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.