Purchases and Sales Made in Q2 2024 in Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
102+ 6.1% |
$3.37K - $4.63K
|
1.77K
$115K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
95+ 6.56% |
$3.14K - $4.32K
|
1.54K
$99.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
86+ 0.68% |
$2.84K - $3.91K
|
12.7K
$821K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
86+ 0.69% |
$2.84K - $3.91K
|
12.6K
$817K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
79+ 5.62% |
$2.61K - $3.59K
|
1.49K
$96K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75+ 9.47% |
$2.48K - $3.41K
|
867
$56.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49+ 4.84% |
$1.62K - $2.23K
|
1.06K
$68.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 460.0% |
$1.52K - $2.09K
|
56
$3.62K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
46+ 0.19% |
$1.52K - $2.09K
|
23.8K
$1.54M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
41+ 1025.0% |
$1.35K - $1.86K
|
45
$2.91K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$1.16K - $1.59K
|
35
$2.26K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$660 - $909
|
20
$1.29K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 66.67% |
$528 - $727
|
40
$2.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 43.33% |
$429 - $591
|
43
$2.78K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10+ 0.13% |
$330 - $454
|
7.43K
$480K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 0.66% |
$297 - $409
|
1.36K
$88.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.72% |
$99 - $136
|
419
$27.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$33 - $45.4
|
6
$388
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3- 1.24% |
$99 - $136
|
238
$15.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 12.31% |
$264 - $364
|
57
$3.69K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-21- 0.42% |
$693 - $954
|
5.03K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-25- 3.32% |
$825 - $1.14K
|
727
$47K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28- 31.46% |
$924 - $1.27K
|
61
$3.94K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 21.86% |
$1.32K - $1.82K
|
143
$9.25K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-43- 0.39% |
$1.42K - $1.95K
|
11.1K
$715K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-126- 19.15% |
$4.16K - $5.73K
|
532
$34.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-198- 30.14% |
$6.54K - $9K
|
459
$29.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-203- 1.5% |
$6.7K - $9.22K
|
13.3K
$862K
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-386- 2.67% |
$12.7K - $17.5K
|
14.1K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-386- 2.67% |
$12.7K - $17.5K
|
14.1K
$911K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-400- 2.76% |
$13.2K - $18.2K
|
14.1K
$912K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-403- 1.56% |
$13.3K - $18.3K
|
25.4K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-634- 6.4% |
$20.9K - $28.8K
|
9.28K
$600K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-883- 2.18% |
$29.1K - $40.1K
|
39.7K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-889- 14.95% |
$29.3K - $40.4K
|
5.06K
$327K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-910- 7.94% |
$30K - $41.4K
|
10.5K
$682K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-933- 2.29% |
$30.8K - $42.4K
|
39.8K
$2.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.07K- 99.63% |
$35.5K - $48.8K
|
4
$259
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.21K- 10.96% |
$39.8K - $54.8K
|
9.8K
$634K
|
|
|
Jul 23, 2024
Q2 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.66K- 1.86% |
$54.9K - $75.5K
|
87.8K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.13K- 1.39% |
$70.3K - $96.7K
|
151K
$9.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.71K- 2.31% |
$89.4K - $123K
|
114K
$7.4M
|
|
|
Nov 14, 2024
Q2 2024
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-2.88K- 13.78% |
$95K - $131K
|
18K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3K- 31.46% |
$99K - $136K
|
6.54K
$423K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.11K- 13.78% |
$103K - $142K
|
19.5K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.42K- 41.68% |
$113K - $155K
|
4.78K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.9K- 38.33% |
$129K - $177K
|
6.27K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.05K- 49.05% |
$134K - $184K
|
4.2K
$272K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.57K- 98.34% |
$151K - $208K
|
77
$4.98K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.78K- 13.47% |
$158K - $217K
|
30.7K
$1.99M
|