MORGAN STANLEY - 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
MORGAN STANLEY ownership history of HERITAGE FINL CORP WASH
ValueSharesWeighting
Q3 2023$6,703,513
+17.3%
411,006
+16.3%
0.00%0.0%
Q2 2023$5,713,259
-12.8%
353,324
+15.4%
0.00%0.0%
Q1 2023$6,551,380
-37.8%
306,138
-10.9%
0.00%0.0%
Q4 2022$10,530,108
+33.6%
343,671
+15.4%
0.00%0.0%
Q3 2022$7,879,000
+20.7%
297,684
+14.7%
0.00%0.0%
Q2 2022$6,530,000
+17.5%
259,556
+17.0%
0.00%0.0%
Q1 2022$5,558,000
-5.3%
221,817
-7.7%
0.00%0.0%
Q4 2021$5,870,000
+10.2%
240,228
+15.0%
0.00%0.0%
Q3 2021$5,325,000
-10.6%
208,817
-12.2%
0.00%0.0%
Q2 2021$5,954,000
+46.0%
237,966
+64.7%
0.00%0.0%
Q1 2021$4,079,000
-31.4%
144,447
-43.2%
0.00%0.0%
Q4 2020$5,945,000
+175.5%
254,191
+116.6%
0.00%
Q3 2020$2,158,000
-8.2%
117,375
-0.1%
0.00%
-100.0%
Q2 2020$2,351,000
+9.9%
117,534
+9.9%
0.00%0.0%
Q1 2020$2,139,000
-61.8%
106,943
-46.0%
0.00%0.0%
Q4 2019$5,604,000
+42.0%
198,006
+35.3%
0.00%0.0%
Q3 2019$3,946,000
-20.0%
146,397
-12.3%
0.00%0.0%
Q2 2019$4,930,000
+152.2%
166,872
+157.1%
0.00%0.0%
Q1 2019$1,955,000
-32.2%
64,900
-33.1%
0.00%0.0%
Q4 2018$2,882,000
+0.2%
96,968
+18.5%
0.00%0.0%
Q3 2018$2,875,000
-19.2%
81,819
-19.9%
0.00%0.0%
Q2 2018$3,558,000
-33.7%
102,128
-41.7%
0.00%0.0%
Q1 2018$5,363,000
+90.2%
175,267
+91.5%
0.00%0.0%
Q4 2017$2,819,000
-11.2%
91,544
-14.9%
0.00%0.0%
Q3 2017$3,173,000
+4.3%
107,595
-6.3%
0.00%0.0%
Q2 2017$3,042,000
-76.5%
114,799
-78.1%
0.00%
-50.0%
Q1 2017$12,960,000
-26.5%
523,678
-23.6%
0.00%
-33.3%
Q4 2016$17,640,000
+266.7%
685,050
+155.6%
0.00%
+50.0%
Q3 2016$4,811,000
+4.7%
267,969
+2.5%
0.00%0.0%
Q2 2016$4,596,000
+0.4%
261,422
+0.4%
0.00%0.0%
Q1 2016$4,576,000
+49.6%
260,437
+60.5%
0.00%
+100.0%
Q4 2015$3,058,000
+7.8%
162,289
+7.6%
0.00%0.0%
Q3 2015$2,837,000
+35.7%
150,765
+28.9%
0.00%0.0%
Q2 2015$2,090,000
+239.3%
116,943
+223.5%
0.00%
Q1 2015$616,000
+4638.5%
36,151
+4798.5%
0.00%
Q4 2014$13,000
-38.1%
738
-42.2%
0.00%
Q3 2014$21,000
-78.6%
1,277
-79.1%
0.00%
Q2 2014$98,000
+180.0%
6,111
+191.4%
0.00%
Q1 2014$35,000
-86.1%
2,097
-85.8%
0.00%
Q4 2013$251,00014,7230.00%
Other shareholders
HERITAGE FINL CORP WASH shareholders Q3 2023
NameSharesValueWeighting ↓
Forest Hill Capital, LLC 2,200,590$41,415,0003.93%
Hilton Capital Management, LLC 343,328$6,461,0002.22%
CASTINE CAPITAL MANAGEMENT, LLC 238,357$4,486,0002.04%
AlphaOne Investment Services, LLC 227,308$4,277,0001.82%
Stieven Capital Advisors, L.P. 292,756$5,510,0001.59%
INVESTMENT COUNSELORS OF MARYLAND LLC 1,084,204$20,405,0001.19%
NWAM LLC 68,000$1,279,0001.06%
BANC FUNDS CO LLC 914,238$17,206,0001.06%
THB ASSET MANAGEMENT 386,484$7,273,0000.71%
ENDEAVOUR CAPITAL ADVISORS INC 448,585$8,442,0000.62%
View complete list of HERITAGE FINL CORP WASH shareholders