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 |
---|---|---|---|---|---|---|---|
May 10, 2019
Q1 2019
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-376KClosed |
$15.8M - $18.5M
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Congress Asset Management CO
|
BUY
|
- |
4.12K+ 84.99% |
$173K - $202K
|
8.96K
$565K
|
|
Apr 19, 2019
Q1 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$84.1 - $98.3
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4Closed |
$168 - $197
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-9.17KClosed |
$386K - $536K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-8.67KClosed |
$365K - $507K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.05KClosed |
$213K - $295K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.97KClosed |
$83.1K - $115K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Patten Group, Inc.
|
SELL
|
- |
-163Closed |
$6.86K - $9.52K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.48KClosed |
$62.1K - $86.2K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Royce & Associates LP
|
SELL
|
- |
-38.3KClosed |
$1.61M - $2.24M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.78KClosed |
$159K - $221K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-38Closed |
$1.6K - $2.22K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-50KClosed |
$2.11M - $2.92M
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-57Closed |
$3.16K - $3.52K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-4.46KClosed |
$248K - $275K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-385KClosed |
$21.4M - $23.7M
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-77Closed |
$4.27K - $4.75K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-9.92KClosed |
$514K - $570K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-23.6KClosed |
$1.22M - $1.35M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53Closed |
$2.75K - $3.05K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-6.19KClosed |
$320K - $356K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-672Closed |
$34.8K - $38.6K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-6.58KClosed |
$341K - $378K
|
0
$0
|
|
Aug 02, 2018
Q2 2018
|
Buckhead Capital Management LLC
|
SELL
|
- |
-11.5KClosed |
$593K - $659K
|
0
$0
|
|
Jul 31, 2018
Q2 2018
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-55Closed |
$2.85K - $3.16K
|
0
$0
|
|
Q1 2018 | |||||||
May 18, 2018
Q1 2018
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.75KClosed |
$242K - $266K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-11KClosed |
$561K - $616K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Loomis Sayles & CO L P
|
SELL
|
- |
-52Closed |
$2.65K - $2.91K
|
0
$0
|
|
Apr 06, 2018
Q1 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.04KClosed |
$206K - $226K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 13, 2018
Q4 2017
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-4.26KClosed |
$201K - $231K
|
0
$0
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-45.5KClosed |
$2.15M - $2.47M
|
0
$0
|
|
Jan 17, 2018
Q4 2017
|
Cutler Group LP
|
SELL
|
CALL |
-100Closed |
$4.72K - $5.44K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 13, 2017
Q3 2017
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-41Closed |
$1.73K - $2.03K
|
0
$0
|
|
Nov 13, 2017
Q3 2017
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.44KClosed |
$272K - $318K
|
0
$0
|
|
Nov 09, 2017
Q3 2017
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
500New |
$21.2K - $24.7K
|
500
$31.5K
|
|
Oct 31, 2017
Q3 2017
|
Artemis Investment Management LLP
|
SELL
|
- |
-64.8KClosed |
$2.74M - $3.2M
|
0
$0
|