Purchases and Sales Made in Q3 2022 in Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
772+ 7.92% |
$20.1K - $35.9K
|
10.5K
$680K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
770New |
$20.1K - $35.8K
|
770
$49.8K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
720New |
$18.8K - $33.5K
|
720
$46.6K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
663+ 0.39% |
$17.3K - $30.8K
|
172K
$11.1M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
541+ 7.74% |
$14.1K - $25.1K
|
7.53K
$487K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
537+ 3.46% |
$14K - $25K
|
16K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
393New |
$10.3K - $18.3K
|
393
$25.4K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
344+ 1011.76% |
$8.98K - $16K
|
378
$24.4K
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
275+ 1.43% |
$7.18K - $12.8K
|
19.5K
$1.26M
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
251New |
$6.55K - $11.7K
|
251
$16.2K
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
137+ 1.22% |
$3.58K - $6.37K
|
11.4K
$736K
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
120+ 2.21% |
$3.13K - $5.58K
|
5.55K
$359K
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
80+ 0.12% |
$2.09K - $3.72K
|
66K
$4.27M
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
80+ 3.51% |
$2.09K - $3.72K
|
2.36K
$153K
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
71+ 0.71% |
$1.85K - $3.3K
|
10K
$647K
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
71+ 0.6% |
$1.85K - $3.3K
|
12K
$775K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
70New |
$1.83K - $3.25K
|
70
$4.53K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
69New |
$1.8K - $3.21K
|
69
$4.46K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
66+ 0.67% |
$1.72K - $3.07K
|
9.95K
$643K
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
62New |
$1.62K - $2.88K
|
62
$4.01K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
61+ 11.09% |
$1.59K - $2.84K
|
611
$39.5K
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
57+ 0.5% |
$1.49K - $2.65K
|
11.5K
$745K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
51+ 0.98% |
$1.33K - $2.37K
|
5.27K
$341K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$1.04K - $1.86K
|
40
$2.59K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 9.31% |
$496 - $883
|
223
$14.4K
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
19+ 2.84% |
$496 - $883
|
688
$44.5K
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
BUY
|
- |
15+ 2.27% |
$392 - $697
|
675
$43.7K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$339 - $604
|
13
$841
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
12+ 80.0% |
$313 - $558
|
27
$1.75K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 2.59% |
$183 - $325
|
277
$17.9K
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$78.3 - $139
|
26.4K
$1.71M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 60.0% |
$78.3 - $139
|
8
$517
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 1.14% |
$52.2 - $93
|
178
$11.5K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.51% |
$52.2 - $93
|
395
$25.5K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.15% |
$26.1 - $46.5
|
679
$43.9K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$26.1 - $46.5
|
23
$1.49K
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-15- 23.08% |
$392 - $697
|
50
$3.23K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23- 0.16% |
$600 - $1.07K
|
14.6K
$944K
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-29- 3.72% |
$757 - $1.35K
|
751
$48.6K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-41- 38.68% |
$1.07K - $1.91K
|
65
$4.2K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-48- 0.92% |
$1.25K - $2.23K
|
5.19K
$336K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-92- 34.33% |
$2.4K - $4.28K
|
176
$11.4K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-124- 43.82% |
$3.24K - $5.76K
|
159
$10.3K
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-151- 0.27% |
$3.94K - $7.02K
|
56.2K
$3.64M
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-171- 0.41% |
$4.46K - $7.95K
|
41.1K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-191- 2.49% |
$4.99K - $8.88K
|
7.48K
$484K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-197- 98.01% |
$5.14K - $9.16K
|
4
$259
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-213- 1.34% |
$5.56K - $9.9K
|
15.7K
$1.01M
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-213- 1.34% |
$5.56K - $9.9K
|
15.7K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-259- 9.89% |
$6.76K - $12K
|
2.36K
$153K
|