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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
983+ 1.57% |
$53.5K - $67.9K
|
63.5K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 4.48% |
$817 - $1.04K
|
350
$22.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
18.1K+ 1049.33% |
$988K - $1.25M
|
19.9K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$54.5 - $69.1
|
1
$64.7
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
300+ 4.59% |
$16.3K - $20.7K
|
6.84K
$442K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
300+ 0.73% |
$16.3K - $20.7K
|
41.3K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.16K- 0.35% |
$63K - $79.8K
|
327K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
250+ 2.44% |
$13.6K - $17.3K
|
10.5K
$679K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
32.4KNew |
$1.77M - $2.24M
|
32.4K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.64K- 67.97% |
$89.3K - $113K
|
773
$50K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.87K+ 2.66% |
$102K - $129K
|
72K
$4.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
73.5KNew |
$4M - $5.08M
|
73.5K
$4.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
19.8K+ 6.12% |
$1.08M - $1.37M
|
343K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-227- 22.39% |
$12.4K - $15.7K
|
787
$50.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 22.22% |
$218 - $276
|
22
$1.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 18.52% |
$272 - $345
|
32
$2.07K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.4K+ 5.05% |
$294K - $373K
|
112K
$7.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-128K- 10.98% |
$6.98M - $8.85M
|
1.04M
$67.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
81+ 1.92% |
$4.41K - $5.59K
|
4.29K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-551- 4.79% |
$30K - $38.1K
|
11K
$708K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.29K+ 30.71% |
$397K - $504K
|
31K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.17KNew |
$227K - $288K
|
4.17K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-103- 2.19% |
$5.61K - $7.11K
|
4.61K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-15K- 30.0% |
$817K - $1.04M
|
35K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.23K- 14.84% |
$66.7K - $84.6K
|
7.03K
$454K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$109 - $138
|
8
$517
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.47K- 10.42% |
$80.1K - $102K
|
12.6K
$817K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
170+ 1.99% |
$9.26K - $11.7K
|
8.7K
$563K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-87.9K- 43.72% |
$4.79M - $6.07M
|
113K
$7.32M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-500- 6.87% |
$27.2K - $34.5K
|
6.78K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
958+ 90.38% |
$52.2K - $66.2K
|
2.02K
$131K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.48% |
$109 - $138
|
423
$27.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.8KNew |
$261K - $331K
|
4.8K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$109 - $138
|
2
$129
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
30+ 16.04% |
$1.63K - $2.07K
|
217
$14K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-118- 8.02% |
$6.43K - $8.15K
|
1.35K
$87.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33+ 60.0% |
$1.8K - $2.28K
|
88
$5.69K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 153.85% |
$1.09K - $1.38K
|
33
$2.13K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-458- 5.23% |
$19.9K - $27K
|
8.29K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.56KNew |
$198K - $269K
|
4.56K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$104K - $142K
|
2.4K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
13.9KNew |
$604K - $822K
|
13.9K
$901K
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
51.2K+ 84.91% |
$2.22M - $3.02M
|
111K
$7.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
298+ 5.92% |
$12.9K - $17.6K
|
5.33K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-100- 1.08% |
$4.34K - $5.9K
|
9.18K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
348+ 6.7% |
$15.1K - $20.5K
|
5.54K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 1.75% |
$43.4 - $59
|
56
$3.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
735+ 14.5% |
$31.9K - $43.3K
|
5.81K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.97% |
$651 - $885
|
1.53K
$98.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53New |
$2.3K - $3.13K
|
53
$3.43K
|
|