Institutional Owners for HTLF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WHELAN FINANCIAL | COM | 151 | $515,714 | 13,712 | 0.00 | 0.00 | 83 | 0.61 | 12-31-2023 |
| EDGESTREAM PARTNERS LP | COM | Liquidated | $0 | 0 | 0.00 | 13,623 | +Inf | 12-31-2023 | |
| CAPTRUST FINANCIAL ADVISORS | Stock | 153 | $475,896 | 13,539 | 0.00 | 0.00 | 7,467 | 122.97 | 03-31-2024 |
| CREATIVE PLANNING | COM | 154 | $492,066 | 13,083 | 0.00 | 0.00 | -1,164 | -8.17 | 12-31-2023 |
