Stock Transactions — HERITAGE INSURANCE HLDGS INC

Total Bought
2,970,445
74 transactions
Total Sold
2,265,600
56 transactions
Net
+704,845
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
JACOBS LEVY EQUITY MANAGEMENT, INC0644,576+644,5760.000.03+0.03buy
SEGALL BRYANT & HAMILL, LLC125,867348,556+222,6890.020.06+0.04buy
Pacific Ridge Capital Partners, LLC608,362813,557+205,1951.762.26+0.49buy
DIMENSIONAL FUND ADVISORS LP1,376,0771,569,667+193,5900.000.00+0.00buy
Invesco Ltd.762,015944,639+182,6240.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC313,502468,860+155,3580.010.01+0.00buy
AMERIPRISE FINANCIAL INC263,430384,948+121,5180.000.00+0.00buy
GOLDMAN SACHS GROUP INC86,896180,566+93,6700.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC513,867589,899+76,0320.000.00+0.00buy
PRUDENTIAL FINANCIAL INC22,17593,975+71,8000.000.00+0.00buy
STATE OF WISCONSIN INVESTMENT BOARD070,423+70,4230.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO065,828+65,8280.000.00+0.00buy
STATE STREET CORP371,057431,694+60,6370.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.388,587447,868+59,2810.020.02+0.00buy
Man Group plc054,693+54,6930.000.00+0.00buy
D L CARLSON INVESTMENT GROUP INC052,430+52,4300.000.11+0.11buy
ACADIAN ASSET MANAGEMENT LLC576,811628,371+51,5600.020.02+0.00buy
MARTINGALE ASSET MANAGEMENT L P039,145+39,1450.000.01+0.01buy
Graham Capital Management, L.P.14,24044,674+30,4340.010.02+0.01buy
Mariner, LLC027,975+27,9750.000.00+0.00buy
FRANKLIN RESOURCES INC13,36241,121+27,7590.000.00+0.00buy
MACKENZIE FINANCIAL CORP025,200+25,2000.000.00+0.00buy
MACKENZIE FINANCIAL CORP025,200+25,2000.000.00+0.00buy
Bank of New York Mellon Corp92,166117,236+25,0700.000.00+0.00buy
IEQ CAPITAL, LLC025,047+25,0470.000.00+0.00buy
EXCHANGE TRADED CONCEPTS, LLC024,473+24,4730.000.01+0.01buy
WINTON GROUP Ltd22,19246,519+24,3270.020.04+0.02buy
Y-Intercept (Hong Kong) Ltd022,425+22,4250.000.02+0.02buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC74,77295,379+20,6070.010.02+0.01buy
BALYASNY ASSET MANAGEMENT L.P.18,11338,358+20,2450.000.00+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC018,940+18,9400.000.00+0.00buy
FJ Capital Management LLC017,517+17,5170.000.02+0.02buy
BAILARD, INC.016,679+16,6790.000.01+0.01buy
Walleye Capital LLC015,786+15,7860.000.00+0.00buy
GSA CAPITAL PARTNERS LLP100,055113,516+13,4610.090.10+0.01buy
Creative Planning013,450+13,4500.000.00+0.00buy
US BANCORP \DE\1412,848+12,8340.000.00+0.00buy
Aquatic Capital Management LLC012,388+12,3880.000.00+0.00buy
SG Americas Securities, LLC011,101+11,1010.000.00+0.00buy
BlackRock, Inc.1,919,1371,930,198+11,0610.000.00-0.00buy
CANTOR FITZGERALD, L. P.011,000+11,0000.000.01+0.01buy
Triumph Capital Management010,019+10,0190.000.04+0.04buy
Talon Private Wealth, LLC010,019+10,0190.000.02+0.02buy
VANGUARD GROUP INC1,318,6831,328,135+9,4520.000.00-0.00buy
FMR LLC87,54796,486+8,9390.000.00+0.00buy
STRS OHIO1,1008,800+7,7000.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC83,00089,000+6,0000.000.00+0.00buy
Empowered Funds, LLC109,552115,131+5,5790.020.02-0.00buy
BARCLAYS PLC41,13545,505+4,3700.000.00+0.00buy
Trexquant Investment LP142,345146,569+4,2240.020.02-0.00buy
BNP PARIBAS FINANCIAL MARKETS19,21523,226+4,0110.000.00-0.00buy
DEUTSCHE BANK AG\13,53616,744+3,2080.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC64,06666,874+2,8080.000.00-0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC364,116366,595+2,4790.100.10+0.00buy
CITIGROUP INC16,65818,953+2,2950.000.00+0.00buy
Brandywine Global Investment Management, LLC10,19012,400+2,2100.000.00+0.00buy
WELLS FARGO & COMPANY/MN11,36113,419+2,0580.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND9002,900+2,0000.000.00+0.00buy
UBS Group AG27,09328,856+1,7630.000.00-0.00buy
STIFEL FINANCIAL CORP55,18556,825+1,6400.000.00+0.00buy
ROYAL BANK OF CANADA14,63615,888+1,2520.000.00+0.00buy
AlphaQuest LLC0933+9330.000.00+0.00buy
CWM, LLC4,5075,416+9090.000.00+0.00buy
Sterling Capital Management LLC73733+6600.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,54313,075+5320.000.00-0.00buy
SIGNATUREFD, LLC142601+4590.000.00+0.00buy
Covestor Ltd1,6721,951+2790.010.02+0.00buy
COMERICA BANK0207+2070.000.00+0.00buy
RHUMBLINE ADVISERS35,75735,956+1990.000.00-0.00buy
EverSource Wealth Advisors, LLC0140+1400.000.00+0.00buy
GAMMA Investing LLC036+360.000.00+0.00buy
CoreCap Advisors, LLC021+210.000.00+0.00buy
Global Retirement Partners, LLC413+90.000.00+0.00buy
IFP Advisors, Inc07+70.000.00+0.00buy
LSV ASSET MANAGEMENT39,80039,80000.000.00+0.00hold
Ameritas Investment Partners, Inc.2,2402,24000.000.00-0.00hold
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,6561,65600.000.00-0.00hold
CIBC Private Wealth Group LLC2,8702,87000.000.00-0.00hold
Boston Partners76,39776,39700.000.00+0.00hold
MetLife Investment Management, LLC13,39113,39100.000.00-0.00hold
Capital Advisors, Ltd. LLC1,0621,06200.000.00+0.00hold
NewEdge Advisors, LLC68368300.000.00-0.00hold
Ridgewood Investments LLC1,0001,00000.010.01-0.00hold
INSTRUMENTAL WEALTH, LLC27,79127,79100.280.29+0.01hold
Legal & General Group Plc1,9631,96300.000.00-0.00hold
AMALGAMATED BANK79179100.000.00-0.00hold
NATIONAL BANK OF CANADA /FI/10-10.000.00-0.00sell
Parallel Advisors, LLC160-160.000.00-0.00sell
True Wealth Design, LLC142121-210.000.00-0.00sell
Allspring Global Investments Holdings, LLC830-830.000.00-0.00sell
QUADRANT CAPITAL GROUP LLC1090-1090.000.00-0.00sell
ALPS ADVISORS INC24,00023,500-5000.000.00-0.00sell
EARNED WEALTH ADVISORS, LLC5020-5020.000.00-0.00sell
FEDERATED HERMES, INC.89194-7970.000.00-0.00sell
Corebridge Financial, Inc.12,22311,366-8570.000.00-0.00sell
Jaffetilchin Investment Partners, LLC1,1630-1,1630.000.00-0.00sell
Flaharty Asset Management, LLC1,3050-1,3050.000.00-0.00sell
Point72 (DIFC) Ltd1,7770-1,7770.000.00-0.00sell
GEODE CAPITAL MANAGEMENT, LLC501,911499,924-1,9870.000.00-0.00sell
State of Wyoming6,6484,330-2,3180.010.01-0.00sell
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