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 40 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $15 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
18,668
shares
|
$23,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,796
shares
|
$21,162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
16,791
shares
|
$21,156
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
11,878
shares
|
$14,966
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,009
shares
|
$12,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,816
shares
|
$7,328
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$5,040
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,871
shares
|
$3,617
0.0% of portfolio
|
Q3 2025
Added 89.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,750
shares
|
$3,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$3,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
678
shares
|
$854
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
272
shares
|
$342
0.0% of portfolio
|
Q3 2025
Reduced 49.35%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
25
shares
|
$31
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
16
shares
|
$20
0.0% of portfolio
|
Q3 2025
Reduced 99.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|