HFWA Insider Trading

Insider Ownership Percentage: 1.80%
Insider Buying (Last 12 Months): $95,638.00
Insider Selling (Last 12 Months): $0.00

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: $21.02
Price Change: Price Decrease of -0.06 (-0.28%)
As of 07/19/2024 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
12/11/2023Frederick B RiveraDirectorBuy600$20.23$12,138.004,721View SEC Filing Icon  
9/13/2023Brian CharneskiDirectorBuy5,000$16.70$83,500.0036,540View SEC Filing Icon  
5/19/2023Frederick B RiveraDirectorBuy600$16.34$9,804.004,121View SEC Filing Icon  
5/4/2023Brian CharneskiDirectorBuy5,000$15.88$79,400.0013,675View SEC Filing Icon  
4/26/2023Jeffrey S LyonDirectorBuy1,750$17.36$30,380.0040,742View SEC Filing Icon  
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  
See Full Table

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

78.30% 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
7/20/2024Hennion & Walsh Asset Management Inc.17,930$0.32M0.0%+61.2%0.052%Search for SEC Filing on Google Icon
7/18/2024Assenagon Asset Management S.A.169,827$3.06M0.0%-17.5%0.490%Search for SEC Filing on Google Icon
7/2/2024GAMMA Investing LLC1,374$25K0.0%+133.7%0.004%Search for SEC Filing on Google Icon
5/28/2024Boston Partners112,443$2.18M0.0%+70.5%0.324%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank19,252$0.37M0.0%-7.1%0.055%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System34,882$0.68M0.0%-5.5%0.101%Search for SEC Filing on Google Icon
5/16/2024EJF Capital LLC29,805$0.58M0.4%-9.9%0.086%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD29,784$0.58M0.0%+5.2%0.086%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co32,445$0.63M0.0%-10.6%0.094%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.2,486,777$48.22M0.0%-7.1%7.177%Search for SEC Filing on Google Icon
5/9/2024Pacific Ridge Capital Partners LLC56,722$1.10M0.2%-6.4%0.164%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System15,919$0.34M0.0%+60.7%0.046%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE206,776$4.01M0.0%+212.4%0.597%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.21,095$0.41M0.0%-27.2%0.061%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.62,267$1.21M0.0%-4.5%0.180%Search for SEC Filing on Google Icon
5/7/2024Heartland Advisors Inc.400,000$7.76M0.4%-10.3%1.154%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC99,626$1.93M0.0%+8.2%0.288%Search for SEC Filing on Google Icon
5/2/2024Jennison Associates LLC753,570$14.61M0.0%N/A2.175%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets40,257$0.78M0.0%-9.6%0.116%Search for SEC Filing on Google Icon
5/1/2024Mirae Asset Global Investments Co. Ltd.27,308$0.57M0.0%+39.0%0.079%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.200,324$3.88M0.0%+10.1%0.578%Search for SEC Filing on Google Icon
4/26/2024Yousif Capital Management LLC15,794$0.31M0.0%-8.5%0.046%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.205,854$3.99M0.0%+6.2%0.594%Search for SEC Filing on Google Icon
4/19/2024Kiley Juergens Wealth Management LLC239,596$4.65M1.4%+0.7%0.691%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC128,587$2.49M0.0%-3.2%0.371%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.11,123$0.22M0.0%N/A0.032%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.3,394$73K0.0%+72.6%0.010%Search for SEC Filing on Google Icon
3/5/2024Wellington Management Group LLP74,900$1.60M0.0%N/A0.215%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.932,177$19.94M0.0%-8.8%2.670%Search for SEC Filing on Google Icon
2/15/2024Penn Capital Management Company LLC31,337$0.67M0.1%N/A0.090%Search for SEC Filing on Google Icon
2/15/2024Forest Hill Capital LLC211,590$4.53M2.4%-16.9%0.606%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC2,892$62K0.0%-77.7%0.008%Search for SEC Filing on Google Icon
2/12/2024Pacific Ridge Capital Partners LLC60,628$1.30M0.3%+27.7%0.174%Search for SEC Filing on Google Icon
2/12/2024Hsbc Holdings PLC182,650$3.93M0.0%+899.6%0.523%Search for SEC Filing on Google Icon
2/9/2024Aigen Investment Management LP10,003$0.21M0.0%-20.8%0.029%Search for SEC Filing on Google Icon
2/9/2024Quest Partners LLC21,399$0.46M0.1%N/A0.061%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP50,191$1.07M0.0%+85.8%0.144%Search for SEC Filing on Google Icon
2/8/2024Great Lakes Advisors LLC211,628$4.53M0.0%+16.5%0.606%Search for SEC Filing on Google Icon
2/8/2024Panagora Asset Management Inc.133,523$2.86M0.0%+72.3%0.383%Search for SEC Filing on Google Icon
2/8/2024Heartland Advisors Inc.446,000$9.54M0.5%-1.3%1.278%Search for SEC Filing on Google Icon
2/7/2024Boston Partners65,932$1.41M0.0%-5.0%0.189%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.181,890$3.89M0.0%-4.0%0.521%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP1,733,722$37.09M0.0%+5.6%4.968%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets44,528$0.95M0.0%+62.1%0.128%Search for SEC Filing on Google Icon
2/7/2024Teacher Retirement System of Texas10,481$0.22M0.0%-47.6%0.030%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.1,008,656$21.58M0.0%+2.6%2.890%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank13,216$0.28M0.0%-6.0%0.038%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank69,068$1.48M0.0%-10.5%0.198%Search for SEC Filing on Google Icon
2/6/2024McIlrath & Eck LLC1,698$36K0.0%-40.2%0.005%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.28,970$0.62M0.0%+153.4%0.083%Search for SEC Filing on Google Icon
2/1/2024Yousif Capital Management LLC17,259$0.37M0.0%-7.7%0.049%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund17,205$0.37M0.0%+53.8%0.049%Search for SEC Filing on Google Icon
2/1/2024Illinois Municipal Retirement Fund19,881$0.43M0.0%-5.8%0.057%Search for SEC Filing on Google Icon
1/31/2024Federated Hermes Inc.50,507$1.08M0.0%-22.5%0.145%Search for SEC Filing on Google Icon
1/30/2024Kiley Juergens Wealth Management LLC237,855$5.09M1.7%-0.8%0.682%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio30,500$0.65M0.0%-16.4%0.087%Search for SEC Filing on Google Icon
1/29/2024Louisiana State Employees Retirement System17,500$0.37M0.0%N/A0.050%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC132,804$2.84M0.0%-20.7%0.381%Search for SEC Filing on Google Icon
1/24/2024Mirae Asset Global Investments Co. Ltd.19,644$0.42M0.0%+5.1%0.056%Search for SEC Filing on Google Icon
1/24/2024DekaBank Deutsche Girozentrale3,763$81K0.0%N/A0.011%Search for SEC Filing on Google Icon
1/24/2024Arizona State Retirement System9,798$0.21M0.0%N/A0.028%Search for SEC Filing on Google Icon
1/17/2024Assenagon Asset Management S.A.193,846$4.15M0.0%+35.4%0.555%Search for SEC Filing on Google Icon
1/11/2024Ziegler Capital Management LLC35,566$0.76M0.0%+9.1%0.102%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.2,560,289$41.76M0.0%-3.2%7.336%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.27,141$0.44M0.0%-56.7%0.078%Search for SEC Filing on Google Icon
11/15/2023Schroder Investment Management Group535,820$8.74M0.0%+34.7%1.535%Search for SEC Filing on Google Icon
11/15/2023EJF Capital LLC42,051$0.69M0.3%-15.1%0.120%Search for SEC Filing on Google Icon
11/15/2023AQR Capital Management LLC287,402$4.69M0.0%+1,585.8%0.824%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP27,018$0.44M0.0%-71.2%0.077%Search for SEC Filing on Google Icon
11/13/2023Connor Clark & Lunn Investment Management Ltd.38,311$0.63M0.0%N/A0.110%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.65,144$1.06M0.0%-49.9%0.187%Search for SEC Filing on Google Icon
11/13/2023Stifel Financial Corp112,374$1.83M0.0%-0.7%0.322%Search for SEC Filing on Google Icon
11/13/2023Hsbc Holdings PLC18,273$0.30M0.0%+50.1%0.052%Search for SEC Filing on Google Icon
11/13/2023Aigen Investment Management LP12,637$0.21M0.0%N/A0.036%Search for SEC Filing on Google Icon
11/13/2023Rafferty Asset Management LLC31,840$0.52M0.0%-40.3%0.091%Search for SEC Filing on Google Icon
11/13/2023Pacific Ridge Capital Partners LLC47,463$0.77M0.2%+35.2%0.136%Search for SEC Filing on Google Icon
11/13/2023Lord Abbett & CO. LLC269,292$4.39M0.0%+6.7%0.772%Search for SEC Filing on Google Icon
11/9/2023Rhumbline Advisers109,817$1.79M0.0%-1.1%0.313%Search for SEC Filing on Google Icon
11/9/2023Citigroup Inc.27,141$0.44M0.0%-56.7%0.077%Search for SEC Filing on Google Icon
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,431$0.38M0.0%-40.9%0.067%Search for SEC Filing on Google Icon
11/9/2023Texas Permanent School Fund Corp29,510$0.48M0.0%-4.4%0.084%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.982,685$16.03M0.0%+4.8%2.804%Search for SEC Filing on Google Icon
11/8/2023Sequoia Financial Advisors LLC11,256$0.18M0.0%N/A0.032%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank77,168$1.26M0.0%+1.8%0.220%Search for SEC Filing on Google Icon
11/8/2023Heartland Advisors Inc.452,100$7.37M0.4%+1.1%1.290%Search for SEC Filing on Google Icon
11/8/2023Boston Partners69,371$1.13M0.0%-13.1%0.198%Search for SEC Filing on Google Icon
11/7/2023Great Lakes Advisors LLC181,603$2.96M0.0%+28.9%0.518%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP5,000$82K0.0%-73.7%0.014%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC59,258$0.97M0.0%-14.4%0.169%Search for SEC Filing on Google Icon
11/6/2023Illinois Municipal Retirement Fund21,111$0.34M0.0%N/A0.060%Search for SEC Filing on Google Icon
11/6/2023Assenagon Asset Management S.A.143,158$2.34M0.0%-35.3%0.408%Search for SEC Filing on Google Icon
11/2/2023Principal Financial Group Inc.189,566$3.09M0.0%-5.1%0.541%Search for SEC Filing on Google Icon
10/31/2023Teacher Retirement System of Texas20,011$0.33M0.0%-4.2%0.057%Search for SEC Filing on Google Icon
10/31/2023Panagora Asset Management Inc.77,487$1.26M0.0%+118.9%0.221%Search for SEC Filing on Google Icon
10/30/2023Yousif Capital Management LLC18,689$0.31M0.0%-5.8%0.053%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC167,418$2.73M0.0%-34.3%0.478%Search for SEC Filing on Google Icon
10/26/2023Mirae Asset Global Investments Co. Ltd.18,697$0.31M0.0%+6.2%0.053%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp928,004$15.14M0.0%+7.6%2.648%Search for SEC Filing on Google Icon
10/24/2023Maryland State Retirement & Pension System12,909$0.21M0.0%-5.5%0.037%Search for SEC Filing on Google Icon
10/17/2023Kiley Juergens Wealth Management LLC239,743$3.91M1.4%+12.9%0.684%Search for SEC Filing on Google Icon
Data available starting January 2016

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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. It 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. The company's 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. It also originates loans that are guaranteed by the U.S. Small Business Administration; and provides objective advice from trusted advisers. 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: $21.02
Low: $20.89
High: $21.47

50 Day Range

MA: $18.08
Low: $16.68
High: $21.43

52 Week Range

Now: $21.02
Low: $15.50
High: $22.55

Volume

187,214 shs

Average Volume

251,233 shs

Market Capitalization

$729.18 million

P/E Ratio

15.80

Dividend Yield

4.38%

Beta

0.54

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. Jeffrey S Lyon (Director)
  4. Brian Charneski (Director)
  5. Cindy M Huntley (EVP)
  6. Tony Chalfant (EVP)
  7. 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:
  1. Assenagon Asset Management S.A. — 0.49%
  2. Hennion & Walsh Asset Management Inc. — 0.05%
  3. GAMMA Investing LLC — 0.00%
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. Assenagon Asset Management S.A.

Which institutional investors are buying Heritage Financial stock?

In the last quarter, HFWA stock was bought by institutional investors including:
  1. Hennion & Walsh Asset Management Inc.
  2. GAMMA Investing LLC
During the last year, these company insiders have bought Heritage Financial stock:
  1. Brian L Vance (Director)
  2. John A Clees (Director)
  3. Jeffrey S Lyon (Director)
Learn More investors buying Heritage Financial stock.