HTLF Insider Trading

Insider Ownership Percentage: 1.80%
Insider Buying (Last 12 Months): $23,060.70
Insider Selling (Last 12 Months): $2,098,651.26

Heartland Financial USA Insider Trading History Chart

This chart shows the insider buying and selling history at Heartland Financial USA by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Heartland Financial USA Share Price & Price History

Current Price: $66.07
Price Change: Price Decrease of -0.35 (-0.53%)
As of 11/14/2024 01:00 AM ET

This chart shows the closing price history over time for HTLF up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Heartland Financial USA Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/11/2024John K SchmidtDirectorSell22,500$68.32$1,537,200.0060,541View SEC Filing Icon  
8/9/2024Lo B. NestmanEVPSell4,389$50.14$220,064.46View SEC Filing Icon  
6/30/2024Kevin L. ThompsonCFOBuy317$39.42$12,496.14317View SEC Filing Icon  
6/30/2024Lo B NestmanEVPBuy268$39.42$10,564.563,583View SEC Filing Icon  
6/12/2024Robert B. EngelDirectorSell5,928$25.20$149,385.6011,000View SEC Filing Icon  
6/10/2024Robert B. EngelDirectorSell1$25.20$25.2016,999View SEC Filing Icon  
5/7/2024Robert B. EngelDirectorSell7,600$25.26$191,976.0017,000View SEC Filing Icon  
6/30/2023Deborah K. DetersEVPBuy536$25.60$13,721.607,445View SEC Filing Icon  
5/9/2023Bruce K. LeeCEOBuy5,000$27.55$137,750.0070,039View SEC Filing Icon  
3/13/2023Robert B. EngelDirectorBuy4,291$23.59$101,224.6923,000View SEC Filing Icon  
3/9/2023Robert B. EngelDirectorBuy4,002$25.25$101,050.5017,002View SEC Filing Icon  
3/3/2023Robert B. EngelDirectorBuy3,000$25.73$77,190.0013,000View SEC Filing Icon  
2/3/2023Martin J. SchmitzDirectorSell4,000$50.21$200,840.0065,340View SEC Filing Icon  
8/26/2022Robert B. EngelDirectorBuy1,922$26.01$49,991.228,500View SEC Filing Icon  
8/24/2022Robert B. EngelDirectorBuy1,000$26.25$26,250.005,489View SEC Filing Icon  
8/23/2022Bruce K. LeeCEOBuy2,000$45.90$91,800.0052,502View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Heartland Financial USA (NASDAQ:HTLF)

71.55% of Heartland Financial USA stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HTLF by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Heartland Financial USA Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024Westchester Capital Management LLC582,880$33.05M1.4%+260.1%1.359%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors14,576$0.83M0.0%+9.3%0.034%Search for SEC Filing on Google Icon
11/14/2024HBK Investments L P16,484$0.94M0.0%N/A0.038%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC107,046$6.07M0.0%-10.8%0.250%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC24,343$1.38M0.0%-1.9%0.057%Search for SEC Filing on Google Icon
11/14/2024Healthcare of Ontario Pension Plan Trust Fund21,000$1.19M0.0%-58.2%0.049%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets15,890$0.90M0.0%+18.8%0.037%Search for SEC Filing on Google Icon
11/13/2024FMR LLC502,768$28.51M0.0%-8.3%1.173%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company 17,595$1M0.0%-20.5%0.041%Search for SEC Filing on Google Icon
11/12/2024Algert Global LLC17,266$0.98M0.0%+49.5%0.040%Search for SEC Filing on Google Icon
11/12/2024Citigroup Inc.247,249$14.02M0.0%-0.1%0.577%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.1,456,428$82.58M0.0%+3.8%3.397%Search for SEC Filing on Google Icon
11/12/2024Integrated Investment Consultants LLC8,532$0.48M0.0%-4.0%0.020%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC7,514$0.43M0.0%N/A0.018%Search for SEC Filing on Google Icon
11/8/2024Steele Capital Management Inc.10,246$0.58M0.0%-69.7%0.024%Search for SEC Filing on Google Icon
11/8/2024Moors & Cabot Inc.15,504$0.88M0.0%+58.2%0.036%Search for SEC Filing on Google Icon
11/8/2024Phocas Financial Corp.82,693$4.69M0.0%-5.8%0.193%Search for SEC Filing on Google Icon
11/7/2024LMR Partners LLP88,856$5.04M0.0%+105.4%0.207%Search for SEC Filing on Google Icon
11/7/2024Stieven Capital Advisors L.P.323,577$18.35M3.5%+20.9%0.755%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans235,568$13.36M0.0%-28.0%0.549%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC107,076$6.07M0.1%+5.3%0.250%Search for SEC Filing on Google Icon
11/6/2024Connable Office Inc.8,820$0.50M0.1%-4.8%0.021%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer Asset Management Inc.62,514$3.55M0.0%-0.9%0.146%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.13,537$0.77M0.0%-15.1%0.032%Search for SEC Filing on Google Icon
11/4/2024Versor Investments LP83,489$4.73M0.7%+13.6%0.195%Search for SEC Filing on Google Icon
11/4/2024Wolverine Asset Management LLC41,042$2.33M0.0%+39.3%0.096%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.28,679$1.63M0.0%+8.0%0.067%Search for SEC Filing on Google Icon
10/31/2024JNBA Financial Advisors3,351$0.19M0.0%-47.2%0.008%Search for SEC Filing on Google Icon
10/28/2024New York State Common Retirement Fund328,453$18.62M0.0%-7.7%0.767%Search for SEC Filing on Google Icon
10/28/2024Whelan Financial9,040$0.51M0.2%-2.7%0.021%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC30,978$1.76M0.0%+0.8%0.072%Search for SEC Filing on Google Icon
10/23/2024Mirae Asset Global Investments Co. Ltd.23,744$1.33M0.0%+12.4%0.055%Search for SEC Filing on Google Icon
10/23/2024Assenagon Asset Management S.A.201,125$11.40M0.0%N/A0.470%Search for SEC Filing on Google Icon
10/19/2024OLD National Bancorp IN50,000$2.84M0.1%-28.6%0.117%Search for SEC Filing on Google Icon
10/18/2024Blue Trust Inc.2,775$0.16M0.0%+2,193.4%0.006%Search for SEC Filing on Google Icon
10/17/2024AlphaMark Advisors LLC6,352$0.36M0.1%N/A0.015%Search for SEC Filing on Google Icon
10/15/2024HTLF Bank1,167,225$66.18M7.2%-15.0%2.725%Search for SEC Filing on Google Icon
10/11/2024Creative Planning27,743$1.57M0.0%-21.6%0.065%Search for SEC Filing on Google Icon
10/9/2024USA Financial Formulas1,060$60K0.0%+28.0%0.002%Search for SEC Filing on Google Icon
10/9/2024High Note Wealth LLC4,204$0.24M0.1%N/A0.010%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC2,202$0.13M0.0%N/A0.005%Search for SEC Filing on Google Icon
9/20/2024Healthcare of Ontario Pension Plan Trust Fund50,200$2.23M0.0%N/A0.117%Search for SEC Filing on Google Icon
8/16/2024Water Island Capital LLC18,002$0.80M0.1%N/A0.042%Search for SEC Filing on Google Icon
8/16/2024Creative Planning35,399$1.57M0.0%+90.4%0.083%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC11,546$0.51M0.0%-77.9%0.027%Search for SEC Filing on Google Icon
8/16/2024MidWestOne Financial Group Inc.114,446$5.09M0.9%-2.3%0.267%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company22,119$0.98M0.0%+4.7%0.052%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC710,923$31.60M0.0%+2,309.0%1.660%Search for SEC Filing on Google Icon
8/15/2024Dark Forest Capital Management LP13,513$0.60M0.1%N/A0.032%Search for SEC Filing on Google Icon
8/15/2024Earnest Partners LLC2,657,168$118.11M0.6%+2.1%6.204%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC71,545$3.18M0.0%-76.1%0.167%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC238,485$10.60M0.0%N/A0.557%Search for SEC Filing on Google Icon
8/14/2024Slotnik Capital LLC308,534$13.71M6.7%N/A0.720%Search for SEC Filing on Google Icon
8/14/2024Sagefield Capital LP73,218$3.26M0.3%N/A0.171%Search for SEC Filing on Google Icon
8/14/2024Bank of Montreal Can14,974$0.67M0.0%N/A0.035%Search for SEC Filing on Google Icon
8/14/2024Magnetar Financial LLC1,048,965$46.63M1.0%N/A2.449%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC11,617$0.52M0.0%+52.9%0.027%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans327,216$14.55M0.0%-79.3%0.764%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.151,443$6.73M0.0%-1.4%0.354%Search for SEC Filing on Google Icon
8/13/2024Canada Pension Plan Investment Board57,200$2.54M0.0%N/A0.134%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd5,062$0.23M0.0%N/A0.012%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC4,779$0.21M0.0%-41.7%0.011%Search for SEC Filing on Google Icon
8/10/2024Denali Advisors LLC62,300$2.77M0.8%-55.5%0.145%Search for SEC Filing on Google Icon
8/10/2024Virtu Financial LLC34,464$1.53M0.1%N/A0.080%Search for SEC Filing on Google Icon
8/9/2024Moors & Cabot Inc.9,798$0.44M0.0%-11.0%0.023%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC36,800$1.64M0.0%+62.1%0.086%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP2,384,697$106M0.0%+8.3%5.568%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.144,397$6.42M0.0%+5.1%0.337%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer Asset Management Inc.63,083$2.80M0.0%+24.6%0.147%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.519,283$23.08M0.0%-3.4%1.212%Search for SEC Filing on Google Icon
8/7/2024Choreo LLC11,141$0.49M0.0%+21.0%0.026%Search for SEC Filing on Google Icon
8/7/2024Ashton Thomas Private Wealth LLC5,057$0.23M0.0%-15.0%0.012%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC6,387$0.28M0.0%+49,030.8%0.015%Search for SEC Filing on Google Icon
8/5/2024Arizona State Retirement System11,378$0.51M0.0%+2.2%0.027%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.15,945$0.71M0.0%-75.7%0.037%Search for SEC Filing on Google Icon
8/2/2024Wolverine Asset Management LLC29,453$1.31M0.0%N/A0.069%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers82,732$3.68M0.0%+2.8%0.193%Search for SEC Filing on Google Icon
8/1/2024Versor Investments LP73,507$3.27M0.6%+781.5%0.172%Search for SEC Filing on Google Icon
8/1/2024PrairieView Partners LLC48,615$2.16M0.2%-54.6%0.114%Search for SEC Filing on Google Icon
8/1/2024Financial Counselors Inc.9,277$0.41M0.0%-6.4%0.022%Search for SEC Filing on Google Icon
8/1/2024Stieven Capital Advisors L.P.267,628$11.90M2.6%-32.1%0.625%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.26,543$1.18M0.0%+14.1%0.062%Search for SEC Filing on Google Icon
7/29/2024UMB Bank n.a.39,673$1.76M0.0%-2.2%0.093%Search for SEC Filing on Google Icon
7/29/2024Innealta Capital LLC1,864$83K0.0%N/A0.004%Search for SEC Filing on Google Icon
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank8,172$0.36M0.0%+40.7%0.019%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp302,294$13.44M0.0%+4.3%0.706%Search for SEC Filing on Google Icon
7/23/2024HTLF Bank1,372,988$61.03M6.9%-7.1%3.206%Search for SEC Filing on Google Icon
7/20/2024Accredited Investors Inc.19,484$0.87M0.1%-13.8%0.045%Search for SEC Filing on Google Icon
7/16/2024Steele Capital Management Inc.33,842$1.50M0.1%+193.9%0.079%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC30,733$1.37M0.0%-13.5%0.072%Search for SEC Filing on Google Icon
7/11/2024OLD National Bancorp IN70,000$3.11M0.1%-12.5%0.163%Search for SEC Filing on Google Icon
7/10/2024Atwood & Palmer Inc.14,109$0.63M0.0%-2.8%0.033%Search for SEC Filing on Google Icon
7/10/2024First Affirmative Financial Network4,706$0.21M0.1%N/A0.011%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System40,715$1.43M0.0%-5.5%0.095%Search for SEC Filing on Google Icon
5/16/2024EJF Capital LLC65,841$2.31M1.6%-13.0%0.154%Search for SEC Filing on Google Icon
5/16/2024Black Maple Capital Management LP19,799$0.70M0.4%N/A0.046%Search for SEC Filing on Google Icon
5/15/2024Earnest Partners LLC2,603,138$91.50M0.4%-1.4%6.084%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD25,764$0.91M0.0%-52.0%0.060%Search for SEC Filing on Google Icon
5/14/2024Stieven Capital Advisors L.P.394,095$13.85M2.9%+506.3%0.921%Search for SEC Filing on Google Icon
5/11/2024Covestor Ltd1,078$38K0.0%-60.7%0.003%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Heartland Financial USA logo
Heartland Financial USA, Inc., a bank holding company, provides commercial, small business, and consumer banking services to individuals and businesses in the United States. The company accepts various deposit products, including checking, demand deposit accounts, NOW accounts, savings, money market, and individual retirement; certificates of deposit; and other time deposits. It offers loans, including commercial and industrial, commercial real estate, agricultural, small business, and real estate mortgage loans; consumer loans comprising motor vehicle, home improvement, home equity line of credit, and fixed rate home equity and personal lines of credit; and credit cards for commercial, business, and personal use. In addition, the company provides business and personal online banking, and mobile banking; bill payment, remote deposit capture, and treasury management services; debit cards; automated teller machines; and automated clearing house services, wire transfers, insured cash sweeps, zero balance accounts, lockbox, image cash letter, remote deposit capture, commercial cards for travel and entertainment purchasing, merchant services to receive credit card payments, investment sweep accounts, reconciliation services, online invoice processing, foreign exchange and positive pay fraud prevention services for checks and automated clearing house services payments. Further, it offers wealth management, trust services, brokerage services, and fixed rate annuity products; and investment services, including mutual funds, individual retirement products, and education savings products. Heartland Financial USA, Inc. was founded in 1981 and is headquartered in Denver, Colorado.
Read More on Heartland Financial USA

Today's Range

Now: $66.07
Low: $65.80
High: $67.09

50 Day Range

MA: $58.55
Low: $53.48
High: $68.87

52 Week Range

Now: $66.07
Low: $29.67
High: $69.91

Volume

168,945 shs

Average Volume

291,552 shs

Market Capitalization

$2.83 billion

P/E Ratio

36.91

Dividend Yield

1.78%

Beta

0.94

Who are the company insiders with the largest holdings of Heartland Financial USA?

Heartland Financial USA's top insider shareholders include:
  1. Bruce K Lee (CEO)
  2. Martin J Schmitz (Director)
  3. John K Schmidt (Director)
  4. Robert B Engel (Director)
  5. Deborah K Deters (EVP)
  6. Lo B Nestman (EVP)
  7. Kevin L Thompson (CFO)
  8. Lo B Nestman (EVP)
Learn More about top insider investors at Heartland Financial USA.

Who are the major institutional investors of Heartland Financial USA?

Heartland Financial USA's top institutional investors include:
  1. Charles Schwab Investment Management Inc. — 3.40%
  2. HTLF Bank — 2.73%
  3. Westchester Capital Management LLC — 1.36%
  4. FMR LLC — 1.17%
  5. Slotnik Capital LLC — 0.82%
  6. New York State Common Retirement Fund — 0.77%
Learn More about top institutional investors of Heartland Financial USA stock.

Which institutional investors are selling Heartland Financial USA stock?

In the last quarter, HTLF stock was sold by these institutional investors:
  1. HTLF Bank
  2. Thrivent Financial for Lutherans
  3. FMR LLC
  4. Healthcare of Ontario Pension Plan Trust Fund
  5. New York State Common Retirement Fund
  6. Steele Capital Management Inc.
  7. OLD National Bancorp IN
  8. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
During the last year, company insiders that have sold Heartland Financial USA company stock include:
  1. Bruce K Lee (CEO)
  2. Martin J Schmitz (Director)
  3. John K Schmidt (Director)
Learn More investors selling Heartland Financial USA stock.

Which institutional investors are buying Heartland Financial USA stock?

Within the last quarter, HTLF stock was bought by institutional investors including:
  1. Westchester Capital Management LLC
  2. Assenagon Asset Management S.A.
  3. Stieven Capital Advisors L.P.
  4. Charles Schwab Investment Management Inc.
  5. LMR Partners LLP
  6. Slotnik Capital LLC
  7. HBK Investments L P
  8. Wolverine Asset Management LLC
During the previous year, these company insiders have bought Heartland Financial USA stock:
  1. Bruce K Lee (CEO)
  2. Martin J Schmitz (Director)
  3. John K Schmidt (Director)
  4. Robert B Engel (Director)
  5. Deborah K Deters (EVP)
Learn More investors buying Heartland Financial USA stock.