Latest Institutional Transactions on Heartland Financial Usa Inc (HTLF)
This table provides information on the latest institutional transactions involving Heartland Financial Usa Inc (HTLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-441Closed |
$11.6K - $22.7K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-9.43KClosed |
$249K - $486K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Loveless Wealth Management LLC
|
SELL
|
- |
-5.85KClosed |
$154K - $301K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.6KClosed |
$69.5K - $79.9K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-380Closed |
$16.5K - $19K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Credit Agricole S A
|
SELL
|
- |
-30KClosed |
$1.3M - $1.5M
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Citizens Financial Group Inc
|
SELL
|
- |
-136Closed |
$5.91K - $6.79K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-41Closed |
$1.78K - $2.05K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-700Closed |
$30.4K - $35K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Maple Capital Management, Inc.
|
SELL
|
- |
-6.1KClosed |
$255K - $294K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.51KClosed |
$188K - $218K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-58Closed |
$2.42K - $2.8K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
89New |
$3.72K - $4.29K
|
89
$5.76K
|
|
Oct 24, 2019
Q3 2019
|
Transform Wealth, LLC
|
SELL
|
- |
-7.57KClosed |
$316K - $365K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-17Closed |
$710 - $820
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-104Closed |
$4.28K - $4.93K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-964Closed |
$39.7K - $45.7K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-5.5KClosed |
$227K - $261K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.77KClosed |
$72.7K - $83.7K
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-4.9KClosed |
$202K - $232K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-128Closed |
$5.27K - $6.07K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.1KClosed |
$45.5K - $52.3K
|
0
$0
|
|
Jul 08, 2019
Q2 2019
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.92KClosed |
$367K - $423K
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12.6KNew |
$530K - $620K
|
12.6K
$816K
|
|
May 13, 2019
Q1 2019
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$62.2K - $72.7K
|
1.48K
$95.6K
|
|
May 10, 2019
Q1 2019
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-376KClosed |
$15.8M - $18.5M
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Congress Asset Management CO
|
BUY
|
- |
4.12K+ 84.99% |
$173K - $202K
|
8.96K
$580K
|
|
Apr 19, 2019
Q1 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$84.1 - $98.3
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4Closed |
$168 - $197
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-8.67KClosed |
$365K - $507K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.05KClosed |
$213K - $295K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-9.17KClosed |
$386K - $536K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.97KClosed |
$83.1K - $115K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.48KClosed |
$62.1K - $86.2K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Patten Group, Inc.
|
SELL
|
- |
-163Closed |
$6.86K - $9.52K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Royce & Associates LP
|
SELL
|
- |
-38.3KClosed |
$1.61M - $2.24M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.78KClosed |
$159K - $221K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-38Closed |
$1.6K - $2.22K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-50KClosed |
$2.11M - $2.92M
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-57Closed |
$3.16K - $3.52K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-4.46KClosed |
$248K - $275K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-385KClosed |
$21.4M - $23.7M
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-77Closed |
$4.27K - $4.75K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-9.92KClosed |
$514K - $570K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-23.6KClosed |
$1.22M - $1.35M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-6.19KClosed |
$320K - $356K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-672Closed |
$34.8K - $38.6K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-6.58KClosed |
$341K - $378K
|
0
$0
|
|
Aug 02, 2018
Q2 2018
|
Buckhead Capital Management LLC
|
SELL
|
- |
-11.5KClosed |
$593K - $659K
|
0
$0
|
|
Jul 31, 2018
Q2 2018
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-55Closed |
$2.85K - $3.16K
|
0
$0
|