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 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10New |
$378 - $510
|
10
$647
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
25.7KNew |
$970K - $1.31M
|
25.7K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
19New |
$718 - $968
|
19
$1.23K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-176- 98.88% |
$6.65K - $8.97K
|
2
$129
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$75.6 - $102
|
2
$129
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-11- 42.31% |
$416 - $561
|
15
$970
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
103New |
$3.89K - $5.25K
|
103
$6.66K
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
4KNew |
$151K - $204K
|
4K
$259K
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
5.25K+ 3.01% |
$198K - $268K
|
180K
$11.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
62+ 1.12% |
$2.34K - $3.16K
|
5.61K
$363K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
264New |
$9.98K - $13.5K
|
264
$17.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1KNew |
$496K - $669K
|
13.1K
$848K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-86- 31.05% |
$3.63K - $4.39K
|
191
$12.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
19.4KNew |
$817K - $987K
|
19.4K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 17.86% |
$110K - $133K
|
17.2K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.07KNew |
$214K - $259K
|
5.07K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.38KNew |
$185K - $223K
|
4.38K
$283K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 91.67% |
$465 - $561
|
23
$1.49K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.76KNew |
$201K - $243K
|
4.76K
$308K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-522- 9.68% |
$22K - $26.6K
|
4.87K
$315K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
869New |
$36.7K - $44.3K
|
869
$56.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
13K+ 58.95% |
$338K - $602K
|
34.9K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.78KNew |
$125K - $222K
|
4.78K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-15- 23.08% |
$392 - $697
|
50
$3.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-487- 58.32% |
$12.7K - $22.6K
|
348
$22.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
720New |
$18.8K - $33.5K
|
720
$46.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
770New |
$20.1K - $35.8K
|
770
$49.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$1.04K - $1.86K
|
40
$2.59K
|
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
BUY
|
- |
15+ 2.27% |
$392 - $697
|
675
$43.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
251New |
$6.55K - $11.7K
|
251
$16.2K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-10Closed |
$411 - $487
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1- -0.0% |
$41.1 - $48.7
|
111K
$7.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25K+ 44.6% |
$1.03M - $1.22M
|
81.2K
$5.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-14.9KClosed |
$613K - $725K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
M3 F, Inc.
Salt Lake City, UT |
BUY
|
- |
1K+ 0.56% |
$41.1K - $48.7K
|
181K
$11.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-11.7KClosed |
$481K - $570K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
46+ 112.2% |
$1.89K - $2.24K
|
87
$5.63K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5.13K- 43.32% |
$211K - $250K
|
6.71K
$434K
|
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.02K- 1.17% |
$41.8K - $49.5K
|
86.1K
$5.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-47.8KClosed |
$1.97M - $2.33M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-161- 7.63% |
$6.62K - $7.84K
|
1.95K
$126K
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
32.5KNew |
$1.34M - $1.58M
|
32.5K
$2.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38- 0.46% |
$1.56K - $1.85K
|
8.26K
$534K
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.96K- 0.83% |
$80.6K - $95.4K
|
235K
$15.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$535 - $633
|
13
$841
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-5KClosed |
$206K - $243K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
89.4KNew |
$3.68M - $4.36M
|
89.4K
$5.78M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-344- 12.41% |
$14.1K - $16.7K
|
2.43K
$157K
|
|