Avantax Planning Partners, Inc. Heartland Financial Usa Inc Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Heartland Financial Usa Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,202 shares of HTLF stock, worth $339,378. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,202
Previous 7,428 29.97%
Holding current value
$339,378
Previous $330,000 10.91%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$43.37 - $58.97 $96,541 - $131,267
-2,226 Reduced 29.97%
5,202 $294,000
Q2 2024

Aug 09, 2024
BUY
$33.01 - $45.44 $330 - $454
10 Added 0.13%
7,428 $330,000
Q1 2024

May 02, 2024
SELL
$32.21 - $38.67 $752,457 - $903,369
-23,361 Reduced 75.9%
7,418 $260,000
Q4 2023

Feb 09, 2024
SELL
$27.08 - $38.48 $2.22 Million - $3.15 Million
-81,844 Reduced 72.67%
30,779 $1.16 Million
Q3 2023

Nov 03, 2023
SELL
$28.47 - $34.97 $714,483 - $877,607
-25,096 Reduced 18.22%
112,623 $3.31 Million
Q2 2023

Jul 17, 2023
BUY
$26.69 - $38.3 $11,316 - $16,239
424 Added 0.31%
137,719 $3.84 Million
Q1 2023

Apr 20, 2023
BUY
$37.8 - $50.97 $264 - $356
7 Added 0.01%
137,295 $5.27 Million
Q4 2022

Feb 09, 2023
SELL
$42.23 - $51.0 $46,664 - $56,355
-1,105 Reduced 0.8%
137,288 $6.4 Million
Q3 2022

Oct 14, 2022
SELL
$26.1 - $46.48 $732,861 - $1.31 Million
-28,079 Reduced 16.87%
138,393 $6 Million
Q2 2022

Jul 18, 2022
BUY
$41.13 - $48.69 $164 - $194
4 Added 0.0%
166,472 $6.92 Million
Q1 2022

May 09, 2022
BUY
$47.48 - $53.89 $284 - $323
6 Added 0.0%
166,468 $7.96 Million
Q4 2021

Jan 28, 2022
BUY
$47.5 - $52.84 $7,220 - $8,031
152 Added 0.09%
166,462 $8.43 Million
Q3 2021

Oct 27, 2021
BUY
$43.31 - $49.38 $129 - $148
3 Added 0.0%
166,310 $8 Million
Q2 2021

Aug 10, 2021
BUY
$46.99 - $51.17 $187 - $204
4 Added 0.0%
166,307 $7.82 Million
Q1 2021

May 06, 2021
BUY
$40.45 - $52.92 $202 - $264
5 Added 0.0%
166,303 $8.36 Million
Q4 2020

Feb 04, 2021
BUY
$30.79 - $42.59 $700,718 - $969,263
22,758 Added 15.85%
166,298 $6.71 Million
Q3 2020

Oct 28, 2020
BUY
$28.61 - $35.05 $228 - $280
8 Added 0.01%
143,540 $4.31 Million
Q2 2020

Jul 15, 2020
SELL
$26.76 - $37.16 $47,017 - $65,290
-1,757 Reduced 1.21%
143,532 $4.8 Million
Q1 2020

Apr 27, 2020
BUY
$26.35 - $51.52 $561,992 - $1.1 Million
21,328 Added 17.21%
145,289 $4.39 Million
Q4 2019

Jan 15, 2020
SELL
$43.45 - $49.94 $10,558 - $12,135
-243 Reduced 0.2%
123,961 $6.17 Million
Q3 2019

Nov 08, 2019
BUY
$41.77 - $48.25 $334 - $386
8 Added 0.01%
124,204 $5.56 Million
Q2 2019

Aug 07, 2019
SELL
$41.2 - $47.4 $13,431 - $15,452
-326 Reduced 0.26%
124,196 $5.51 Million
Q1 2019

May 08, 2019
SELL
$42.05 - $49.16 $56,515 - $66,071
-1,344 Reduced 1.07%
124,522 $5.31 Million
Q4 2018

Feb 14, 2019
BUY
$42.08 - $58.42 $168 - $233
4 Added 0.0%
125,866 $5.53 Million
Q3 2018

Nov 13, 2018
SELL
$55.5 - $61.7 $5,161 - $5,738
-93 Reduced 0.07%
125,862 $7.31 Million
Q2 2018

Aug 13, 2018
SELL
$51.8 - $57.5 $4,454 - $4,945
-86 Reduced 0.07%
125,955 $6.91 Million
Q1 2018

May 15, 2018
BUY
$50.98 - $56.0 $117,508 - $129,080
2,305 Added 1.86%
126,041 $6.69 Million
Q4 2017

Feb 09, 2018
BUY
$47.2 - $54.4 $188 - $217
4 Added 0.0%
123,736 $6.64 Million
Q3 2017

Oct 19, 2017
BUY
$42.3 - $49.4 $5.23 Million - $6.11 Million
123,732
123,732 $6.11 Million

Others Institutions Holding HTLF

# of Institutions
225
Shares Held
33.2M
Call Options Held
22.8K
Put Options Held
7.9K
View Full List

About HEARTLAND FINANCIAL USA INC

HTLF Quotes by TradingView
  • Ticker HTLF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 42,444,100
  • Market Cap $2.77B
  • Description
  • Heartland Financial USA, Inc., a multi-bank holding company, provides commercial, small business, and consumer banking services to individuals and businesses in the United States. It accepts various deposit products, including checking and other demand deposit accounts; NOW, savings, money market, individual retirement, and health savings accoun...
More about HTLF
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