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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$1.04K - $1.86K
|
40
$2.52K
|
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
BUY
|
- |
15+ 2.27% |
$392 - $697
|
675
$42.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
251New |
$6.55K - $11.7K
|
251
$15.8K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-10Closed |
$411 - $487
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1- -0.0% |
$41.1 - $48.7
|
111K
$7.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25K+ 44.6% |
$1.03M - $1.22M
|
81.2K
$5.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-11.7KClosed |
$481K - $570K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-14.9KClosed |
$613K - $725K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
M3 F, Inc.
Salt Lake City, UT |
BUY
|
- |
1K+ 0.56% |
$41.1K - $48.7K
|
181K
$11.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
46+ 112.2% |
$1.89K - $2.24K
|
87
$5.48K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5.13K- 43.32% |
$211K - $250K
|
6.71K
$423K
|
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.02K- 1.17% |
$41.8K - $49.5K
|
86.1K
$5.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-47.8KClosed |
$1.97M - $2.33M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-161- 7.63% |
$6.62K - $7.84K
|
1.95K
$123K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38- 0.46% |
$1.56K - $1.85K
|
8.26K
$520K
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.96K- 0.83% |
$80.6K - $95.4K
|
235K
$14.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
32.5KNew |
$1.34M - $1.58M
|
32.5K
$2.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$535 - $633
|
13
$819
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-5KClosed |
$206K - $243K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-975- 10.57% |
$40.1K - $47.5K
|
8.25K
$520K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
89.4KNew |
$3.68M - $4.36M
|
89.4K
$5.63M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-344- 12.41% |
$14.1K - $16.7K
|
2.43K
$153K
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-6.44KClosed |
$265K - $314K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
29New |
$1.38K - $1.56K
|
29
$1.83K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.01KClosed |
$190K - $216K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.01KClosed |
$380K - $432K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-40KClosed |
$1.9M - $2.15M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-560Closed |
$26.6K - $30.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.62KClosed |
$219K - $244K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.2KClosed |
$56.9K - $63.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-157Closed |
$7.46K - $8.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-37.2KClosed |
$1.77M - $1.97M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-398Closed |
$18.9K - $21K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.14K- 31.91% |
$102K - $113K
|
4.57K
$288K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-12.2KClosed |
$579K - $644K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.04KClosed |
$49.4K - $54.9K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-125KClosed |
$5.95M - $6.62M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.45KNew |
$193K - $220K
|
4.45K
$280K
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-10.1KClosed |
$437K - $499K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.96KNew |
$85K - $96.9K
|
1.96K
$124K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
512New |
$22.2K - $25.3K
|
512
$32.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-633Closed |
$27.4K - $31.3K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
48New |
$2.08K - $2.37K
|
48
$3.02K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-8KClosed |
$346K - $395K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-8.37KClosed |
$393K - $428K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-16.8KClosed |
$790K - $860K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-60.7KClosed |
$2.85M - $3.11M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-4.35KClosed |
$205K - $223K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-124Closed |
$5.83K - $6.35K
|
0
$0
|
|