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Get Institutions for : 
Heritage Financial Corp (HFWA)  
$18.91 0.09 (0.48%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 162    0
Total shares held : 
 27,287,826  
% of shares held : 
 75.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 35,136  
% of shares held change : 
   0.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.33  
Last Quarter's Ending Price : 
 $21.39  
Last Quarter's Average Price : 
 $18.14  
Change from last quarter's     
avg. price to the last closing  : 
0.77 (4.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 259,917
 0.95%
 
Increased Positions :
61
 1,752,627
 6.42%
 
Unchanged Positions :
27
 499,960
 1.83%
 
Decreased Positions :
60
-1,541,560
-5.65%
 
Closed Positions :
14
-435,848
-1.6%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SageView Advisory Group LLC 618 *Closed 2023-12-31 0 $0 -13,606
   Centiva Capital LP 1245 *Closed 2023-12-31 0 $0 -10,180
   FRANKLIN RESOURCES INC 2631 *Closed 2023-12-31 0 $0 -35,735
   Coppell Advisory Solutions Corp. 714 *Closed 2023-03-31 0 $0 -1,357
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 1542 *Closed 2023-12-31 0 $0 -23,431
   GSA CAPITAL PARTNERS LLP 1885 *Closed 2024-03-31 0 $0 -47,228
   Private Wealth Management Group LLC *Closed 2024-03-31 0 $0 -52
   Point72 Middle East FZE 998 *Closed 2023-12-31 0 $0 -5,298
   QUANTBOT TECHNOLOGIES LLC 1843 *Closed 2023-12-31 0 $0 -5,000
   Fourthstone LLC 71 *Closed 2023-12-31 0 $0 -270,184
   SG AMERICAS SECURITIES LLC 2835 *Closed 2023-12-31 0 $0 -8,909
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -98
   Squarepoint Ops LLC 2940 *Closed 2023-12-31 0 $0 -38,412
   Coppell Advisory Solutions LLC 1852 *Closed 2023-12-31 0 $0 -1,357
   Aspire Capital Advisors LLC 73 *Closed 2023-12-31 0 $0 -12,270
  15 Records found
  1    
  Page 1 of 1
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