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HFWA Insider Trading

Insider Ownership Percentage: 1.80%
Insider Buying (Last 12 Months): $12,138.00
Insider Selling (Last 12 Months): $78,837.50

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: $26.06
Price Change: ▼ Price Decrease of -1.22 (-4.47%)
As of 11/7/2024 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
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Heritage Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/7/2024Tony ChalfantEVPSell2,975$26.50$78,837.5020,119View SEC Filing Icon  
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
Financial Prophecy
From Porter & Company   |   Ad
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.
Including the name of the #1 company to buy.

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
11/7/2024Thrivent Financial for Lutherans123,073$2.68M0.0%-9.6%0.357%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC113,128$2.46M0.0%+5.4%0.328%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP270,169$5.88M0.1%-6.7%0.783%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.183,968$4.01M0.0%-4.7%0.533%Search for SEC Filing on Google Icon
10/28/2024US Bancorp DE166,176$3.62M0.0%-18.0%0.482%Search for SEC Filing on Google Icon
10/25/2024New York State Teachers Retirement System5,796$0.13M0.0%+9.4%0.017%Search for SEC Filing on Google Icon
10/24/2024State of Alaska Department of Revenue19,686$0.43M0.0%-3.3%0.057%Search for SEC Filing on Google Icon
10/23/2024Mirae Asset Global Investments Co. Ltd.21,154$0.45M0.0%+11.3%0.061%Search for SEC Filing on Google Icon
10/23/2024Louisiana State Employees Retirement System16,700$0.36M0.0%-4.6%0.048%Search for SEC Filing on Google Icon
10/23/2024Assenagon Asset Management S.A.160,122$3.49M0.0%-5.7%0.462%Search for SEC Filing on Google Icon
10/23/2024Hennion & Walsh Asset Management Inc.17,398$0.38M0.0%-3.0%0.050%Search for SEC Filing on Google Icon
10/8/2024CWM LLC3,297$72K0.0%+17.1%0.010%Search for SEC Filing on Google Icon
10/7/2024GAMMA Investing LLC1,975$43K0.0%+43.7%0.006%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC10,743$0.23M0.0%N/A0.031%Search for SEC Filing on Google Icon
9/16/2024Point72 DIFC Ltd1,490$27K0.0%N/A0.004%Search for SEC Filing on Google Icon
9/16/2024Point72 Asia Singapore Pte. Ltd.1,406$25K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/27/2024Dana Investment Advisors Inc.244,138$4.40M0.1%-1.3%0.704%Search for SEC Filing on Google Icon
8/19/2024Point72 Asset Management L.P.5,500$99K0.0%N/A0.016%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company349,230$6.30M0.0%-0.2%1.007%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC365,477$6.59M0.0%-6.2%1.054%Search for SEC Filing on Google Icon
8/15/2024Point72 Asia Singapore Pte. Ltd.1,406$25K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/14/2024Cubist Systematic Strategies LLC52,769$0.95M0.0%N/A0.152%Search for SEC Filing on Google Icon
8/14/2024Point72 DIFC Ltd1,490$27K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/14/2024Public Sector Pension Investment Board76,310$1.38M0.0%+5.4%0.220%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans136,180$2.46M0.0%-8.8%0.393%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.52,239$0.94M0.0%-16.1%0.151%Search for SEC Filing on Google Icon
8/12/2024Intech Investment Management LLC22,749$0.41M0.0%N/A0.066%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank10,271$0.19M0.0%-9.4%0.030%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC321,089$5.79M0.0%+5.6%0.926%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,934,852$34.88M0.0%+4.3%5.578%Search for SEC Filing on Google Icon
8/8/2024Federated Hermes Inc.47,321$0.85M0.0%-5.5%0.136%Search for SEC Filing on Google Icon
8/8/2024Meeder Asset Management Inc.1,713$31K0.0%N/A0.005%Search for SEC Filing on Google Icon
8/8/2024Cornercap Investment Counsel Inc.30,907$0.56M0.1%N/A0.089%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.278,017$5.01M0.0%+3.0%0.801%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp48,874$0.88M0.0%+60.0%0.141%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC18,032$0.33M0.0%N/A0.052%Search for SEC Filing on Google Icon
8/6/2024Great Lakes Advisors LLC220,644$3.98M0.0%+5.4%0.636%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers109,341$1.97M0.0%-1.6%0.315%Search for SEC Filing on Google Icon
7/30/2024Maryland State Retirement & Pension System12,095$0.22M0.0%-6.3%0.035%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.192,970$3.48M0.0%-3.7%0.556%Search for SEC Filing on Google Icon
7/29/2024Innealta Capital LLC1,482$27K0.0%N/A0.004%Search for SEC Filing on Google Icon
7/29/2024Panagora Asset Management Inc.141,487$2.55M0.0%-0.4%0.408%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp896,309$16.16M0.0%-10.6%2.584%Search for SEC Filing on Google Icon
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
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. 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: $26.06
Low: $25.91
High: $27.11

50 Day Range

MA: $22.16
Low: $20.77
High: $27.28

52 Week Range

Now: $26.06
Low: $16.38
High: $27.43

Volume

240,941 shs

Average Volume

185,358 shs

Market Capitalization

$898.97 million

P/E Ratio

24.13

Dividend Yield

3.96%

Beta

0.52

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

Heritage Financial's top insider shareholders include:
  1. Jeffrey S Lyon (Director)
  2. Brian Charneski (Director)
  3. Tony Chalfant (EVP)
  4. 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. Royce & Associates LP — 0.78%
  2. Principal Financial Group Inc. — 0.53%
  3. US Bancorp DE — 0.48%
  4. Assenagon Asset Management S.A. — 0.46%
  5. Thrivent Financial for Lutherans — 0.36%
  6. Empowered Funds LLC — 0.33%
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. US Bancorp DE
  2. Royce & Associates LP
  3. Thrivent Financial for Lutherans
  4. Assenagon Asset Management S.A.
  5. Principal Financial Group Inc.
  6. Louisiana State Employees Retirement System
  7. State of Alaska Department of Revenue
  8. Hennion & Walsh Asset Management Inc.

Which institutional investors are buying Heritage Financial stock?

In the last quarter, HFWA stock was bought by institutional investors including:
  1. SG Americas Securities LLC
  2. Empowered Funds LLC
  3. Mirae Asset Global Investments Co. Ltd.
  4. GAMMA Investing LLC
  5. New York State Teachers Retirement System
  6. CWM LLC
During the last year, these company insiders have bought Heritage Financial stock:
  1. Jeffrey S Lyon (Director)
  2. Brian Charneski (Director)
  3. Tony Chalfant (EVP)
Learn More investors buying Heritage Financial stock.
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