Institutional Ownership Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,565
shares
|
$287,549
0.0% of portfolio
|
Q4 2021
Reduced 31.91%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,560
shares
|
$287,234
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,354
shares
|
$274,258
0.0% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,237
shares
|
$266,888
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
4,210
shares
|
$265,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
4,204
shares
|
$264,809
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,203
shares
|
$264,746
0.01% of portfolio
|
Q3 2023
Added 20.33%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
4,100
shares
|
$258,259
0.0% of portfolio
|
Q2 2024
Reduced 80.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
4,012
shares
|
$252,715
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,991
shares
|
$251,393
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,949
shares
|
$248,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
3,678
shares
|
$231,677
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
3,351
shares
|
$211,079
0.02% of portfolio
|
Q3 2024
Reduced 47.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2,775
shares
|
$174,797
0.0% of portfolio
|
Q3 2024
Added 2193.39%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$151,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
2,202
shares
|
$138,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,729
shares
|
$108,909
0.0% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,529
shares
|
$96,311
0.01% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,485
shares
|
$93,540
0.0% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,479
shares
|
$93,162
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,471
shares
|
$92,658
0.03% of portfolio
|
Q2 2024
Added 8.08%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
1,371
shares
|
$86,359
0.05% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,239
shares
|
$78,044
0.0% of portfolio
|
Q3 2024
Added 169.93%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,101
shares
|
$69,351
0.0% of portfolio
|
Q3 2023
Reduced 15.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,062
shares
|
$66,895
0.0% of portfolio
|
Q2 2024
Added 1612.9%
|