A detailed history of Dana Investment Advisors, Inc. transactions in Heritage Financial Corp stock. As of the latest transaction made, Dana Investment Advisors, Inc. holds 218,420 shares of HFWA stock, worth $5.71 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
218,420
Previous 244,138 10.53%
Holding current value
$5.71 Million
Previous $4.4 Million 8.04%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 13, 2024

SELL
$17.13 - $23.17 $440,549 - $595,886
-25,718 Reduced 10.53%
218,420 $4.76 Million
Q2 2024

Aug 27, 2024

BUY
$16.68 - $19.08 $3.32 Million - $3.79 Million
198,757 Added 437.97%
244,138 $4.4 Million
Q2 2024

Aug 13, 2024

SELL
$16.68 - $19.08 $3.37 Million - $3.85 Million
-202,038 Reduced 81.66%
45,381 $818,000
Q1 2024

May 15, 2024

BUY
$17.88 - $21.15 $4.42 Million - $5.23 Million
247,419 New
247,419 $4.8 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 $917M
  • 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
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