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HFWA

HFWA - Heritage Financial Corp-WA Stock Price, Fair Value and News

18.62USD-0.01 (-0.05%)Market Closed

Which funds bought or sold HFWA recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2024-04-23Louisiana State Employees Retirement SystemREDUCED Premium Premium Premium Premium17,300
2024-04-23CGC Financial Services, LLCUNCHANGED Premium Premium Premium Premium6,159
2024-04-23FIFTH THIRD BANCORPUNCHANGED Premium Premium Premium Premium348
2024-04-23AMALGAMATED BANKREDUCED Premium Premium Premium Premium11,336
2024-04-22MetLife Investment Management, LLCUNCHANGED Premium Premium Premium Premium18,965
2024-04-19State of Alaska, Department of RevenueREDUCED Premium Premium Premium Premium21,276
2024-04-19KILEY JUERGENS WEALTH MANAGEMENT, LLCADDED Premium Premium Premium Premium239,596
2024-04-19Maryland State Retirement & Pension SystemUNCHANGED Premium Premium Premium Premium12,909
2024-04-19Red Tortoise LLCUNCHANGED Premium Premium Premium Premium149
2024-04-18FARMERS & MERCHANTS INVESTMENTS INCUNCHANGED Premium Premium Premium Premium26.00
2024-04-18Allspring Global Investments Holdings, LLCREDUCED Premium Premium Premium Premium128,587
2024-04-17Hennion & Walsh Asset Management, Inc.NEW Premium Premium Premium Premium11,123
2024-04-12AdvisorNet Financial, IncUNCHANGED Premium Premium Premium Premium11.00
2024-04-10Bruce G. Allen Investments, LLCNEW Premium Premium Premium Premium12.00
2024-04-09MASSMUTUAL TRUST CO FSB/ADVREDUCED Premium Premium Premium Premium837
2024-04-05CWM, LLCADDED Premium Premium Premium Premium2,660
2024-04-05GAMMA Investing LLCADDED Premium Premium Premium Premium588
2024-04-03Versant Capital Management, IncUNCHANGED Premium Premium Premium Premium51.00
2024-03-22PNC FINANCIAL SERVICES GROUP, INC.ADDED Premium Premium Premium Premium3,394
2024-03-11VANGUARD GROUP INCADDED Premium Premium Premium Premium2,675,480
2024-03-06SageView Advisory Group, LLCSOLD OFF Premium Premium Premium Premium-
2024-03-01GOLDMAN SACHS GROUP INCADDED Premium Premium Premium Premium1,864,350
2024-02-28AMERICAN INTERNATIONAL GROUP, INC.REDUCED Premium Premium Premium Premium18,891
2024-02-26TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKYUNCHANGED Premium Premium Premium Premium11,423
2024-02-16PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOADDED Premium Premium Premium Premium643

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Which funds are the top buyers of HFWA?

Fund Name# Shares$ Value% Port.
BlackRock Inc.5,072,310108,497,000 -
VANGUARD GROUP INC2,675,48057,228,500 -
ALLIANCEBERNSTEIN L.P.1,991,28042,593,400 0.02%
GOLDMAN SACHS GROUP INC1,864,35039,878,500 -
DIMENSIONAL FUND ADVISORS LP1,733,72037,085,400 0.01%
STATE STREET CORP1,616,41034,575,100 -
Bank of New York Mellon Corp1,067,11022,825,400 -
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,008,66021,575,200 -
GEODE CAPITAL MANAGEMENT, LLC773,79416,553,200 -
AMERIPRISE FINANCIAL INC526,42911,260,300 -

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Which funds have put a big percent of portfolio in HFWA?

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Trend of No. of funds that hold HFWA

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
ROTHSCHILD & CO ASSET MANAGEMENT US INC.5,023,830
WELLINGTON MANAGEMENT GROUP LLP1,602,110
EA Series Trust1,245,920
GLOBEFLEX CAPITAL L P716,565
Penn Capital Management Company, LLC670,298
Tudor Investment Corp Et Al633,508
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main508,803
Quest Partners LLC457,725