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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

Tip: Access up to 7 years of quarterly data

All positions including Heartland Financial USA held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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