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 224 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
1,060
shares
|
$66,780
0.01% of portfolio
|
Q3 2024
Added 28.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,014
shares
|
$63,882
0.0% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
875
shares
|
$55,125
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
762
shares
|
$48,006
0.0% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
720
shares
|
$45,360
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
675
shares
|
$42,525
0.04% of portfolio
|
Q3 2022
Added 2.27%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
674
shares
|
$42,462
0.0% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
532
shares
|
$33,516
0.01% of portfolio
|
Q2 2024
Reduced 19.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
522
shares
|
$32,886
0.0% of portfolio
|
Q3 2024
Added 104.71%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
432
shares
|
$27,216
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
427
shares
|
$26,901
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
421
shares
|
$26,523
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
371
shares
|
$23,373
0.0% of portfolio
|
Q4 2023
Added 6.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
335
shares
|
$21,105
0.0% of portfolio
|
Q3 2024
Added 1575.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
270
shares
|
$17,010
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
238
shares
|
$14,994
0.0% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
228
shares
|
$14,364
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
187
shares
|
$11,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
145
shares
|
$9,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
143
shares
|
$9,009
0.0% of portfolio
|
Q2 2024
Reduced 21.86%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
140
shares
|
$8,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
103
shares
|
$6,489
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
77
shares
|
$4,851
0.0% of portfolio
|
Q2 2024
Reduced 98.34%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
77
shares
|
$4,851
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
57
shares
|
$3,591
0.0% of portfolio
|
Q4 2023
New holding
|