Stock Transactions — HERITAGE FINL CORP WASH

Total Bought
1,687,435
70 transactions
Total Sold
1,266,947
84 transactions
Net
+420,488
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
WELLINGTON MANAGEMENT GROUP LLP0463,401+463,4010.000.00+0.00buy
ALGEBRIS (UK) LTD0445,760+445,7600.001.22+1.22buy
VICTORY CAPITAL MANAGEMENT INC2,406,0612,626,334+220,2730.040.04+0.00buy
JENNISON ASSOCIATES LLC2,977,3153,080,022+102,7070.040.04+0.00buy
TWO SIGMA INVESTMENTS, LP182,981256,567+73,5860.010.01+0.00buy
TWO SIGMA ADVISERS, LP140,446210,346+69,9000.010.01+0.00buy
Russell Investments Group, Ltd.97,861140,825+42,9640.000.00+0.00buy
BANK OF AMERICA CORP /DE/180,581215,732+35,1510.000.00+0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH27,31858,043+30,7250.000.00+0.00buy
DEPRINCE RACE & ZOLLO INC43,78770,514+26,7270.020.03+0.01buy
Quantinno Capital Management LP18,48134,958+16,4770.000.00+0.00buy
PUBLIC SECTOR PENSION INVESTMENT BOARD116,282132,457+16,1750.010.01-0.00buy
AQR CAPITAL MANAGEMENT LLC114,655128,975+14,3200.000.00-0.00buy
CITADEL ADVISORS LLC012,540+12,5400.000.00+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS25,07935,944+10,8650.000.00+0.00buy
HRT FINANCIAL LP010,830+10,8300.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC828,029838,428+10,3990.000.00-0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC250,129260,235+10,1060.140.13-0.01buy
Empowered Funds, LLC127,629137,735+10,1060.030.03-0.00buy
Verition Fund Management LLC08,685+8,6850.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/34,57139,610+5,0390.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC323,223327,810+4,5870.000.00-0.00buy
DEUTSCHE BANK AG\21,94126,510+4,5690.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS3,8968,457+4,5610.000.00+0.00buy
WELLS FARGO & COMPANY/MN24,49328,612+4,1190.000.00+0.00buy
CWM, LLC3,8197,657+3,8380.000.00+0.00buy
ROYCE & ASSOCIATES LP166,120169,014+2,8940.040.04+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)8,12910,991+2,8620.000.00+0.00buy
SEI INVESTMENTS CO13,75816,447+2,6890.000.00+0.00buy
Penn Capital Management Company, LLC23,97426,245+2,2710.050.05-0.00buy
KEYBANK NATIONAL ASSOCIATION/OH62,92464,669+1,7450.010.01-0.00buy
JPMORGAN CHASE & CO35,26236,996+1,7340.000.00-0.00buy
Police & Firemen's Retirement System of New Jersey7,8499,445+1,5960.000.00+0.00buy
Sterling Capital Management LLC9052,354+1,4490.000.00+0.00buy
MARTIN & CO INC /TN/131,248132,587+1,3390.580.57-0.01buy
Swiss National Bank64,86866,168+1,3000.000.00+0.00buy
HANTZ FINANCIAL SERVICES, INC.3961,651+1,2550.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC14,64815,700+1,0520.000.00-0.00buy
INTECH INVESTMENT MANAGEMENT LLC34,93135,891+9600.010.01-0.00buy
Arax Advisory Partners111842+7310.000.00+0.00buy
Versant Capital Management, Inc47774+7270.000.00+0.00buy
Rockefeller Capital Management L.P.0661+6610.000.00+0.00buy
FMR LLC5,9496,532+5830.000.00+0.00buy
Larson Financial Group LLC417897+4800.000.00+0.00buy
BRIGHTON JONES LLC12,00212,452+4500.010.01-0.00buy
Wealthspire Advisors, LLC0375+3750.000.00+0.00buy
AMALGAMATED BANK9,73110,071+3400.000.00-0.00buy
Triumph Capital Management0200+2000.000.00+0.00buy
Salomon & Ludwin, LLC0191+1910.000.00+0.00buy
EverSource Wealth Advisors, LLC1,9582,140+1820.000.00-0.00buy
Optiver Holding B.V.0176+1760.000.00+0.00buy
Arizona State Retirement System9,91510,071+1560.000.00-0.00buy
Smartleaf Asset Management LLC671779+1080.000.00-0.00buy
NISA INVESTMENT ADVISORS, LLC98203+1050.000.00+0.00buy
Cedar Mountain Advisors, LLC0102+1020.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC066+660.000.00+0.00buy
Allworth Financial LP1,2461,302+560.000.00-0.00buy
Rise Advisors, LLC872917+450.010.01-0.00buy
Farther Finance Advisors, LLC2666+400.000.00+0.00buy
FIFTH THIRD BANCORP375396+210.000.00-0.00buy
Vermillion Wealth Management, Inc.018+180.000.00+0.00buy
Root Financial Partners, LLC015+150.000.00+0.00buy
UMB Bank, n.a.92106+140.000.00+0.00buy
IFP Advisors, Inc013+130.000.00-0.00buy
Advisory Services Network, LLC09+90.000.00+0.00buy
BESSEMER GROUP INC182189+70.000.00+0.00buy
RAYMOND JAMES FINANCIAL INC50,89550,898+30.000.00-0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM31,84031,842+20.000.00-0.00buy
NWAM LLC53,47653,478+20.070.07-0.00buy
Covestor Ltd1314+10.000.000.00buy
LSV ASSET MANAGEMENT74,50074,50000.000.00-0.00hold
GABELLI FUNDS LLC18,72918,72900.000.00-0.00hold
BASSWOOD CAPITAL MANAGEMENT, L.L.C.230,737230,73700.270.26-0.01hold
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/6,8476,84700.010.01-0.00hold
MassMutual Private Wealth & Trust, FSB81081000.000.00-0.00hold
LAZARD ASSET MANAGEMENT LLC33,12933,12900.000.00-0.00hold
FARMERS & MERCHANTS INVESTMENTS INC262600.000.00-0.00hold
PRINCIPAL SECURITIES, INC.212100.000.00-0.00hold
JANUS HENDERSON GROUP PLC15,34015,34000.000.00-0.00hold
ASSETMARK, INC141400.000.00-0.00hold
Parkside Financial Bank & Trust929200.000.00-0.00hold
SIGNATUREFD, LLC636300.000.00-0.00hold
DekaBank Deutsche Girozentrale3,7633,76300.000.00-0.00hold
MetLife Investment Management, LLC20,42220,42200.000.00-0.00hold
State of Tennessee, Department of Treasury8,6608,66000.000.00-0.00hold
Pacific Ridge Capital Partners, LLC41,96541,96500.240.22-0.02hold
McIlrath & Eck, LLC1,6981,69800.000.00-0.00hold
KLP KAPITALFORVALTNING AS6,4006,40000.000.00-0.00hold
Physician Wealth Advisors, Inc.464600.000.00-0.00hold
SBI Securities Co., Ltd.1100.000.00-0.00hold
Aspire Capital Advisors LLC8,7648,76400.060.05-0.01hold
Red Tortoise LLC14914900.000.00-0.00hold
Fortitude Family Office, LLC808000.000.00-0.00hold
Bensler, LLC20,45020,45000.050.05-0.00hold
CGC Financial Services, LLC6,1596,15900.050.04-0.01hold
US BANCORP \DE\8,0848,08400.000.00-0.00hold
FRANKLIN RESOURCES INC21,16521,16500.000.00-0.00hold
LORD, ABBETT & CO. LLC326,731326,73100.030.02-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND9,5939,59300.000.00-0.00hold
GLOBEFLEX CAPITAL L P27,30027,30000.050.10+0.05hold
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