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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
57
shares
|
$3,443
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
56
shares
|
$3,383
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
53
shares
|
$3,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$3,021
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
45
shares
|
$2,718
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
43
shares
|
$2,598
0.0% of portfolio
|
Q2 2024
Added 43.33%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$2,416
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
33
shares
|
$1,993
0.0% of portfolio
|
Q2 2023
Added 175.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
33
shares
|
$1,993
0.0% of portfolio
|
Q4 2024
Added 153.85%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
29
shares
|
$1,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
27
shares
|
$1,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
27
shares
|
$1,631
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
21
shares
|
$1,268
0.0% of portfolio
|
Q3 2024
Reduced 65.57%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,087
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
13
shares
|
$785
0.0% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
10
shares
|
$604
0.0% of portfolio
|
Q4 2023
Added 11.11%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
8
shares
|
$483
0.0% of portfolio
|
Q1 2024
Reduced 89.04%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$362
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
4
shares
|
$241
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4
shares
|
$241
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3
shares
|
$181
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2
shares
|
$120
0.0% of portfolio
|
Q3 2024
New holding
|