Stock Transactions — HERITAGE FINL CORP WASH

Total Bought
1,845,074
69 transactions
Total Sold
1,846,001
76 transactions
Net
-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
JENNISON ASSOCIATES LLC1,741,0582,206,766+465,7080.020.03+0.01buy
Invesco Ltd.173,888369,429+195,5410.000.00+0.00buy
DEPRINCE RACE & ZOLLO INC0153,259+153,2590.000.07+0.07buy
Russell Investments Group, Ltd.31,494143,913+112,4190.000.00+0.00buy
JPMORGAN CHASE & CO123,283225,948+102,6650.000.00+0.00buy
STATE STREET CORP1,594,9631,656,643+61,6800.000.00+0.00buy
TUDOR INVESTMENT CORP ET AL061,356+61,3560.000.02+0.02buy
MARSHALL WACE, LLP057,646+57,6460.000.00+0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP386,527433,296+46,7690.010.01+0.00buy
BANK OF AMERICA CORP /DE/101,627147,887+46,2600.000.00+0.00buy
Trexquant Investment LP23,53667,559+44,0230.010.02+0.01buy
BlackRock, Inc.5,002,2105,042,833+40,6230.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP2,034,9252,068,354+33,4290.010.01+0.00buy
MARTINGALE ASSET MANAGEMENT L P029,000+29,0000.000.02+0.02buy
UBS Group AG37,55161,155+23,6040.000.00+0.00buy
WINTON GROUP Ltd11,02934,361+23,3320.020.06+0.04buy
MACKENZIE FINANCIAL CORP022,326+22,3260.000.00+0.00buy
MACKENZIE FINANCIAL CORP022,326+22,3260.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC51,33872,713+21,3750.000.00+0.00buy
FRANKLIN RESOURCES INC021,206+21,2060.000.00+0.00buy
Engineers Gate Manager LP017,406+17,4060.000.01+0.01buy
INTECH INVESTMENT MANAGEMENT LLC18,46734,307+15,8400.000.01+0.00buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC311,090323,290+12,2000.020.03+0.00buy
PUBLIC SECTOR PENSION INVESTMENT BOARD73,21085,108+11,8980.010.01+0.00buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM9,90921,500+11,5910.000.00+0.00buy
CITIGROUP INC71,75983,183+11,4240.000.00+0.00buy
Proficio Capital Partners LLC011,417+11,4170.000.00+0.00buy
Cubist Systematic Strategies, LLC11,74423,129+11,3850.000.01+0.01buy
Amundi5,64216,923+11,2810.000.00+0.00buy
DEUTSCHE BANK AG\18,66129,871+11,2100.000.00+0.00buy
IEQ CAPITAL, LLC011,190+11,1900.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC09,357+9,3570.000.00+0.00buy
Aspire Capital Advisors LLC08,764+8,7640.000.06+0.06buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,241,1741,249,905+8,7310.010.01+0.00buy
STIFEL FINANCIAL CORP08,367+8,3670.000.00+0.00buy
Verition Fund Management LLC16,17123,361+7,1900.000.00+0.00buy
State of Tennessee, Department of Treasury9,03916,212+7,1730.000.00+0.00buy
Quantbot Technologies LP06,756+6,7560.000.01+0.01buy
NORTHERN TRUST CORP427,477433,678+6,2010.000.00-0.00buy
VOYA INVESTMENT MANAGEMENT LLC22,16028,345+6,1850.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC183,968189,719+5,7510.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC235,628241,351+5,7230.110.13+0.02buy
Empowered Funds, LLC113,128118,851+5,7230.040.04+0.00buy
WELLS FARGO & COMPANY/MN17,97722,387+4,4100.000.00+0.00buy
FIRST TRUST ADVISORS LP20,87025,156+4,2860.000.00+0.00buy
ExodusPoint Capital Management, LP29,74433,613+3,8690.010.01+0.00buy
Mirae Asset Global Investments Co., Ltd.21,15424,968+3,8140.000.00+0.00buy
Point72 Asset Management, L.P.4,3517,900+3,5490.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO6933,989+3,2960.000.00+0.00buy
Point72 Asia (Singapore) Pte. Ltd.5743,553+2,9790.000.02+0.02buy
KEYBANK NATIONAL ASSOCIATION/OH47,36449,841+2,4770.000.00+0.00buy
MetLife Investment Management, LLC18,79320,710+1,9170.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/27,98729,901+1,9140.000.00+0.00buy
Point72 (DIFC) Ltd01,189+1,1890.000.00+0.00buy
Sterling Capital Management LLC1191,064+9450.000.00+0.00buy
Aquatic Capital Management LLC0890+8900.000.00+0.00buy
Smartleaf Asset Management LLC118823+7050.000.00+0.00buy
Legal & General Group Plc92,46893,023+5550.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,84319,179+3360.000.00+0.00buy
CWM, LLC3,2973,522+2250.000.00+0.00buy
FMR LLC4,2094,340+1310.000.00+0.00buy
GAMMA Investing LLC1,9752,045+700.000.00+0.00buy
BRIGHTON JONES LLC11,23811,297+590.010.01-0.00buy
MassMutual Private Wealth & Trust, FSB777823+460.000.00+0.00buy
EverSource Wealth Advisors, LLC041+410.000.00+0.00buy
HUNTINGTON NATIONAL BANK029+290.000.00+0.00buy
Arizona State Retirement System9,98910,012+230.000.00+0.00buy
IFP Advisors, Inc05+50.000.00+0.00buy
Covestor Ltd2125+40.000.00+0.00buy
BESSEMER GROUP INC12012000.000.00-0.00hold
Ameritas Investment Partners, Inc.3,4233,42300.000.00+0.00hold
BASSWOOD CAPITAL MANAGEMENT, L.L.C.230,737230,73700.260.33+0.07hold
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
Zurcher Kantonalbank (Zurich Cantonalbank)8,1298,12900.000.00+0.00hold
SIGNATUREFD, LLC636300.000.00+0.00hold
DekaBank Deutsche Girozentrale3,7633,76300.000.00-0.00hold
Allworth Financial LP1,2461,24600.000.00+0.00hold
Swiss National Bank67,66867,66800.000.00+0.00hold
First Horizon Advisors, Inc.73973900.000.00+0.00hold
Pacific Ridge Capital Partners, LLC42,30642,30600.220.24+0.02hold
Baird Financial Group, Inc.44,05244,05200.000.00+0.00hold
QUADRANT CAPITAL GROUP LLC21321300.000.00+0.00hold
McIlrath & Eck, LLC1,6981,69800.000.01+0.00hold
Larson Financial Group LLC4400.000.00+0.00hold
Versant Capital Management, Inc515100.000.00+0.00hold
Maryland State Retirement & Pension System11,64911,64900.010.01+0.00hold
Spire Wealth Management878700.000.00+0.00hold
Badgley Phelps Wealth Managers, LLC15,22715,22700.010.01+0.00hold
Red Tortoise LLC14914900.000.00+0.00hold
SageView Advisory Group, LLC14,11614,11600.020.01-0.00hold
Bensler, LLC20,45020,45000.060.06+0.00hold
CGC Financial Services, LLC6,1596,15900.050.06+0.01hold
Farther Finance Advisors, LLC262600.000.00+0.00hold
Bruce G. Allen Investments, LLC202000.000.00+0.00hold
NEW YORK STATE TEACHERS RETIREMENT SYSTEM5,7965,79600.000.00+0.00hold
FIFTH THIRD BANCORP36236200.000.00+0.00hold
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY11,42311,42300.000.00+0.00hold
NEW YORK STATE COMMON RETIREMENT FUND9,5939,59300.000.00+0.00hold
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