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, MN2.54MShares$5.78 Million0.4% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.89MShares$4.32 Million0.0% of portfolio
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Uniplan Investment Counsel, Inc. Union Grove, WI808KShares$1.84 Million0.17% of portfolio
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Ancora Advisors, LLC Cleveland, OH472KShares$1.08 Million0.03% of portfolio
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Wynnefield Capital Inc New York, NY446KShares$1.02 Million0.68% of portfolio
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Herr Investment Group LLC Austin, TX433KShares$987,0110.06% of portfolio
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Dimensional Fund Advisors LP Austin, TX402KShares$917,6740.0% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny357KShares$814,9100.0% of portfolio
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Perritt Capital Management Inc Chicago, IL339KShares$773,5050.51% of portfolio
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Geode Capital Management, LLC Boston, MA320KShares$730,2450.0% 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 20
2024
|
Ross Dove CEO |
BUY
Open market or private purchase
|
Direct |
7,297
+0.32%
|
$14,594
$2.75 P/Share
|
|
Mar 19
2024
|
Brian J. Cobb CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
13,638
-12.56%
|
$27,276
$2.93 P/Share
|
|
Mar 19
2024
|
James Edward Sklar EVP, Gen Counsel & Secretary |
SELL
Payment of exercise price or tax liability
|
Direct |
11,830
-4.0%
|
$23,660
$2.93 P/Share
|
|
Mar 19
2024
|
Nicholas Kirk Dove President, Industrial Assets |
BUY
Open market or private purchase
|
Direct |
5,000
+4.76%
|
$10,000
$2.88 P/Share
|
|
Mar 07
2024
|
Barbara A Sinsley |
BUY
Grant, award, or other acquisition
|
Direct |
15,000
+19.66%
|
-
|
|
Mar 07
2024
|
Samuel L Shimer |
BUY
Grant, award, or other acquisition
|
Direct |
15,000
+4.58%
|
-
|
|
Mar 07
2024
|
Michael Hexner |
BUY
Grant, award, or other acquisition
|
Direct |
15,000
+6.07%
|
-
|
|
Mar 07
2024
|
Kelly S Sharpe |
BUY
Grant, award, or other acquisition
|
Direct |
15,000
+21.19%
|
-
|
|
Mar 07
2024
|
William L Burnham |
BUY
Grant, award, or other acquisition
|
Direct |
15,000
+33.33%
|
-
|
|
Mar 07
2024
|
Ross Dove CEO |
BUY
Grant, award, or other acquisition
|
Direct |
76,850
+3.24%
|
-
|
|
Mar 07
2024
|
James Edward Sklar EVP, Gen Counsel & Secretary |
BUY
Grant, award, or other acquisition
|
Direct |
25,597
+7.97%
|
-
|
|
Mar 07
2024
|
Brian J. Cobb CFO |
BUY
Grant, award, or other acquisition
|
Direct |
25,597
+19.08%
|
-
|
|
Nov 13
2023
|
Nicholas Kirk Dove President, Industrial Assets |
BUY
Open market or private purchase
|
Direct |
5,000
+5.0%
|
$10,000
$2.85 P/Share
|
|
Sep 13
2023
|
Samuel L Shimer |
BUY
Open market or private purchase
|
Direct |
10,000
+3.25%
|
$20,000
$2.95 P/Share
|
|
Aug 24
2023
|
Ross Dove CEO |
BUY
Open market or private purchase
|
Direct |
3,200
+0.14%
|
$9,600
$3.11 P/Share
|
|
Aug 17
2023
|
Nicholas Kirk Dove President, Industrial Assets |
BUY
Open market or private purchase
|
Direct |
3,455
+3.7%
|
$10,365
$3.13 P/Share
|
|
Aug 15
2023
|
David Van Ludwig President of subsidiary |
BUY
Open market or private purchase
|
Direct |
1,825
+0.18%
|
$5,475
$3.3 P/Share
|
|
Aug 14
2023
|
David Van Ludwig President of subsidiary |
BUY
Open market or private purchase
|
Direct |
4,583
+0.44%
|
$13,749
$3.12 P/Share
|
|
Aug 14
2023
|
Michael Hexner |
BUY
Open market or private purchase
|
Direct |
8,253
+3.66%
|
$24,759
$3.12 P/Share
|
|
Aug 14
2023
|
Ross Dove CEO |
BUY
Open market or private purchase
|
Direct |
6,211
+0.28%
|
$18,633
$3.22 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 203K shares |
|---|---|
| Exercise of conversion of derivative security | 5K shares |
| Open market or private purchase | 62.7K shares |
| Payment of exercise price or tax liability | 25.5K shares |
|---|