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Get Institutions for : 
Heartland Financial USA Inc (HTLF)  
$43.76 0.27 (0.62%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 216    9
Total shares held : 
30,503,370  
% of shares held : 
82.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
733,727  
% of shares held change : 
  1.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$29.09  
Last Quarter's Ending Price : 
$37.61  
Last Quarter's Average Price
$31.60  
Change from last quarter's     
avg. price to the last closing  : 
12.16 (38.48%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 742,564
 2.43%
 
Increased Positions :
67
 1,411,673
 4.63%
 
Unchanged Positions :
47
 2,018,428
 6.62%
 
Decreased Positions :
77
-1,072,370
-3.52%
 
Closed Positions :
16
-348,140
-1.14%
 
Guru Positions :
2
256
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PrairieView Partners LLC 33 - 2024-03-31 107,110 $3,765,000 0
   OLD NATIONAL BANCORP /IN/ 190 - 2024-03-31 80,000 $2,812,000 0
   Swiss National Bank 1645 - 2024-03-31 79,900 $2,808,000 0
   Elizabeth Park Capital Advisors Ltd. 36 - 2024-03-31 59,087 $2,077,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1708 - 2024-03-31 47,405 $1,666,000 0
   ALLIANCEBERNSTEIN L.P. 2029 - 2024-03-31 45,055 $1,584,000 0
   CREDIT SUISSE/ 2010 - 2024-03-31 41,621 $1,463,000 0
   UMB BANK N A/MO 284 - 2024-03-31 40,556 $1,426,000 0
   OPPENHEIMER & CO INC 782 - 2024-03-31 25,115 $883,000 0
   Fortress Wealth Management Inc. 42 - 2024-03-31 23,246 $817,000 0
   ACCREDITED INVESTORS INC. 99 - 2024-03-31 22,598 $794,000 0
   MetLife Investment Advisors LLC 1444 - 2024-03-31 21,974 $772,000 0
   Quotient Wealth Partners LLC 166 - 2024-03-31 14,599 $513,000 0
   ATWOOD & PALMER INC 100 - 2024-03-31 14,509 $510,000 0
   KITZINGER LAUTMANN CAPITAL MANAGEMENT INC 98 - 2024-03-31 13,900 $489,000 0
   CAXTON ASSOCIATES LLC 341 - 2024-03-31 12,153 $427,000 0
   First Financial Bankshares Inc 147 - 2024-03-31 10,685 $376,000 0
   Handelsbanken Fonder AB 1348 - 2024-03-31 9,537 $335,000 0
   CONGRESS ASSET MANAGEMENT CO /MA 338 - 2024-03-31 8,963 $315,000 0
   ARP AMERICAS LLC 507 - 2024-03-31 8,339 $293,000 0
   N.E.W. Advisory Services LLC 140 - 2024-03-31 8,252 $290,000 0
   FIRST COMMUNITY TRUST NA 62 - 2024-03-31 7,282 $256,000 0
   JNBA FINANCIAL ADVISORS 182 - 2024-03-31 6,351 $223,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1614 - 2024-03-31 4,644 $163,000 0
   SUMMIT INVESTMENT ADVISORS INC 1490 - 2024-03-31 4,203 $148,000 0
   MARQUETTE ASSET MANAGEMENT INC. 140 - 2024-03-31 1,479 $52,000 0
   AdvisorNet Financial Inc 872 - 2024-03-31 1,101 $39,000 0
   McIlrath & Eck LLC 430 - 2024-03-31 658 $23,000 0
   ISLAY CAPITAL MANAGEMENT LLC 152 - 2024-03-31 500 $18,000 0
   NISA INVESTMENT ADVISORS L L C 1998 - 2024-03-31 371 $13,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1175 - 2024-03-31 270 $9,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1097 - 2024-03-31 228 $8,000 0
   City State Bank 572 - 2024-03-31 150 $5,000 0
   HHM Wealth Advisors LLC 639 - 2024-03-31 103 $4,000 0
   PROEQUITIES INC. 1962 - 2024-03-31 89 $3,000 0
   Private Wealth Management Group LLC 991 - 2024-03-31 45 $2,000 0
   CAROLINAS WEALTH CONSULTING LLC 810 - 2024-03-31 65 $2,000 0
   Sachetta LLC 794 - 2024-03-31 57 $2,000 0
   Steward Partners Investment Advisory LLC 3267 - 2024-03-31 62 $2,000 0
   JFS WEALTH ADVISORS, LLC 1677 - 2024-03-31 17 $1,000 0
   MASSMUTUAL TRUST CO FSB/ADV 1789 - 2024-03-31 33 $1,000 0
   Farther Finance Advisors LLC 2778 - 2024-03-31 40 $1,000 0
   Lindbrook Capital LLC 2629 - 2024-03-31 10 $0 0
   SJS Investment Consulting Inc. 1535 - 2024-03-31 10 $0 0
   Capital Advisors Ltd. LLC 1508 - 2024-03-31 4 $0 0
   DiNuzzo Private Wealth Inc. 1374 - 2024-03-31 5 $0 0

  46 Records found
  1    
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