Companies / Heritage Financial Corp/WA / Activity

Activity — Heritage Financial Corp/WA

72 moves.

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InsidersInstitutions
DateActorActionSecurityValueShares ΔPosition afterImpact
Q1 2026
as of
Los Angeles Capital Management LLC
13F manager
TrimCommon stock$-16.4K-629
-77.37%
184
<0.01% of shares
low
Q1 2026
as of
BNP Paribas Financial Markets
13F manager
AddCommon stock$13.8K+532
+6.26%
9,026
0.02% of shares
low
Q2 2026
as of
Salomon & Ludwin, LLC
13F manager
AddCommon stock$13.5K+447
+113.16%
842
<0.01% of shares
low
Q1 2026
as of
Principal Financial Group Inc
13F manager
AddCommon stock$10.7K+410
+0.21%
199,588
0.49% of shares
low
Q1 2026
as of
MassMutual Private Wealth & Trust, FSB
13F manager
TrimCommon stock$-10.1K-387
-50.26%
383
<0.01% of shares
low
Q1 2026
as of
Royal Bank of Canada
13F manager
TrimCommon stock$-8.3K-321
-0.42%
76,128
0.19% of shares
low
Q1 2026
as of
California State Teachers Retirement System
13F manager
TrimCommon stock$-6.6K-255
-0.80%
31,558
0.08% of shares
low
Q4 2025
as of
Nwam LLC
13F manager
TrimCommon stock$-6.1K-231
-0.43%
53,247
0.13% of shares
low
Q1 2026
as of
Voya Investment Management LLC
13F manager
TrimCommon stock$-3.7K-144
-0.30%
47,173
0.12% of shares
low
Q2 2026
as of
Pinnacle Wealth Planning Services, Inc.
13F manager
AddCommon stock$2.3K+79
+4.17%
1,975
<0.01% of shares
low
Q2 2026
as of
The PNC Financial Services Group, Inc.
13F manager
AddCommon stock$977+33
+2.76%
1,230
<0.01% of shares
low
Q1 2026
as of
Gsa Capital Partners LLP
13F manager
NewCommon stock$501+19K
19,254
0.05% of shares
low
Q1 2026
as of
Public Employees Retirement System of Ohio
13F manager
AddCommon stock$234+9
+1.51%
604
<0.01% of shares
low
Q2 2026
as of
SG Americas Securities, LLC
13F manager
TrimCommon stock$-229-8K
-39.57%
11,827
0.03% of shares
low
Q1 2026
as of
CANADA LIFE ASSURANCE Co
13F manager
AddCommon stock$107+4K
+12.71%
36,322
0.09% of shares
low
Q1 2026
as of
State of Alaska, Department of Revenue
13F manager
AddCommon stock$78+3K
+13.78%
24,848
0.06% of shares
low
Q1 2026
as of
SG Americas Securities, LLC
13F manager
AddCommon stock$55+2K
+12.02%
19,571
0.05% of shares
low
Q1 2026
as of
MAI Capital Management
13F manager
AddCommon stock$52+2
+8.00%
27
<0.01% of shares
low
Q4 2025
as of
IFP Advisors, Inc
13F manager
TrimCommon stock$-47-2
-15.38%
11
<0.01% of shares
low
Q3 2025
as of
Nwam LLC
13F manager
AddCommon stock$45+2
+<0.01%
53,478
0.13% of shares
low
Q2 2026
as of
Covestor Ltd
13F manager
AddCommon stock$11+366
+4066.67%
375
<0.01% of shares
low
Q1 2026
as of
Hantz Financial Services, Inc.
13F manager
TrimCommon stock$-2-62
-5.95%
980
<0.01% of shares
low
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