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Get Institutions for : 
Heartland Financial USA Inc (HTLF)  
$43.95 0.52 (1.2%) as of 4:30 Fri 5/10


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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  : 
12.35 (39.08%)  




 
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
12,756
 0.04%
 
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
   MidWestOne Financial Group Inc. 11 - 2023-12-31 118,663 $4,463,000 0
   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
   Elizabeth Park Capital Advisors Ltd. 37 - 2023-12-31 59,087 $2,222,000 0
   UMB BANK N A/MO 284 - 2024-03-31 40,556 $1,426,000 0
   ACCREDITED INVESTORS INC. 94 - 2023-12-31 22,598 $850,000 0
   MetLife Investment Advisors LLC 1409 - 2023-12-31 21,974 $826,000 0
   Fortress Wealth Management Inc. 42 - 2024-03-31 23,246 $817,000 0
   KITZINGER LAUTMANN CAPITAL MANAGEMENT INC 93 - 2023-12-31 13,900 $523,000 0
   ATWOOD & PALMER INC 100 - 2024-03-31 14,509 $510,000 0
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1665 - 2023-12-31 12,076 $454,000 0
   Handelsbanken Fonder AB 1309 - 2023-12-31 9,537 $359,000 0
   CONGRESS ASSET MANAGEMENT CO /MA 338 - 2024-03-31 8,963 $315,000 0
   ARP AMERICAS LLC 504 - 2023-12-31 8,339 $314,000 0
   N.E.W. Advisory Services LLC 140 - 2024-03-31 8,252 $290,000 0
   PDT PARTNERS, LLC 473 - 2023-12-31 7,028 $264,000 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 1541 - 2023-12-31 4,644 $175,000 0
   SUMMIT INVESTMENT ADVISORS INC 1427 - 2023-12-31 4,203 $158,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1116 - 2023-12-31 2,514 $95,000 0
   MARQUETTE ASSET MANAGEMENT INC. 136 - 2023-12-31 1,479 $56,000 0
   AdvisorNet Financial Inc 872 - 2024-03-31 1,101 $39,000 0
   McIlrath & Eck LLC 375 - 2023-12-31 658 $25,000 0
   ISLAY CAPITAL MANAGEMENT LLC 164 - 2023-12-31 500 $19,000 0
   Tradition Wealth Management LLC 904 - 2023-12-31 404 $15,000 0
   NISA INVESTMENT ADVISORS L L C 1998 - 2024-03-31 371 $13,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1143 - 2023-12-31 270 $10,000 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 647 - 2023-12-31 103 $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
   Sachetta LLC 794 - 2024-03-31 57 $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
   TFO-TDC LLC 638 - 2023-12-31 6 $0 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

  41 Records found
  1    
  Page 1 of 1
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