A detailed history of Great Lakes Advisors, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Great Lakes Advisors, LLC holds 227,371 shares of HFWA stock, worth $5.56 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
227,371
Previous 220,644 3.05%
Holding current value
$5.56 Million
Previous $3.98 Million 24.41%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 04, 2024

BUY
$17.13 - $23.17 $115,233 - $155,864
6,727 Added 3.05%
227,371 $4.95 Million
Q2 2024

Aug 05, 2024

BUY
$16.68 - $19.08 $188,784 - $215,947
11,318 Added 5.41%
220,644 $3.98 Million
Q1 2024

May 08, 2024

SELL
$17.88 - $21.15 $41,159 - $48,687
-2,302 Reduced 1.09%
209,326 $4.06 Million
Q4 2023

Feb 08, 2024

BUY
$15.97 - $22.04 $479,499 - $661,751
30,025 Added 16.53%
211,628 $4.53 Million
Q3 2023

Nov 07, 2023

BUY
$16.05 - $19.14 $652,705 - $778,366
40,667 Added 28.85%
181,603 $2.96 Million
Q2 2023

Aug 10, 2023

SELL
$15.26 - $21.38 $448,186 - $627,930
-29,370 Reduced 17.25%
140,936 $2.28 Million
Q1 2023

May 10, 2023

BUY
$21.11 - $30.6 $3.6 Million - $5.21 Million
170,306 New
170,306 $3.64 Million

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 $858M
  • 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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