Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Heritage Financial Corporation incluem Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, Vanguard Fiduciary Trust Co, Pacific Asset Management, LLC, Vanguard Global Advisers, LLC, VANGUARD ASSET MANAGEMENT, Ltd, Pathstone Holdings, LLC, JustInvest LLC, Mercer Global Advisors Inc /adv, DRW Securities, LLC, ISAM Funds (UK) Ltd, Vanguard Investments Australia, Ltd., Keating Financial Advisory Services, Inc., Kilter Group LLC, Stone House Investment Management, LLC, e CIBC Private Wealth Group, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 24 | 1 | ||||||
| 2026-05-15 | 13F | Rafferty Asset Management, LLC | 29,435 | 12.77 | 765 | 23.99 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 55,145 | 29.88 | 1,434 | 42.73 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 577 | 23.29 | 15 | 27.27 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 589 | 4.62 | 15 | 15.38 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 13 | 116.67 | 0 | |||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 10,413 | 271 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 1,847,906 | 48,046 | ||||||
| 2026-05-08 | 13F | Amalgamated Bank | 11,618 | 17.71 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5,561,782 | 13.20 | 144,606 | 24.45 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13,475 | 3,337.50 | 350 | 3,788.89 | ||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 10 | 900.00 | 0 | |||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 10,819 | 18.60 | 281 | 24.34 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 8 | 0 | ||||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 64,833 | 191.41 | 1,686 | 220.34 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 11,840 | 308 | ||||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 18,200 | 16.67 | 473 | 28.53 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 106,392 | 12.75 | 2,766 | 23.98 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2,359 | 1.16 | 61 | 10.91 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 18,927 | 72.20 | 492 | 89.96 | ||||
| 2026-05-05 | 13F | UBS Group AG | 226,475 | 112.62 | 5,888 | 133.74 | ||||
| 2026-05-13 | 13F | Aster Capital Management (DIFC) Ltd | 6,204 | 151 | ||||||
| 2026-04-24 | 13F | Deprince Race & Zollo Inc | 131,566 | 8.85 | 3,421 | 19.66 | ||||
| 2026-05-11 | 13F | Boston Partners | 690,319 | 17,964 | ||||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 6,789 | 177 | ||||||
| 2026-05-05 | 13F | Illinois Municipal Retirement Fund | 18,381 | 2.88 | 478 | 13.03 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 611 | 43.09 | 16 | |||||
| 2026-05-15 | 13F | Fmr Llc | 30,246 | 405.45 | 786 | 457.45 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 19,254 | 1 | ||||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 604 | 1.51 | 16 | 7.14 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 33,264 | 17.10 | 865 | 28.76 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 8,175 | 1.13 | 213 | 10.99 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27,527 | 716 | ||||||
| 2026-05-15 | 13F | State Street Corp | 1,796,525 | 14.18 | 46,710 | 25.52 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 33,325 | 16.74 | 866 | 28.30 | ||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 10,170 | 264 | ||||||
| 2026-05-14 | 13F | Great West Life Assurance Co /can/ | 36,322 | 12.71 | 1 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 50,129 | 4.24 | 1,303 | 14.60 | ||||
| 2026-05-15 | 13F | Odyssean, LLC | 31,917 | 32.06 | 830 | 45.18 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 50,062 | 15.76 | 1 | 0.00 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 266,902 | 6,939 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 32 | 1 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 64,554 | 28.79 | 1,527 | 25.91 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 895 | 760.58 | 23 | 1,000.00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 96 | 540.00 | 2 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 9,026 | 6.26 | 235 | 17.00 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1,975 | 4.17 | 51 | 15.91 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,226 | 2.42 | 32 | 10.71 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 185 | 0.54 | 5 | 0.00 | ||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 137,899 | 1.81 | 3,585 | 11.93 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 19,571 | 12.02 | 1 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 9,425 | 14.26 | 245 | |||||
| 2026-05-15 | 13F | American Century Companies Inc | 103,113 | 1.25 | 2,681 | 11.30 | ||||
| 2026-05-12 | 13F | Creative Planning | 22,838 | 594 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1,336 | 3.57 | 35 | 13.33 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 312,057 | 64.55 | 8,113 | 80.89 | ||||
| 2026-05-06 | 13F | Jennison Associates Llc | 3,213,473 | 3.42 | 83,550 | 13.70 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 22 | 1 | ||||||
| 2026-05-15 | 13F | rhino investment partners, Inc | 330,459 | 77.72 | 8,592 | 95.38 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 479,833 | 20.07 | 12,476 | 32.01 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 17 | 88.89 | 0 | |||||
| 2026-05-13 | 13F | Prudential Financial Inc | 40,422 | 26.87 | 1,051 | 39.44 | ||||
| 2026-04-29 | 13F | Oregon Public Employees Retirement Fund | 9,378 | 20.57 | 244 | 32.79 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9,723 | 253 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 18,457 | 480 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5,809 | 12.34 | 151 | 23.77 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 628,320 | 547.52 | 16,336 | 612.12 | ||||
| 2026-05-15 | 13F | Susquehanna Fundamental Investments, Llc | 40,293 | 1,048 | ||||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 41,496 | 9.64 | 1,079 | 20.45 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 166,079 | 8.89 | 4,318 | 19.74 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 653,691 | 16,996 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 441 | 53.66 | 11 | 83.33 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 213 | 12.11 | 6 | 25.00 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 982 | 9.23 | 26 | 19.05 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 490,410 | 81.98 | 12,751 | 100.06 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 49,050 | 1,275 | ||||||
| 2026-05-13 | 13F | DRW Securities, LLC | 9,519 | 247 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 377,043 | 15.47 | 9,803 | 26.95 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 24,725 | 643 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 379,395 | 3.51 | 9,864 | 13.80 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 171,237 | 2.10 | 4,452 | 12.25 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 10,543 | 274 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2,389 | 2,496.74 | 62 | 3,000.00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 16,814 | 3.40 | 437 | 13.80 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 66,614 | 2.41 | 1,732 | 12.55 | ||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 24,848 | 13.78 | 1 | |||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 18 | 0 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2,412,325 | 1.92 | 57,051 | -0.36 | ||||
| 2026-05-13 | 13F | ISAM Funds (UK) Ltd | 9,386 | 244 | ||||||
| 2026-04-30 | 13F | Nuveen, LLC | 234,974 | 0.18 | 6,109 | 10.13 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 29,828 | 14.22 | 776 | 25.61 | ||||
| 2026-05-07 | 13F | Swiss National Bank | 67,168 | 1.51 | 1,746 | 11.64 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 198,478 | 7.81 | 5,160 | 18.51 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 15,975 | 0.67 | 415 | 10.67 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 40,326 | 21.72 | 1,048 | 33.84 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 620 | 2.14 | 16 | 14.29 | ||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 147,086 | 24.95 | 3,824 | 37.36 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 842 | 113.16 | 22 | 133.33 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 413,116 | 9.69 | 10,741 | 20.59 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 199,588 | 0.21 | 5,189 | 10.17 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 934,802 | 10.94 | 24,310 | 21.98 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 2,469,315 | 1.38 | 64,202 | 11.45 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 124 | 21.57 | 3 | 50.00 | ||||
| 2026-05-15 | 13F | Basswood Capital Management, L.l.c. | 698,904 | 15.12 | 18,172 | 26.56 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1,987 | 1.64 | 52 | 10.87 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 191 | 6.11 | 5 | 0.00 | ||||
| 2026-05-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 64,945 | 8.49 | 1,689 | 19.04 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 45,500 | 176.65 | 1,076 | 171.03 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 27 | 8.00 | 1 | |||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 288,579 | 4.93 | 7,503 | 15.36 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 42,069 | 1,094 |
