MassMutual Private Wealth & Trust’s Heartland Financial USA, Inc. HTLF Stock Holding History

MassMutual Private Wealth & Trust’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	-33	Closed	-$2.02K	–	2526
2024 Q4	$2.02K	Hold	33	–	–	﹤0.01%	1837
2024 Q3	$1.87K	Hold	33	–	–	﹤0.01%	1677
2024 Q2	$1.47K	Hold	33	–	–	﹤0.01%	1729
2024 Q1	$1.16K	Hold	33	–	–	﹤0.01%	1670
2023 Q4	$1.24K	Hold	33	–	–	﹤0.01%	1635
2023 Q3	$971	Hold	33	–	–	﹤0.01%	1702
2023 Q2	$920	Buy	33 +21	+175%	+$653	﹤0.01%	1679
2023 Q1	$460	Sell	12 -57	-83%	-$2.61K	﹤0.01%	1703
2022 Q4	$3K	Hold	69	–	–	﹤0.01%	1191
2022 Q3	$3K	Buy	+69	New	+$3.06K	﹤0.01%	1147
2018 Q3	–	Sell	-25	Closed	-$1.37K	–	1123
2018 Q2	$1.37K	Buy	+25	New	+$1.37K	﹤0.01%	944

Other funds holding HTLF

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

MassMutual Private Wealth & Trust's HTLF Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 33 shares — an estimated $2.02K sold.

MassMutual Private Wealth & Trust first reported a position in HTLF in Q2 2018 and held it in 11 quarters. The position peaked at $3K in Q4 2022. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 33 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.02K.
MassMutual Private Wealth & Trust first reported a position in Heartland Financial USA, Inc. in Q2 2018 and held it in 11 quarters.
MassMutual Private Wealth & Trust's Heartland Financial USA, Inc. position peaked at $3K in Q4 2022.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.