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 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
57New |
$1.54K - $2.19K
|
57
$3.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.97KNew |
$162K - $230K
|
5.97K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.99K+ 5.02% |
$53.8K - $76.5K
|
41.6K
$2.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
45New |
$1.22K - $1.73K
|
45
$2.91K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.6KNew |
$395K - $562K
|
14.6K
$944K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 57.14% |
$10.8K - $15.4K
|
300
$19.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.4KNew |
$146K - $208K
|
5.4K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
27KNew |
$731K - $1.04M
|
27K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.48K- 25.86% |
$67.2K - $95.5K
|
7.11K
$460K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-197- 12.74% |
$5.33K - $7.58K
|
1.35K
$87.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
12.2KNew |
$331K - $471K
|
12.2K
$791K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.68K- 94.42% |
$45.4K - $64.5K
|
99
$6.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
21+ 6.0% |
$569 - $808
|
371
$24K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
6.5K+ 31.71% |
$176K - $250K
|
27K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-355- 70.3% |
$9.61K - $13.7K
|
150
$9.7K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 7.43% |
$626 - $769
|
274
$17.7K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
600+ 7.79% |
$17.1K - $21K
|
8.3K
$537K
|
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-73- 34.43% |
$2.08K - $2.55K
|
139
$8.99K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-4.97K- 22.93% |
$142K - $174K
|
16.7K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
22K+ 29.51% |
$627K - $770K
|
96.7K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.03KNew |
$200K - $246K
|
7.03K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-7.4K- 11.13% |
$211K - $259K
|
59.1K
$3.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14KNew |
$399K - $490K
|
14K
$906K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
270New |
$7.69K - $9.44K
|
270
$17.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-4.75K- 90.48% |
$135K - $166K
|
500
$32.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-73.5K- 4.34% |
$2.09M - $2.57M
|
1.62M
$105M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
228New |
$6.49K - $7.97K
|
228
$14.7K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
111+ 3.05% |
$3.16K - $3.88K
|
3.76K
$243K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.3K+ 5.87% |
$37K - $45.5K
|
23.5K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
27New |
$769 - $944
|
27
$1.75K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 15.37% |
$5.69K - $6.99K
|
1.1K
$71.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-11.6K- 61.24% |
$310K - $445K
|
7.36K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-107- 20.94% |
$2.86K - $4.1K
|
404
$26.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-7.88K- 51.72% |
$210K - $302K
|
7.36K
$476K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.45KNew |
$199K - $285K
|
7.45K
$482K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12New |
$320 - $460
|
12
$776
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.6KNew |
$364K - $522K
|
13.6K
$881K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-708- 97.39% |
$18.9K - $27.1K
|
19
$1.23K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 175.0% |
$560 - $804
|
33
$2.13K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$107 - $153
|
4
$259
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-210Closed |
$5.6K - $8.04K
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.61KNew |
$250K - $337K
|
6.61K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.02K- 62.42% |
$38.6K - $52K
|
614
$39.7K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.4K- 25.47% |
$430K - $579K
|
33.3K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
51.7K+ 98.64% |
$1.95M - $2.64M
|
104K
$6.74M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
25.3K+ 309.77% |
$956K - $1.29M
|
33.5K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-186- 58.31% |
$7.03K - $9.48K
|
133
$8.6K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$37.8 - $51
|
5
$323
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
14.8KNew |
$559K - $754K
|
14.8K
$957K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
302KNew |
$11.4M - $15.4M
|
302K
$19.5M
|
|