Sippican Capital Adivsors »

Heartland Financial USA shares owned by Sippican Capital Adivsors

Quarter-by-quarter ownership of Heartland Financial USA (HTLF) shares owned by Sippican Capital Adivsors from 13F filings

Historical chart of Sippican Capital Adivsors investment in Heartland Financial USA

Tip: Access up to 7 years of quarterly data

All positions including Heartland Financial USA held by Sippican Capital Adivsors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heartland Financial USA by Sippican Capital Adivsors

Quarter filed Position value Share count Share price at filing
2024-03-31 $905k 26k 35.15
2023-12-31 $542k 14k 37.61

More positions owned by Sippican Capital Adivsors

Ban (TBBK)
NVR (NVR)
Fidelity Tr 500 Index Ins Prem MF (FXAIX)
Chevron Corporation (CVX)
Triumph Ban (TFIN)
Lennar Corporation (LEN)
General Electric (GE)
Abbvie (ABBV)
Eli Lilly & Co. (LLY)
Merck & Co (MRK)
Citigroup (C)
MGM Resorts International. (MGM)
Diamondback Energy (FANG)
Pfizer (PFE)
Bristol Myers Squibb (BMY)

View all positions for Sippican Capital Adivsors

Top funds holding Heartland Financial USA

BlackRock
Vanguard Group
Earnest Partners
Dimensional Fund Advisors
Thrivent Financial for Lutherans
HTLF Bank
Charles Schwab Investment Management
Geode Capital Management
FMR
Nuveen Asset Management
American Century Companies
Northern Trust
Stieven Capital Advisors
New York State Common Retirement Fund
Morgan Stanley

View all funds holding Heartland Financial USA