HFWA Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

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

Heritage Financial Share Price & Price History

^$25.66

▲ +0.17 (0.67%)

As of 11/21/2024 10:51 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
11/7/2024	Tony Chalfant	EVP	Sell	2,975	$26.50	$78,837.50	20,119
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

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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
11/19/2024	Barclays PLC	73,300	$1.60M	0.0%	+105.4%	0.215%
11/16/2024	Geode Capital Management LLC	809,835	$17.63M	0.0%	+0.1%	2.371%
11/15/2024	Barclays PLC	73,300	$1.60M	0.0%	+105.4%	0.215%
11/15/2024	Y Intercept Hong Kong Ltd	35,933	$0.78M	0.0%	+73.8%	0.105%
11/15/2024	Jane Street Group LLC	65,088	$1.42M	0.0%	+46.9%	0.191%
11/15/2024	State Street Corp	1,594,963	$34.72M	0.0%	+0.3%	4.670%
11/15/2024	SageView Advisory Group LLC	14,116	$0.31M	0.0%	N/A	0.041%
11/15/2024	Point72 Asset Management L.P.	4,351	$95K	0.0%	-20.9%	0.013%
11/15/2024	Hotchkis & Wiley Capital Management LLC	311,090	$6.77M	0.0%	-7.0%	0.911%
11/14/2024	Verition Fund Management LLC	16,171	$0.35M	0.0%	+35.6%	0.047%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	51,338	$1.12M	0.0%	-8.5%	0.150%
11/14/2024	Public Sector Pension Investment Board	73,210	$1.59M	0.0%	-4.1%	0.214%
11/14/2024	MetLife Investment Management LLC	18,793	$0.41M	0.0%	-10.6%	0.055%
11/13/2024	BNP Paribas Financial Markets	34,672	$0.76M	0.0%	+90.7%	0.102%
11/13/2024	FMR LLC	4,209	$92K	0.0%	-47.9%	0.012%
11/13/2024	The Manufacturers Life Insurance Company	335,298	$7.30M	0.0%	-4.0%	0.982%
11/13/2024	Dynamic Technology Lab Private Ltd	15,546	$0.34M	0.0%	N/A	0.046%
11/12/2024	Nwam LLC	54,852	$1.19M	0.1%	N/A	0.159%
11/12/2024	Charles Schwab Investment Management Inc.	1,241,174	$27.02M	0.0%	-1.5%	3.598%
11/9/2024	Intech Investment Management LLC	18,467	$0.40M	0.0%	-18.8%	0.054%
11/8/2024	Jennison Associates LLC	1,741,058	$37.90M	0.0%	+71.4%	5.047%
11/7/2024	Thrivent Financial for Lutherans	123,073	$2.68M	0.0%	-9.6%	0.357%
11/6/2024	Empowered Funds LLC	113,128	$2.46M	0.0%	+5.4%	0.328%
11/6/2024	Royce & Associates LP	270,169	$5.88M	0.1%	-6.7%	0.783%
10/31/2024	Principal Financial Group Inc.	183,968	$4.01M	0.0%	-4.7%	0.533%
10/28/2024	US Bancorp DE	166,176	$3.62M	0.0%	-18.0%	0.482%
10/25/2024	New York State Teachers Retirement System	5,796	$0.13M	0.0%	+9.4%	0.017%
10/24/2024	State of Alaska Department of Revenue	19,686	$0.43M	0.0%	-3.3%	0.057%
10/23/2024	Mirae Asset Global Investments Co. Ltd.	21,154	$0.45M	0.0%	+11.3%	0.061%
10/23/2024	Louisiana State Employees Retirement System	16,700	$0.36M	0.0%	-4.6%	0.048%
10/23/2024	Assenagon Asset Management S.A.	160,122	$3.49M	0.0%	-5.7%	0.462%
10/23/2024	Hennion & Walsh Asset Management Inc.	17,398	$0.38M	0.0%	-3.0%	0.050%
10/8/2024	CWM LLC	3,297	$72K	0.0%	+17.1%	0.010%
10/7/2024	GAMMA Investing LLC	1,975	$43K	0.0%	+43.7%	0.006%
10/3/2024	SG Americas Securities LLC	10,743	$0.23M	0.0%	N/A	0.031%
9/16/2024	Point72 DIFC Ltd	1,490	$27K	0.0%	N/A	0.004%
9/16/2024	Point72 Asia Singapore Pte. Ltd.	1,406	$25K	0.0%	N/A	0.004%
8/27/2024	Dana Investment Advisors Inc.	244,138	$4.40M	0.1%	-1.3%	0.704%
8/19/2024	Point72 Asset Management L.P.	5,500	$99K	0.0%	N/A	0.016%
8/15/2024	The Manufacturers Life Insurance Company	349,230	$6.30M	0.0%	-0.2%	1.007%
8/15/2024	AQR Capital Management LLC	365,477	$6.59M	0.0%	-6.2%	1.054%
8/15/2024	Point72 Asia Singapore Pte. Ltd.	1,406	$25K	0.0%	N/A	0.004%
8/14/2024	Cubist Systematic Strategies LLC	52,769	$0.95M	0.0%	N/A	0.152%
8/14/2024	Point72 DIFC Ltd	1,490	$27K	0.0%	N/A	0.004%
8/14/2024	Public Sector Pension Investment Board	76,310	$1.38M	0.0%	+5.4%	0.220%
8/13/2024	Thrivent Financial for Lutherans	136,180	$2.46M	0.0%	-8.8%	0.393%
8/13/2024	Sei Investments Co.	52,239	$0.94M	0.0%	-16.1%	0.151%
8/12/2024	Intech Investment Management LLC	22,749	$0.41M	0.0%	N/A	0.066%
8/12/2024	Amalgamated Bank	10,271	$0.19M	0.0%	-9.4%	0.030%
8/9/2024	Renaissance Technologies LLC	321,089	$5.79M	0.0%	+5.6%	0.926%
8/9/2024	Dimensional Fund Advisors LP	1,934,852	$34.88M	0.0%	+4.3%	5.578%
8/8/2024	Federated Hermes Inc.	47,321	$0.85M	0.0%	-5.5%	0.136%
8/8/2024	Meeder Asset Management Inc.	1,713	$31K	0.0%	N/A	0.005%
8/8/2024	Cornercap Investment Counsel Inc.	30,907	$0.56M	0.1%	N/A	0.089%
8/8/2024	American Century Companies Inc.	278,017	$5.01M	0.0%	+3.0%	0.801%
8/7/2024	Texas Permanent School Fund Corp	48,874	$0.88M	0.0%	+60.0%	0.141%
8/6/2024	Quest Partners LLC	18,032	$0.33M	0.0%	N/A	0.052%
8/6/2024	Great Lakes Advisors LLC	220,644	$3.98M	0.0%	+5.4%	0.636%
8/1/2024	Rhumbline Advisers	109,341	$1.97M	0.0%	-1.6%	0.315%
7/30/2024	Maryland State Retirement & Pension System	12,095	$0.22M	0.0%	-6.3%	0.035%
7/29/2024	Principal Financial Group Inc.	192,970	$3.48M	0.0%	-3.7%	0.556%
7/29/2024	Innealta Capital LLC	1,482	$27K	0.0%	N/A	0.004%
7/29/2024	Panagora Asset Management Inc.	141,487	$2.55M	0.0%	-0.4%	0.408%
7/26/2024	Bank of New York Mellon Corp	896,309	$16.16M	0.0%	-10.6%	2.584%
7/20/2024	Hennion & Walsh Asset Management Inc.	17,930	$0.32M	0.0%	+61.2%	0.052%
7/18/2024	Assenagon Asset Management S.A.	169,827	$3.06M	0.0%	-17.5%	0.490%
7/2/2024	GAMMA Investing LLC	1,374	$25K	0.0%	+133.7%	0.004%
5/28/2024	Boston Partners	112,443	$2.18M	0.0%	+70.5%	0.324%
5/17/2024	Comerica Bank	19,252	$0.37M	0.0%	-7.1%	0.055%
5/16/2024	California State Teachers Retirement System	34,882	$0.68M	0.0%	-5.5%	0.101%
5/16/2024	EJF Capital LLC	29,805	$0.58M	0.4%	-9.9%	0.086%
5/15/2024	Price T Rowe Associates Inc. MD	29,784	$0.58M	0.0%	+5.2%	0.086%
5/14/2024	CANADA LIFE ASSURANCE Co	32,445	$0.63M	0.0%	-10.6%	0.094%
5/10/2024	Vanguard Group Inc.	2,486,777	$48.22M	0.0%	-7.1%	7.177%
5/9/2024	Pacific Ridge Capital Partners LLC	56,722	$1.10M	0.2%	-6.4%	0.164%
5/9/2024	State Board of Administration of Florida Retirement System	15,919	$0.34M	0.0%	+60.7%	0.046%
5/8/2024	US Bancorp DE	206,776	$4.01M	0.0%	+212.4%	0.597%
5/8/2024	Russell Investments Group Ltd.	21,095	$0.41M	0.0%	-27.2%	0.061%
5/7/2024	Sei Investments Co.	62,267	$1.21M	0.0%	-4.5%	0.180%
5/7/2024	Heartland Advisors Inc.	400,000	$7.76M	0.4%	-10.3%	1.154%
5/7/2024	Empowered Funds LLC	99,626	$1.93M	0.0%	+8.2%	0.288%
5/2/2024	Jennison Associates LLC	753,570	$14.61M	0.0%	N/A	2.175%
5/1/2024	BNP Paribas Financial Markets	40,257	$0.78M	0.0%	-9.6%	0.116%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	27,308	$0.57M	0.0%	+39.0%	0.079%
4/29/2024	Principal Financial Group Inc.	200,324	$3.88M	0.0%	+10.1%	0.578%
4/26/2024	Yousif Capital Management LLC	15,794	$0.31M	0.0%	-8.5%	0.046%
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%

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: $25.66

$25.59

$25.79

50 Day Range

MA: $22.93

$20.77

$27.28

52 Week Range

Now: $25.66

$16.55

$27.55

Volume

2,945 shs

Average Volume

183,932 shs

Market Capitalization

$876.29 million

P/E Ratio

23.76

Dividend Yield

3.60%

Beta

0.52

Who are the company insiders with the largest holdings of Heritage Financial?: Heritage Financial's top insider shareholders include:
Jeffrey S Lyon (Director)
Brian Charneski (Director)
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:
Jennison Associates LLC — 5.05%
State Street Corp — 4.67%
Charles Schwab Investment Management Inc. — 3.60%
Geode Capital Management LLC — 2.37%
The Manufacturers Life Insurance Company — 0.98%
Hotchkis & Wiley Capital Management LLC — 0.91%
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:
US Bancorp DE
Hotchkis & Wiley Capital Management LLC
Royce & Associates LP
Charles Schwab Investment Management Inc.
The Manufacturers Life Insurance Company
Thrivent Financial for Lutherans
Assenagon Asset Management S.A.
Principal Financial Group Inc.
Which institutional investors are buying Heritage Financial stock?: In the last quarter, HFWA stock was bought by institutional investors including:
Jennison Associates LLC
Nwam LLC
Barclays PLC
Barclays PLC
Jane Street Group LLC
BNP Paribas Financial Markets
Dynamic Technology Lab Private Ltd
Y Intercept Hong Kong Ltd
During the last year, these company insiders have bought Heritage Financial stock:
Jeffrey S Lyon (Director)
Brian Charneski (Director)
Tony Chalfant (EVP)
Learn More investors buying Heritage Financial stock.