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HFWA Insider Trading

Insider Trading Chart
Insider Trading History
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About

Insider Ownership Percentage: 1.80%

Insider Buying (Last 12 Months): $203,084.00

Insider Selling (Last 12 Months): $0.00

Heritage Financial Insider Trading History Chart

Heritage Financial Share Price & Price History

^$20.11

▲ +0.31 (1.57%)

As of 12/8/2023 01:00 AM ET

Days: 30 | 90 | 365

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Heritage Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/13/2023	Brian Charneski	Director	Buy	5,000	$16.70	$83,500.00	36,540
5/19/2023	Frederick B Rivera	Director	Buy	600	$16.34	$9,804.00	4,121
5/4/2023	Brian Charneski	Director	Buy	5,000	$15.88	$79,400.00	13,675
4/26/2023	Jeffrey S Lyon	Director	Buy	1,750	$17.36	$30,380.00	40,742
11/4/2022	Cindy M. Huntley	EVP	Sell	1,193	$32.61	$38,903.73	19,815
11/2/2022	Brian L. Vance	Director	Sell	5,148	$32.73	$168,494.04	92,365
10/31/2022	Brian Charneski	Director	Sell	2,000	$33.67	$67,340.00	31,732
10/26/2022	John A. Clees	Director	Sell	2,000	$31.55	$63,100.00	44,916
10/24/2022	Tony Chalfant	EVP	Sell	3,124	$31.38	$98,031.12	16,143
6/7/2022	Brian L. Vance	Director	Sell	5,470	$25.83	$141,290.10	97,513
6/9/2021	John A. Clees	Director	Sell	3,256	$28.65	$93,284.40	45,203
5/10/2021	Brian L. Vance	Director	Sell	3,667	$29.00	$106,343.00	106,367
5/4/2021	Cindy M. Huntley	EVP	Sell	1,148	$28.63	$32,867.24	19,962
4/29/2021	Tony Chalfant	EVP	Sell	2,000	$28.52	$57,040.00	16,771
3/15/2021	Brian Charneski	Director	Sell	3,325	$29.69	$98,719.25
3/9/2021	Brian Charneski	Director	Sell	2,000	$29.62	$59,240.00

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

78.42% 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

Heritage Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/6/2023	Citigroup Inc.	27,141	$0.44M	0.0%	-56.7%	0.078%
11/30/2023	American Century Companies Inc.	64,471	$1.05M	0.0%	+185.5%	0.185%
11/24/2023	Deutsche Bank AG	18,867	$0.31M	0.0%	-42.9%	0.054%
11/22/2023	Public Sector Pension Investment Board	43,318	$0.71M	0.0%	-30.4%	0.124%
11/21/2023	Comerica Bank	20,812	$0.34M	0.0%	N/A	0.060%
11/15/2023	The Manufacturers Life Insurance Company	304,905	$4.97M	0.0%	+7.3%	0.874%
11/15/2023	GSA Capital Partners LLP	26,479	$0.43M	0.0%	-55.5%	0.076%
11/15/2023	Schroder Investment Management Group	535,820	$8.74M	0.0%	+34.7%	1.535%
11/15/2023	Sei Investments Co.	54,787	$0.89M	0.0%	+7.5%	0.157%
11/15/2023	Legal & General Group Plc	98,412	$1.61M	0.0%	+5.1%	0.282%
11/15/2023	EJF Capital LLC	42,051	$0.69M	0.3%	-15.1%	0.120%
11/15/2023	Ameriprise Financial Inc.	524,638	$8.56M	0.0%	+1.4%	1.503%
11/15/2023	AQR Capital Management LLC	287,402	$4.69M	0.0%	+1,585.8%	0.824%
11/14/2023	California State Teachers Retirement System	38,664	$0.63M	0.0%	-6.2%	0.111%
11/14/2023	Tower Research Capital LLC TRC	12,961	$0.21M	0.0%	+1,357.9%	0.037%
11/14/2023	Qube Research & Technologies Ltd	66,725	$1.09M	0.0%	-52.4%	0.191%
11/14/2023	Trexquant Investment LP	27,018	$0.44M	0.0%	-71.2%	0.077%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	38,311	$0.63M	0.0%	N/A	0.110%
11/13/2023	Northern Trust Corp	463,802	$7.57M	0.0%	-2.0%	1.329%
11/13/2023	Federated Hermes Inc.	65,144	$1.06M	0.0%	-49.9%	0.187%
11/13/2023	Stifel Financial Corp	112,374	$1.83M	0.0%	-0.7%	0.322%
11/13/2023	Hsbc Holdings PLC	18,273	$0.30M	0.0%	+50.1%	0.052%
11/13/2023	Aigen Investment Management LP	12,637	$0.21M	0.0%	N/A	0.036%
11/13/2023	Invesco Ltd.	115,788	$1.89M	0.0%	-67.1%	0.332%
11/13/2023	Rafferty Asset Management LLC	31,840	$0.52M	0.0%	-40.3%	0.091%
11/13/2023	Pacific Ridge Capital Partners LLC	47,463	$0.77M	0.2%	+35.2%	0.136%
11/13/2023	Lord Abbett & CO. LLC	269,292	$4.39M	0.0%	+6.7%	0.772%
11/9/2023	Rhumbline Advisers	109,817	$1.79M	0.0%	-1.1%	0.313%
11/9/2023	Deutsche Bank AG	18,867	$0.31M	0.0%	-42.9%	0.054%
11/9/2023	Citigroup Inc.	27,141	$0.44M	0.0%	-56.7%	0.077%
11/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	23,431	$0.38M	0.0%	-40.9%	0.067%
11/9/2023	Texas Permanent School Fund Corp	29,510	$0.48M	0.0%	-4.4%	0.084%
11/9/2023	UBS Group AG	22,342	$0.36M	0.0%	+24.4%	0.064%
11/8/2023	Charles Schwab Investment Management Inc.	982,685	$16.03M	0.0%	+4.8%	2.804%
11/8/2023	Sequoia Financial Advisors LLC	11,256	$0.18M	0.0%	N/A	0.032%
11/8/2023	Swiss National Bank	77,168	$1.26M	0.0%	+1.8%	0.220%
11/8/2023	Heartland Advisors Inc.	452,100	$7.37M	0.4%	+1.1%	1.290%
11/8/2023	Boston Partners	69,371	$1.13M	0.0%	-13.1%	0.198%
11/7/2023	Great Lakes Advisors LLC	181,603	$2.96M	0.0%	+28.9%	0.518%
11/7/2023	Quantbot Technologies LP	5,000	$82K	0.0%	-73.7%	0.014%
11/7/2023	Barclays PLC	59,258	$0.97M	0.0%	-14.4%	0.169%
11/6/2023	Illinois Municipal Retirement Fund	21,111	$0.34M	0.0%	N/A	0.060%
11/6/2023	Assenagon Asset Management S.A.	143,158	$2.34M	0.0%	-35.3%	0.408%
11/2/2023	Principal Financial Group Inc.	189,566	$3.09M	0.0%	-5.1%	0.541%
10/31/2023	Teacher Retirement System of Texas	20,011	$0.33M	0.0%	-4.2%	0.057%
10/31/2023	Panagora Asset Management Inc.	77,487	$1.26M	0.0%	+118.9%	0.221%
10/30/2023	Yousif Capital Management LLC	18,689	$0.31M	0.0%	-5.8%	0.053%
10/27/2023	Allspring Global Investments Holdings LLC	167,418	$2.73M	0.0%	-34.3%	0.478%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	18,697	$0.31M	0.0%	+6.2%	0.053%
10/24/2023	Bank of New York Mellon Corp	928,004	$15.14M	0.0%	+7.6%	2.648%
10/24/2023	Maryland State Retirement & Pension System	12,909	$0.21M	0.0%	-5.5%	0.037%
10/17/2023	Kiley Juergens Wealth Management LLC	239,743	$3.91M	1.4%	+12.9%	0.684%
10/16/2023	Ziegler Capital Management LLC	32,604	$0.53M	0.0%	-10.5%	0.093%
10/16/2023	State of Alaska Department of Revenue	21,822	$0.36M	0.0%	-5.4%	0.062%
10/13/2023	SG Americas Securities LLC	8,909	$0.15M	0.0%	N/A	0.025%
9/21/2023	Barclays PLC	69,198	$1.12M	0.0%	+85.1%	0.197%
9/13/2023	CGC Financial Services LLC	6,159	$100K	0.1%	N/A	0.018%
8/21/2023	California State Teachers Retirement System	41,238	$0.67M	0.0%	-5.6%	0.118%
8/21/2023	Teachers Retirement System of The State of Kentucky	11,423	$0.18M	0.0%	+5.7%	0.033%
8/15/2023	Alliancebernstein L.P.	1,918,401	$31.02M	0.0%	+12.4%	5.473%
8/15/2023	Wells Fargo & Company MN	16,131	$0.26M	0.0%	+17.7%	0.046%
8/15/2023	XTX Topco Ltd	12,782	$0.21M	0.0%	N/A	0.036%
8/15/2023	Goldman Sachs Group Inc.	1,172,194	$18.95M	0.0%	+51.3%	3.344%
8/15/2023	Point72 Middle East FZE	4,004	$65K	0.0%	-26.2%	0.011%
8/15/2023	Quadrature Capital Ltd	18,422	$0.30M	0.0%	N/A	0.053%
8/15/2023	Royal Bank of Canada	109,718	$1.77M	0.0%	+27.0%	0.313%
8/15/2023	Kennedy Capital Management LLC	140,229	$2.27M	0.1%	-3.2%	0.400%
8/14/2023	State Street Corp	1,636,941	$26.47M	0.0%	+7.6%	4.670%
8/14/2023	WINTON GROUP Ltd	18,108	$0.29M	0.0%	-37.4%	0.052%
8/14/2023	Nuveen Asset Management LLC	313,964	$5.08M	0.0%	+26.0%	0.896%
8/14/2023	Thrivent Financial for Lutherans	147,493	$2.39M	0.0%	+199.3%	0.421%
8/14/2023	Graham Capital Management L.P.	14,121	$0.23M	0.0%	N/A	0.040%
8/11/2023	SageView Advisory Group LLC	13,331	$0.22M	0.0%	N/A	0.038%
8/11/2023	Renaissance Technologies LLC	142,889	$2.31M	0.0%	+142.6%	0.408%
8/11/2023	Credit Suisse AG	55,965	$0.91M	0.0%	+37.6%	0.160%
8/11/2023	BlackRock Inc.	5,113,005	$82.68M	0.0%	-1.6%	14.588%
8/11/2023	Panagora Asset Management Inc.	35,399	$0.57M	0.0%	-56.4%	0.101%
8/11/2023	Numerai GP LLC	49,971	$0.81M	0.2%	N/A	0.143%
8/11/2023	The Manufacturers Life Insurance Company	284,191	$4.60M	0.0%	+129.4%	0.811%
8/11/2023	Hsbc Holdings PLC	12,177	$0.20M	0.0%	-75.5%	0.035%
8/11/2023	Franklin Resources Inc.	40,321	$0.65M	0.0%	N/A	0.115%
8/11/2023	Schroder Investment Management Group	397,905	$6.43M	0.0%	-0.2%	1.135%
8/11/2023	Trexquant Investment LP	93,899	$1.52M	0.0%	+201.6%	0.268%
8/11/2023	Geode Capital Management LLC	711,896	$11.51M	0.0%	+3.8%	2.031%
8/11/2023	Sei Investments Co.	50,955	$0.82M	0.0%	-10.3%	0.145%
8/11/2023	JPMorgan Chase & Co.	126,690	$2.05M	0.0%	-13.9%	0.361%
8/11/2023	PNC Financial Services Group Inc.	1,526	$25K	0.0%	-37.4%	0.004%
8/11/2023	Northern Trust Corp	473,212	$7.65M	0.0%	+6.7%	1.350%
8/10/2023	Martin & Co. Inc. TN	143,397	$2.32M	0.6%	+58.2%	0.409%
8/10/2023	Great West Life Assurance Co. Can	29,670	$0.48M	0.0%	-6.6%	0.085%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	17,605	$0.29M	0.0%	+18.1%	0.050%
8/10/2023	Great Lakes Advisors LLC	140,936	$2.28M	0.0%	-17.2%	0.402%
8/10/2023	Boston Partners	79,856	$1.29M	0.0%	-25.8%	0.228%
8/10/2023	Russell Investments Group Ltd.	58,994	$0.95M	0.0%	-56.5%	0.168%
8/10/2023	Charles Schwab Investment Management Inc.	937,633	$15.16M	0.0%	+7.3%	2.675%
8/10/2023	Citigroup Inc.	62,665	$1.01M	0.0%	+189.2%	0.179%
8/9/2023	Dimensional Fund Advisors LP	1,825,141	$29.51M	0.0%	-12.1%	5.208%
8/9/2023	BNP Paribas Arbitrage SNC	12,406	$0.20M	0.0%	-47.0%	0.035%
8/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	39,633	$0.64M	0.0%	+6.6%	0.113%
8/8/2023	Rhumbline Advisers	110,992	$1.80M	0.0%	+3.8%	0.317%

Data available starting January 2016

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. 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.

Today's Range

Now: $20.11

$19.78

$20.36

50 Day Range

MA: $17.21

$15.97

$20.11

52 Week Range

Now: $20.11

$14.85

$31.68

Volume

149,459 shs

Average Volume

134,142 shs

Market Capitalization

$701.86 million

P/E Ratio

9.10

Dividend Yield

4.58%

Beta

0.58

Who are the company insiders with the largest holdings of Heritage Financial?: Heritage Financial's top insider shareholders include:
Brian L Vance (Director)
John A Clees (Director)
Jeffrey S Lyon (Director)
Brian Charneski (Director)
Cindy M Huntley (EVP)
Tony Chalfant (EVP)
Frederick B Rivera (Director)
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:
Charles Schwab Investment Management Inc. — 2.80%
Bank of New York Mellon Corp — 2.65%
Schroder Investment Management Group — 1.54%
Ameriprise Financial Inc. — 1.50%
Northern Trust Corp — 1.33%
Heartland Advisors Inc. — 1.29%
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:
Invesco Ltd.
Allspring Global Investments Holdings LLC
Assenagon Asset Management S.A.
Qube Research & Technologies Ltd
Trexquant Investment LP
Federated Hermes Inc.
Citigroup Inc.
Citigroup Inc.
Which institutional investors are buying Heritage Financial stock?: In the last quarter, HFWA stock was bought by institutional investors including:
AQR Capital Management LLC
Schroder Investment Management Group
Bank of New York Mellon Corp
Charles Schwab Investment Management Inc.
Panagora Asset Management Inc.
American Century Companies Inc.
Great Lakes Advisors LLC
Connor Clark & Lunn Investment Management Ltd.
During the last year, these company insiders have bought Heritage Financial stock:
Brian L Vance (Director)
John A Clees (Director)
Jeffrey S Lyon (Director)
Learn More investors buying Heritage Financial stock.