FIRST TRUST ADVISORS LP - HERITAGE FINL CORP WASH ownership

HERITAGE FINL CORP WASH's ticker is HFWA and the CUSIP is 42722X106. A total of 182 filers reported holding HERITAGE FINL CORP WASH in Q4 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
FIRST TRUST ADVISORS LP ownership history of HERITAGE FINL CORP WASH
ValueSharesWeighting
Q3 2023$425,022
+8.8%
26,059
+7.9%
0.00%
Q2 2023$390,634
-10.1%
24,158
+19.0%
0.00%
-100.0%
Q1 2023$434,420
-53.5%
20,300
-33.4%
0.00%0.0%
Q4 2022$934,536
+85.4%
30,478
+60.0%
0.00%0.0%
Q3 2022$504,000
-71.9%
19,050
-73.3%
0.00%
-50.0%
Q2 2022$1,792,000
-0.3%
71,226
-0.7%
0.00%0.0%
Q1 2022$1,797,000
+0.2%
71,706
-2.3%
0.00%0.0%
Q4 2021$1,793,000
+5.4%
73,366
+10.0%
0.00%0.0%
Q3 2021$1,701,000
+259.6%
66,696
+252.9%
0.00%
+100.0%
Q2 2021$473,000
-5.4%
18,902
+6.7%
0.00%0.0%
Q1 2021$500,000
+47.1%
17,710
+21.7%
0.00%
Q4 2020$340,000
-70.8%
14,550
-77.0%
0.00%
-100.0%
Q3 2020$1,165,000
+60.5%
63,329
+74.3%
0.00%
+100.0%
Q2 2020$726,000
-25.4%
36,324
-25.3%
0.00%
-50.0%
Q1 2020$973,000
-30.7%
48,645
-2.0%
0.00%0.0%
Q4 2019$1,405,000
+11.0%
49,634
+5.7%
0.00%0.0%
Q3 2019$1,266,000
+60.3%
46,958
+75.5%
0.00%
+100.0%
Q2 2019$790,000
-61.8%
26,757
-61.0%
0.00%
-75.0%
Q1 2019$2,069,000
+5.0%
68,656
+3.5%
0.00%
-20.0%
Q4 2018$1,971,000
-51.8%
66,316
-43.0%
0.01%
-37.5%
Q3 2018$4,091,000
+18.4%
116,400
+17.4%
0.01%
+14.3%
Q2 2018$3,454,000
+183.3%
99,111
+148.8%
0.01%
+133.3%
Q1 2018$1,219,000
+9.3%
39,831
+10.1%
0.00%0.0%
Q4 2017$1,115,000
-1.1%
36,190
-5.3%
0.00%0.0%
Q3 2017$1,127,000
-40.0%
38,203
-46.1%
0.00%
-40.0%
Q2 2017$1,878,000
-5.2%
70,859
-11.4%
0.01%0.0%
Q1 2017$1,980,000
-8.6%
80,016
-4.9%
0.01%
-16.7%
Q4 2016$2,166,000
+173.5%
84,106
+90.5%
0.01%
+200.0%
Q3 2016$792,0000.0%44,149
-2.0%
0.00%0.0%
Q2 2016$792,000
-0.5%
45,072
-0.6%
0.00%
-33.3%
Q1 2016$796,000
-20.6%
45,329
-14.8%
0.00%0.0%
Q4 2015$1,002,000
+48.4%
53,197
+48.3%
0.00%
+50.0%
Q3 2015$675,000
+31.6%
35,864
+24.9%
0.00%
+100.0%
Q2 2015$513,000
+4.9%
28,721
-0.2%
0.00%0.0%
Q1 2015$489,000
-21.9%
28,785
-19.3%
0.00%
-50.0%
Q4 2014$626,000
+17.0%
35,667
+5.7%
0.00%0.0%
Q3 2014$535,000
+100.4%
33,753
+103.2%
0.00%
+100.0%
Q2 2014$267,00016,6080.00%
Other shareholders
HERITAGE FINL CORP WASH shareholders Q4 2022
NameSharesValueWeighting ↓
Forest Hill Capital, LLC 254,690$4,153,9942.16%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 239,743$3,910,2091.41%
Fourthstone LLC 270,184$4,406,7011.00%
MARTIN & CO INC /TN/ 143,219$2,335,9060.61%
HEARTLAND ADVISORS INC 452,100$7,373,7510.41%
EJF Capital LLC 42,051$685,8520.30%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 230,737$3,763,3200.29%
OBERWEIS ASSET MANAGEMENT INC/ 136,000$2,218,1600.24%
Pacific Ridge Capital Partners, LLC 47,463$774,1220.18%
NWAM LLC 55,133$899,2190.09%
View complete list of HERITAGE FINL CORP WASH shareholders