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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
29New |
$1.26K - $1.71K
|
29
$1.88K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-6.74K- 48.45% |
$292K - $397K
|
7.17K
$463K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-449- 4.84% |
$19.5K - $26.5K
|
8.82K
$570K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$43.4 - $59
|
3
$194
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
140New |
$6.07K - $8.26K
|
140
$9.05K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$86.7 - $118
|
2
$129
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.01KNew |
$174K - $237K
|
4.01K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3K- 47.24% |
$130K - $177K
|
3.35K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
70+ 0.55% |
$3.04K - $4.13K
|
12.7K
$822K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
245+ 0.8% |
$10.6K - $14.4K
|
31K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-8- 0.03% |
$347 - $472
|
23.2K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.06K- 16.59% |
$350K - $476K
|
40.6K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
378+ 5.42% |
$16.4K - $22.3K
|
7.35K
$475K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.21K+ 5.69% |
$52.3K - $71.2K
|
22.4K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6.35KNew |
$275K - $375K
|
6.35K
$411K
|
|
|
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
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.2KNew |
$182K - $248K
|
4.2K
$272K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.2KNew |
$95.5K - $130K
|
2.2K
$142K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10KNew |
$330K - $454K
|
10K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15KNew |
$494K - $680K
|
15K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.16K+ 2.06% |
$104K - $144K
|
156K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.5KNew |
$413K - $568K
|
12.5K
$808K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-74.9K- 78.08% |
$2.47M - $3.4M
|
21K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-8.38K- 8.14% |
$277K - $381K
|
94.6K
$6.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
6.64KNew |
$219K - $302K
|
6.64K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-24.1K- 9.93% |
$796K - $1.1M
|
219K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
24.6KNew |
$811K - $1.12M
|
24.6K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
18KNew |
$594K - $818K
|
18K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$102K - $141K
|
3.1K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.34M- 40.71% |
$77.3M - $106M
|
3.41M
$220M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-126- 19.15% |
$4.16K - $5.73K
|
532
$34.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
79+ 5.62% |
$2.61K - $3.59K
|
1.49K
$96K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
45.3KNew |
$1.5M - $2.06M
|
45.3K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
57.2KNew |
$1.89M - $2.6M
|
57.2K
$3.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
SELL
|
- |
-77.8K- 55.53% |
$2.57M - $3.54M
|
62.3K
$4.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-15.6K- 62.37% |
$513K - $707K
|
9.39K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
7.88KNew |
$260K - $358K
|
7.88K
$509K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 21.86% |
$1.32K - $1.82K
|
143
$9.25K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$1.16K - $1.59K
|
35
$2.26K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.91K+ 69.1% |
$162K - $223K
|
12K
$777K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-889- 14.95% |
$29.3K - $40.4K
|
5.06K
$327K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
427New |
$14.1K - $19.4K
|
427
$27.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-16.7K- 80.29% |
$551K - $759K
|
4.1K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 66.67% |
$528 - $727
|
40
$2.59K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-9.65K- 44.06% |
$318K - $438K
|
12.2K
$792K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$33 - $45.4
|
6
$388
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.36K+ 40.7% |
$78K - $107K
|
8.17K
$528K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.86KNew |
$61.5K - $84.7K
|
1.86K
$121K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-883- 2.18% |
$29.1K - $40.1K
|
39.7K
$2.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
145+ 0.88% |
$4.79K - $6.59K
|
16.7K
$1.08M
|
|