Companies / Heritage Financial Corp/WA / Activity
Activity — Heritage Financial Corp/WA
72 moves.
Top impactInsider · CEO movesInsider · biggest buysInsider · biggest sellsInstitution · biggest movesInstitution · new positions
| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Hantz Financial Services, Inc. 13F manager | Trim | Common stock | $-2 | -62 -5.95% | 980 <0.01% of shares | low |
| Q2 2026 as of | Covestor Ltd 13F manager | Add | Common stock | $11 | +366 +4066.67% | 375 <0.01% of shares | low |
| Q3 2025 as of | Nwam LLC 13F manager | Add | Common stock | $45 | +2 +<0.01% | 53,478 0.13% of shares | low |
| Q4 2025 as of | IFP Advisors, Inc 13F manager | Trim | Common stock | $-47 | -2 -15.38% | 11 <0.01% of shares | low |
| Q1 2026 as of | MAI Capital Management 13F manager | Add | Common stock | $52 | +2 +8.00% | 27 <0.01% of shares | low |
| Q1 2026 as of | SG Americas Securities, LLC 13F manager | Add | Common stock | $55 | +2K +12.02% | 19,571 0.05% of shares | low |
| Q1 2026 as of | State of Alaska, Department of Revenue 13F manager | Add | Common stock | $78 | +3K +13.78% | 24,848 0.06% of shares | low |
| Q1 2026 as of | CANADA LIFE ASSURANCE Co 13F manager | Add | Common stock | $107 | +4K +12.71% | 36,322 0.09% of shares | low |
| Q2 2026 as of | SG Americas Securities, LLC 13F manager | Trim | Common stock | $-229 | -8K -39.57% | 11,827 0.03% of shares | low |
| Q1 2026 as of | Public Employees Retirement System of Ohio 13F manager | Add | Common stock | $234 | +9 +1.51% | 604 <0.01% of shares | low |
| Q1 2026 as of | Gsa Capital Partners LLP 13F manager | New | Common stock | $501 | +19K | 19,254 0.05% of shares | low |
| Q2 2026 as of | The PNC Financial Services Group, Inc. 13F manager | Add | Common stock | $977 | +33 +2.76% | 1,230 <0.01% of shares | low |
| Q2 2026 as of | Pinnacle Wealth Planning Services, Inc. 13F manager | Add | Common stock | $2.3K | +79 +4.17% | 1,975 <0.01% of shares | low |
| Q1 2026 as of | Voya Investment Management LLC 13F manager | Trim | Common stock | $-3.7K | -144 -0.30% | 47,173 0.12% of shares | low |
| Q4 2025 as of | Nwam LLC 13F manager | Trim | Common stock | $-6.1K | -231 -0.43% | 53,247 0.13% of shares | low |
| Q1 2026 as of | California State Teachers Retirement System 13F manager | Trim | Common stock | $-6.6K | -255 -0.80% | 31,558 0.08% of shares | low |
| Q1 2026 as of | Royal Bank of Canada 13F manager | Trim | Common stock | $-8.3K | -321 -0.42% | 76,128 0.19% of shares | low |
| Q1 2026 as of | MassMutual Private Wealth & Trust, FSB 13F manager | Trim | Common stock | $-10.1K | -387 -50.26% | 383 <0.01% of shares | low |
| Q1 2026 as of | Principal Financial Group Inc 13F manager | Add | Common stock | $10.7K | +410 +0.21% | 199,588 0.49% of shares | low |
| Q2 2026 as of | Salomon & Ludwin, LLC 13F manager | Add | Common stock | $13.5K | +447 +113.16% | 842 <0.01% of shares | low |
| Q1 2026 as of | BNP Paribas Financial Markets 13F manager | Add | Common stock | $13.8K | +532 +6.26% | 9,026 0.02% of shares | low |
| Q1 2026 as of | Los Angeles Capital Management LLC 13F manager | Trim | Common stock | $-16.4K | -629 -77.37% | 184 <0.01% of shares | low |
| Q1 2026 as of | Sterling Capital Management LLC 13F manager | Trim | Common stock | $-23.0K | -883 -43.86% | 1,130 <0.01% of shares | low |
| Q1 2026 as of | Keybank National ASSOCIATION/OH 13F manager | Add | Common stock | $40.7K | +2K +2.41% | 66,614 0.16% of shares | low |
| Q1 2026 as of | Oregon Public Employees Retirement Fund 13F manager | Add | Common stock | $41.6K | +2K +20.57% | 9,378 0.02% of shares | low |
| Q1 2026 as of | ProShare Advisors LLC 13F manager | Trim | Common stock | $-51.5K | -2K -0.79% | 249,948 0.61% of shares | low |
| Q2 2026 as of | Arizona State Retirement System 13F manager | Add | Common stock | $56.2K | +2K +20.08% | 11,349 0.03% of shares | low |
| Q1 2026 as of | AQR Capital Management, LLC 13F manager | Trim | Common stock | $-57.8K | -2K -1.30% | 168,936 0.41% of shares | low |
| Q4 2024 as of | Barclays PLC 13F manager | Trim | Common stock | $-58.8K | -2K -3.27% | 70,900 0.17% of shares | low |
| Q1 2026 as of | Martin & Co Inc /Tn 13F manager | Add | Common stock | $63.9K | +2K +1.81% | 137,899 0.34% of shares | low |
| Q2 2026 as of | Kiley Juergens Wealth Management, LLC 13F manager | Trim | Common stock | $-70.6K | -2K -1.34% | 175,064 0.43% of shares | low |
| Q1 2026 as of | Rafferty Asset Management, LLC 13F manager | Add | Common stock | $86.7K | +3K +12.77% | 29,435 0.07% of shares | low |
| Q1 2026 as of | Great Lakes Advisors, LLC 13F manager | Add | Common stock | $91.8K | +4K +2.10% | 171,237 0.42% of shares | low |
| Q1 2026 as of | Federated Hermes Inc 13F manager | Add | Common stock | $94.8K | +4K +9.64% | 41,496 0.10% of shares | low |
| Q4 2025 as of | Bank of America Corp /De 13F manager | Add | Common stock | $107.9K | +5K +2.12% | 220,295 0.54% of shares | low |
| Q1 2026 as of | First Trust Advisors LP 13F manager | Add | Common stock | $126.3K | +5K +17.10% | 33,264 0.08% of shares | low |
| Q1 2026 as of | Intech Investment Management LLC 13F manager | Trim | Common stock | $-137.3K | -5K -37.68% | 8,733 0.02% of shares | low |
| Q3 2023 as of | Barclays PLC 13F manager | Trim | Common stock | $-162.1K | -10K -14.36% | 59,258 0.14% of shares | low |
| Q1 2026 as of | Zions Bancorporation, National Association /Ut 13F manager | Trim | Common stock | $-178.0K | -7K -98.60% | 97 <0.01% of shares | low |
| Q1 2026 as of | Lazard Asset Management LLC 13F manager | Add | Common stock | $187.1K | +7K +21.72% | 40,326 0.10% of shares | low |
| Q1 2025 as of | Barclays PLC 13F manager | Trim | Common stock | $-196.1K | -8K -11.37% | 62,838 0.15% of shares | low |
| Q1 2026 as of | Zurcher Kantonalbank (Zurich Cantonalbank) 13F manager | Add | Common stock | $206.3K | +8K +72.20% | 18,927 0.05% of shares | low |
| Q1 2026 as of | Prudential Financial Inc 13F manager | Add | Common stock | $222.6K | +9K +26.87% | 40,422 0.10% of shares | low |
| Q1 2026 as of | Commonwealth of Pennsylvania Public School Empls Retrmt Sys 13F manager | New | Common stock | $264.4K | +10K | 10,170 0.02% of shares | low |
| Q1 2023 as of | Barclays PLC 13F manager | Add | Common stock | $265.9K | +12K +49.76% | 37,393 0.09% of shares | low |
| Q1 2026 as of | DePrince, Race & Zollo, Inc. 13F manager | Add | Common stock | $278.2K | +11K +8.85% | 131,566 0.32% of shares | low |
| Q2 2026 as of | LPL Financial LLC 13F manager | New | Common stock | $312.3K | +11K | 10,543 0.03% of shares | low |
| Q1 2026 as of | Rhumbline Advisers 13F manager | Add | Common stock | $312.9K | +12K +12.75% | 106,392 0.26% of shares | low |
| Q1 2026 as of | Hotchkis and Wiley Capital Management, LLC 13F manager | Trim | Common stock | $-332.3K | -13K -4.52% | 270,039 0.66% of shares | low |
| Q1 2026 as of | Bank of New York Mellon Corp/The 13F manager | Add | Common stock | $334.6K | +13K +3.51% | 379,395 0.93% of shares | low |