Purchases and Sales Made in Q1 2023 in Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF) during Q1 2023. The information is specifically focused on institutions that hold shares of HEARTLAND FINANCIAL USA INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
411+ 1.64% |
$15.5K - $20.9K
|
25.5K
$1.65M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
406+ 2.3% |
$15.3K - $20.7K
|
18K
$1.17M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
395+ 2.03% |
$14.9K - $20.1K
|
19.8K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
371+ 7.31% |
$14K - $18.9K
|
5.44K
$352K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
367+ 195.21% |
$13.9K - $18.7K
|
555
$35.9K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
323+ 2.7% |
$12.2K - $16.5K
|
12.3K
$795K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
264New |
$9.98K - $13.5K
|
264
$17.1K
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
238+ 20.22% |
$9K - $12.1K
|
1.42K
$91.5K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
225+ 0.87% |
$8.51K - $11.5K
|
26K
$1.68M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
157+ 1.32% |
$5.93K - $8K
|
12K
$777K
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
155+ 2.93% |
$5.86K - $7.9K
|
5.45K
$352K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
103New |
$3.89K - $5.25K
|
103
$6.66K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101+ 16.13% |
$3.82K - $5.15K
|
727
$47K
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
73+ 0.61% |
$2.76K - $3.72K
|
12.1K
$784K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
71+ 0.44% |
$2.68K - $3.62K
|
16.3K
$1.06M
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
62+ 1.12% |
$2.34K - $3.16K
|
5.61K
$363K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 16.59% |
$1.4K - $1.89K
|
260
$16.8K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
21+ 0.28% |
$794 - $1.07K
|
7.52K
$486K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
21+ 0.28% |
$794 - $1.07K
|
7.52K
$486K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
19New |
$718 - $968
|
19
$1.23K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 22.06% |
$567 - $765
|
83
$5.37K
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
13+ 0.2% |
$491 - $663
|
6.39K
$413K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 11.11% |
$378 - $510
|
100
$6.47K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10New |
$378 - $510
|
10
$647
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7+ 0.01% |
$265 - $357
|
137K
$8.88M
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.5% |
$75.6 - $102
|
400
$25.9K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$75.6 - $102
|
2
$129
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.13% |
$37.8 - $51
|
752
$48.6K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 100.0% |
$37.8 - $51
|
2
$129
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$37.8 - $51
|
5
$323
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 8.0% |
$75.6 - $102
|
23
$1.49K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-2- 18.18% |
$75.6 - $102
|
9
$582
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-6- 0.03% |
$227 - $306
|
20.5K
$1.33M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 72.73% |
$302 - $408
|
3
$194
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-11- 42.31% |
$416 - $561
|
15
$970
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-28- 15.22% |
$1.06K - $1.43K
|
156
$10.1K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-31- 0.35% |
$1.17K - $1.58K
|
8.94K
$578K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-57- 82.61% |
$2.15K - $2.91K
|
12
$776
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-62- 0.8% |
$2.34K - $3.16K
|
7.67K
$496K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-127- 0.8% |
$4.8K - $6.47K
|
15.7K
$1.02M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-145- 83.33% |
$5.48K - $7.39K
|
29
$1.88K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-176- 98.88% |
$6.65K - $8.97K
|
2
$129
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-186- 58.31% |
$7.03K - $9.48K
|
133
$8.6K
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-248- 9.81% |
$9.37K - $12.6K
|
2.28K
$148K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-250- 1.92% |
$9.45K - $12.7K
|
12.8K
$826K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-539- 52.28% |
$20.4K - $27.5K
|
492
$31.8K
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-604- 4.28% |
$22.8K - $30.8K
|
13.5K
$873K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-662- 86.88% |
$25K - $33.7K
|
100
$6.47K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-754- 1.41% |
$28.5K - $38.4K
|
52.6K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-800- 0.67% |
$30.2K - $40.8K
|
119K
$7.67M
|