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 43 institutions that hold shares in the stock, with a total of 9.37 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
2,521,335
shares
|
$4.34 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
1,893,646
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2023
Added 1.13%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
1,059,304
shares
|
$1.82 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
519,675
shares
|
$893,841
0.02% of portfolio
|
Q2 2024
Added 10.01%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
432,900
shares
|
$744,588
0.07% of portfolio
|
Q1 2024
Added 10.74%
|
|
|
Wynnefield Capital Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
401,030
shares
|
$689,771
0.41% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
337,588
shares
|
$580,651
0.0% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
335,402
shares
|
$576,891
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
330,595
shares
|
$568,623
0.0% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
308,548
shares
|
$530,702
0.28% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
223,577
shares
|
$384,552
0.19% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
167,530
shares
|
$288,151
0.01% of portfolio
|
Q4 2023
Reduced 20.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
136,846
shares
|
$235,375
0.0% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
102,966
shares
|
$177,101
0.0% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
96,534
shares
|
$166,038
0.0% of portfolio
|
Q3 2024
Added 276.89%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
83,663
shares
|
$143,900
0.0% of portfolio
|
Q3 2024
Added 345.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
65,549
shares
|
$112,744
0.0% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
62,841
shares
|
$108,086
0.0% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
58,057
shares
|
$99,858
0.0% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
49,399
shares
|
$84,966
0.0% of portfolio
|
Q3 2024
Reduced 53.66%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
49,395
shares
|
$84,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
28,982
shares
|
$49,849
0.0% of portfolio
|
Q3 2024
Added 53.23%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
16,791
shares
|
$28,880
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
16,000
shares
|
$27,520
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,941
shares
|
$25,698
0.0% of portfolio
|
Q3 2024
New holding
|