Heritage Financial Corporation (HFWA)
Market Closed
3 Sep, 20:00
NASDAQ (NGS) NASDAQ (NGS) Primary $
29. 23
0
0%
$
1.18B Market Cap
9.78 P/E Ratio
0.9% Div Yield
389,087 Volume
1.71 Eps
$ 29.23
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Heritage Financial Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 124 | $3,022.95 | $3,624.52 | $601.57 | 19.9% |
| ARS Adelbert R. Sanchez Deprince Race & Zollo Inc | 131,566 | $3.18M | $3.8M | $613,374.77 | 19.27% |
| BG Bart Gancher Intech Investment Management LLC | 8,047 | $195,649.11 | $237,386.5 | $41,737.39 | 21.33% |
 Jeff Ameen Spire Wealth Management | 38 | $774.9 | $1,110.74 | $335.84 | 43.34% |
 Michelle Dubey Yousif Capital Management LLC | 10,819 | $267,063.68 | $315,752.51 | $48,688.83 | 18.23% |
 Joseph Castro Nuveen LLC | 244,361 | $5.92M | $7.14M | $1.22M | 20.65% |
 David Spratt Badgley Phelps Wealth Managers LLC | 20,971 | $508,242.9 | $612,982.33 | $104,739.43 | 20.61% |
 John Flavin Aspire Capital Advisors LLC | 8,764 | $214,718 | $267,564.92 | $52,846.92 | 24.61% |
 Ana-Maria Ignat Covestor Ltd | 375 | $11,107.5 | $11,062.5 | -$45 | -0.41% |
 Bill McVay Red Tortoise LLC | 149 | $2,409.33 | $4,429.77 | $2,020.44 | 83.86% |
 Michael Byun SageView Advisory Group LLC | 13,089 | $285,882.58 | $386,125.5 | $100,242.92 | 35.06% |
 Hui Fai Tam Caitong International Asset Management Co. Ltd. | 21 | $585.81 | $613.83 | $28.02 | 4.78% |
 Sheila J. Lindsay Bensler LLC | 20,450 | $512,369.9 | $596,117.5 | $83,747.6 | 16.35% |
 Denise Reinert CGC Financial Services, LLC | 6,159 | $99,591 | $183,107.07 | $83,516.07 | 83.86% |
 Christopher C. Powers Farther Finance Advisors, LLC | 161 | $4,179.38 | $4,786.53 | $607.15 | 14.53% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 24 | $624 | $713.52 | $89.52 | 14.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 76 | $1,847.76 | $2,264.04 | $416.28 | 22.53% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,717 | $226,642 | $259,679.43 | $33,037.43 | 14.58% |
| NCG Noah C Goldberg Jain Global LLC | 10,700 | $316,934 | $318,218 | $1,284 | 0.41% |
 Mark Schafer Police & Firemen's Retirement System of New Jersey | 12,265 | $314,436.65 | $358,505.95 | $44,069.3 | 14.02% |
