Elon Musk Sees Serious Crisis
When Tesla's Elon Musk says there's a major shortage of a key material used in electric vehicles...and says prices for this material are "CRAZY"...you can bet there's an incredible investment opportunity in that crisis.
Discover how you can take advantage of lithium

HFWA Insider Trading

Insider Ownership Percentage: 1.80%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $577,158.99

Heritage Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Heritage Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Heritage Financial Share Price & Price History

Current Price: $30.91
Price Change: Price Decrease of -0.37 (-1.18%)
As of 12/8/2022 01:00 AM ET

This chart shows the closing price history over time for HFWA up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Heritage Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/4/2022Cindy M. HuntleyEVPSell1,193$32.61$38,903.7319,815View SEC Filing Icon  
11/2/2022Brian L. VanceDirectorSell5,148$32.73$168,494.0492,365View SEC Filing Icon  
10/31/2022Brian CharneskiDirectorSell2,000$33.67$67,340.0031,732View SEC Filing Icon  
10/26/2022John A. CleesDirectorSell2,000$31.55$63,100.0044,916View SEC Filing Icon  
10/24/2022Tony ChalfantEVPSell3,124$31.38$98,031.1216,143View SEC Filing Icon  
6/7/2022Brian L. VanceDirectorSell5,470$25.83$141,290.1097,513View SEC Filing Icon  
6/9/2021John A. CleesDirectorSell3,256$28.65$93,284.4045,203View SEC Filing Icon  
5/10/2021Brian L. VanceDirectorSell3,667$29.00$106,343.00106,367View SEC Filing Icon  
5/4/2021Cindy M. HuntleyEVPSell1,148$28.63$32,867.2419,962View SEC Filing Icon  
4/29/2021Tony ChalfantEVPSell2,000$28.52$57,040.0016,771View SEC Filing Icon  
3/15/2021Brian CharneskiDirectorSell3,325$29.69$98,719.25View SEC Filing Icon  
3/9/2021Brian CharneskiDirectorSell2,000$29.62$59,240.00
11/11/2020Brian L. VanceDirectorSell4,516$23.79$107,435.64104,564View SEC Filing Icon  
5/14/2020Gragg E MillerDirectorBuy1,000$15.38$15,380.0021,246View SEC Filing Icon  
5/8/2020Jeffrey J DeuelCEOBuy5,391$18.55$100,003.0539,351View SEC Filing Icon  
3/12/2020Brian CharneskiDirectorBuy3,325$18.42$61,246.5028,737View SEC Filing Icon  
3/5/2020Jeffrey S LyonDirectorBuy2,000$23.38$46,760.0033,997View SEC Filing Icon  
See Full Table
Elon Musk Sees Serious Crisis
When Tesla's Elon Musk says there's a major shortage of a key material used in electric vehicles...and says prices for this material are "CRAZY"...you can bet there's an incredible investment opportunity in that crisis.
Discover how you can take advantage of lithium

SEC Filings (Institutional Ownership Changes) for Heritage Financial (NASDAQ:HFWA)

78.62% of Heritage Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HFWA by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Heritage Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/8/2022Bank of New York Mellon Corp887,524$23.49M0.0%-1.0%2.529%Search for SEC Filing on Google Icon
12/1/2022Robeco Institutional Asset Management B.V.60,182$1.59M0.0%-1.7%0.171%Search for SEC Filing on Google Icon
11/22/2022Teachers Retirement System of The State of Kentucky9,034$0.24M0.0%N/A0.026%Search for SEC Filing on Google Icon
11/21/2022California State Teachers Retirement System43,874$1.16M0.0%-2.0%0.125%Search for SEC Filing on Google Icon
11/16/2022Jane Street Group LLC15,214$0.40M0.0%+25.3%0.043%Search for SEC Filing on Google Icon
11/16/2022BNP Paribas Arbitrage SNC17,630$0.47M0.0%-33.5%0.050%Search for SEC Filing on Google Icon
11/15/2022Alliancebernstein L.P.1,664,579$44.06M0.0%+6.4%4.742%Search for SEC Filing on Google Icon
11/15/2022State Street Corp1,527,871$40.44M0.0%+0.3%4.352%Search for SEC Filing on Google Icon
11/15/2022Public Employees Retirement System of Ohio18,349$0.49M0.0%+2.1%0.052%Search for SEC Filing on Google Icon
11/15/2022Jacobs Levy Equity Management Inc.85,053$2.25M0.0%+15.1%0.242%Search for SEC Filing on Google Icon
11/15/2022Thrivent Financial for Lutherans43,945$1.17M0.0%+27.4%0.125%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Advisers LP151,846$4.02M0.0%+1.3%0.433%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Investments LP76,816$2.03M0.0%+8.4%0.219%Search for SEC Filing on Google Icon
11/15/2022Vanguard Group Inc.2,312,025$61.20M0.0%+0.0%6.586%Search for SEC Filing on Google Icon
11/15/2022Price T Rowe Associates Inc. MD20,103$0.53M0.0%+14.0%0.057%Search for SEC Filing on Google Icon
11/15/2022Lord Abbett & CO. LLC328,292$8.69M0.0%+16.2%0.935%Search for SEC Filing on Google Icon
11/15/2022Martingale Asset Management L P29,608$0.78M0.0%N/A0.084%Search for SEC Filing on Google Icon
11/15/2022EJF Capital LLC245,926$6.51M1.0%N/A0.701%Search for SEC Filing on Google Icon
11/15/2022First Trust Advisors LP19,050$0.50M0.0%-73.3%0.054%Search for SEC Filing on Google Icon
11/15/2022Bank of New York Mellon Corp887,524$23.49M0.0%-1.0%2.529%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.5,171,234$136.88M0.0%+0.5%14.733%Search for SEC Filing on Google Icon
11/15/2022Brandywine Global Investment Management LLC39,368$1.04M0.0%-2.1%0.112%Search for SEC Filing on Google Icon
11/15/2022Citadel Advisors LLC107,802$2.85M0.0%-20.1%0.307%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada89,748$2.38M0.0%-2.2%0.256%Search for SEC Filing on Google Icon
11/14/2022Nuveen Asset Management LLC136,206$3.61M0.0%-2.5%0.388%Search for SEC Filing on Google Icon
11/14/2022Hsbc Holdings PLC83,252$2.24M0.0%-7.4%0.237%Search for SEC Filing on Google Icon
11/14/2022Stieven Capital Advisors L.P.372,188$9.85M1.6%+85.7%1.060%Search for SEC Filing on Google Icon
11/10/2022Credit Suisse AG30,673$0.81M0.0%+11.4%0.087%Search for SEC Filing on Google Icon
11/10/2022WINTON GROUP Ltd11,139$0.30M0.0%-31.3%0.032%Search for SEC Filing on Google Icon
11/10/2022Dimensional Fund Advisors LP2,021,106$53.50M0.0%+6.2%5.758%Search for SEC Filing on Google Icon
11/10/2022Tower Research Capital LLC TRC 6,470$0.17M0.0%-69.4%0.018%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG20,715$0.55M0.0%+152.4%0.059%Search for SEC Filing on Google Icon
11/9/2022Brighton Jones LLC25,117$0.67M0.0%-9.3%0.072%Search for SEC Filing on Google Icon
11/9/2022Boston Partners102,995$2.73M0.0%+6.2%0.293%Search for SEC Filing on Google Icon
11/9/2022First Horizon Advisors Inc.1,403$36K0.0%-26.9%0.004%Search for SEC Filing on Google Icon
11/9/2022Aigen Investment Management LP16,566$0.44M0.1%N/A0.047%Search for SEC Filing on Google Icon
11/8/2022Mutual of America Capital Management LLC6,984$0.19M0.0%+18.5%0.020%Search for SEC Filing on Google Icon
11/8/2022New York State Common Retirement Fund24,739$0.66M0.0%+9.0%0.070%Search for SEC Filing on Google Icon
11/7/2022TD Asset Management Inc.75,400$2.03M0.0%N/A0.215%Search for SEC Filing on Google Icon
11/4/2022Yousif Capital Management LLC28,224$0.75M0.0%-2.3%0.080%Search for SEC Filing on Google Icon
11/4/2022Prudential Financial Inc.44,445$1.18M0.0%+15.6%0.127%Search for SEC Filing on Google Icon
11/4/2022Russell Investments Group Ltd.108,351$2.87M0.0%+28.2%0.309%Search for SEC Filing on Google Icon
11/3/2022Teacher Retirement System of Texas41,921$1.11M0.0%N/A0.119%Search for SEC Filing on Google Icon
11/3/2022The Manufacturers Life Insurance Company 100,629$2.66M0.0%+634.2%0.287%Search for SEC Filing on Google Icon
11/3/2022Royce & Associates LP28,750$0.76M0.0%-45.3%0.082%Search for SEC Filing on Google Icon
11/3/2022Barclays PLC12,427$0.33M0.0%-22.3%0.035%Search for SEC Filing on Google Icon
11/2/2022Victory Capital Management Inc.950,153$25.15M0.0%-24.5%2.707%Search for SEC Filing on Google Icon
11/1/2022Great West Life Assurance Co. Can38,976$1.03M0.0%N/A0.111%Search for SEC Filing on Google Icon
10/28/2022State of New Jersey Common Pension Fund D92,349$2.44M0.0%-5.5%0.263%Search for SEC Filing on Google Icon
10/28/2022Comerica Bank26,754$0.84M0.0%-10.4%0.076%Search for SEC Filing on Google Icon
10/27/2022US Bancorp DE62,624$1.66M0.0%-0.8%0.178%Search for SEC Filing on Google Icon
10/27/2022Assenagon Asset Management S.A.9,686$0.26M0.0%-90.7%0.028%Search for SEC Filing on Google Icon
10/27/2022Robeco Institutional Asset Management B.V.60,182$1.59M0.0%-1.7%0.171%Search for SEC Filing on Google Icon
10/26/2022Allspring Global Investments Holdings LLC317,817$8.41M0.0%+14.0%0.905%Search for SEC Filing on Google Icon
10/26/2022Martin & Co. Inc. TN89,137$2.36M0.7%+2.6%0.254%Search for SEC Filing on Google Icon
10/25/2022Ziegler Capital Management LLC57,987$1.54M0.1%+4.8%0.165%Search for SEC Filing on Google Icon
10/20/2022State of Alaska Department of Revenue24,313$0.64M0.0%-8.4%0.069%Search for SEC Filing on Google Icon
10/19/2022Louisiana State Employees Retirement System16,800$0.45M0.0%N/A0.048%Search for SEC Filing on Google Icon
10/11/2022Kiley Juergens Wealth Management LLC204,365$5.41M2.5%-3.0%0.582%Search for SEC Filing on Google Icon
10/7/2022Exchange Traded Concepts LLC37,095$0.98M0.0%N/A0.106%Search for SEC Filing on Google Icon
8/22/2022ExodusPoint Capital Management LP29,042$0.73M0.0%+1.6%0.083%Search for SEC Filing on Google Icon
8/19/2022rhino investment partners Inc217,387$5.47M2.5%+49.4%0.619%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.986,753$24.83M0.0%-14.2%2.811%Search for SEC Filing on Google Icon
8/16/2022Jane Street Group LLC12,145$0.31M0.0%N/A0.035%Search for SEC Filing on Google Icon
8/16/2022Prudential Financial Inc.38,440$0.97M0.0%+5.0%0.110%Search for SEC Filing on Google Icon
8/15/2022AQR Capital Management LLC73,604$1.85M0.0%+10.0%0.210%Search for SEC Filing on Google Icon
8/15/2022State Street Corp1,523,787$38.34M0.0%-10.8%4.341%Search for SEC Filing on Google Icon
8/15/2022PDT Partners LLC8,262$0.21M0.0%-57.0%0.024%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC25,814$0.65M0.0%+38.5%0.074%Search for SEC Filing on Google Icon
8/15/2022Citadel Advisors LLC134,959$3.40M0.0%+10.8%0.384%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC35,964$0.91M0.0%N/A0.102%Search for SEC Filing on Google Icon
8/15/2022Atria Wealth Solutions Inc.12,485$0.31M0.0%N/A0.036%Search for SEC Filing on Google Icon
8/15/2022Sei Investments Co.26,686$0.67M0.0%+34.6%0.076%Search for SEC Filing on Google Icon
8/15/2022Basswood Capital Management L.L.C.623,271$15.68M1.0%-6.9%1.775%Search for SEC Filing on Google Icon
8/15/2022UBS Asset Management Americas Inc.35,182$0.89M0.0%+5.8%0.100%Search for SEC Filing on Google Icon
8/13/2022Quantbot Technologies LP3,100$77K0.0%-36.7%0.009%Search for SEC Filing on Google Icon
8/13/2022Wakefield Asset Management LLLP28,776$0.72M0.3%N/A0.082%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC21,789$0.55M0.0%-33.3%0.062%Search for SEC Filing on Google Icon
8/13/2022American International Group Inc.18,783$0.47M0.0%-5.6%0.054%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp453,924$11.42M0.0%-0.5%1.293%Search for SEC Filing on Google Icon
8/12/2022Credit Suisse AG27,523$0.69M0.0%-9.1%0.078%Search for SEC Filing on Google Icon
8/12/2022Rafferty Asset Management LLC9,898$0.25M0.0%-58.0%0.028%Search for SEC Filing on Google Icon
8/12/2022Public Sector Pension Investment Board64,979$1.64M0.0%-0.8%0.185%Search for SEC Filing on Google Icon
8/12/2022BNP Paribas Arbitrage SA26,499$0.67M0.0%-19.9%0.075%Search for SEC Filing on Google Icon
8/12/2022Brandywine Global Investment Management LLC40,198$1.01M0.0%-1.3%0.115%Search for SEC Filing on Google Icon
8/12/2022Franklin Resources Inc.8,930$0.23M0.0%-36.1%0.025%Search for SEC Filing on Google Icon
8/11/2022rhino investment partners Inc85,739$5.47M2.5%-41.1%0.244%Search for SEC Filing on Google Icon
8/11/2022Toronto Dominion Bank4,087$0.10M0.0%-74.3%0.012%Search for SEC Filing on Google Icon
8/11/2022Trexquant Investment LP10,682$0.27M0.0%-20.7%0.030%Search for SEC Filing on Google Icon
8/11/2022Aspire Capital Advisors LLC12,270$0.31M0.2%+7.7%0.035%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG8,206$0.21M0.0%-68.6%0.023%Search for SEC Filing on Google Icon
8/11/2022JPMorgan Chase & Co.32,572$0.82M0.0%-80.8%0.093%Search for SEC Filing on Google Icon
8/10/2022Mutual of America Capital Management LLC5,895$0.15M0.0%+16.5%0.017%Search for SEC Filing on Google Icon
8/10/2022Gladius Capital Management LP970$25K0.0%N/A0.003%Search for SEC Filing on Google Icon
8/10/2022Principal Financial Group Inc.216,903$5.46M0.0%-6.5%0.618%Search for SEC Filing on Google Icon
8/10/2022WINTON GROUP Ltd16,212$0.41M0.0%-7.0%0.046%Search for SEC Filing on Google Icon
8/9/2022Lazard Asset Management LLC28,607$0.72M0.0%N/A0.082%Search for SEC Filing on Google Icon
8/8/2022Texas Permanent School Fund25,371$0.64M0.0%+1.9%0.072%Search for SEC Filing on Google Icon
8/4/2022Royce & Associates LP52,540$1.32M0.0%+16.7%0.150%Search for SEC Filing on Google Icon
8/2/2022Comerica Bank29,869$0.79M0.0%-2.3%0.085%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Heritage Financial logo
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. Its loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. The company also originates loans that are guaranteed by the U.S. Small Business Administration; and offers trust services, as well as objective advice. As of January 27, 2022, it had a network of 49 banking offices located in Washington and Oregon. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.
Read More on Heritage Financial

Today's Range

Now: $30.91
Low: $30.71
High: $31.47

50 Day Range

MA: $31.42
Low: $26.47
High: $34.13

52 Week Range

Now: $30.91
Low: $22.51
High: $34.34

Volume

109,031 shs

Average Volume

172,584 shs

Market Capitalization

$1.08 billion

P/E Ratio

13.92

Dividend Yield

2.69%

Beta

0.61

Who are the company insiders with the largest holdings of Heritage Financial?

Heritage Financial's top insider shareholders include:
  1. Brian L Vance (Director)
  2. John A Clees (Director)
  3. Brian Charneski (Director)
  4. Cindy M Huntley (EVP)
  5. Tony Chalfant (EVP)
Learn More about top insider investors at Heritage Financial.

Who are the major institutional investors of Heritage Financial?

Heritage Financial's top institutional shareholders include:
  1. BlackRock Inc. — 14.73%
  2. Vanguard Group Inc. — 6.59%
  3. Dimensional Fund Advisors LP — 5.76%
  4. Alliancebernstein L.P. — 4.74%
  5. State Street Corp — 4.35%
  6. Victory Capital Management Inc. — 2.71%
Learn More about top institutional investors of Heritage Financial stock.

Which institutional investors are selling Heritage Financial stock?

During the last quarter, HFWA stock was sold by these institutional investors:
  1. Victory Capital Management Inc.
  2. Assenagon Asset Management S.A.
  3. First Trust Advisors LP
  4. Citadel Advisors LLC
  5. Royce & Associates LP
  6. Tower Research Capital LLC TRC
  7. Bank of New York Mellon Corp
  8. Bank of New York Mellon Corp
In the last year, company insiders that have sold Heritage Financial company stock include:
  1. Brian L Vance (Director)
  2. John A Clees (Director)
  3. Brian Charneski (Director)
  4. Cindy M Huntley (EVP)
  5. Tony Chalfant (EVP)
Learn More investors selling Heritage Financial stock.

Which institutional investors are buying Heritage Financial stock?

During the last quarter, HFWA stock was bought by institutional investors including:
  1. EJF Capital LLC
  2. Stieven Capital Advisors L.P.
  3. Dimensional Fund Advisors LP
  4. Alliancebernstein L.P.
  5. The Manufacturers Life Insurance Company
  6. TD Asset Management Inc.
  7. Lord Abbett & CO. LLC
  8. Teacher Retirement System of Texas
Elon Musk Sees Serious Crisis
When Tesla's Elon Musk says there's a major shortage of a key material used in electric vehicles...and says prices for this material are "CRAZY"...you can bet there's an incredible investment opportunity in that crisis.
Discover how you can take advantage of lithium