top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)

AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.

Click here now for the full details of this stock that’s set to rocket in the AI revolution…

HFWA Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.80%

Insider Buying (Last 12 Months): $215,222.00

Insider Selling (Last 12 Months): $0.00

Heritage Financial Insider Trading History Chart

Heritage Financial Share Price & Price History

^$18.09

▼ -0.53 (-2.85%)

As of 04/25/2024 06:12 PM ET

Days: 30 | 90 | 365

top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)

From Traders Agency | Ad

Click here now for the full details of this stock that’s set to rocket in the AI revolution…

Heritage Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/11/2023	Frederick B Rivera	Director	Buy	600	$20.23	$12,138.00	4,721
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

Mysterious Gold Leverage Just Announced

From Stansberry Research | Ad

World's biggest multibillionaire investor group is buying THIS by the tons Most folks have completely missed the fact that there's one group of investors so powerful they're literally buying ONE THING by the tons… Stacking it in their locked vaults on pallets in record numbers.

Find out what it is and see how you can get in with just a few dollars.

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

Heritage Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/24/2024	Assenagon Asset Management S.A.	205,854	$3.99M	0.0%	+6.2%	0.594%
4/19/2024	Kiley Juergens Wealth Management LLC	239,596	$4.65M	1.4%	+0.7%	0.691%
4/18/2024	Allspring Global Investments Holdings LLC	128,587	$2.49M	0.0%	-3.2%	0.371%
4/17/2024	Hennion & Walsh Asset Management Inc.	11,123	$0.22M	0.0%	N/A	0.032%
3/22/2024	PNC Financial Services Group Inc.	3,394	$73K	0.0%	+72.6%	0.010%
3/5/2024	Wellington Management Group LLP	74,900	$1.60M	0.0%	N/A	0.215%
3/1/2024	Goldman Sachs Group Inc.	932,177	$19.94M	0.0%	-8.8%	2.670%
2/15/2024	Penn Capital Management Company LLC	31,337	$0.67M	0.1%	N/A	0.090%
2/15/2024	Forest Hill Capital LLC	211,590	$4.53M	2.4%	-16.9%	0.606%
2/13/2024	Tower Research Capital LLC TRC	2,892	$62K	0.0%	-77.7%	0.008%
2/12/2024	Pacific Ridge Capital Partners LLC	60,628	$1.30M	0.3%	+27.7%	0.174%
2/12/2024	Hsbc Holdings PLC	182,650	$3.93M	0.0%	+899.6%	0.523%
2/9/2024	Aigen Investment Management LP	10,003	$0.21M	0.0%	-20.8%	0.029%
2/9/2024	Quest Partners LLC	21,399	$0.46M	0.1%	N/A	0.061%
2/9/2024	Trexquant Investment LP	50,191	$1.07M	0.0%	+85.8%	0.144%
2/8/2024	Great Lakes Advisors LLC	211,628	$4.53M	0.0%	+16.5%	0.606%
2/8/2024	Panagora Asset Management Inc.	133,523	$2.86M	0.0%	+72.3%	0.383%
2/8/2024	Heartland Advisors Inc.	446,000	$9.54M	0.5%	-1.3%	1.278%
2/7/2024	Boston Partners	65,932	$1.41M	0.0%	-5.0%	0.189%
2/7/2024	Principal Financial Group Inc.	181,890	$3.89M	0.0%	-4.0%	0.521%
2/7/2024	Dimensional Fund Advisors LP	1,733,722	$37.09M	0.0%	+5.6%	4.968%
2/7/2024	BNP Paribas Financial Markets	44,528	$0.95M	0.0%	+62.1%	0.128%
2/7/2024	Teacher Retirement System of Texas	10,481	$0.22M	0.0%	-47.6%	0.030%
2/6/2024	Charles Schwab Investment Management Inc.	1,008,656	$21.58M	0.0%	+2.6%	2.890%
2/6/2024	Amalgamated Bank	13,216	$0.28M	0.0%	-6.0%	0.038%
2/6/2024	Swiss National Bank	69,068	$1.48M	0.0%	-10.5%	0.198%
2/6/2024	McIlrath & Eck LLC	1,698	$36K	0.0%	-40.2%	0.005%
2/5/2024	Russell Investments Group Ltd.	28,970	$0.62M	0.0%	+153.4%	0.083%
2/1/2024	Yousif Capital Management LLC	17,259	$0.37M	0.0%	-7.7%	0.049%
2/1/2024	New York State Common Retirement Fund	17,205	$0.37M	0.0%	+53.8%	0.049%
2/1/2024	Illinois Municipal Retirement Fund	19,881	$0.43M	0.0%	-5.8%	0.057%
1/31/2024	Federated Hermes Inc.	50,507	$1.08M	0.0%	-22.5%	0.145%
1/30/2024	Kiley Juergens Wealth Management LLC	237,855	$5.09M	1.7%	-0.8%	0.682%
1/30/2024	Strs Ohio	30,500	$0.65M	0.0%	-16.4%	0.087%
1/29/2024	Louisiana State Employees Retirement System	17,500	$0.37M	0.0%	N/A	0.050%
1/25/2024	Allspring Global Investments Holdings LLC	132,804	$2.84M	0.0%	-20.7%	0.381%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	19,644	$0.42M	0.0%	+5.1%	0.056%
1/24/2024	DekaBank Deutsche Girozentrale	3,763	$81K	0.0%	N/A	0.011%
1/24/2024	Arizona State Retirement System	9,798	$0.21M	0.0%	N/A	0.028%
1/17/2024	Assenagon Asset Management S.A.	193,846	$4.15M	0.0%	+35.4%	0.555%
1/11/2024	Ziegler Capital Management LLC	35,566	$0.76M	0.0%	+9.1%	0.102%
12/18/2023	Vanguard Group Inc.	2,560,289	$41.76M	0.0%	-3.2%	7.336%
12/6/2023	Citigroup Inc.	27,141	$0.44M	0.0%	-56.7%	0.078%
11/15/2023	Schroder Investment Management Group	535,820	$8.74M	0.0%	+34.7%	1.535%
11/15/2023	EJF Capital LLC	42,051	$0.69M	0.3%	-15.1%	0.120%
11/15/2023	AQR Capital Management LLC	287,402	$4.69M	0.0%	+1,585.8%	0.824%
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	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	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	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%
11/8/2023	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%
8/14/2023	WINTON GROUP Ltd	18,108	$0.29M	0.0%	-37.4%	0.052%
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	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	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%
8/10/2023	Martin & Co. Inc. TN	143,397	$2.32M	0.6%	+58.2%	0.409%
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	Charles Schwab Investment Management Inc.	937,633	$15.16M	0.0%	+7.3%	2.675%
8/9/2023	Dimensional Fund Advisors LP	1,825,141	$29.51M	0.0%	-12.1%	5.208%
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%
8/7/2023	Principal Financial Group Inc.	199,801	$3.23M	0.0%	-11.2%	0.570%
8/7/2023	Texas Permanent School Fund Corp	30,872	$0.50M	0.0%	-1.9%	0.088%

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. 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.

Today's Range

Now: $18.09

$17.80

$18.96

50 Day Range

MA: $18.40

$17.12

$19.39

52 Week Range

Now: $18.09

$14.85

$22.55

Volume

141,057 shs

Average Volume

183,513 shs

Market Capitalization

$626.82 million

P/E Ratio

10.34

Dividend Yield

4.94%

Beta

0.54

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:
Kiley Juergens Wealth Management LLC — 0.69%
Assenagon Asset Management S.A. — 0.59%
Allspring Global Investments Holdings LLC — 0.37%
Hennion & Walsh Asset Management Inc. — 0.03%
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:
Allspring Global Investments Holdings LLC
Which institutional investors are buying Heritage Financial stock?: In the last quarter, HFWA stock was bought by institutional investors including:
Assenagon Asset Management S.A.
Hennion & Walsh Asset Management Inc.
Kiley Juergens Wealth Management LLC
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.

top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)

From Traders Agency | Ad

Click here now for the full details of this stock that’s set to rocket in the AI revolution…

HFWA Insider Trading

Heritage Financial Insider Trading History Chart

Heritage Financial Share Price & Price History

Heritage Financial Insider Trading History

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

Institutional Buying and Selling by Quarter

Heritage Financial Institutional Trading History

Today's Range

50 Day Range

52 Week Range

Volume

Average Volume

Market Capitalization

P/E Ratio

Dividend Yield

Beta

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

Who are the major institutional investors of Heritage Financial?

Which institutional investors are selling Heritage Financial stock?

Which institutional investors are buying Heritage Financial stock?