Institutional Ownership Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF). We have compiled data on the 247 institutions that hold shares in the stock, with a total of 35.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
33
shares
|
$2,134
0.0% of portfolio
|
Q4 2024
Added 153.85%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
32
shares
|
$2,069
0.0% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
31
shares
|
$2,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
31
shares
|
$2,004
0.0% of portfolio
|
Q4 2024
Reduced 27.91%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
27
shares
|
$1,746
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
22
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
21
shares
|
$1,358
0.0% of portfolio
|
Q3 2024
Reduced 65.57%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
15
shares
|
$970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
14
shares
|
$905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
8
shares
|
$517
0.0% of portfolio
|
Q1 2024
Reduced 89.04%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
8
shares
|
$517
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$388
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$258
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4
shares
|
$258
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
3
shares
|
$194
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$64
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1
shares
|
$64
0.0% of portfolio
|
Q4 2024
New holding
|