Latest Institutional Sells of Heartland Financial Usa Inc (HTLF)
This list provides information on the latest institutional transactions involving Heartland Financial Usa Inc (HTLF) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.89K- 15.66% |
$187K - $265K
|
37.1K
$2.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.48K- 25.86% |
$67.2K - $95.5K
|
7.11K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.94K- 24.68% |
$52.5K - $74.6K
|
5.92K
$402K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.68K- 94.42% |
$45.4K - $64.5K
|
99
$6.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-919- 3.07% |
$24.9K - $35.4K
|
29K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 57.14% |
$10.8K - $15.4K
|
300
$20.4K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-355- 70.3% |
$9.61K - $13.7K
|
150
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-197- 12.74% |
$5.33K - $7.58K
|
1.35K
$91.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-135- 6.28% |
$3.66K - $5.19K
|
2.01K
$137K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-73.5K- 4.34% |
$2.09M - $2.57M
|
1.62M
$110M
|
|
|
Nov 14, 2023
Q3 2023
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-7.4K- 11.13% |
$211K - $259K
|
59.1K
$4.02M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-4.97K- 22.93% |
$142K - $174K
|
16.7K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-4.75K- 90.48% |
$135K - $166K
|
500
$34K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 15.37% |
$5.69K - $6.99K
|
1.1K
$74.8K
|
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-73- 34.43% |
$2.08K - $2.55K
|
139
$9.45K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 7.43% |
$626 - $769
|
274
$18.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-11.6K- 61.24% |
$310K - $445K
|
7.36K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-7.88K- 51.72% |
$210K - $302K
|
7.36K
$500K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-708- 97.39% |
$18.9K - $27.1K
|
19
$1.29K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-210Closed |
$5.6K - $8.04K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-107- 20.94% |
$2.86K - $4.1K
|
404
$27.5K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.4K- 25.47% |
$430K - $579K
|
33.3K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.02K- 62.42% |
$38.6K - $52K
|
614
$41.7K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-186- 58.31% |
$7.03K - $9.48K
|
133
$9.04K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-176- 98.88% |
$6.65K - $8.97K
|
2
$136
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-11- 42.31% |
$416 - $561
|
15
$1.02K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$37.8 - $51
|
5
$340
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-522- 9.68% |
$22K - $26.6K
|
4.87K
$331K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-86- 31.05% |
$3.63K - $4.39K
|
191
$13K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-487- 58.32% |
$12.7K - $22.6K
|
348
$23.7K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-15- 23.08% |
$392 - $697
|
50
$3.4K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-47.8KClosed |
$1.97M - $2.33M
|
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
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-11.7KClosed |
$481K - $570K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-6.44KClosed |
$265K - $314K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5.13K- 43.32% |
$211K - $250K
|
6.71K
$456K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-5KClosed |
$206K - $243K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.96K- 0.83% |
$80.6K - $95.4K
|
235K
$15.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.02K- 1.17% |
$41.8K - $49.5K
|
86.1K
$5.85M
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-975- 10.57% |
$40.1K - $47.5K
|
8.25K
$561K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-344- 12.41% |
$14.1K - $16.7K
|
2.43K
$165K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-161- 7.63% |
$6.62K - $7.84K
|
1.95K
$133K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38- 0.46% |
$1.56K - $1.85K
|
8.26K
$561K
|
|
|
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
$7.56M
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-40KClosed |
$1.9M - $2.15M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.01KClosed |
$380K - $432K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.01KClosed |
$190K - $216K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-560Closed |
$26.6K - $30.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-125KClosed |
$5.95M - $6.62M
|
0
$0
|
|