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 17,398 shares of HFWA stock, worth $466,092. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,398
Previous 17,930 2.97%
Holding current value
$466,092
Previous $323,000 17.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 22, 2024

SELL
$17.13 - $23.17 $9,113 - $12,326
-532 Reduced 2.97%
17,398 $378,000
Q2 2024

Jul 19, 2024

BUY
$16.68 - $19.08 $113,540 - $129,877
6,807 Added 61.2%
17,930 $323,000
Q1 2024

Apr 17, 2024

BUY
$17.88 - $21.15 $198,879 - $235,251
11,123 New
11,123 $215,000

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 $940M
  • 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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