Heartland Financial USA shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Heartland Financial USA (HTLF) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Heartland Financial USA
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Quarterly reported holdings in Heartland Financial USA by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $827k | 15k | 56.70 |
| 2024-06-30 | $593k | 13k | 44.45 |
| 2024-03-31 | $476k | 14k | 35.15 |
| 2023-12-31 | $578k | 15k | 37.61 |
| 2023-09-30 | $323k | 11k | 29.43 |
| 2023-03-31 | $233k | 6.1k | 38.36 |
| 2022-12-31 | $261k | 5.6k | 46.62 |
| 2022-09-30 | $221k | 5.1k | 43.29 |
| 2022-06-30 | $18k | 426 | 42.25 |
| 2022-03-31 | $19k | 399 | 47.62 |
| 2021-12-31 | $19k | 379 | 50.13 |
| 2021-09-30 | $18k | 366 | 49.18 |
| 2021-06-30 | $17k | 366 | 46.45 |
| 2021-03-31 | $12k | 245 | 48.98 |
| 2020-12-31 | $8.0k | 204 | 39.22 |
| 2020-09-30 | $6.0k | 204 | 29.41 |
| 2020-06-30 | $7.0k | 204 | 34.31 |
| 2019-09-30 | $9.0k | 204 | 44.12 |
| 2019-06-30 | $9.0k | 204 | 44.12 |
| 2019-03-31 | $9.0k | 204 | 44.12 |
| 2018-09-30 | $12k | 207 | 57.97 |
| 2018-06-30 | $8.0k | 151 | 52.98 |
| 2018-03-31 | $8.0k | 151 | 52.98 |
| 2017-12-31 | $9.0k | 161 | 55.90 |
More positions owned by Captrust Financial Advisors
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