A detailed history of Ameriprise Financial Inc transactions in Heritage Financial Corp stock. As of the latest transaction made, Ameriprise Financial Inc holds 555,931 shares of HFWA stock, worth $13.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
555,931
Previous 557,225 0.23%
Holding current value
$13.5 Million
Previous $10 Million 20.47%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$17.13 - $23.17 $22,166 - $29,981
-1,294 Reduced 0.23%
555,931 $12.1 Million
Q2 2024

Aug 14, 2024

SELL
$16.68 - $19.08 $111,705 - $127,778
-6,697 Reduced 1.19%
557,225 $10 Million
Q1 2024

May 15, 2024

BUY
$17.88 - $21.15 $670,374 - $792,976
37,493 Added 7.12%
563,922 $10.9 Million
Q4 2023

Feb 14, 2024

BUY
$15.97 - $22.04 $28,602 - $39,473
1,791 Added 0.34%
526,429 $11.3 Million
Q3 2023

Nov 14, 2023

BUY
$16.05 - $19.14 $118,705 - $141,559
7,396 Added 1.43%
524,638 $8.56 Million
Q2 2023

Aug 14, 2023

BUY
$15.26 - $21.38 $5.18 Million - $7.26 Million
339,419 Added 190.87%
517,242 $8.36 Million
Q1 2023

May 15, 2023

BUY
$21.11 - $30.6 $229,486 - $332,652
10,871 Added 6.51%
177,823 $3.81 Million
Q4 2022

Feb 14, 2023

SELL
$26.71 - $34.24 $11.3 Million - $14.5 Million
-424,694 Reduced 71.78%
166,952 $5.12 Million
Q3 2022

Nov 14, 2022

SELL
$25.0 - $28.21 $965,075 - $1.09 Million
-38,603 Reduced 6.13%
591,646 $15.7 Million
Q2 2022

Aug 15, 2022

SELL
$23.94 - $26.35 $277,967 - $305,949
-11,611 Reduced 1.81%
630,249 $15.9 Million
Q1 2022

May 16, 2022

BUY
$24.18 - $27.24 $535,175 - $602,902
22,133 Added 3.57%
641,860 $16.1 Million
Q4 2021

Feb 14, 2022

BUY
$23.0 - $25.99 $785,427 - $887,532
34,149 Added 5.83%
619,727 $15.1 Million
Q3 2021

Nov 15, 2021

BUY
$22.39 - $26.0 $120,525 - $139,958
5,383 Added 0.93%
585,578 $14.9 Million
Q2 2021

Aug 16, 2021

SELL
$24.59 - $29.49 $305,088 - $365,882
-12,407 Reduced 2.09%
580,195 $14.5 Million
Q1 2021

May 17, 2021

SELL
$23.1 - $30.64 $11.1 Million - $14.7 Million
-480,880 Reduced 44.8%
592,602 $16.7 Million
Q4 2020

Feb 12, 2021

SELL
$18.28 - $25.34 $390,479 - $541,287
-21,361 Reduced 1.95%
1,073,482 $25.1 Million
Q3 2020

Nov 16, 2020

SELL
$17.42 - $20.98 $137,147 - $165,175
-7,873 Reduced 0.71%
1,094,843 $20.1 Million
Q2 2020

Aug 14, 2020

BUY
$15.68 - $21.77 $1.59 Million - $2.2 Million
101,241 Added 10.11%
1,102,716 $22.1 Million
Q1 2020

May 15, 2020

BUY
$18.12 - $28.31 $366,712 - $572,937
20,238 Added 2.06%
1,001,475 $20 Million
Q4 2019

Feb 14, 2020

BUY
$25.86 - $29.02 $352,756 - $395,861
13,641 Added 1.41%
981,237 $27.8 Million
Q3 2019

Nov 14, 2019

BUY
$25.38 - $30.11 $1.35 Million - $1.6 Million
53,032 Added 5.8%
967,596 $26.1 Million
Q2 2019

Aug 14, 2019

SELL
$28.1 - $31.72 $333,828 - $376,833
-11,880 Reduced 1.28%
914,564 $27 Million
Q1 2019

May 15, 2019

BUY
$28.77 - $33.07 $83,576 - $96,068
2,905 Added 0.31%
926,444 $27.9 Million
Q4 2018

Feb 14, 2019

BUY
$27.98 - $35.22 $379,464 - $477,653
13,562 Added 1.49%
923,539 $27.4 Million
Q3 2018

Nov 14, 2018

BUY
$34.75 - $37.3 $5.47 Million - $5.87 Million
157,353 Added 20.91%
909,977 $32 Million
Q2 2018

Aug 14, 2018

BUY
$29.7 - $34.85 $8.79 Million - $10.3 Million
295,965 Added 64.81%
752,624 $26.2 Million
Q1 2018

May 15, 2018

SELL
$28.8 - $32.2 $317,059 - $354,489
-11,009 Reduced 2.35%
456,659 $14 Million
Q4 2017

Feb 12, 2018

BUY
$29.2 - $32.65 $8 Million - $8.95 Million
274,099 Added 141.6%
467,668 $14.4 Million
Q3 2017

Nov 07, 2017

BUY
$25.55 - $29.7 $4.95 Million - $5.75 Million
193,569
193,569 $5.71 Million

Others Institutions Holding HFWA

About HERITAGE FINANCIAL CORP


  • Ticker HFWA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 35,104,200
  • Market Cap $855M
  • Description
  • 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, savin...
More about HFWA
Track This Portfolio

Track Ameriprise Financial Inc Portfolio

Follow Ameriprise Financial Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ameriprise Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ameriprise Financial Inc with notifications on news.