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 Trading Chart
Insider Trading History
Frequently Asked Questions
About

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

Heritage Financial Share Price & Price History

^$30.91

▼ -0.37 (-1.18%)

As of 12/8/2022 01:00 AM ET

Days: 30 | 90 | 365

Nobel Prize Winner's Premonition About Nuclear Energy Comes True

From Investing Trends | Ad

Nobel Prize-winning physicist Dr. Burton Richter made a controversial statement 15 years ago. Despite skepticism, he predicted that more nuclear power was needed to help combat the damaging effects of a changing climate.

As it turns out, he was correct... Experts now advise that nuclear power is the ONLY realistic way for the world to meet climate goals and achieve energy independence.

Will This Nuclear Revival Send Uranium A Bull Run?

Heritage Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
11/11/2020	Brian L. Vance	Director	Sell	4,516	$23.79	$107,435.64	104,564
5/14/2020	Gragg E Miller	Director	Buy	1,000	$15.38	$15,380.00	21,246
5/8/2020	Jeffrey J Deuel	CEO	Buy	5,391	$18.55	$100,003.05	39,351
3/12/2020	Brian Charneski	Director	Buy	3,325	$18.42	$61,246.50	28,737
3/5/2020	Jeffrey S Lyon	Director	Buy	2,000	$23.38	$46,760.00	33,997

Elon Musk Sees Serious Crisis

From Investing Trends | Ad

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

Heritage Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/8/2022	Bank of New York Mellon Corp	887,524	$23.49M	0.0%	-1.0%	2.529%
12/1/2022	Robeco Institutional Asset Management B.V.	60,182	$1.59M	0.0%	-1.7%	0.171%
11/22/2022	Teachers Retirement System of The State of Kentucky	9,034	$0.24M	0.0%	N/A	0.026%
11/21/2022	California State Teachers Retirement System	43,874	$1.16M	0.0%	-2.0%	0.125%
11/16/2022	Jane Street Group LLC	15,214	$0.40M	0.0%	+25.3%	0.043%
11/16/2022	BNP Paribas Arbitrage SNC	17,630	$0.47M	0.0%	-33.5%	0.050%
11/15/2022	Alliancebernstein L.P.	1,664,579	$44.06M	0.0%	+6.4%	4.742%
11/15/2022	State Street Corp	1,527,871	$40.44M	0.0%	+0.3%	4.352%
11/15/2022	Public Employees Retirement System of Ohio	18,349	$0.49M	0.0%	+2.1%	0.052%
11/15/2022	Jacobs Levy Equity Management Inc.	85,053	$2.25M	0.0%	+15.1%	0.242%
11/15/2022	Thrivent Financial for Lutherans	43,945	$1.17M	0.0%	+27.4%	0.125%
11/15/2022	Two Sigma Advisers LP	151,846	$4.02M	0.0%	+1.3%	0.433%
11/15/2022	Two Sigma Investments LP	76,816	$2.03M	0.0%	+8.4%	0.219%
11/15/2022	Vanguard Group Inc.	2,312,025	$61.20M	0.0%	+0.0%	6.586%
11/15/2022	Price T Rowe Associates Inc. MD	20,103	$0.53M	0.0%	+14.0%	0.057%
11/15/2022	Lord Abbett & CO. LLC	328,292	$8.69M	0.0%	+16.2%	0.935%
11/15/2022	Martingale Asset Management L P	29,608	$0.78M	0.0%	N/A	0.084%
11/15/2022	EJF Capital LLC	245,926	$6.51M	1.0%	N/A	0.701%
11/15/2022	First Trust Advisors LP	19,050	$0.50M	0.0%	-73.3%	0.054%
11/15/2022	Bank of New York Mellon Corp	887,524	$23.49M	0.0%	-1.0%	2.529%
11/15/2022	BlackRock Inc.	5,171,234	$136.88M	0.0%	+0.5%	14.733%
11/15/2022	Brandywine Global Investment Management LLC	39,368	$1.04M	0.0%	-2.1%	0.112%
11/15/2022	Citadel Advisors LLC	107,802	$2.85M	0.0%	-20.1%	0.307%
11/14/2022	Royal Bank of Canada	89,748	$2.38M	0.0%	-2.2%	0.256%
11/14/2022	Nuveen Asset Management LLC	136,206	$3.61M	0.0%	-2.5%	0.388%
11/14/2022	Hsbc Holdings PLC	83,252	$2.24M	0.0%	-7.4%	0.237%
11/14/2022	Stieven Capital Advisors L.P.	372,188	$9.85M	1.6%	+85.7%	1.060%
11/10/2022	Credit Suisse AG	30,673	$0.81M	0.0%	+11.4%	0.087%
11/10/2022	WINTON GROUP Ltd	11,139	$0.30M	0.0%	-31.3%	0.032%
11/10/2022	Dimensional Fund Advisors LP	2,021,106	$53.50M	0.0%	+6.2%	5.758%
11/10/2022	Tower Research Capital LLC TRC	6,470	$0.17M	0.0%	-69.4%	0.018%
11/10/2022	UBS Group AG	20,715	$0.55M	0.0%	+152.4%	0.059%
11/9/2022	Brighton Jones LLC	25,117	$0.67M	0.0%	-9.3%	0.072%
11/9/2022	Boston Partners	102,995	$2.73M	0.0%	+6.2%	0.293%
11/9/2022	First Horizon Advisors Inc.	1,403	$36K	0.0%	-26.9%	0.004%
11/9/2022	Aigen Investment Management LP	16,566	$0.44M	0.1%	N/A	0.047%
11/8/2022	Mutual of America Capital Management LLC	6,984	$0.19M	0.0%	+18.5%	0.020%
11/8/2022	New York State Common Retirement Fund	24,739	$0.66M	0.0%	+9.0%	0.070%
11/7/2022	TD Asset Management Inc.	75,400	$2.03M	0.0%	N/A	0.215%
11/4/2022	Yousif Capital Management LLC	28,224	$0.75M	0.0%	-2.3%	0.080%
11/4/2022	Prudential Financial Inc.	44,445	$1.18M	0.0%	+15.6%	0.127%
11/4/2022	Russell Investments Group Ltd.	108,351	$2.87M	0.0%	+28.2%	0.309%
11/3/2022	Teacher Retirement System of Texas	41,921	$1.11M	0.0%	N/A	0.119%
11/3/2022	The Manufacturers Life Insurance Company	100,629	$2.66M	0.0%	+634.2%	0.287%
11/3/2022	Royce & Associates LP	28,750	$0.76M	0.0%	-45.3%	0.082%
11/3/2022	Barclays PLC	12,427	$0.33M	0.0%	-22.3%	0.035%
11/2/2022	Victory Capital Management Inc.	950,153	$25.15M	0.0%	-24.5%	2.707%
11/1/2022	Great West Life Assurance Co. Can	38,976	$1.03M	0.0%	N/A	0.111%
10/28/2022	State of New Jersey Common Pension Fund D	92,349	$2.44M	0.0%	-5.5%	0.263%
10/28/2022	Comerica Bank	26,754	$0.84M	0.0%	-10.4%	0.076%
10/27/2022	US Bancorp DE	62,624	$1.66M	0.0%	-0.8%	0.178%
10/27/2022	Assenagon Asset Management S.A.	9,686	$0.26M	0.0%	-90.7%	0.028%
10/27/2022	Robeco Institutional Asset Management B.V.	60,182	$1.59M	0.0%	-1.7%	0.171%
10/26/2022	Allspring Global Investments Holdings LLC	317,817	$8.41M	0.0%	+14.0%	0.905%
10/26/2022	Martin & Co. Inc. TN	89,137	$2.36M	0.7%	+2.6%	0.254%
10/25/2022	Ziegler Capital Management LLC	57,987	$1.54M	0.1%	+4.8%	0.165%
10/20/2022	State of Alaska Department of Revenue	24,313	$0.64M	0.0%	-8.4%	0.069%
10/19/2022	Louisiana State Employees Retirement System	16,800	$0.45M	0.0%	N/A	0.048%
10/11/2022	Kiley Juergens Wealth Management LLC	204,365	$5.41M	2.5%	-3.0%	0.582%
10/7/2022	Exchange Traded Concepts LLC	37,095	$0.98M	0.0%	N/A	0.106%
8/22/2022	ExodusPoint Capital Management LP	29,042	$0.73M	0.0%	+1.6%	0.083%
8/19/2022	rhino investment partners Inc	217,387	$5.47M	2.5%	+49.4%	0.619%
8/18/2022	Goldman Sachs Group Inc.	986,753	$24.83M	0.0%	-14.2%	2.811%
8/16/2022	Jane Street Group LLC	12,145	$0.31M	0.0%	N/A	0.035%
8/16/2022	Prudential Financial Inc.	38,440	$0.97M	0.0%	+5.0%	0.110%
8/15/2022	AQR Capital Management LLC	73,604	$1.85M	0.0%	+10.0%	0.210%
8/15/2022	State Street Corp	1,523,787	$38.34M	0.0%	-10.8%	4.341%
8/15/2022	PDT Partners LLC	8,262	$0.21M	0.0%	-57.0%	0.024%
8/15/2022	Cubist Systematic Strategies LLC	25,814	$0.65M	0.0%	+38.5%	0.074%
8/15/2022	Citadel Advisors LLC	134,959	$3.40M	0.0%	+10.8%	0.384%
8/15/2022	Millennium Management LLC	35,964	$0.91M	0.0%	N/A	0.102%
8/15/2022	Atria Wealth Solutions Inc.	12,485	$0.31M	0.0%	N/A	0.036%
8/15/2022	Sei Investments Co.	26,686	$0.67M	0.0%	+34.6%	0.076%
8/15/2022	Basswood Capital Management L.L.C.	623,271	$15.68M	1.0%	-6.9%	1.775%
8/15/2022	UBS Asset Management Americas Inc.	35,182	$0.89M	0.0%	+5.8%	0.100%
8/13/2022	Quantbot Technologies LP	3,100	$77K	0.0%	-36.7%	0.009%
8/13/2022	Wakefield Asset Management LLLP	28,776	$0.72M	0.3%	N/A	0.082%
8/13/2022	Renaissance Technologies LLC	21,789	$0.55M	0.0%	-33.3%	0.062%
8/13/2022	American International Group Inc.	18,783	$0.47M	0.0%	-5.6%	0.054%
8/12/2022	Northern Trust Corp	453,924	$11.42M	0.0%	-0.5%	1.293%
8/12/2022	Credit Suisse AG	27,523	$0.69M	0.0%	-9.1%	0.078%
8/12/2022	Rafferty Asset Management LLC	9,898	$0.25M	0.0%	-58.0%	0.028%
8/12/2022	Public Sector Pension Investment Board	64,979	$1.64M	0.0%	-0.8%	0.185%
8/12/2022	BNP Paribas Arbitrage SA	26,499	$0.67M	0.0%	-19.9%	0.075%
8/12/2022	Brandywine Global Investment Management LLC	40,198	$1.01M	0.0%	-1.3%	0.115%
8/12/2022	Franklin Resources Inc.	8,930	$0.23M	0.0%	-36.1%	0.025%
8/11/2022	rhino investment partners Inc	85,739	$5.47M	2.5%	-41.1%	0.244%
8/11/2022	Toronto Dominion Bank	4,087	$0.10M	0.0%	-74.3%	0.012%
8/11/2022	Trexquant Investment LP	10,682	$0.27M	0.0%	-20.7%	0.030%
8/11/2022	Aspire Capital Advisors LLC	12,270	$0.31M	0.2%	+7.7%	0.035%
8/11/2022	UBS Group AG	8,206	$0.21M	0.0%	-68.6%	0.023%
8/11/2022	JPMorgan Chase & Co.	32,572	$0.82M	0.0%	-80.8%	0.093%
8/10/2022	Mutual of America Capital Management LLC	5,895	$0.15M	0.0%	+16.5%	0.017%
8/10/2022	Gladius Capital Management LP	970	$25K	0.0%	N/A	0.003%
8/10/2022	Principal Financial Group Inc.	216,903	$5.46M	0.0%	-6.5%	0.618%
8/10/2022	WINTON GROUP Ltd	16,212	$0.41M	0.0%	-7.0%	0.046%
8/9/2022	Lazard Asset Management LLC	28,607	$0.72M	0.0%	N/A	0.082%
8/8/2022	Texas Permanent School Fund	25,371	$0.64M	0.0%	+1.9%	0.072%
8/4/2022	Royce & Associates LP	52,540	$1.32M	0.0%	+16.7%	0.150%
8/2/2022	Comerica Bank	29,869	$0.79M	0.0%	-2.3%	0.085%

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. 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.

Today's Range

Now: $30.91

$30.71

$31.47

50 Day Range

MA: $31.42

$26.47

$34.13

52 Week Range

Now: $30.91

$22.51

$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:
Brian L Vance (Director)
John A Clees (Director)
Brian Charneski (Director)
Cindy M Huntley (EVP)
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:
BlackRock Inc. — 14.73%
Vanguard Group Inc. — 6.59%
Dimensional Fund Advisors LP — 5.76%
Alliancebernstein L.P. — 4.74%
State Street Corp — 4.35%
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:
Victory Capital Management Inc.
Assenagon Asset Management S.A.
First Trust Advisors LP
Citadel Advisors LLC
Royce & Associates LP
Tower Research Capital LLC TRC
Bank of New York Mellon Corp
Bank of New York Mellon Corp
In the last year, company insiders that have sold Heritage Financial company stock include:
Brian L Vance (Director)
John A Clees (Director)
Brian Charneski (Director)
Cindy M Huntley (EVP)
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:
EJF Capital LLC
Stieven Capital Advisors L.P.
Dimensional Fund Advisors LP
Alliancebernstein L.P.
The Manufacturers Life Insurance Company
TD Asset Management Inc.
Lord Abbett & CO. LLC
Teacher Retirement System of Texas

Elon Musk Sees Serious Crisis

From Investing Trends | Ad

Discover how you can take advantage of lithium

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?