Great Lakes Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
– Sell
-11,245
Closed -$689K – 882
2024
Q4
$689K Sell
11,245
-3
-0% -$188 0.01% 620
2024
Q3
$638K Buy
11,248
+192
+2% +$10K 0.01% 630
2024
Q2
$491K Sell
11,056
-43
-0.4% -$1.74K ﹤0.01% 659
2024
Q1
$390K Buy
11,099
+59
+0.5% +$2.06K ﹤0.01% 651
2023
Q4
$415K Sell
11,040
-15,258
-58% -$482K ﹤0.01% 633
2023
Q3
$774K Buy
+26,298
New +$818K 0.01% 559

Other funds holding HTLF

Great Lakes Advisors's HTLF Position: Q1 2025 in Review

Great Lakes Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 11,245 shares — an estimated $689K sold.

Great Lakes Advisors first reported a position in HTLF in Q3 2023 and held it in 6 quarters. The position peaked at $774K in Q3 2023. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Great Lakes Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 11,245 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $689K.
  • Great Lakes Advisors first reported a position in Heartland Financial USA, Inc. in Q3 2023 and held it in 6 quarters.
  • Great Lakes Advisors's Heartland Financial USA, Inc. position peaked at $774K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Great Lakes Advisors's 13F filing for Q1 2025, filed 16 May 2025.