Nisa Investment 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 |
-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 | $19K | Sell |
400
-590
| -60% | -$27.4K | ﹤0.01% | 2108 |
|
|
2021
Q2 | $47K | Hold |
990
| – | – | ﹤0.01% | 1962 |
|
|
2021
Q1 | $50K | 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
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 $50K in Q1 2021. 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 $50K in Q1 2021.
- 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.