Heritage Financial Corporation shares owned by Morgan Stanley
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.4M | 483k | 19.39 |
| 2023-09-30 | $6.7M | 411k | 16.31 |
| 2023-06-30 | $5.7M | 353k | 16.17 |
| 2022-12-31 | $11M | 344k | 30.64 |
| 2022-06-30 | $5.3M | 260k | 20.41 |
| 2022-03-31 | $5.5M | 222k | 25.00 |
| 2021-06-30 | $5.9M | 238k | 24.88 |
| 2020-12-31 | $5.9M | 254k | 23.39 |
| 2020-09-30 | $2.2M | 117k | 18.39 |
| 2020-06-30 | $2.4M | 118k | 20.00 |
| 2020-03-31 | $2.1M | 107k | 20.00 |
| 2019-12-31 | $5.6M | 198k | 28.30 |
| 2019-09-30 | $3.9M | 146k | 26.96 |
| 2019-03-31 | $2.0M | 65k | 30.08 |
| 2018-12-31 | $2.9M | 97k | 29.72 |
| 2018-09-30 | $2.9M | 82k | 35.15 |
| 2018-06-30 | $3.6M | 102k | 34.78 |
| 2018-03-31 | $5.4M | 175k | 30.60 |
| 2017-12-31 | $2.8M | 92k | 30.80 |
| 2017-03-31 | $6.5M | 262k | 24.75 |
| 2016-12-31 | $8.8M | 343k | 25.75 |
| 2016-09-30 | $4.8M | 268k | 17.99 |
| 2016-06-30 | $4.6M | 261k | 17.58 |
| 2016-03-31 | $4.6M | 260k | 17.57 |
| 2015-12-31 | $3.1M | 162k | 18.81 |
| 2015-09-30 | $2.8M | 151k | 18.82 |
| 2015-06-30 | $2.1M | 117k | 17.80 |
| 2014-12-31 | $11k | 738 | 14.49 |
| 2014-09-30 | $21k | 1.3k | 16.25 |
| 2014-06-30 | $98k | 6.1k | 16.04 |
| 2014-03-31 | $35k | 2.1k | 16.70 |
| 2013-12-31 | $250k | 15k | 17.01 |
Top funds holding Heritage Financial Corporation
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