Hennion & Walsh Asset Management, Inc. Heritage Financial Corp Transaction History
Hennion & Walsh Asset Management, Inc.
- $2.35 Billion
- Q2 2025
A detailed history of Hennion & Walsh Asset Management, Inc. transactions in Heritage Financial Corp stock. As of the latest transaction made, Hennion & Walsh Asset Management, Inc. holds 11,977 shares of HFWA stock, worth $264,691. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,977
Previous 16,983
29.48%
Holding current value
$264,691
Previous $409,000
30.32%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding HFWA
# of Institutions
178Shares Held
29MCall Options Held
0Put Options Held
53.5K-
Black Rock Inc. New York, NY4.98MShares$110 Million0.0% of portfolio
-
Jennison Associates LLC2.98MShares$65.8 Million0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.42MShares$53.5 Million0.0% of portfolio
-
Victory Capital Management Inc2.41MShares$53.2 Million0.04% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.04MShares$45 Million0.01% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $776M
- 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...