Stock Transactions — HERITAGE FINL CORP WASH

Total Bought
2,342,878
92 transactions
Total Sold
1,675,951
72 transactions
Net
+666,927
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Sixth Street Partners Management Company, L.P.0399,435+399,4350.000.00+0.00buy
JENNISON ASSOCIATES LLC3,213,4733,538,159+324,6860.060.06+0.01buy
BlackRock, Inc.5,561,7825,811,114+249,3320.000.00+0.00buy
JPMORGAN CHASE & CO18,936245,754+226,8180.000.00+0.00buy
STATE STREET CORP1,796,5251,982,257+185,7320.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC934,8021,103,769+168,9670.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP1,956,4772,044,399+87,9220.010.01+0.00buy
Quantinno Capital Management LP55,145103,682+48,5370.000.00+0.00buy
Rhino Investment Partners, Inc330,459373,459+43,0002.393.35+0.96buy
State of New Jersey Common Pension Fund D041,685+41,6850.000.00+0.00buy
Fortis Capital Management LLC035,807+35,8070.000.12+0.12buy
XTX Topco Ltd034,519+34,5190.000.01+0.01buy
NORTHERN TRUST CORP413,116440,623+27,5070.000.00+0.00buy
Freestone Capital Holdings, LLC026,212+26,2120.000.02+0.02buy
MILLENNIUM MANAGEMENT LLC024,023+24,0230.000.00+0.00buy
D. E. Shaw & Co., Inc.023,374+23,3740.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC377,043399,435+22,3920.000.00+0.00buy
WELLS FARGO & COMPANY/MN18,44540,189+21,7440.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.64,83385,784+20,9510.000.00+0.00buy
HARBOR ADVISORY CORP /MA/020,550+20,5500.000.16+0.16buy
Bank of New York Mellon Corp379,395398,963+19,5680.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/50,06268,768+18,7060.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM31,55849,342+17,7840.000.00+0.00buy
Swiss National Bank67,16882,568+15,4000.000.00+0.00buy
Tidal Investments LLC014,132+14,1320.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC288,579301,412+12,8330.150.16+0.01buy
Empowered Funds, LLC166,079178,912+12,8330.030.03+0.00buy
FIRST TRUST ADVISORS LP33,26445,872+12,6080.000.00+0.00buy
DEUTSCHE BANK AG\33,32544,651+11,3260.000.00+0.00buy
Jain Global LLC010,700+10,7000.000.00+0.00buy
Nuveen, LLC234,974244,361+9,3870.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC47,17356,409+9,2360.000.00+0.00buy
CITIGROUP INC29,82838,816+8,9880.000.00+0.00buy
Jump Financial, LLC08,130+8,1300.000.00+0.00buy
Legal & General Group Plc81,92089,971+8,0510.000.00+0.00buy
Atom Investors LP7,71215,389+7,6770.010.04+0.03buy
Vident Advisory, LLC07,462+7,4620.000.00+0.00buy
Neuberger Berman Group LLC07,412+7,4120.000.00+0.00buy
Squarepoint Ops LLC07,210+7,2100.000.00+0.00buy
COLDSTREAM CAPITAL MANAGEMENT INC07,030+7,0300.000.00+0.00buy
Sowell Financial Services LLC06,805+6,8050.000.01+0.01buy
ROYAL BANK OF CANADA76,12881,863+5,7350.000.00+0.00buy
MetLife Investment Management, LLC18,56624,263+5,6970.000.00+0.00buy
Invesco Ltd.255,265260,870+5,6050.000.00-0.00buy
NEW YORK STATE COMMON RETIREMENT FUND9,59314,593+5,0000.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS9,02613,896+4,8700.000.00+0.00buy
Creative Planning22,83827,579+4,7410.000.00+0.00buy
KEYBANK NATIONAL ASSOCIATION/OH66,61471,085+4,4710.010.01+0.00buy
Institute for Wealth Management, LLC.03,971+3,9710.000.01+0.01buy
MERCER GLOBAL ADVISORS INC /ADV9,72313,193+3,4700.000.00+0.00buy
Global Retirement Partners, LLC03,220+3,2200.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,97519,149+3,1740.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey9,44512,265+2,8200.000.00+0.00buy
Illinois Municipal Retirement Fund18,38121,158+2,7770.010.01+0.00buy
JONES FINANCIAL COMPANIES LLLP8953,459+2,5640.000.00+0.00buy
Integrated Wealth Concepts LLC02,293+2,2930.000.00+0.00buy
Arizona State Retirement System9,32711,349+2,0220.000.00+0.00buy
KLP KAPITALFORVALTNING AS7,3009,300+2,0000.000.00+0.00buy
GABELLI FUNDS LLC18,72920,000+1,2710.000.00+0.00buy
EP Wealth Advisors, LLC16,81418,069+1,2550.000.00-0.00buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM01,197+1,1970.000.00+0.00buy
Arax Advisory Partners1911,235+1,0440.000.00+0.00buy
Ameritas Investment Partners, Inc.2,8503,774+9240.000.00+0.00buy
SIGNATUREFD, LLC63985+9220.000.00+0.00buy
FEDERATED HERMES, INC.41,49642,298+8020.000.00+0.00buy
GAMMA Investing LLC5,8096,519+7100.010.01+0.00buy
NISA INVESTMENT ADVISORS, LLC9821,482+5000.000.00+0.00buy
Tower Research Capital LLC (TRC)2,3592,819+4600.000.00+0.00buy
SIMPLEX TRADING, LLC0438+4380.000.00+0.00buy
SJS Investment Consulting Inc.0363+3630.000.00+0.00buy
Optiver Holding B.V.0362+3620.000.00+0.00buy
Covestor Ltd17375+3580.000.01+0.01buy
US BANCORP \DE\8,1758,471+2960.000.00+0.00buy
Versant Capital Management, Inc441706+2650.000.00+0.00buy
BARCLAYS PLC21,85622,018+1620.000.00+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC10,81910,965+1460.000.00+0.00buy
Clearstead Advisors, LLC0122+1220.000.00+0.00buy
HANTZ FINANCIAL SERVICES, INC.9801,057+770.000.00+0.00buy
Farther Finance Advisors, LLC93161+680.000.00+0.00buy
Larson Financial Group LLC577638+610.000.00+0.00buy
FIFTH THIRD BANCORP13,47513,531+560.000.00+0.00buy
Evolution Advisers, Inc.028+280.000.000.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO604626+220.000.00+0.00buy
KILEY JUERGENS WEALTH MANAGEMENT, LLC175,051175,064+130.800.81+0.01buy
Allworth Financial LP1,3361,347+110.000.00+0.00buy
Caitong International Asset Management Co., Ltd1021+110.000.00+0.00buy
Plante Moran Financial Advisors, LLC08+80.000.00+0.00buy
Steward Partners Investment Advisory, LLC08+80.000.00+0.00buy
UMB Bank, n.a.213220+70.000.00+0.00buy
Waverly Advisors, LLC17,11917,124+50.000.00-0.00buy
PNC FINANCIAL SERVICES GROUP, INC.1,2261,230+40.000.00-0.00buy
SBI Securities Co., Ltd.12+10.000.00+0.00buy
BESSEMER GROUP INC20120100.000.00+0.00hold
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/979700.000.00+0.00hold
OREGON PUBLIC EMPLOYEES RETIREMENT FUND9,3789,37800.000.00-0.00hold
LOS ANGELES CAPITAL MANAGEMENT LLC18418400.000.00+0.00hold
FARMERS & MERCHANTS INVESTMENTS INC232300.000.00-0.00hold
ASSETMARK, INC141400.000.00-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)18,92718,92700.000.00+0.00hold
DekaBank Deutsche Girozentrale3,7633,76300.000.00+0.00hold
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