Nisa Investment Advisors
HTLF

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

Nisa Investment 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
-371
Closed -$22.7K – 3089
2024
Q4 		$22.7K Hold
371
– – ﹤0.01% 1897
2024
Q3 		$21K Hold
371
– – ﹤0.01% 1888
2024
Q2 		$16.5K Hold
371
– – ﹤0.01% 2011
2024
Q1 		$13K Hold
371
– – ﹤0.01% 1992
2023
Q4 		$14K Buy
371
+21
+6% +$664 ﹤0.01% 1967
2023
Q3 		$10.3K Hold
350
– – ﹤0.01% 2172
2023
Q2 		$9.76K Sell
350
-401
-53% -$12.5K ﹤0.01% 2259
2023
Q1 		$29K Hold
751
– – ﹤0.01% 1896
2022
Q4 		$35K Hold
751
– – ﹤0.01% 1886
2022
Q3 		$37K Sell
751
-29
-4% -$1.29K ﹤0.01% 1858
2022
Q2 		$32K Buy
780
+500
+179% +$22K ﹤0.01% 1895
2022
Q1 		$13K Sell
280
-120
-30% -$6.07K ﹤0.01% 2158
2021
Q4 		$21K Hold
400
– – ﹤0.01% 1921
2021
Q3 		$19 Sell
400
-590
-60% -$27.4K ﹤0.01% 2108
2021
Q2 		$47 Hold
990
– – ﹤0.01% 1962
2021
Q1 		$50 Hold
990
– – ﹤0.01% 1980
2020
Q4 		$40K Buy
990
+250
+34% +$9.38K ﹤0.01% 2027
2020
Q3 		$22K Hold
740
– – ﹤0.01% 2029
2020
Q2 		$25K Buy
740
+350
+90% +$10.9K ﹤0.01% 1737
2020
Q1 		$12K Hold
390
– – ﹤0.01% 1826
2019
Q4 		$19K Hold
390
– – ﹤0.01% 1705
2019
Q3 		$17K Buy
390
+110
+39% +$4.91K ﹤0.01% 1665
2019
Q2 		$13K Hold
280
– – ﹤0.01% 1695
2019
Q1 		$12K Hold
280
– – ﹤0.01% 1710
2018
Q4 		$12K Hold
280
– – ﹤0.01% 1611
2018
Q3 		$16K Buy
+280
New +$16.6K ﹤0.01% 1594

Other funds holding HTLF

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

Nisa Investment Advisors's HTLF Position: Q1 2025 in Review

Nisa Investment Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 371 shares — an estimated $22.7K sold.

Nisa Investment Advisors first reported a position in HTLF in Q3 2018 and held it in 26 quarters. The position peaked at $40K in Q4 2020. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Nisa Investment Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 371 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $22.7K.
  • Nisa Investment Advisors first reported a position in Heartland Financial USA, Inc. in Q3 2018 and held it in 26 quarters.
  • Nisa Investment Advisors's Heartland Financial USA, Inc. position peaked at $40K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Nisa Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.