management, LLC

SELL
 -
-14.9K
Closed
$83.5K - $108K
0 $0
Feb 01, 2022 Q4 2021
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
SELL
 -
-2.64K
Closed
$14.8K - $19.2K
0 $0
Feb 14, 2022 Q4 2021
Great West Life Assurance CO

Winnipeg, A2
SELL
 -
-2.57K
Closed
$14.4K - $18.7K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-1.65K
Closed
$9.23K - $12K
0 $0
Jan 24, 2022 Q4 2021
Ellevest, Inc.

SELL
 -
-577
Closed
$3.24K - $4.19K
0 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-183
Closed
$1.03K - $1.33K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Penn Capital Management Company, LLC

Philadelphia, PA
SELL
 -
-253K
Closed
$1.4M - $2.21M
0 $0
Nov 15, 2021 Q3 2021
Invenomic Capital Management LP

Boston, MA
SELL
 -
-148K
Closed
$820K - $1.29M
0 $0
Nov 03, 2021 Q3 2021
Clear Harbor Asset Management, LLC

SELL
 -
-15.8K
Closed
$87.4K - $138K
0 $0
Nov 09, 2021 Q3 2021
Washington Trust CO

SELL
 -
-984
Closed
$5.45K - $8.59K
0 $0
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

SELL
 -
-307
Closed
$1.7K - $2.68K
0 $0
Nov 10, 2021 Q3 2021
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-170
Closed
$942 - $1.48K
0 $0
Q2 2021
Aug 03, 2021 Q2 2021
Mesirow Financial Investment Management Equity & Fixed Income

Chicago, IL
SELL
 -
-530K
Closed
$4.34M - $5.92M
0 $0
Jul 19, 2021 Q2 2021
Kirr Marbach & CO LLC

SELL
 -
-128K
Closed
$1.05M - $1.43M
0 $0
Jul 14, 2021 Q2 2021
Wedge Capital Management L L P

SELL
 -
-89.4K
Closed
$732K - $999K
0 $0
Aug 13, 2021 Q2 2021
Massachusetts Financial Services CO

Boston, MA
SELL
 -
-51.9K
Closed
$425K - $580K
0 $0
Aug 13, 2021 Q2 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-51.1K
Closed
$419K - $571K
0 $0
Aug 13, 2021 Q2 2021
Peak6 Investments LLC

Chicago, IL
SELL
 -
-45.9K
Closed
$376K - $513K
0 $0
Aug 13, 2021 Q2 2021
Mackay Shields LLC

SELL
 -
-29K
Closed
$238K - $324K
0 $0
Aug 12, 2021 Q2 2021
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-16K
Closed
$131K - $178K
0 $0
Jul 26, 2021 Q2 2021
Harbor Group, Inc.

SELL
 -
-10.5K
- 35.58%
$85.6K - $117K
18.9K $330K
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-2.28K
Closed
$18.7K - $25.5K
0 $0
Aug 12, 2021 Q2 2021
Barrow Hanley Mewhinney & Strauss LLC

Dallas, TX
SELL
 -
-1.99K
Closed
$16.3K - $22.2K
0 $0

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