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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-6.44KClosed |
$265K - $314K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.01KClosed |
$190K - $216K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.01KClosed |
$380K - $432K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-40KClosed |
$1.9M - $2.15M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-560Closed |
$26.6K - $30.2K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.62KClosed |
$219K - $244K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-157Closed |
$7.46K - $8.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.2KClosed |
$56.9K - $63.3K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-37.2KClosed |
$1.77M - $1.97M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-398Closed |
$18.9K - $21K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.14K- 31.91% |
$102K - $113K
|
4.57K
$295K
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-12.2KClosed |
$579K - $644K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.04KClosed |
$49.4K - $54.9K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-125KClosed |
$5.95M - $6.62M
|
0
$0
|
|
Q3 2021 | |||||||
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.45KNew |
$193K - $220K
|
4.45K
$288K
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-10.1KClosed |
$437K - $499K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.96KNew |
$85K - $96.9K
|
1.96K
$127K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
512New |
$22.2K - $25.3K
|
512
$33.1K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-633Closed |
$27.4K - $31.3K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
48New |
$2.08K - $2.37K
|
48
$3.1K
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-8KClosed |
$346K - $395K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-16.8KClosed |
$790K - $860K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-8.37KClosed |
$393K - $428K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-60.7KClosed |
$2.85M - $3.11M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-4.35KClosed |
$205K - $223K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-124Closed |
$5.83K - $6.35K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Amarillo National Bank
|
SELL
|
- |
-13.1KClosed |
$618K - $673K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-653Closed |
$30.7K - $33.4K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-14KClosed |
$566K - $741K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-20.4KClosed |
$824K - $1.08M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.11KClosed |
$45.1K - $59K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13KClosed |
$525K - $687K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-55Closed |
$2.22K - $2.91K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.52KClosed |
$201K - $278K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.07KClosed |
$33.1K - $45.7K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-20KClosed |
$616K - $852K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-42.1KClosed |
$1.29M - $1.79M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14Closed |
$431 - $596
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.88KClosed |
$53.6K - $65.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-14.1KClosed |
$403K - $494K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-12.6KClosed |
$359K - $440K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-30.2KClosed |
$863K - $1.06M
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-14.8KClosed |
$395K - $549K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-36Closed |
$963 - $1.34K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-7.2KClosed |
$193K - $268K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-14Closed |
$375 - $520
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45.3KClosed |
$1.19M - $2.33M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
40KNew |
$1.05M - $2.06M
|
40K
$2.58M
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.59KClosed |
$147K - $288K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.31KClosed |
$140K - $274K
|
0
$0
|