Heartland Financial USA (htlf V7 Perp E)Preferred / convertible
13F holders, Q2 2024 (June 30)3holders +1
1new positions
0sold out
$25.11avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Heartland Financial USA (htlf V7 Perp E) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Iat Reinsurance Co. LTD. ($565K), Thurston, Springer, Miller, Herd & Titak, Inc. ($83K) and Thompson Investment Management, Inc. ($50K).
- Company
- Heartland Financial USA (htlf V7 Perp E)
- CUSIP
- 42234Q201
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $83K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 3,300 shares bought, net +3,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Iat Reinsurance Co. LTD. | — | No change | 22,500 | $565K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 3,300 | $83K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $50K |
"% of holder's portfolio" is HEARTLAND FINANCIAL USA (HTLF V7 PERP E)'s weight in each manager's 13F, not the share of Heartland Financial USA (htlf V7 Perp E) the manager owns.