NWAM LLC - HERITAGE FINL CORP WASH ownership

HERITAGE FINL CORP WASH's ticker is HFWA and the CUSIP is 42722X106. A total of 158 filers reported holding HERITAGE FINL CORP WASH in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.0%.

Quarter-by-quarter ownership
NWAM LLC ownership history of HERITAGE FINL CORP WASH
ValueSharesWeighting
Q3 2023$899,219
+0.6%
55,133
-0.3%
0.09%
+24.7%
Q2 2023$894,298
-24.4%
55,3060.0%0.07%
-39.2%
Q1 2023$1,183,548
-30.2%
55,3060.0%0.12%
-20.0%
Q4 2022$1,694,576
+15.7%
55,3060.0%0.15%
+7.1%
Q3 2022$1,464,000
+2.7%
55,3060.0%0.14%
+6.1%
Q2 2022$1,425,000
+2.8%
55,3060.0%0.13%
+24.5%
Q1 2022$1,386,000
+2.5%
55,3060.0%0.11%
-0.9%
Q4 2021$1,352,000
-4.1%
55,3060.0%0.11%
-16.4%
Q3 2021$1,410,000
+1.9%
55,3060.0%0.13%0.0%
Q2 2021$1,384,000
-12.2%
55,306
-1.0%
0.13%
-18.5%
Q1 2021$1,577,000
+2.7%
55,856
-14.9%
0.16%
-10.3%
Q4 2020$1,535,000
+24.7%
65,631
-2.0%
0.18%
-13.8%
Q3 2020$1,231,000
-8.1%
66,9470.0%0.20%
+8.6%
Q2 2020$1,339,000
-2.3%
66,947
-2.3%
0.19%
+405.4%
Q1 2020$1,370,000
-29.3%
68,4970.0%0.04%
-89.0%
Q4 2019$1,938,000
+4.6%
68,497
-0.3%
0.34%
-3.5%
Q3 2019$1,853,000
-8.7%
68,7370.0%0.35%
-14.1%
Q2 2019$2,030,000
-2.6%
68,737
-0.7%
0.40%
-10.2%
Q1 2019$2,085,000
+1.4%
69,1870.0%0.45%
-14.8%
Q4 2018$2,056,000
-16.0%
69,187
-0.6%
0.53%
-4.0%
Q3 2018$2,448,000
+0.9%
69,6370.0%0.55%
-4.3%
Q2 2018$2,427,000
+12.7%
69,637
-1.1%
0.58%
+5.7%
Q1 2018$2,154,000
-1.0%
70,387
-0.4%
0.54%
-1.3%
Q4 2017$2,176,000
+4.4%
70,6540.0%0.55%
+1.7%
Q3 2017$2,084,000
+11.3%
70,6540.0%0.54%
+66.3%
Q2 2017$1,872,000
+7.0%
70,6540.0%0.33%
-39.0%
Q1 2017$1,749,000
-3.8%
70,6540.0%0.53%
-11.4%
Q4 2016$1,819,000
+53.8%
70,654
+7.2%
0.60%
+570.0%
Q3 2016$1,183,000
+2.1%
65,9290.0%0.09%
-80.2%
Q2 2016$1,159,000
-1.5%
65,929
-1.6%
0.46%
-2.4%
Q1 2016$1,177,000
-6.7%
66,9790.0%0.47%
-9.5%
Q4 2015$1,262,000
-1.3%
66,979
-1.5%
0.52%
-51.5%
Q3 2015$1,279,000
+5.3%
68,0000.0%1.06%
+108.9%
Q2 2015$1,215,000
+5.1%
68,000
+0.0%
0.51%
+2.8%
Q1 2015$1,156,000
-3.1%
67,9790.0%0.49%
-5.2%
Q4 2014$1,193,000
+0.9%
67,979
-8.9%
0.52%
+23.8%
Q3 2014$1,182,000
-0.2%
74,635
+1.4%
0.42%
+14.4%
Q2 2014$1,184,000
+2.6%
73,573
+7.8%
0.37%
-7.3%
Q1 2014$1,154,000
+9.5%
68,225
+10.7%
0.40%
-29.1%
Q4 2013$1,054,000
-1.7%
61,654
-10.8%
0.56%
+7.5%
Q3 2013$1,072,0000.0%69,088
-5.6%
0.52%
-3.9%
Q2 2013$1,072,0000.0%73,190
-1.0%
0.54%
+2.8%
Q1 2013$1,072,000
+15.4%
73,947
+16.9%
0.53%
+34.1%
Q4 2012$929,0000.0%63,234
+2.3%
0.39%
+0.8%
Q3 2012$929,0000.0%61,804
-2.5%
0.39%
-9.3%
Q2 2012$929,00063,4070.43%
Other shareholders
HERITAGE FINL CORP WASH shareholders Q3 2023
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