Badgley Phelps Wealth Managers, LLC Heritage Financial Corp Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.25 Billion
- Q3 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 15,227 shares of HFWA stock, worth $390,877. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,227
Previous 15,227
-0.0%
Holding current value
$390,877
Previous $274,000
20.8%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding HFWA
# of Institutions
171Shares Held
27.3MCall Options Held
4.5KPut Options Held
2K-
Black Rock Inc. New York, NY4.98MShares$128 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.48MShares$63.7 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.03MShares$52.2 Million0.01% of portfolio
-
Jennison Associates LLC1.74MShares$44.7 Million0.02% of portfolio
-
Alliancebernstein L.P. New York, NY1.73MShares$44.4 Million0.01% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $901M
- 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...