Latest Institutional Purchases of Heartland Financial Usa Inc (HTLF)
This list provides information on the latest institutional transactions involving Heartland Financial Usa Inc (HTLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
14.8KNew |
$559K - $754K
|
14.8K
$957K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1KNew |
$496K - $669K
|
13.1K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.61KNew |
$250K - $337K
|
6.61K
$428K
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
5.25K+ 3.01% |
$198K - $268K
|
180K
$11.6M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
4KNew |
$151K - $204K
|
4K
$259K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
264New |
$9.98K - $13.5K
|
264
$17.1K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
103New |
$3.89K - $5.25K
|
103
$6.66K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
62+ 1.12% |
$2.34K - $3.16K
|
5.61K
$363K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
19New |
$718 - $968
|
19
$1.23K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10New |
$378 - $510
|
10
$647
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$75.6 - $102
|
2
$129
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
19.4KNew |
$817K - $987K
|
19.4K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.07KNew |
$214K - $259K
|
5.07K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.76KNew |
$201K - $243K
|
4.76K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.38KNew |
$185K - $223K
|
4.38K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 17.86% |
$110K - $133K
|
17.2K
$1.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
869New |
$36.7K - $44.3K
|
869
$56.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 91.67% |
$465 - $561
|
23
$1.49K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
13K+ 58.95% |
$338K - $602K
|
34.9K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.78KNew |
$125K - $222K
|
4.78K
$309K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
770New |
$20.1K - $35.8K
|
770
$49.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
720New |
$18.8K - $33.5K
|
720
$46.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
251New |
$6.55K - $11.7K
|
251
$16.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$1.04K - $1.86K
|
40
$2.59K
|
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
BUY
|
- |
15+ 2.27% |
$392 - $697
|
675
$43.7K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
89.4KNew |
$3.68M - $4.36M
|
89.4K
$5.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
32.5KNew |
$1.34M - $1.58M
|
32.5K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25K+ 44.6% |
$1.03M - $1.22M
|
81.2K
$5.25M
|
|
|
Aug 12, 2022
Q2 2022
|
M3 F, Inc.
Salt Lake City, UT |
BUY
|
- |
1K+ 0.56% |
$41.1K - $48.7K
|
181K
$11.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
46+ 112.2% |
$1.89K - $2.24K
|
87
$5.63K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$535 - $633
|
13
$841
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2021 | |||||||
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.45KNew |
$193K - $220K
|
4.45K
$288K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.96KNew |
$85K - $96.9K
|
1.96K
$127K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
512New |
$22.2K - $25.3K
|
512
$33.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
48New |
$2.08K - $2.37K
|
48
$3.1K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
40KNew |
$1.05M - $2.06M
|
40K
$2.58M
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
89New |
$3.72K - $4.29K
|
89
$5.76K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12.6KNew |
$530K - $620K
|
12.6K
$816K
|
|
|
May 08, 2019
Q1 2019
|
Congress Asset Management CO
|
BUY
|
- |
4.12K+ 84.99% |
$173K - $202K
|
8.96K
$580K
|
|
|
May 13, 2019
Q1 2019
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$62.2K - $72.7K
|
1.48K
$95.6K
|
|
| Q3 2017 | |||||||
|
Nov 09, 2017
Q3 2017
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
500New |
$21.2K - $24.7K
|
500
$32.3K
|
|