Latest Institutional Transactions on Heartland Financial Usa Inc (HTLF)
This table provides information on the latest institutional transactions involving Heartland Financial Usa Inc (HTLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.64K- 55.7% |
$470K - $596K
|
6.87K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-822- 66.34% |
$44.8K - $56.8K
|
417
$27K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-177- 40.97% |
$9.64K - $12.2K
|
255
$16.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-222- 0.31% |
$12.1K - $15.3K
|
72.6K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
127+ 976.92% |
$6.92K - $8.77K
|
140
$9.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14New |
$763 - $967
|
14
$905
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.27KNew |
$178K - $226K
|
3.27K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
55+ 0.43% |
$3K - $3.8K
|
12.8K
$829K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.54K+ 29.55% |
$83.7K - $106K
|
6.74K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99+ 2.48% |
$5.39K - $6.84K
|
4.09K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 204.71% |
$118K - $150K
|
3.24K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
145K+ 9.97% |
$7.91M - $10M
|
1.6M
$104M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-8.33K- 61.53% |
$454K - $575K
|
5.21K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
87+ 0.71% |
$4.74K - $6.01K
|
12.4K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.1KNew |
$1.8M - $2.28M
|
33.1K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 15.58% |
$654 - $829
|
65
$4.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-533- 4.13% |
$29K - $36.8K
|
12.4K
$799K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
406+ 77.78% |
$22.1K - $28K
|
928
$60K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.47K- 23.46% |
$135K - $171K
|
8.06K
$521K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-27.4K- 32.78% |
$1.49M - $1.89M
|
56.1K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$54.5 - $69.1
|
1
$64.7
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
18.1K+ 1049.33% |
$988K - $1.25M
|
19.9K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 4.48% |
$817 - $1.04K
|
350
$22.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
983+ 1.57% |
$53.5K - $67.9K
|
63.5K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.68K+ 18.99% |
$418K - $530K
|
48.1K
$3.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-70.3K- 85.02% |
$3.83M - $4.86M
|
12.4K
$801K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
300+ 0.73% |
$16.3K - $20.7K
|
41.3K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
300+ 4.59% |
$16.3K - $20.7K
|
6.84K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
32.4KNew |
$1.77M - $2.24M
|
32.4K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.16K- 0.35% |
$63K - $79.8K
|
327K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
250+ 2.44% |
$13.6K - $17.3K
|
10.5K
$679K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.64K- 67.97% |
$89.3K - $113K
|
773
$50K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.87K+ 2.66% |
$102K - $129K
|
72K
$4.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
73.5KNew |
$4M - $5.08M
|
73.5K
$4.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
19.8K+ 6.12% |
$1.08M - $1.37M
|
343K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-227- 22.39% |
$12.4K - $15.7K
|
787
$50.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 22.22% |
$218 - $276
|
22
$1.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 18.52% |
$272 - $345
|
32
$2.07K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
81+ 1.92% |
$4.41K - $5.59K
|
4.29K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-128K- 10.98% |
$6.98M - $8.85M
|
1.04M
$67.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.4K+ 5.05% |
$294K - $373K
|
112K
$7.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.29K+ 30.71% |
$397K - $504K
|
31K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-551- 4.79% |
$30K - $38.1K
|
11K
$708K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.17KNew |
$227K - $288K
|
4.17K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-103- 2.19% |
$5.61K - $7.11K
|
4.61K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.23K- 14.84% |
$66.7K - $84.6K
|
7.03K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-15K- 30.0% |
$817K - $1.04M
|
35K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$109 - $138
|
8
$517
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.47K- 10.42% |
$80.1K - $102K
|
12.6K
$817K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
170+ 1.99% |
$9.26K - $11.7K
|
8.7K
$563K
|