MC
HTLF

Moors & Cabot’s Heartland Financial USA, Inc. HTLF Stock Holding History

Moors & Cabot’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
-6,869
Closed -$421K – 937
2024
Q4 		$421K Sell
6,869
-8,635
-56% -$540K 0.02% 550
2024
Q3 		$879K Buy
15,504
+5,706
+58% +$299K 0.04% 369
2024
Q2 		$436K Sell
9,798
-1,206
-11% -$48.9K 0.02% 519
2024
Q1 		$387K Sell
11,004
-2,501
-19% -$87.3K 0.02% 583
2023
Q4 		$508K Sell
13,505
-361
-3% -$11.4K 0.03% 462
2023
Q3 		$408K Buy
13,866
+1,443
+12% +$44.9K 0.03% 502
2023
Q2 		$346K Sell
12,423
-346
-3% -$10.8K 0.02% 572
2023
Q1 		$490K Sell
12,769
-250
-2% -$11.5K 0.03% 443
2022
Q4 		$607K Sell
13,019
-1,517
-10% -$71.7K 0.04% 368
2022
Q3 		$630K Buy
14,536
+1,341
+10% +$59.4K 0.05% 340
2022
Q2 		$548K Sell
13,195
-1,697
-11% -$74.6K 0.04% 388
2022
Q1 		$712K Buy
14,892
+1,904
+15% +$96.3K 0.04% 371
2021
Q4 		$657K Buy
+12,988
New +$654K 0.04% 386

Other funds holding HTLF

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

Moors & Cabot's HTLF Position: Q1 2025 in Review

Moors & Cabot sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 6,869 shares — an estimated $421K sold.

Moors & Cabot first reported a position in HTLF in Q4 2021 and held it in 13 quarters. The position peaked at $879K in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Moors & Cabot reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Moors & Cabot sold 6,869 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $421K.
  • Moors & Cabot first reported a position in Heartland Financial USA, Inc. in Q4 2021 and held it in 13 quarters.
  • Moors & Cabot's Heartland Financial USA, Inc. position peaked at $879K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Moors & Cabot's 13F filing for Q1 2025, filed 8 May 2025.