Heartland Advisors Inc
Legal Name: HEARTLAND ADVISORS, INC.
Full Contact Details
Heartland Advisors Inc
789 N WATER STREET SUITE 500, MILWAUKEE, WI
414-347-7777
414-347-1339
Other Info
Heartland Advisors Inc is a Wisconsin based corporation that has been approved by the U.S. Securities and Exchange Commission since June 23, 1983. With a team of 28 employees, including 12 in advisory roles, the firm is dedicated to providing financial analysis and advice. Although the number of clients served by the firm is unknown, its long-standing SEC approval is a testimony of its professionalism in the industry.
Website
Website
Value Investing Manager Value Mutual Funds | Heartland Advisors
Value investing is the singular focus of Heartland Advisors, investment advisor for Heartland Funds. Our process is the 10 Principles of Value Investing.
Value Investing Manager Value Mutual Funds | Heartland Advisors
Value investing is the singular focus of Heartland Advisors, investment advisor for Heartland Funds. Our process is the 10 Principles of Value Investing.
Direct Owners
-
ANDREW JOHN FLEMING
VICE PRESIDENT & PORTFOLIO MANAGER owns less than 5%
-
BRADFORD ALLEN EVANS
SENIOR VICE PRESIDENT & PORTFOLIO MANAGER owns less than 5%
-
COLIN PATRICK MCWEY
VICE PRESIDENT & PORTFOLIO MANAGER owns less than 5%
-
HEARTLAND HOLDINGS, INC.
SHAREHOLDER owns 75% or more
-
KEVIN DOUGLAS CLARK
SENIOR VICE PRESIDENT EQUITY TRADING owns less than 5%
-
MATTHEW JASON MINER
DIRECTOR, VICE PRESIDENT & DIRECTOR OF EQUITY TRADING owns less than 5%
-
MICHAEL DAVID KOPS
VICE PRESIDENT OF SALES owns less than 5%
-
NICOLE JEANNINE BEST
SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF ADMINSTRATIVE OFFICER owns less than 5%
-
VINITA KAUR PAUL
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL & SECRETARY owns less than 5%
-
WILLIAM JOHN NASGOVITZ
DIRECTOR & CHAIRMAN owns less than 5%
-
WILLIAM RICHARD NASGOVITZ
DIRECTOR, CHIEF EXECUTIVE OFFICER & PORTFOLIO MANAGER owns less than 5%
Indirect Owners
-
WILLIAM JOHN NASGOVITZ
DIRECTOR & CHAIRMAN owns 75% or more
Firms Located Nearby
- Northwest Passage Capital Advisors LLC
- Hammes Realty Advisors LLC
- Diversified Management Inc
- Mccarthy Grittinger Financial Group LLC
- Geneva Capital Management LLC
- Landaas & Company
- Cortina Asset Management LLC
- Marietta Investment Partners LLC
- Hogan Financial Management LLC
- Baird Venture Partners Management Company I LLC
Top Holdings
- KENNEDY-WILSON HLDS $21,872k
- MDC HOLDINGS $21,708k
- MGIC INVT CORP WIS $21,002k
- RADIAN GROUP INC $20,630k
- POWELL INDS INC $20,533k
- Berkshire Hathaway, Inc. $17,953k
- SCHNITZER STL $16,222k
- PRETIUM RES INC $16,177k
- BERRY PETE CORP $15,155k
- MDU RES GROUP INC $14,569k