Purchases and Sales Made in Q4 2023 in Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16+ 0.07% |
$433 - $616
|
22.8K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 4.74% |
$352 - $500
|
287
$18.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8+ 0.03% |
$217 - $308
|
23.2K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5New |
$135 - $192
|
5
$323
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$135 - $192
|
5
$323
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.98% |
$108 - $154
|
412
$26.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 11.11% |
$27.1 - $38.5
|
10
$647
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 10.53% |
$54.2 - $77
|
17
$1.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 7.14% |
$135 - $192
|
65
$4.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-16- 2.5% |
$433 - $616
|
623
$40.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 62.96% |
$460 - $654
|
10
$647
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-31- 0.17% |
$839 - $1.19K
|
18.2K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-37- 15.42% |
$1K - $1.42K
|
203
$13.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-62- 0.3% |
$1.68K - $2.39K
|
20.7K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-85- 0.4% |
$2.3K - $3.27K
|
21K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-125- 14.29% |
$3.39K - $4.81K
|
750
$48.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-135- 6.28% |
$3.66K - $5.19K
|
2.01K
$130K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-144- 10.63% |
$3.9K - $5.54K
|
1.21K
$78.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-184- 1.6% |
$4.98K - $7.08K
|
11.3K
$733K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-197- 12.74% |
$5.33K - $7.58K
|
1.35K
$87.2K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-209- 2.25% |
$5.66K - $8.04K
|
9.07K
$587K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-229- 7.71% |
$6.2K - $8.81K
|
2.74K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-306- 1.4% |
$8.29K - $11.8K
|
21.5K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-355- 70.3% |
$9.61K - $13.7K
|
150
$9.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-361- 2.6% |
$9.78K - $13.9K
|
13.5K
$873K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 57.14% |
$10.8K - $15.4K
|
300
$19.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-418- 10.23% |
$11.3K - $16.1K
|
3.67K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-424- 5.16% |
$11.5K - $16.3K
|
7.79K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-438- 1.02% |
$11.9K - $16.9K
|
42.4K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-795- 46.6% |
$21.5K - $30.6K
|
911
$58.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-919- 3.07% |
$24.9K - $35.4K
|
29K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.05K- 1.21% |
$28.5K - $40.5K
|
85.8K
$5.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.16K- 11.75% |
$31.5K - $44.8K
|
8.73K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.16K- 8.17% |
$31.5K - $44.8K
|
13.1K
$846K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.3K- 10.65% |
$35.2K - $50K
|
10.9K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.34K- 0.89% |
$36.2K - $51.4K
|
148K
$9.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.68K- 94.42% |
$45.4K - $64.5K
|
99
$6.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.94K- 24.68% |
$52.5K - $74.6K
|
5.92K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.01K- 4.46% |
$54.4K - $77.3K
|
43.1K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.02K- 23.1% |
$54.7K - $77.8K
|
6.73K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.4K- 24.62% |
$64.9K - $92.2K
|
7.34K
$474K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.48K- 25.86% |
$67.2K - $95.5K
|
7.11K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.49K- 24.38% |
$67.4K - $95.7K
|
7.72K
$499K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-2.6K- 10.53% |
$70.4K - $100K
|
22.1K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.61K- 6.57% |
$70.8K - $101K
|
37.2K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.64K- 33.9% |
$71.4K - $101K
|
5.14K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.66K- 7.02% |
$72K - $102K
|
35.2K
$2.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.91K- 3.8% |
$78.8K - $112K
|
73.8K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-3K- 3.36% |
$81.2K - $115K
|
86.3K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.46K- 0.06% |
$93.7K - $133K
|
5.9M
$382M
|