Stock Transactions — HERITAGE INSURANCE HLDGS INC

Total Bought
2,601,785
103 transactions
Total Sold
2,248,304
79 transactions
Net
+353,481
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
Assenagon Asset Management S.A.142,641462,075+319,4340.010.02+0.01buy
PRUDENTIAL FINANCIAL INC383,582691,893+308,3110.010.02+0.01buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC66,666203,839+137,1730.000.00+0.00buy
VANGUARD GROUP INC1,514,4601,646,731+132,2710.000.00+0.00buy
HRT FINANCIAL LP10,257125,006+114,7490.000.01+0.01buy
GEODE CAPITAL MANAGEMENT, LLC517,803630,906+113,1030.000.00+0.00buy
JANE STREET GROUP, LLC51,258151,864+100,6060.000.00+0.00buy
Pacific Ridge Capital Partners, LLC360,683458,929+98,2462.152.54+0.39buy
AMERICAN CENTURY COMPANIES INC796,605888,452+91,8470.010.01+0.00buy
MARSHALL WACE, LLP942,1671,024,357+82,1900.030.03+0.00buy
Annis Gardner Whiting Capital Advisors, LLC12,50076,798+64,2980.110.40+0.29buy
BANK OF AMERICA CORP /DE/83,988146,366+62,3780.000.00+0.00buy
BlackRock, Inc.1,867,5151,924,287+56,7720.000.00-0.00buy
Trexquant Investment LP98,743152,480+53,7370.030.04+0.01buy
UBS Group AG242,708289,827+47,1190.000.00+0.00buy
Squarepoint Ops LLC046,578+46,5780.000.00+0.00buy
FRANKLIN RESOURCES INC35,08781,316+46,2290.000.00+0.00buy
GOLDMAN SACHS GROUP INC80,444124,653+44,2090.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC21,37764,490+43,1130.000.00+0.00buy
Y-Intercept (Hong Kong) Ltd039,060+39,0600.000.02+0.02buy
SIERRA SUMMIT ADVISORS LLC038,109+38,1090.000.15+0.15buy
FJ Capital Management LLC037,745+37,7450.000.10+0.10buy
INSTRUMENTAL WEALTH, LLC27,79160,060+32,2690.470.98+0.51buy
Quartz Partners, LLC143,372172,728+29,3561.641.57-0.06buy
CITIGROUP INC11,44739,885+28,4380.000.00+0.00buy
Dynamic Technology Lab Private Ltd027,770+27,7700.000.12+0.12buy
KESTRA PRIVATE WEALTH SERVICES, LLC024,260+24,2600.000.01+0.01buy
MILLENNIUM MANAGEMENT LLC231,279252,372+21,0930.010.01-0.00buy
STATE OF WISCONSIN INVESTMENT BOARD21,86242,362+20,5000.000.00+0.00buy
SG Americas Securities, LLC7,48527,281+19,7960.000.00+0.00buy
OSAIC HOLDINGS, INC.26,93745,358+18,4210.000.00+0.00buy
MORGAN STANLEY346,055363,209+17,1540.000.00-0.00buy
GROUP ONE TRADING LLC015,691+15,6910.000.01+0.01buy
AQR CAPITAL MANAGEMENT LLC385,499399,997+14,4980.010.01-0.00buy
Versor Investments LP014,420+14,4200.000.07+0.07buy
NAVELLIER & ASSOCIATES INC29,10542,561+13,4560.090.11+0.02buy
ENVESTNET ASSET MANAGEMENT INC013,232+13,2320.000.00+0.00buy
Arkadios Wealth Advisors115,889128,286+12,3970.090.08-0.01buy
Empowered Funds, LLC130,957143,164+12,2070.040.04-0.00buy
Creative Planning37,91349,921+12,0080.000.00+0.00buy
WELLS FARGO & COMPANY/MN22,56734,300+11,7330.000.00+0.00buy
Virtu Financial LLC010,993+10,9930.000.02+0.02buy
Qube Research & Technologies Ltd178,839189,521+10,6820.010.01+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC09,992+9,9920.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP36,01145,574+9,5630.000.00+0.00buy
Mariner, LLC24,18133,459+9,2780.000.00+0.00buy
Boston Partners45,01854,225+9,2070.000.00+0.00buy
CAPSTONE INVESTMENT ADVISORS, LLC08,884+8,8840.000.00+0.00buy
Optivise Advisory Services LLC08,757+8,7570.000.13+0.13buy
SEI INVESTMENTS CO20,50527,628+7,1230.000.00+0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH28,70035,700+7,0000.000.00+0.00buy
CWM, LLC14,40420,217+5,8130.000.00+0.00buy
Quantinno Capital Management LP9,66615,085+5,4190.000.00-0.00buy
Arax Advisory Partners6045,823+5,2190.000.00+0.00buy
Verition Fund Management LLC36,34940,543+4,1940.010.01+0.00buy
AlphaQuest LLC3,2597,272+4,0130.010.01+0.00buy
Graham Capital Management, L.P.14,75318,589+3,8360.010.02+0.01buy
FMR LLC87,50491,102+3,5980.000.00-0.00buy
Triumph Capital Management03,503+3,5030.000.01+0.01buy
STATE STREET CORP452,412455,536+3,1240.000.00-0.00buy
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.02,641+2,6410.000.13+0.13buy
Nuveen, LLC57,51360,147+2,6340.000.00+0.00buy
MACQUARIE GROUP LTD02,559+2,5590.000.00+0.00buy
USA FINANCIAL FORMULAS9833,487+2,5040.000.02+0.01buy
BNP PARIBAS FINANCIAL MARKETS3,0355,379+2,3440.000.00+0.00buy
Cambridge Investment Research Advisors, Inc.9,93812,257+2,3190.000.00+0.00buy
DEUTSCHE BANK AG\14,60716,768+2,1610.000.00+0.00buy
IEQ CAPITAL, LLC39,74741,791+2,0440.010.00-0.00buy
Tower Research Capital LLC (TRC)8,29910,234+1,9350.010.01+0.00buy
CANTOR FITZGERALD, L. P.11,00012,750+1,7500.010.01-0.00buy
GSA CAPITAL PARTNERS LLP32,75434,251+1,4970.060.07+0.01buy
State of Alaska, Department of Revenue01,453+1,4530.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/10,71711,928+1,2110.000.00+0.00buy
Financial Management Professionals, Inc.01,020+1,0200.000.00+0.00buy
Advisory Services Network, LLC0990+9900.000.00+0.00buy
Quantbot Technologies LP0796+7960.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey5,7496,511+7620.000.00-0.00buy
PRINCIPAL SECURITIES, INC.200750+5500.000.00+0.00buy
TUDOR INVESTMENT CORP ET AL185,877186,380+5030.040.03-0.00buy
Aster Capital Management (DIFC) Ltd0481+4810.000.01+0.01buy
Allworth Financial LP82551+4690.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC0462+4620.000.00+0.00buy
Truvestments Capital LLC0400+4000.000.00+0.00buy
SBI Securities Co., Ltd.51321+2700.000.00+0.00buy
Sterling Capital Management LLC25,84826,065+2170.010.01+0.00buy
NATIONAL BANK OF CANADA /FI/314525+2110.000.00+0.00buy
Optiver Holding B.V.0184+1840.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.0146+1460.000.00+0.00buy
WPG Advisers, LLC0125+1250.000.00+0.00buy
Clearstead Advisors, LLC384504+1200.000.00+0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO0112+1120.000.00+0.00buy
Quarry LP425523+980.000.00+0.00buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC180276+960.000.00+0.00buy
Savant Capital, LLC10,53210,626+940.000.00-0.00buy
Tidal Investments LLC14,09314,186+930.000.00-0.00buy
ROTHSCHILD INVESTMENT LLC10101+910.000.00+0.00buy
Larson Financial Group LLC154241+870.000.00+0.00buy
Caitong International Asset Management Co., Ltd075+750.000.00+0.00buy
Farther Finance Advisors, LLC57118+610.000.00+0.00buy
MassMutual Private Wealth & Trust, FSB022+220.000.00+0.00buy
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