Heritage Global Inc. HGBL
We take great care to ensure that the data presented and summarized in this overview for Heritage Global Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HGBL
View all-
Punch & Associates Investment Management, Inc. Edina, MN2.5MShares$5.63 Million0.26% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.88MShares$4.24 Million0.0% of portfolio
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Mink Brook Asset Management LLC West Palm Beach, FL1.87MShares$4.2 Million3.31% of portfolio
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Koshinski Asset Management, Inc.1.01MShares$2.27 Million0.0% of portfolio
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Truffle Hound Capital, LLC Bethesda, MD650KShares$1.46 Million0.42% of portfolio
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Ancora Advisors, LLC Cleveland, OH508KShares$1.14 Million0.02% of portfolio
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Herr Investment Group LLC Austin, TX433KShares$974,0250.07% of portfolio
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Wynnefield Capital Inc New York, NY401KShares$902,3170.49% of portfolio
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Geode Capital Management, LLC Boston, MA362KShares$813,6720.0% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny340KShares$764,5880.0% of portfolio
Latest Institutional Activity in HGBL
Top Purchases
Top Sells
About HGBL
Heritage Global, Inc., together with its subsidiaries, operates as an asset services company with focus on financial and industrial asset transactions. The company provides market making, acquisitions, dispositions, valuations, and secured lending services. It focuses on identifying, valuing, acquiring, and monetizing underlying tangible and intangible assets. Heritage Global Inc. acts as an adviser, as well as a principal, acquiring, or brokering manufacturing facilities; surplus industrial machinery and equipment; industrial inventories; accounts receivable portfolios; intellectual property; and business enterprises. The company was formerly known as Counsel RB Capital Inc. and changed its name to Heritage Global, Inc. in August 2013. Heritage Global, Inc. was incorporated in 1983 and is headquartered in San Diego, California.
Insider Transactions at HGBL
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 25
2025
|
Ross Dove CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
25,094
-1.07%
|
$50,188
$2.11 P/Share
|
|
Mar 25
2025
|
James Edward Sklar EVP, Gen Counsel & Secretary |
SELL
Payment of exercise price or tax liability
|
Direct |
4,727
-1.6%
|
$9,454
$2.11 P/Share
|
|
Mar 25
2025
|
Brian J. Cobb CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
6,408
-2.76%
|
$12,816
$2.11 P/Share
|
|
Mar 11
2025
|
David Van Ludwig President of subsidiary |
SELL
Open market or private sale
|
Direct |
7,000
-0.77%
|
$7,000
$1.97 P/Share
|
|
Mar 06
2025
|
Kelly S Sharpe |
BUY
Grant, award, or other acquisition
|
Direct |
20,000
+20.88%
|
-
|
|
Mar 06
2025
|
Samuel L Shimer |
BUY
Grant, award, or other acquisition
|
Direct |
20,000
+5.67%
|
-
|
|
Mar 06
2025
|
Michael Hexner |
BUY
Grant, award, or other acquisition
|
Direct |
20,000
+7.35%
|
-
|
|
Mar 06
2025
|
Brian J. Cobb CFO |
BUY
Grant, award, or other acquisition
|
Direct |
11,848
+4.86%
|
-
|
|
Mar 06
2025
|
Ross Dove CEO |
BUY
Grant, award, or other acquisition
|
Direct |
44,355
+1.85%
|
-
|
|
Mar 06
2025
|
James Edward Sklar EVP, Gen Counsel & Secretary |
BUY
Grant, award, or other acquisition
|
Direct |
11,848
+3.85%
|
-
|
|
Mar 06
2025
|
Barbara A Sinsley |
BUY
Grant, award, or other acquisition
|
Direct |
20,000
+19.74%
|
-
|
|
Mar 06
2025
|
William L Burnham |
BUY
Grant, award, or other acquisition
|
Direct |
20,000
+28.57%
|
-
|
|
Mar 06
2025
|
David Van Ludwig President of subsidiary |
SELL
Open market or private sale
|
Direct |
10,000
-1.09%
|
$20,000
$2.07 P/Share
|
|
Mar 04
2025
|
David Van Ludwig President of subsidiary |
SELL
Open market or private sale
|
Direct |
10,000
-1.08%
|
$20,000
$2.05 P/Share
|
|
Feb 26
2025
|
David Van Ludwig President of subsidiary |
SELL
Open market or private sale
|
Direct |
10,000
-1.07%
|
$20,000
$2.02 P/Share
|
|
Feb 19
2025
|
David Van Ludwig President of subsidiary |
SELL
Open market or private sale
|
Direct |
10,000
-1.06%
|
$20,000
$2.24 P/Share
|
|
Feb 12
2025
|
David Van Ludwig President of subsidiary |
SELL
Open market or private sale
|
Direct |
10,000
-1.04%
|
$20,000
$2.24 P/Share
|
|
Jan 29
2025
|
David Van Ludwig President of subsidiary |
SELL
Open market or private sale
|
Direct |
10,000
-1.03%
|
$20,000
$2.13 P/Share
|
|
Jan 15
2025
|
David Van Ludwig President of subsidiary |
SELL
Open market or private sale
|
Direct |
10,000
-1.02%
|
$20,000
$2.07 P/Share
|
|
Jan 08
2025
|
David Van Ludwig President of subsidiary |
SELL
Open market or private sale
|
Direct |
10,000
-1.01%
|
$10,000
$1.99 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 293K shares |
|---|
| Payment of exercise price or tax liability | 36.2K shares |
|---|---|
| Open market or private sale | 137K shares |