Institutional Ownership Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $482 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
974
shares
|
$17,093
0.0% of portfolio
|
Q3 2023
Reduced 21.64%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
758
shares
|
$13,302
0.0% of portfolio
|
Q2 2024
Reduced 9.44%
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 15, 2024 Q1 2024 |
706
shares
|
$12,390
0.0% of portfolio
|
Q1 2024
Added 9.8%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
400
shares
|
$7,020
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
348
shares
|
$6,107
0.0% of portfolio
|
Q4 2023
Reduced 38.84%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
204
shares
|
$3,580
0.0% of portfolio
|
Q3 2022
New holding
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
158
shares
|
$2,772
0.0% of portfolio
|
Q4 2023
Reduced 76.1%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
149
shares
|
$2,614
0.0% of portfolio
|
Q2 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
90
shares
|
$1,579
0.0% of portfolio
|
Q1 2024
Added 95.65%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
63
shares
|
$1,105
0.0% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
51
shares
|
$895
0.0% of portfolio
|
Q4 2023
Reduced 44.57%
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
37
shares
|
$649
0.0% of portfolio
|
Q1 2024
Reduced 37.29%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
36
shares
|
$631
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
34
shares
|
$596
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
29
shares
|
$508
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
28
shares
|
$491
0.0% of portfolio
|
Q3 2023
Reduced 65.0%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
26
shares
|
$456
0.0% of portfolio
|
Q1 2023
Added 13.04%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
25
shares
|
$438
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 10, 2024 Q1 2024 |
12
shares
|
$210
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
11
shares
|
$193
0.0% of portfolio
|
Q4 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
8
shares
|
$140
0.0% of portfolio
|
Q4 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
7
shares
|
$122
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|