Creative Planning Heartland Financial Usa Inc Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Heartland Financial Usa Inc stock. As of the latest transaction made, Creative Planning holds 27,743 shares of HTLF stock, worth $1.75 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,743
Previous 35,399 21.63%
Holding current value
$1.75 Million
Previous $1.57 Million 0.13%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024
SELL
$43.37 - $58.97 $332,040 - $451,474
-7,656 Reduced 21.63%
27,743 $1.57 Million
Q2 2024

Aug 15, 2024
BUY
$33.01 - $45.44 $554,832 - $763,755
16,808 Added 90.41%
35,399 $1.57 Million
Q1 2024

May 10, 2024
BUY
$32.21 - $38.67 $177,412 - $212,994
5,508 Added 42.1%
18,591 $653,000
Q4 2023

Feb 14, 2024
SELL
$27.08 - $38.48 $31,521 - $44,790
-1,164 Reduced 8.17%
13,083 $492,000
Q3 2023

Nov 16, 2023
BUY
$28.47 - $34.97 $14,064 - $17,275
494 Added 3.59%
14,247 $419,000
Q2 2023

Jul 21, 2023
SELL
$26.69 - $38.3 $43,638 - $62,620
-1,635 Reduced 10.63%
13,753 $383,000
Q1 2023

May 15, 2023
BUY
$37.8 - $50.97 $124,248 - $167,538
3,287 Added 27.16%
15,388 $590,000
Q4 2022

Feb 10, 2023
BUY
$42.23 - $51.0 $193,033 - $233,121
4,571 Added 60.7%
12,101 $564,000
Q3 2022

Nov 03, 2022
BUY
$26.1 - $46.48 $14,120 - $25,145
541 Added 7.74%
7,530 $327,000
Q2 2022

Aug 15, 2022
BUY
$41.13 - $48.69 $41 - $48
1 Added 0.01%
6,989 $290,000
Q1 2022

May 16, 2022
SELL
$47.48 - $53.89 $35,135 - $39,878
-740 Reduced 9.58%
6,988 $334,000
Q4 2021

Feb 11, 2022
SELL
$47.5 - $52.84 $552,140 - $614,212
-11,624 Reduced 60.07%
7,728 $391,000
Q3 2021

Nov 10, 2021
BUY
$43.31 - $49.38 $736 - $839
17 Added 0.09%
19,352 $930,000
Q2 2021

Aug 04, 2021
BUY
$46.99 - $51.17 $365,535 - $398,051
7,779 Added 67.32%
19,335 $909,000
Q1 2021

Apr 30, 2021
SELL
$40.45 - $52.92 $397,178 - $519,621
-9,819 Reduced 45.94%
11,556 $581,000
Q4 2020

Jan 29, 2021
BUY
$30.79 - $42.59 $658,136 - $910,361
21,375 New
21,375 $863,000
Q1 2020

May 05, 2020
SELL
$26.35 - $51.52 $134,806 - $263,576
-5,116 Closed
0 $0
Q4 2019

Jan 30, 2020
SELL
$43.45 - $49.94 $67,695 - $77,806
-1,558 Reduced 23.34%
5,116 $254,000
Q3 2019

Nov 01, 2019
BUY
$41.77 - $48.25 $84,291 - $97,368
2,018 Added 43.34%
6,674 $299,000
Q2 2019

Jul 26, 2019
BUY
$41.2 - $47.4 $191,827 - $220,694
4,656 New
4,656 $208,000
Q1 2018

Apr 18, 2018
SELL
$50.98 - $56.0 $247,049 - $271,376
-4,846 Closed
0 $0
Q4 2017

Jan 17, 2018
BUY
$47.2 - $54.4 $228,731 - $263,622
4,846
4,846 $260,000

Others Institutions Holding HTLF

# of Institutions
224
Shares Held
33.1M
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 $2.67B
  • 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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email