Institutional Ownership Heritage Global Inc. (HGBL)
This table provides information about the institutional ownership of Heritage Global Inc. (HGBL). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
2,501,000
shares
|
$5.03 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
1,882,365
shares
|
$3.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Mink Brook Asset Management LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
1,867,021
shares
|
$3.75 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,009,304
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Truffle Hound Capital, LLC
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
650,000
shares
|
$1.31 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
508,269
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
432,900
shares
|
$870,128
0.07% of portfolio
|
Q1 2024
Added 10.74%
|
|
|
Wynnefield Capital Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
401,030
shares
|
$806,070
0.49% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
361,632
shares
|
$726,880
0.0% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
339,817
shares
|
$683,032
0.0% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
307,798
shares
|
$618,673
0.3% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
240,241
shares
|
$482,884
0.0% of portfolio
|
Q4 2024
Reduced 28.84%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
225,577
shares
|
$453,409
0.19% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
167,530
shares
|
$336,735
0.01% of portfolio
|
Q4 2023
Reduced 20.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
136,846
shares
|
$275,060
0.0% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
117,766
shares
|
$236,709
0.0% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
76,179
shares
|
$153,119
0.0% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
62,841
shares
|
$126,310
0.0% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
57,698
shares
|
$115,972
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
40,763
shares
|
$81,933
0.0% of portfolio
|
Q4 2024
Reduced 57.77%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
29,805
shares
|
$59,908
0.0% of portfolio
|
Q4 2024
Reduced 64.37%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
24,032
shares
|
$48,304
0.0% of portfolio
|
Q4 2024
Added 8607.25%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
16,791
shares
|
$33,749
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
16,000
shares
|
$32,159
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,950
shares
|
$30,049
0.0% of portfolio
|
Q4 2024
New holding
|