Stock Transactions — HERITAGE FINL CORP WASH

Total Bought
2,763,283
58 transactions
Total Sold
1,871,034
77 transactions
Net
+892,249
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
JENNISON ASSOCIATES LLC0753,570+753,5700.000.01+0.01buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,008,6561,283,655+274,9990.010.01+0.00buy
Dana Investment Advisors, Inc.0247,419+247,4190.000.16+0.16buy
RENAISSANCE TECHNOLOGIES LLC145,289303,989+158,7000.000.01+0.00buy
US BANCORP \DE\66,184206,776+140,5920.000.01+0.00buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC151,750278,160+126,4100.010.02+0.01buy
ROYCE & ASSOCIATES LP166,695292,423+125,7280.030.05+0.02buy
DIMENSIONAL FUND ADVISORS LP1,733,7221,854,808+121,0860.010.01-0.00buy
Elequin Capital, LP6,614121,041+114,4270.040.16+0.11buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP276,946383,632+106,6860.010.01+0.00buy
Penn Capital Management Company, LLC31,337121,041+89,7040.060.21+0.15buy
AMERICAN CENTURY COMPANIES INC184,877269,905+85,0280.000.00+0.00buy
Invesco Ltd.142,730197,477+54,7470.000.00+0.00buy
Boston Partners65,932112,443+46,5110.000.00+0.00buy
STATE STREET CORP1,616,4141,659,158+42,7440.000.00-0.00buy
AMERIPRISE FINANCIAL INC526,429563,922+37,4930.000.00-0.00buy
Jump Financial, LLC021,662+21,6620.000.01+0.01buy
NEW YORK LIFE INVESTMENT MANAGEMENT LLC019,517+19,5170.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC181,890200,324+18,4340.000.00-0.00buy
AQR CAPITAL MANAGEMENT LLC373,960389,654+15,6940.020.01-0.00buy
Assenagon Asset Management S.A.193,846205,854+12,0080.010.01-0.00buy
CITIGROUP INC48,03860,042+12,0040.000.00-0.00buy
JPMORGAN CHASE & CO115,341126,836+11,4950.000.00-0.00buy
Savant Capital, LLC011,477+11,4770.000.00+0.00buy
Hennion & Walsh Asset Management, Inc.011,123+11,1230.000.01+0.01buy
GEODE CAPITAL MANAGEMENT, LLC773,794784,630+10,8360.000.00-0.00buy
Quantbot Technologies LP08,981+8,9810.000.01+0.01buy
PANAGORA ASSET MANAGEMENT INC133,523142,031+8,5080.020.01-0.00buy
GOLDMAN SACHS GROUP INC932,177940,043+7,8660.000.00-0.00buy
Mirae Asset Global Investments Co., Ltd.19,64427,308+7,6640.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC214,601222,126+7,5250.100.09-0.01buy
Empowered Funds, LLC92,10199,626+7,5250.050.03-0.01buy
KEYBANK NATIONAL ASSOCIATION/OH34,04040,163+6,1230.000.00-0.00buy
THRIVENT FINANCIAL FOR LUTHERANS143,268149,312+6,0440.010.01-0.00buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM9,90915,919+6,0100.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP152,190157,510+5,3200.010.01-0.00buy
Rafferty Asset Management, LLC41,13945,395+4,2560.000.00-0.00buy
MARTIN & CO INC /TN/138,477141,408+2,9310.730.67-0.06buy
State of Tennessee, Department of Treasury19,69122,071+2,3800.000.00-0.00buy
KILEY JUERGENS WEALTH MANAGEMENT, LLC237,855239,596+1,7411.701.44-0.26buy
Amundi4,4616,194+1,7330.000.00+0.00buy
CITADEL ADVISORS LLC20,08021,768+1,6880.000.00-0.00buy
WELLS FARGO & COMPANY/MN11,73313,309+1,5760.000.00-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/28,31329,784+1,4710.000.00-0.00buy
CWM, LLC1,5202,660+1,1400.000.00+0.00buy
Legal & General Group Plc97,17698,289+1,1130.000.00-0.00buy
McIlrath & Eck, LLC1,6982,589+8910.010.01+0.00buy
TEXAS PERMANENT SCHOOL FUND CORP30,15030,549+3990.010.00-0.00buy
GAMMA Investing LLC514588+740.000.00-0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO643706+630.000.00-0.00buy
Spire Wealth Management4690+440.000.00+0.00buy
Tower Research Capital LLC (TRC)2,8922,927+350.000.00+0.00buy
EverSource Wealth Advisors, LLC029+290.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.3,3943,423+290.000.00-0.00buy
Bruce G. Allen Investments, LLC012+120.000.00+0.00buy
Avior Wealth Management, LLC07+70.000.00+0.00buy
Farther Finance Advisors, LLC3036+60.000.00-0.00buy
ROTHSCHILD INVESTMENT LLC05+50.000.00+0.00buy
Ameritas Investment Partners, Inc.3,4233,42300.000.00-0.00hold
BASSWOOD CAPITAL MANAGEMENT, L.L.C.230,737230,73700.320.26-0.06hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO252500.000.00-0.00hold
FARMERS & MERCHANTS INVESTMENTS INC262600.000.00-0.00hold
PRINCIPAL SECURITIES, INC.8800.000.00-0.00hold
JANUS HENDERSON GROUP PLC15,51715,51700.000.00-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)8,1298,12900.000.00-0.00hold
PUBLIC SECTOR PENSION INVESTMENT BOARD72,43372,43300.010.01-0.00hold
AdvisorNet Financial, Inc111100.000.00-0.00hold
KBC Group NV1,8841,88400.000.00-0.00hold
Parkside Financial Bank & Trust343400.000.00-0.00hold
SIGNATUREFD, LLC636300.000.00-0.00hold
DekaBank Deutsche Girozentrale3,7633,76300.000.00-0.00hold
MetLife Investment Management, LLC18,96518,96500.000.00-0.00hold
Allianz Asset Management GmbH10,20010,20000.000.00-0.00hold
Swiss National Bank69,06869,06800.000.00-0.00hold
First Horizon Advisors, Inc.97497400.000.00-0.00hold
QUADRANT CAPITAL GROUP LLC15815800.000.00-0.00hold
Steward Partners Investment Advisory, LLC40040000.000.00-0.00hold
Versant Capital Management, Inc515100.000.00-0.00hold
Maryland State Retirement & Pension System12,90912,90900.010.00-0.00hold
Badgley Phelps Wealth Managers, LLC15,22715,22700.010.01-0.00hold
Red Tortoise LLC14914900.000.00-0.00hold
Bensler, LLC20,48020,48000.070.06-0.02hold
CGC Financial Services, LLC6,1596,15900.060.06+0.00hold
NEW YORK STATE TEACHERS RETIREMENT SYSTEM9,1969,19600.000.00-0.00hold
FIFTH THIRD BANCORP34834800.000.00-0.00hold
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY11,42311,42300.000.00-0.00hold
LORD, ABBETT & CO. LLC327,838327,83800.020.02-0.00hold
METROPOLITAN LIFE INSURANCE CO/NY2,0452,04500.000.00-0.00hold
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC42,54642,54600.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND17,20517,194-110.000.00-0.00sell
NWAM LLC54,86954,853-160.090.08-0.01sell
Covestor Ltd5937-220.000.00-0.00sell
Private Wealth Management Group, LLC520-520.000.00-0.00sell
BRIGHTON JONES LLC11,15211,092-600.010.01-0.00sell
FMR LLC3,2913,226-650.000.00-0.00sell
Blue Trust, Inc.980-980.000.00-0.00sell
MassMutual Private Wealth & Trust, FSB970837-1330.000.00-0.00sell
AMERICAN INTERNATIONAL GROUP, INC.18,89118,725-1660.000.00-0.00sell
State of Alaska, Department of Revenue21,47221,276-1960.010.00-0.00sell
Louisiana State Employees Retirement System17,50017,300-2000.010.01-0.00sell
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