Purchases and Sales Made in Q4 2024 in Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15New |
$817 - $1.04K
|
15
$970
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 4.48% |
$817 - $1.04K
|
350
$22.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14New |
$763 - $967
|
14
$905
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 1.49% |
$708 - $898
|
888
$57.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 18.52% |
$272 - $345
|
32
$2.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 22.22% |
$218 - $276
|
22
$1.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
3+ 0.03% |
$163 - $207
|
9.04K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$109 - $138
|
2
$129
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.48% |
$109 - $138
|
423
$27.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$54.5 - $69.1
|
1
$64.7
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$54.5 - $69.1
|
1
$64.7
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 1.3% |
$54.5 - $69.1
|
78
$5.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1- 0.42% |
$54.5 - $69.1
|
237
$15.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$109 - $138
|
8
$517
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3- 0.03% |
$163 - $207
|
11.2K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 10.0% |
$272 - $345
|
45
$2.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10- 0.17% |
$545 - $691
|
5.78K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 27.91% |
$654 - $829
|
31
$2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 15.58% |
$654 - $829
|
65
$4.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-75- 11.13% |
$4.09K - $5.18K
|
599
$38.7K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-103- 2.19% |
$5.61K - $7.11K
|
4.61K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-118- 8.02% |
$6.43K - $8.15K
|
1.35K
$87.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-177- 40.97% |
$9.64K - $12.2K
|
255
$16.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-207- 15.1% |
$11.3K - $14.3K
|
1.16K
$75.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-216- 0.1% |
$11.8K - $14.9K
|
208K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-222- 0.31% |
$12.1K - $15.3K
|
72.6K
$4.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-227- 22.39% |
$12.4K - $15.7K
|
787
$50.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-232- 2.04% |
$12.6K - $16K
|
11.2K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-317- 3.64% |
$17.3K - $21.9K
|
8.4K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-362- 13.05% |
$19.7K - $25K
|
2.41K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-383- 2.21% |
$20.9K - $26.4K
|
16.9K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-409- 9.65% |
$22.3K - $28.2K
|
3.83K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-426- 1.05% |
$23.2K - $29.4K
|
40.1K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-432- 8.05% |
$23.5K - $29.8K
|
4.93K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-500- 6.87% |
$27.2K - $34.5K
|
6.78K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-533- 4.13% |
$29K - $36.8K
|
12.4K
$799K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-551- 4.79% |
$30K - $38.1K
|
11K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-721- 4.1% |
$39.3K - $49.8K
|
16.9K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-822- 66.34% |
$44.8K - $56.8K
|
417
$27K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 7.8% |
$59.2K - $75.1K
|
12.8K
$830K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.16K- 0.35% |
$63K - $79.8K
|
327K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.2K- 23.08% |
$65.4K - $82.9K
|
4K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.23K- 14.84% |
$66.7K - $84.6K
|
7.03K
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.34K- 0.92% |
$72.8K - $92.3K
|
143K
$9.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.47K- 10.42% |
$80.1K - $102K
|
12.6K
$817K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.64K- 67.97% |
$89.3K - $113K
|
773
$50K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.4K- 2.3% |
$131K - $166K
|
102K
$6.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.46K- 16.84% |
$134K - $170K
|
12.1K
$784K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.47K- 23.46% |
$135K - $171K
|
8.06K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.76K- 0.27% |
$150K - $190K
|
1.02M
$66M
|