NASDAQ:HFWA

Heritage Financial Institutional Ownership

$27.83
-0.79 (-2.76 %)
(As of 04/13/2021 12:00 AM ET)
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Today's Range
$27.64
Now: $27.83
$28.42
50-Day Range
$25.33
MA: $28.30
$30.64
52-Week Range
$14.65
Now: $27.83
$30.86
Volume66,044 shs
Average Volume155,046 shs
Market Capitalization$999.51 million
P/E Ratio25.53
Dividend Yield2.81%
Beta0.78

Institutional Ownership

Institutional Ownership Changes (13F Filings) for Heritage Financial (NASDAQ:HFWA)

Institutional Ownership Percentage: 80.75%

Institutional Buying and Selling by Quarter


Heritage Financial (NASDAQ HFWA) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/9/2021State of Alaska Department of Revenue24,308$0.69M0.0%-13.0%0.068%
3/26/2021Susquehanna International Group LLP11,502$0.27M0.0%-30.5%0.032%
3/8/2021Dimensional Fund Advisors LP1,672,421$39.12M0.0%-2.6%4.657%
2/25/2021Dimensional Fund Advisors LP1,672,421$39.12M0.0%-2.6%4.657%
2/23/2021Principal Financial Group Inc.247,031$5.78M0.0%-3.8%0.688%
2/19/2021JPMorgan Chase & Co.171,760$4.02M0.0%+233.8%0.478%
2/16/2021Morgan Stanley254,191$5.95M0.0%+116.6%0.708%
2/16/2021Forest Hill Capital LLC279,345$6.53M2.4%+3.7%0.778%
2/16/2021Price T Rowe Associates Inc. MD3,577,059$83.67M0.0%+0.1%9.961%
2/16/2021Schroder Investment Management Group464,058$10.85M0.0%+0.2%1.292%
2/16/2021ExodusPoint Capital Management LP12,938$0.30M0.0%N/A0.036%
2/16/2021Charles Schwab Investment Management Inc.537,680$12.58M0.0%+1.5%1.497%
2/13/2021American International Group Inc.24,248$0.57M0.0%-2.4%0.068%
2/12/2021Stifel Financial Corp134,250$3.14M0.0%-0.8%0.374%
2/12/2021The Manufacturers Life Insurance Company490,765$11.48M0.0%-0.8%1.367%
2/12/2021Credit Suisse AG60,843$1.42M0.0%+15.1%0.169%
2/12/2021Public Sector Pension Investment Board79,434$1.86M0.0%-1.0%0.221%
2/11/2021Krane Funds Advisors LLC33,763$0.79M0.0%N/A0.094%
2/11/2021Trexquant Investment LP11,756$0.28M0.0%N/A0.033%
2/11/2021Northern Trust Corp620,099$14.51M0.0%-2.5%1.727%
2/11/2021Baird Financial Group Inc.48,765$1.14M0.0%-1.1%0.136%
2/11/2021Barclays PLC39,754$0.93M0.0%-8.5%0.111%
2/11/2021Citigroup Inc.10,098$0.24M0.0%+91.7%0.028%
2/11/2021Dynamic Technology Lab Private Ltd11,163$0.26M0.0%N/A0.031%
2/11/2021Veriti Management LLC3,137$73K0.0%N/A0.009%
2/10/2021Rhumbline Advisers143,446$3.36M0.0%+9.5%0.399%
2/10/2021Boston Partners96,385$2.25M0.0%-1.9%0.268%
2/9/2021Wells Fargo & Company MN379,697$8.88M0.0%-2.0%1.057%
2/9/2021Keybank National Association OH34,040$0.80M0.0%-10.5%0.095%
2/9/2021Bank of New York Mellon Corp820,810$19.20M0.0%-3.0%2.286%
2/9/2021ProShare Advisors LLC371,970$8.70M0.0%-1.7%1.036%
2/8/2021Royce & Associates LP180,918$4.23M0.0%-4.6%0.504%
2/8/2021Alliancebernstein L.P.1,252,166$29.29M0.0%+14.9%3.487%
2/8/2021Russell Investments Group Ltd.146,879$3.43M0.0%+35.8%0.409%
2/5/2021BlackRock Inc.5,272,197$123.32M0.0%+1.5%14.682%
2/5/2021Aperio Group LLC35,290$0.83M0.0%+3.5%0.098%
2/5/2021THB Asset Management151,540$3.54M0.8%+46.4%0.422%
2/5/2021SG Americas Securities LLC7,144$0.17M0.0%N/A0.020%
2/4/2021Boston Partners96,385$2.25M0.0%-1.9%0.268%
2/4/2021Texas Permanent School Fund28,834$0.67M0.0%-14.0%0.080%
2/2/2021First Trust Advisors LP14,550$0.34M0.0%-77.0%0.041%
2/1/2021Victory Capital Management Inc.513,497$12.01M0.0%-5.4%1.430%
1/28/2021Arizona State Retirement System10,414$0.24M0.0%-4.7%0.029%
1/22/2021Nwam LLC65,631$1.54M0.2%-2.0%0.183%
1/19/2021Kiley Juergens Wealth Management LLC191,402$4.48M2.6%-0.5%0.533%
1/8/2021State of Alaska Department of Revenue27,948$0.65M0.0%-16.8%0.078%
12/4/2020Sei Investments Co.10,798$0.20M0.0%-36.8%0.030%
11/18/2020Great West Life Assurance Co. Can39,737$0.73M0.0%-10.8%0.111%
11/16/2020Penn Capital Management Co. Inc.314,229$5.78M0.7%+1.3%0.875%
11/13/2020ProShare Advisors LLC378,483$6.96M0.0%-2.3%1.054%
11/13/2020Boston Partners98,213$1.81M0.0%-7.8%0.273%
11/13/2020Charles Schwab Investment Management Inc.529,899$9.75M0.0%+6.8%1.476%
11/13/2020UBS Asset Management Americas Inc.42,375$0.78M0.0%+17.3%0.118%
11/13/2020Great West Life Assurance Co. Can21,867$1.28M0.0%-50.9%0.061%
11/12/2020JPMorgan Chase & Co.51,456$0.96M0.0%-49.5%0.143%
11/12/2020Arrowstreet Capital Limited Partnership10,300$0.19M0.0%N/A0.029%
11/12/2020Royce & Associates LP189,562$3.49M0.0%N/A0.528%
11/11/2020Thrivent Financial for Lutherans29,775$0.55M0.0%-22.3%0.083%
11/10/2020State Street Corp1,250,260$22.99M0.0%-4.6%3.482%
11/9/2020The Manufacturers Life Insurance Company494,625$9.10M0.0%-0.9%1.377%
11/9/2020Victory Capital Management Inc.542,971$9.99M0.0%-7.0%1.512%
11/9/2020LPL Financial LLC22,652$0.42M0.0%N/A0.063%
11/6/2020Sei Investments Co.10,798$0.20M0.0%-36.8%0.030%
11/6/2020BlackRock Inc.5,196,304$95.56M0.0%-1.1%14.471%
11/6/2020Aperio Group LLC34,089$0.63M0.0%+73.4%0.095%
11/6/2020Principal Financial Group Inc.256,852$4.72M0.0%-4.2%0.715%
11/6/2020Freestone Capital Holdings LLC6,912$0.13M0.0%N/A0.019%
11/5/2020California Public Employees Retirement System81,579$1.50M0.0%+2.4%0.227%
11/5/2020First Trust Advisors LP63,329$1.17M0.0%+74.3%0.176%
11/5/2020Wells Fargo & Company MN387,475$7.13M0.0%-3.0%1.079%
11/4/2020American International Group Inc.24,854$0.46M0.0%-2.4%0.069%
11/2/2020Marshall & Sullivan Inc. WA6,144$0.11M0.1%N/A0.017%
10/30/2020BNP Paribas Arbitrage SA9,262$0.17M0.0%+341.7%0.026%
10/23/2020Kiley Juergens Wealth Management LLC192,402$3.54M2.6%+108.9%0.536%
10/20/2020Nisa Investment Advisors LLC2,100$39K0.0%N/A0.006%
10/19/2020Louisiana State Employees Retirement System16,600$0.31M0.0%N/A0.046%
9/15/2020Two Sigma Advisers LP17,046$0.34M0.0%N/A0.047%
9/4/2020Principal Financial Group Inc.268,046$5.36M0.0%-3.5%0.746%
8/28/2020PNC Financial Services Group Inc.1,458$29K0.0%-43.4%0.004%
8/26/2020Handelsbanken Fonder AB10,023$0.20M0.0%N/A0.028%
8/25/2020Nuveen Asset Management LLC166,478$3.33M0.0%-6.1%0.464%
8/20/2020Charles Schwab Investment Management Inc.496,166$9.92M0.0%+116.1%1.382%
8/19/2020Martin & Co. Inc. TN88,786$1.78M0.5%+2.1%0.247%
8/17/2020Great West Life Assurance Co. Can44,561$0.89M0.0%-5.2%0.124%
8/17/2020Jacobs Levy Equity Management Inc.46,995$0.94M0.0%+1.7%0.131%
8/17/2020Sei Investments Co.17,098$0.34M0.0%+19.8%0.048%
8/14/2020PDT Partners LLC30,918$0.62M0.0%N/A0.086%
8/14/2020Bank of America Corp DE52,143$1.04M0.0%-16.6%0.145%
8/14/2020Vanguard Group Inc.2,364,308$47.29M0.0%+1.0%6.584%
8/14/2020Advisor Group Holdings Inc.18,985$0.38M0.0%-92.4%0.053%
8/14/2020Baird Financial Group Inc.53,224$1.51M0.0%+169.8%0.148%
8/13/2020Forest Hill Capital LLC269,345$5.39M2.3%+4.9%0.750%
8/13/2020Marshall Wace LLP12,205$0.24M0.0%N/A0.034%
8/12/2020Bank of Montreal Can41,744$0.75M0.0%+12.9%0.116%
8/12/2020Heartland Advisors Inc.300,000$6M0.5%-25.0%0.835%
8/12/2020Goldman Sachs Group Inc.1,248,416$24.97M0.0%-5.3%3.477%
8/12/2020Bank of New York Mellon Corp894,212$17.89M0.0%-1.1%2.490%
8/12/2020Prudential Financial Inc.42,191$0.84M0.0%-25.7%0.117%
8/12/2020California Public Employees Retirement System79,679$1.59M0.0%-2.2%0.222%
8/11/2020Brighton Jones LLC26,731$0.54M0.0%+13.5%0.074%
(Data available from 1/1/2016 forward)

This page was last updated on 4/13/2021 by MarketBeat.com Staff
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