Principal Financial Group Inc Heritage Financial Corp Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$17.13 - $23.17 $154,204 - $208,576	-9,002 Reduced 4.66%	183,968 $4 Million
Q2 2024 Jul 29, 2024	SELL	$16.68 - $19.08 $122,664 - $140,314	-7,354 Reduced 3.67%	192,970 $3.48 Million
Q1 2024 Apr 29, 2024	BUY	$17.88 - $21.15 $329,599 - $389,879	18,434 Added 10.13%	200,324 $3.88 Million
Q4 2023 Feb 07, 2024	SELL	$15.97 - $22.04 $122,585 - $169,179	-7,676 Reduced 4.05%	181,890 $3.89 Million
Q3 2023 Nov 02, 2023	SELL	$16.05 - $19.14 $164,271 - $195,897	-10,235 Reduced 5.12%	189,566 $3.09 Million
Q2 2023 Aug 07, 2023	SELL	$15.26 - $21.38 $385,528 - $540,144	-25,264 Reduced 11.23%	199,801 $3.23 Million
Q1 2023 May 09, 2023	SELL	$21.11 - $30.6 $89,274 - $129,407	-4,229 Reduced 1.84%	225,065 $4.82 Million
Q4 2022 Feb 09, 2023	BUY	$26.71 - $34.24 $337,934 - $433,204	12,652 Added 5.84%	229,294 $7.03 Million
Q3 2022 Nov 09, 2022	SELL	$25.0 - $28.21 $6,525 - $7,362	-261 Reduced 0.12%	216,642 $5.73 Million
Q2 2022 Aug 10, 2022	SELL	$23.94 - $26.35 $361,924 - $398,359	-15,118 Reduced 6.52%	216,903 $5.46 Million
Q1 2022 May 09, 2022	SELL	$24.18 - $27.24 $59,410 - $66,928	-2,457 Reduced 1.05%	232,021 $5.81 Million
Q4 2021 Feb 09, 2022	SELL	$23.0 - $25.99 $252,195 - $284,980	-10,965 Reduced 4.47%	234,478 $5.73 Million
Q3 2021 Nov 09, 2021	SELL	$22.39 - $26.0 $79,730 - $92,586	-3,561 Reduced 1.43%	245,443 $6.26 Million
Q2 2021 Aug 10, 2021	BUY	$24.59 - $29.49 $53,040 - $63,609	2,157 Added 0.87%	249,004 $6.23 Million
Q1 2021 May 10, 2021	SELL	$23.1 - $30.64 $4,250 - $5,637	-184 Reduced 0.07%	246,847 $6.97 Million
Q4 2020 Feb 08, 2021	SELL	$18.28 - $25.34 $179,527 - $248,864	-9,821 Reduced 3.82%	247,031 $5.78 Million
Q3 2020 Nov 06, 2020	SELL	$17.42 - $20.98 $194,999 - $234,850	-11,194 Reduced 4.18%	256,852 $4.72 Million
Q2 2020 Aug 05, 2020	SELL	$15.68 - $21.77 $153,193 - $212,692	-9,770 Reduced 3.52%	268,046 $5.36 Million
Q1 2020 May 12, 2020	SELL	$18.12 - $28.31 $208,198 - $325,281	-11,490 Reduced 3.97%	277,816 $5.56 Million
Q4 2019 Feb 05, 2020	SELL	$25.86 - $29.02 $41,169 - $46,199	-1,592 Reduced 0.55%	289,306 $8.19 Million
Q3 2019 Nov 13, 2019	BUY	$25.38 - $30.11 $623,205 - $739,351	24,555 Added 9.22%	290,898 $7.84 Million
Q2 2019 Aug 12, 2019	SELL	$28.1 - $31.72 $1.43 Million - $1.61 Million	-50,869 Reduced 16.04%	266,343 $7.87 Million
Q1 2019 May 10, 2019	SELL	$28.77 - $33.07 $52,332 - $60,154	-1,819 Reduced 0.57%	317,212 $9.56 Million
Q4 2018 Feb 14, 2019	BUY	$27.98 - $35.22 $903,222 - $1.14 Million	32,281 Added 11.26%	319,031 $9.48 Million
Q3 2018 Nov 14, 2018	BUY	$34.75 - $37.3 $1.58 Million - $1.7 Million	45,546 Added 18.88%	286,750 $10.1 Million
Q2 2018 Aug 13, 2018	BUY	$29.7 - $34.85 $6.59 Million - $7.73 Million	221,718 Added 1137.83%	241,204 $0
Q1 2018 May 14, 2018	BUY	$28.8 - $32.2 $52,416 - $58,604	1,820 Added 10.3%	19,486 $596,000
Q4 2017 Feb 13, 2018	BUY	$29.2 - $32.65 $214,444 - $239,781	7,344 Added 71.15%	17,666 $544,000
Q3 2017 Nov 02, 2017	BUY	$25.55 - $29.7 $263,727 - $306,563	10,322	10,322 $304,000

Others Institutions Holding HFWA

# of Institutions

170

Shares Held

27.1M

Call Options Held

4.5K

Put Options Held

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About HERITAGE FINANCIAL CORP

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $854M
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...

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