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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
   EverSource Wealth Advisors LLC 2514 *Closed 2023-12-31 0 $0 -35
   TUDOR INVESTMENT CORP ET AL 1510 *Closed 2023-12-31 0 $0 -70,778
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3332 *Closed 2024-03-31 0 $0 -7,106
   ADVISORY SERVICES NETWORK, LLC 1917 *Closed 2024-03-31 0 $0 -1,569
   NBC SECURITIES INC. 2167 *Closed 2024-03-31 0 $0 -300
   Jackson Creek Investment Advisors LLC 296 *Closed 2024-03-31 0 $0 -26,988
   CORNERCAP INVESTMENT COUNSEL INC 596 *Closed 2024-03-31 0 $0 -12,230
   FTB Advisors Inc. 2243 *Closed 2024-03-31 0 $0 -19
   Access Investment Management LLC 100 *Closed 2024-03-31 0 $0 -5,400
   JACOBS LEVY EQUITY MANAGEMENT INC 1013 *Closed 2023-12-31 0 $0 -16,713
   GLADIUS CAPITAL MANAGEMENT LP 267 *Closed 2023-12-31 0 $0 -139
   Y-Intercept (Hong Kong) Ltd 1430 *Closed 2024-03-31 0 $0 -5,918
   SRS Capital Advisors Inc. 1366 *Closed 2023-12-31 0 $0 -247
   Squarepoint Ops LLC 2744 *Closed 2023-12-31 0 $0 -42,599
   Connor Clark & Lunn Investment Management Ltd. 1627 *Closed 2024-03-31 0 $0 -5,967
   V Wealth ManagementLLC 320 *Closed 2023-09-30 0 $0 -7,450
   Russell Investments Group Ltd. 3267 *Closed 2024-03-31 0 $0 -16,864
   BAKER AVENUE ASSET MANAGEMENT, LP 1493 *Closed 2023-12-31 0 $0 -12
   BALYASNY ASSET MANAGEMENT LLC 2285 *Closed 2023-12-31 0 $0 -8,760
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1229 *Closed 2023-12-31 0 $0 -61,100
   Ten Capital Wealth Advisors LLC 589 *Closed 2023-06-30 0 $0 -1,950
  21 Records found
  1    
  Page 1 of 1
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