Stock Transactions — HERITAGE FINL CORP WASH

Total Bought
1,379,802
78 transactions
Total Sold
1,944,569
73 transactions
Net
-564,767
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 LLC753,5701,015,801+262,2310.010.01+0.00buy
MALTESE CAPITAL MANAGEMENT LLC0160,000+160,0000.000.53+0.53buy
MILLENNIUM MANAGEMENT LLC084,282+84,2820.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP1,854,8081,934,852+80,0440.010.01-0.00buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC278,160334,330+56,1700.020.02+0.00buy
GSA CAPITAL PARTNERS LLP054,007+54,0070.000.07+0.07buy
Cubist Systematic Strategies, LLC052,769+52,7690.000.02+0.02buy
ExodusPoint Capital Management, LP045,377+45,3770.000.01+0.01buy
JANE STREET GROUP, LLC044,296+44,2960.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.041,041+41,0410.000.00+0.00buy
D. E. Shaw & Co., Inc.99,902136,330+36,4280.000.00+0.00buy
CORNERCAP INVESTMENT COUNSEL INC030,907+30,9070.000.09+0.09buy
TWO SIGMA ADVISERS, LP145,046174,146+29,1000.010.01+0.00buy
Numerai GP LLC028,218+28,2180.000.18+0.18buy
HRT FINANCIAL LP025,879+25,8790.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC784,630808,759+24,1290.000.00-0.00buy
Qube Research & Technologies Ltd023,594+23,5940.000.00+0.00buy
INTECH INVESTMENT MANAGEMENT LLC022,749+22,7490.000.01+0.01buy
Y-Intercept (Hong Kong) Ltd020,674+20,6740.000.02+0.02buy
TEXAS PERMANENT SCHOOL FUND CORP30,54948,874+18,3250.000.01+0.00buy
OCCUDO QUANTITATIVE STRATEGIES LP018,297+18,2970.000.06+0.06buy
BANK OF AMERICA CORP /DE/96,660114,716+18,0560.000.00+0.00buy
AlphaQuest LLC018,032+18,0320.000.04+0.04buy
RENAISSANCE TECHNOLOGIES LLC303,989321,089+17,1000.010.01+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC42,54656,102+13,5560.000.00-0.00buy
Tower Research Capital LLC (TRC)2,92715,178+12,2510.000.00+0.00buy
Verition Fund Management LLC011,929+11,9290.000.00+0.00buy
GREAT LAKES ADVISORS, LLC209,326220,644+11,3180.030.04+0.00buy
CITADEL ADVISORS LLC21,76831,473+9,7050.000.00+0.00buy
Rafferty Asset Management, LLC45,39555,049+9,6540.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC269,905278,017+8,1120.000.00-0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC222,126229,866+7,7400.090.10+0.01buy
Empowered Funds, LLC99,626107,366+7,7400.030.03-0.00buy
LAZARD ASSET MANAGEMENT LLC06,880+6,8800.000.00+0.00buy
Hennion & Walsh Asset Management, Inc.11,12317,930+6,8070.010.02+0.01buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,50318,429+5,9260.000.00+0.00buy
Point72 Asset Management, L.P.05,500+5,5000.000.00+0.00buy
FMR LLC3,2268,074+4,8480.000.00+0.00buy
CANADA LIFE ASSURANCE Co32,44537,286+4,8410.000.00+0.00buy
KEYBANK NATIONAL ASSOCIATION/OH40,16344,170+4,0070.000.00+0.00buy
WELLS FARGO & COMPANY/MN13,30917,302+3,9930.000.00+0.00buy
PUBLIC SECTOR PENSION INVESTMENT BOARD72,43376,310+3,8770.010.01-0.00buy
VANGUARD GROUP INC2,486,7772,490,120+3,3430.000.00-0.00buy
Invesco Ltd.197,477200,793+3,3160.000.00-0.00buy
STRS OHIO28,70032,000+3,3000.000.00+0.00buy
ROYAL BANK OF CANADA104,362106,407+2,0450.000.00-0.00buy
MetLife Investment Management, LLC18,96521,010+2,0450.000.00-0.00buy
Russell Investments Group, Ltd.21,09522,858+1,7630.000.00+0.00buy
MEEDER ASSET MANAGEMENT INC01,713+1,7130.000.00+0.00buy
Point72 (DIFC) Ltd01,490+1,4900.000.00+0.00buy
INNEALTA CAPITAL, LLC01,482+1,4820.000.01+0.01buy
Point72 Asia (Singapore) Pte. Ltd.01,406+1,4060.000.01+0.01buy
Allworth Financial LP01,246+1,2460.000.00+0.00buy
Illinois Municipal Retirement Fund19,35720,361+1,0040.010.01-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/29,78430,706+9220.000.00-0.00buy
GAMMA Investing LLC5881,374+7860.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP157,510158,047+5370.010.01-0.00buy
VOYA INVESTMENT MANAGEMENT LLC18,87919,365+4860.000.00-0.00buy
Smartleaf Asset Management LLC0470+4700.000.00+0.00buy
Quarry LP0428+4280.000.00+0.00buy
Catalyst Funds Management Pty Ltd0400+4000.000.00+0.00buy
KILEY JUERGENS WEALTH MANAGEMENT, LLC239,596239,847+2511.441.20-0.24buy
Louisiana State Employees Retirement System17,30017,500+2000.010.01-0.00buy
CITIGROUP INC60,04260,206+1640.000.00-0.00buy
CWM, LLC2,6602,816+1560.000.00-0.00buy
NISA INVESTMENT ADVISORS, LLC086+860.000.00+0.00buy
Arax Advisory Partners082+820.000.00+0.00buy
BRIGHTON JONES LLC11,09211,169+770.010.01-0.00buy
Pacific Ridge Capital Partners, LLC56,72256,796+740.240.25+0.00buy
QUADRANT CAPITAL GROUP LLC158213+550.000.00+0.00buy
UMB Bank, n.a.035+350.000.00+0.00buy
PRINCIPAL SECURITIES, INC.821+130.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO706718+120.000.00-0.00buy
ROTHSCHILD INVESTMENT LLC515+100.000.00+0.00buy
Bruce G. Allen Investments, LLC1220+80.000.00+0.00buy
Larson Financial Group LLC04+40.000.00+0.00buy
Covestor Ltd3740+30.000.00+0.00buy
TFC Financial Management, Inc.01+10.000.00+0.00buy
Ameritas Investment Partners, Inc.3,4233,42300.000.00-0.00hold
BASSWOOD CAPITAL MANAGEMENT, L.L.C.230,737230,73700.260.27+0.01hold
FARMERS & MERCHANTS INVESTMENTS INC262600.000.00-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)8,1298,12900.000.00-0.00hold
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
Allianz Asset Management GmbH10,20010,20000.000.00-0.00hold
Swiss National Bank69,06869,06800.000.00-0.00hold
Baird Financial Group, Inc.45,05245,05200.000.00-0.00hold
Steward Partners Investment Advisory, LLC40040000.000.00-0.00hold
Versant Capital Management, Inc515100.000.00-0.00hold
Badgley Phelps Wealth Managers, LLC15,22715,22700.010.01-0.00hold
Red Tortoise LLC14914900.000.00-0.00hold
CGC Financial Services, LLC6,1596,15900.060.05-0.01hold
FIFTH THIRD BANCORP34834800.000.00-0.00hold
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY11,42311,42300.000.00-0.00hold
HEARTLAND ADVISORS INC400,000400,00000.410.40-0.00hold
Avior Wealth Management, LLC70-70.000.00-0.00sell
Farther Finance Advisors, LLC3626-100.000.00-0.00sell
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