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

HighTower Advisors’s Portfolio HTLF Stock Details HTLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,090	Closed	-$251K	–	4112
2024 Q4	$251K	Buy	4,090 +99	+2%	+$6.2K	﹤0.01%	3020
2024 Q3	$225K	Buy	+3,991	New	+$209K	﹤0.01%	3049

Other funds holding HTLF

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

HighTower Advisors's HTLF Position: Q1 2025 in Review

HighTower Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,090 shares — an estimated $251K sold.

HighTower Advisors first reported a position in HTLF in Q3 2024 and held it in 2 quarters. The position peaked at $251K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

HighTower Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
HighTower Advisors sold 4,090 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $251K.
HighTower Advisors first reported a position in Heartland Financial USA, Inc. in Q3 2024 and held it in 2 quarters.
HighTower Advisors's Heartland Financial USA, Inc. position peaked at $251K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.