Purchases and Sales Made in Q2 2023 in Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF) during Q2 2023. The information is specifically focused on institutions that hold shares of HEARTLAND FINANCIAL USA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 47.83% |
$294 - $421
|
12
$776
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13- 15.66% |
$347 - $498
|
70
$4.53K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-14- 0.03% |
$374 - $536
|
45K
$2.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
SELL
|
- |
-17- 0.12% |
$454 - $651
|
13.6K
$880K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-51- 0.57% |
$1.36K - $1.95K
|
8.89K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-107- 20.94% |
$2.86K - $4.1K
|
404
$26.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-134- 0.99% |
$3.58K - $5.13K
|
13.5K
$871K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-169- 17.02% |
$4.51K - $6.47K
|
824
$53.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-171- 65.77% |
$4.56K - $6.55K
|
89
$5.76K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-210Closed |
$5.6K - $8.04K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-255- 5.87% |
$6.81K - $9.77K
|
4.09K
$264K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-346- 2.71% |
$9.23K - $13.3K
|
12.4K
$803K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-401- 53.4% |
$10.7K - $15.4K
|
350
$22.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-549- 2.47% |
$14.7K - $21K
|
21.7K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-708- 97.39% |
$18.9K - $27.1K
|
19
$1.23K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-934- 15.05% |
$24.9K - $35.8K
|
5.27K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-939- 3.02% |
$25.1K - $36K
|
30.2K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-966- 7.85% |
$25.8K - $37K
|
11.3K
$733K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.27K- 10.56% |
$33.9K - $48.6K
|
10.7K
$695K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.64K- 10.63% |
$43.6K - $62.6K
|
13.8K
$889K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.67K- 2.88% |
$44.7K - $64.1K
|
56.5K
$3.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.93K- 5.76% |
$51.6K - $74K
|
31.6K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.52K- 19.79% |
$67.2K - $96.5K
|
10.2K
$660K
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.7K- 4.04% |
$98.8K - $142K
|
87.9K
$5.68M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.1K- 7.8% |
$109K - $157K
|
48.5K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.16K- 1.06% |
$111K - $159K
|
390K
$25.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.39K- 27.93% |
$117K - $168K
|
11.3K
$732K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.45K- 9.66% |
$119K - $170K
|
41.6K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-5.34K- 19.08% |
$142K - $204K
|
22.6K
$1.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.38K- 20.17% |
$144K - $206K
|
21.3K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.63K- 21.61% |
$150K - $215K
|
20.4K
$1.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.51K- 18.67% |
$201K - $288K
|
32.7K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.73K- 12.85% |
$206K - $296K
|
52.4K
$3.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.84K- 11.54% |
$209K - $300K
|
60.1K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-7.88K- 51.72% |
$210K - $302K
|
7.36K
$476K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-9.29K- 63.9% |
$248K - $356K
|
5.25K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.51K- 34.93% |
$254K - $364K
|
17.7K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-11.6K- 61.24% |
$310K - $445K
|
7.36K
$476K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.6K- 14.03% |
$335K - $481K
|
77K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-14.3K- 22.98% |
$381K - $546K
|
47.8K
$3.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-19.2K- 29.39% |
$514K - $737K
|
46.2K
$2.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.3K- 63.81% |
$516K - $741K
|
11K
$709K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-25.4K- 52.87% |
$677K - $971K
|
22.6K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-30.3K- 21.92% |
$809K - $1.16M
|
108K
$6.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-33.5K- 24.9% |
$895K - $1.28M
|
101K
$6.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-47.1K- 28.25% |
$1.26M - $1.81M
|
120K
$7.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49K- 47.93% |
$1.31M - $1.88M
|
53.3K
$3.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-81.3K- 47.13% |
$2.17M - $3.11M
|
91.2K
$5.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-124K- 34.03% |
$3.32M - $4.76M
|
241K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-136K- 5.99% |
$3.64M - $5.23M
|
2.14M
$138M
|