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 $269,362. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,977
Previous 16,983
29.48%
Holding current value
$269,362
Previous $409,000
30.32%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding HFWA
# of Institutions
191Shares Held
28.8MCall Options Held
1.1KPut Options Held
300-
Black Rock Inc. New York, NY4.98MShares$112 Million0.0% of portfolio
-
Jennison Associates LLC2.98MShares$67 Million0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.41MShares$54.2 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.07MShares$46.5 Million0.01% of portfolio
-
State Street Corp Boston, MA1.53MShares$34.5 Million0.0% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $789M
- 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...