Institutional shares held 14.4 Million
15K calls
9.8K puts
Total value of holdings $157M
$163K calls
$106K puts
Market Cap $204M
18,717,600 Shares Out.
Institutional ownership 76.91%
# of Institutions 110


Latest Institutional Activity in HMST

Top Purchases

Q1 2025
Hennessy Advisors Inc Shares Held: 105K ($1.14M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 11.5K ($125K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 29K ($316K)
Q4 2024
Phase 2 Partners, LLC Shares Held: 433K ($4.71M)
Q4 2024
Philadelphia Financial Management Of San Francisco, LLC Shares Held: 1.87M ($20.4M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 977 ($10.6K)
Q1 2025
Harbor Capital Advisors, Inc. Shares Held: 335 ($3.65K)
Q1 2025
Rhumbline Advisers Shares Held: 27.2K ($297K)
Q1 2025
Caldwell Sutter Capital, Inc. Shares Held: 57K ($621K)
Q4 2024
Morgan Stanley Shares Held: 322K ($3.51M)

About HMST

HomeStreet, Inc. operates as the bank holding company for HomeStreet Bank that provides commercial, mortgage, and consumer/retail banking services primarily in the Western United States. The company offers personal and business checking, savings accounts, interest-bearing negotiable order of withdrawal accounts, money market accounts, and time certificates of deposit; credit cards; insurance; and treasury management products and services. Its loan products include commercial business and agriculture loans, single family residential mortgages, consumer loans, commercial loans secured by residential and commercial real estate, and construction loans for residential and commercial real estate development, as well as consumer installment loans and permanent loans on commercial real estate and single-family residences. In addition, the company offers its products and services through bank branches, loan production offices, and ATMs, as well as through online, mobile, and telephone banking. As of December 31, 2021, it operated 60 full-service bank branches located in Washington state, Northern and Southern California, the Portland, Oregon, and Hawaii; and five primary stand-alone commercial lending centers in Central Washington, Oregon, Southern California, Idaho, and Utah. HomeStreet, Inc. serves small and medium sized businesses, real estate investors, professional firms, and individuals. The company was formerly known as Continental Mortgage and Loan Company. HomeStreet, Inc. was incorporated in 1921 and is headquartered in Seattle, Washington.


Insider Transactions at HMST

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
70.3K Shares
From 12 Insiders
Open market or private purchase 8.96K shares
Exercise of conversion of derivative security 61.3K shares
Sell / Disposition
51.8K Shares
From 15 Insiders
Payment of exercise price or tax liability 22.1K shares
Open market or private sale 29.8K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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