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 170 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $559 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nisa Investment Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
86
shares
|
$1,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
82
shares
|
$1,703
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
71
shares
|
$1,475
0.0% of portfolio
|
Q2 2024
Reduced 21.11%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
63
shares
|
$1,309
0.0% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
51
shares
|
$1,059
0.0% of portfolio
|
Q4 2023
Reduced 44.57%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
40
shares
|
$831
0.0% of portfolio
|
Q2 2024
Added 8.11%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
35
shares
|
$727
0.0% of portfolio
|
Q2 2024
New holding
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
34
shares
|
$706
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Aug 07, 2024 Q2 2024 |
28
shares
|
$581
0.0% of portfolio
|
Q3 2023
Reduced 65.0%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
26
shares
|
$540
0.0% of portfolio
|
Q1 2023
Added 13.04%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
26
shares
|
$540
0.0% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
21
shares
|
$436
0.0% of portfolio
|
Q2 2024
Added 162.5%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
20
shares
|
$415
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
15
shares
|
$311
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
11
shares
|
$228
0.0% of portfolio
|
Q4 2023
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
4
shares
|
$83
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|