Purchases and Sales Made in Q3 2024 in Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
5+ 0.11% |
$217 - $295
|
4.71K
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.48% |
$86.7 - $118
|
421
$27.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$86.7 - $118
|
2
$129
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.47% |
$86.7 - $118
|
432
$27.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.88% |
$43.4 - $59
|
18
$1.16K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$43.4 - $59
|
3
$194
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 1.75% |
$43.4 - $59
|
56
$3.62K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-8- 0.03% |
$347 - $472
|
23.2K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.97% |
$651 - $885
|
1.53K
$98.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-16- 0.15% |
$694 - $944
|
10.5K
$681K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 65.57% |
$1.73K - $2.36K
|
21
$1.36K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-45- 2.54% |
$1.95K - $2.65K
|
1.73K
$112K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-48- 4.52% |
$2.08K - $2.83K
|
1.01K
$65.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-53- 7.29% |
$2.3K - $3.13K
|
674
$43.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-72- 0.03% |
$3.12K - $4.25K
|
208K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-100- 1.08% |
$4.34K - $5.9K
|
9.18K
$593K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-161- 1.14% |
$6.98K - $9.49K
|
13.9K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-161- 1.14% |
$6.98K - $9.49K
|
13.9K
$901K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-164- 1.26% |
$7.11K - $9.67K
|
12.9K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-249- 0.1% |
$10.8K - $14.7K
|
247K
$16M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-255- 2.74% |
$11.1K - $15K
|
9.04K
$585K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-338- 5.52% |
$14.7K - $19.9K
|
5.79K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-352- 3.96% |
$15.3K - $20.8K
|
8.53K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-432- 0.09% |
$18.7K - $25.5K
|
456K
$29.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-449- 4.84% |
$19.5K - $26.5K
|
8.82K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-458- 5.23% |
$19.9K - $27K
|
8.29K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-459- 1.85% |
$19.9K - $27.1K
|
24.3K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-491- 1.94% |
$21.3K - $29K
|
24.9K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-569- 0.9% |
$24.7K - $33.6K
|
62.5K
$4.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-971- 0.67% |
$42.1K - $57.3K
|
143K
$9.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.23K- 29.97% |
$96.5K - $131K
|
5.2K
$336K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-2.41K- 15.1% |
$104K - $142K
|
13.5K
$875K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3K- 47.24% |
$130K - $177K
|
3.35K
$217K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.73K- 10.82% |
$162K - $220K
|
30.7K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-3.9K- 42.86% |
$169K - $230K
|
5.2K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.52K- 20.45% |
$196K - $267K
|
17.6K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-5.13K- 5.85% |
$223K - $303K
|
82.7K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.68K- 7.23% |
$246K - $335K
|
72.8K
$4.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.37K- 99.8% |
$276K - $376K
|
13
$841
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-6.74K- 48.45% |
$292K - $397K
|
7.17K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.75K- 4.46% |
$293K - $398K
|
145K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.36K- 1.0% |
$319K - $434K
|
725K
$46.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.66K- 21.63% |
$332K - $451K
|
27.7K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.06K- 16.59% |
$350K - $476K
|
40.6K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-10K- 8.74% |
$434K - $590K
|
104K
$6.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.6K- 15.22% |
$546K - $742K
|
70.1K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-13K- 10.82% |
$563K - $766K
|
107K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.6K- 68.81% |
$588K - $799K
|
6.14K
$397K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.8K- 7.69% |
$641K - $871K
|
177K
$11.5M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.8K- 7.69% |
$641K - $871K
|
177K
$11.5M
|