Heritage Financial Corporation (HFWA)
Market Closed
16 Oct, 08:00 PM
NASDAQ (NGS) NASDAQ (NGS) Primary $
27. 55
+0.13
+0.4741%
$
1.13B Market Cap
9.78 P/E Ratio
0.9% Div Yield
307,100 Volume
1.71 Eps
$ 27.42
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Heritage Financial Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 124 | $3,022.95 | $3,333.12 | $310.17 | 10.26% |
| ARS Adelbert R. Sanchez Deprince Race & Zollo Inc | 71,815 | $1.73M | $1.95M | $216,088.93 | 12.5% |
| RW Riley Wancket HANTZ FINANCIAL SERVICES Inc. | 980 | $23,706.2 | $26,999 | $3,292.8 | 13.89% |
| ML Matthew Lindenbaum Basswood Capital Management LLC | 689,010 | $16.82M | $18.52M | $1.7M | 10.1% |
| BG Bart Gancher Intech Investment Management LLC | 8,047 | $195,649.11 | $220,648.74 | $24,999.63 | 12.78% |
| KM Kristin Mariani Janus Henderson Group PLC | 15,340 | $393,505.37 | $422,617 | $29,111.63 | 7.4% |
| CD Charlie Durham Sterling Capital Management LLC | 838 | $20,271.13 | $22,525.44 | $2,254.31 | 11.12% |
 Jeff Ameen Spire Wealth Management | 38 | $774.9 | $1,041.96 | $267.06 | 34.46% |
 Michelle Dubey Yousif Capital Management LLC | 10,965 | $271,388.2 | $300,660.3 | $29,272.1 | 10.79% |
 Joseph Castro Nuveen LLC | 244,361 | $5.92M | $6.57M | $648,468.07 | 10.95% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 363 | $10,752.06 | $9,953.46 | -$798.6 | -7.43% |
 David Spratt Badgley Phelps Wealth Managers LLC | 20,971 | $508,242.9 | $576,283.08 | $68,040.18 | 13.39% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 31 | $759.5 | $843.97 | $84.47 | 11.12% |
 John Flavin Aspire Capital Advisors LLC | 8,764 | $214,718 | $244,340.32 | $29,622.32 | 13.8% |
 Ana-Maria Ignat Covestor Ltd | 375 | $11,107.5 | $10,282.5 | -$825 | -7.43% |
 Bill McVay Red Tortoise LLC | 149 | $2,409.33 | $4,102.71 | $1,693.38 | 70.28% |
 Michael Byun SageView Advisory Group LLC | 13,089 | $285,882.58 | $359,882.05 | $73,999.47 | 25.88% |
 Drew Phillips Fortitude Family Office LLC | 494 | $13,649 | $13,545.48 | -$103.52 | -0.76% |
 Hui Fai Tam Caitong International Asset Management Co. Ltd. | 21 | $585.81 | $575.82 | -$9.99 | -1.71% |
 Sheila J. Lindsay Bensler LLC | 20,450 | $512,369.9 | $571,168.5 | $58,798.6 | 11.48% |
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