Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Heritage Financial Corporation inkluderar 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, och CIBC Private Wealth Group, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
