Northwestern Mutual Wealth Management’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 |
-78
| Closed | -$4.77K | – | 4017 |
|
|
2024
Q4 | $4.77K | Buy |
78
+1
| +1% | +$63 | ﹤0.01% | 2969 |
|
|
2024
Q3 | $4.39K | Hold |
77
| – | – | ﹤0.01% | 2939 |
|
|
2024
Q2 | $3.42K | Sell |
77
-4,567
| -98% | -$185K | ﹤0.01% | 2977 |
|
|
2024
Q1 | $163K | Hold |
4,644
| – | – | ﹤0.01% | 1627 |
|
|
2023
Q4 | $175K | Hold |
4,644
| – | – | ﹤0.01% | 1554 |
|
|
2023
Q3 | $137K | Hold |
4,644
| – | – | ﹤0.01% | 1586 |
|
|
2023
Q2 | $129K | Hold |
4,644
| – | – | ﹤0.01% | 1619 |
|
|
2023
Q1 | $178K | Hold |
4,644
| – | – | ﹤0.01% | 1479 |
|
|
2022
Q4 | $217K | Hold |
4,644
| – | – | ﹤0.01% | 1393 |
|
|
2022
Q3 | $201K | Hold |
4,644
| – | – | ﹤0.01% | 1393 |
|
|
2022
Q2 | $193K | Sell |
4,644
-73
| -2% | -$3.21K | ﹤0.01% | 1398 |
|
|
2022
Q1 | $225K | Buy |
4,717
+73
| +2% | +$3.69K | ﹤0.01% | 1375 |
|
|
2021
Q4 | $235K | Hold |
4,644
| – | – | ﹤0.01% | 1367 |
|
|
2021
Q3 | $223K | Hold |
4,644
| – | – | ﹤0.01% | 1315 |
|
|
2021
Q2 | $218K | Hold |
4,644
| – | – | ﹤0.01% | 1291 |
|
|
2021
Q1 | $233K | Hold |
4,644
| – | – | ﹤0.01% | 1188 |
|
|
2020
Q4 | $187K | Hold |
4,644
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q3 | $139K | Hold |
4,644
| – | – | ﹤0.01% | 1151 |
|
|
2020
Q2 | $155K | Hold |
4,644
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q1 | $140K | Buy |
+4,644
| New | +$204K | ﹤0.01% | 999 |
|
|
2018
Q4 | – | Sell |
-46
| Closed | -$3K | – | 2693 |
|
|
2018
Q3 | $3K | Buy |
+46
| New | +$2.73K | ﹤0.01% | 2238 |
|
|
2017
Q1 | – | Sell |
-1,638
| Closed | -$79K | – | 2462 |
|
|
2016
Q4 | $79K | Buy |
+1,638
| New | +$68K | ﹤0.01% | 892 |
|
Other funds holding HTLF
Northwestern Mutual Wealth Management's HTLF Position: Q1 2025 in Review
Northwestern Mutual Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 78 shares — an estimated $4.77K sold.
Northwestern Mutual Wealth Management first reported a position in HTLF in Q4 2016 and held it in 22 quarters. The position peaked at $235K in Q4 2021. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Northwestern Mutual Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 78 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $4.77K.
- Northwestern Mutual Wealth Management first reported a position in Heartland Financial USA, Inc. in Q4 2016 and held it in 22 quarters.
- Northwestern Mutual Wealth Management's Heartland Financial USA, Inc. position peaked at $235K in Q4 2021.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.