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 |
---|---|---|---|---|---|---|---|
Jul 22, 2021
Q2 2021
|
Amarillo National Bank
|
SELL
|
- |
-13.1KClosed |
$618K - $673K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-653Closed |
$30.7K - $33.4K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-14KClosed |
$566K - $741K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-20.4KClosed |
$824K - $1.08M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.11KClosed |
$45.1K - $59K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-55Closed |
$2.22K - $2.91K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13KClosed |
$525K - $687K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-20KClosed |
$616K - $852K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.07KClosed |
$33.1K - $45.7K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.52KClosed |
$201K - $278K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-11.6KClosed |
$357K - $494K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-42.1KClosed |
$1.29M - $1.79M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14Closed |
$431 - $596
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.88KClosed |
$53.6K - $65.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-14.1KClosed |
$403K - $494K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-12.6KClosed |
$359K - $440K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-30.2KClosed |
$863K - $1.06M
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-14.8KClosed |
$395K - $549K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-36Closed |
$963 - $1.34K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-7.2KClosed |
$193K - $268K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-14Closed |
$375 - $520
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45.3KClosed |
$1.19M - $2.33M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.59KClosed |
$147K - $288K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
40KNew |
$1.05M - $2.06M
|
40K
$2.52M
|
|
May 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.31KClosed |
$140K - $274K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-441Closed |
$11.6K - $22.7K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-9.43KClosed |
$249K - $486K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Loveless Wealth Management LLC
|
SELL
|
- |
-5.85KClosed |
$154K - $301K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.6KClosed |
$69.5K - $79.9K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-380Closed |
$16.5K - $19K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Credit Agricole S A
|
SELL
|
- |
-30KClosed |
$1.3M - $1.5M
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Citizens Financial Group Inc
|
SELL
|
- |
-136Closed |
$5.91K - $6.79K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-41Closed |
$1.78K - $2.05K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-700Closed |
$30.4K - $35K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Maple Capital Management, Inc.
|
SELL
|
- |
-6.1KClosed |
$255K - $294K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-58Closed |
$2.42K - $2.8K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.51KClosed |
$188K - $218K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
89New |
$3.72K - $4.29K
|
89
$5.61K
|
|
Oct 24, 2019
Q3 2019
|
Transform Wealth, LLC
|
SELL
|
- |
-7.57KClosed |
$316K - $365K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-17Closed |
$710 - $820
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-104Closed |
$4.28K - $4.93K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-5.5KClosed |
$227K - $261K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-964Closed |
$39.7K - $45.7K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.77KClosed |
$72.7K - $83.7K
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-4.9KClosed |
$202K - $232K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-128Closed |
$5.27K - $6.07K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.1KClosed |
$45.5K - $52.3K
|
0
$0
|
|
Jul 08, 2019
Q2 2019
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.92KClosed |
$367K - $423K
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12.6KNew |
$530K - $620K
|
12.6K
$795K
|
|
May 13, 2019
Q1 2019
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$62.2K - $72.7K
|
1.48K
$93.2K
|