Latest Institutional Transactions on Heritage Global Inc. (HGBL)
This table provides information on the latest institutional transactions involving Heritage Global Inc. (HGBL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.8K- 36.11% |
$35K - $48.3K
|
36.9K
$46.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.8KNew |
$28.2K - $39K
|
16.8K
$21.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
21.2K+ 0.86% |
$35.6K - $49.1K
|
2.48M
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.36K+ 89.63% |
$2.28K - $3.15K
|
2.87K
$3.62K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.7KNew |
$71.8K - $99.2K
|
42.7K
$53.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.38K- 5.82% |
$3.99K - $5.51K
|
38.4K
$48.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-265- 49.35% |
$445 - $615
|
272
$343
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-584- 0.98% |
$981 - $1.35K
|
59.3K
$74.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7K+ 17.0% |
$17.9K - $24.8K
|
73.5K
$92.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mink Brook Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.2K+ 0.81% |
$25.5K - $35.3K
|
1.88M
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
SELL
|
- |
-20.6K- 3.53% |
$34.6K - $47.8K
|
564K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
23.4K+ 8.59% |
$39.3K - $54.3K
|
296K
$373K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10KNew |
$16.8K - $23.2K
|
10K
$12.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 99.88% |
$22.9K - $31.7K
|
16
$20.2
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.8K+ 7.16% |
$41.7K - $57.6K
|
371K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-805- 2.27% |
$1.35K - $1.87K
|
34.7K
$43.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-21.4K- 7.27% |
$35.9K - $49.6K
|
272K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-15.3K- 4.09% |
$25.7K - $35.4K
|
358K
$451K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.1K+ 103.0% |
$18.7K - $25.8K
|
21.9K
$27.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-13.2K- 0.7% |
$22.2K - $30.6K
|
1.86M
$2.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Truffle Hound Capital, LLC
Bethesda, MD |
BUY
|
- |
180K+ 19.54% |
$302K - $417K
|
1.1M
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-10- 28.57% |
$16.8 - $23.2
|
25
$31.5
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-404- 6.53% |
$800 - $913
|
5.78K
$7.29K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.75KNew |
$5.45K - $6.21K
|
2.75K
$3.47K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.94KNew |
$13.7K - $15.7K
|
6.94K
$8.74K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.9KNew |
$23.5K - $26.8K
|
11.9K
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5K- 0.54% |
$9.9K - $11.3K
|
917K
$1.16M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
514KNew |
$962K - $1.19M
|
514K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7KNew |
$34.9K - $43.3K
|
18.7K
$23.5K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.6K- 90.97% |
$25.4K - $31.5K
|
1.35K
$1.7K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
13KNew |
$24.3K - $30.2K
|
13K
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
54.3KNew |
$102K - $126K
|
54.3K
$68.4K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.2K- 1.02% |
$2.24K - $2.78K
|
117K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$31.8 - $39.4
|
17
$21.4
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
721KNew |
$1.35M - $1.67M
|
721K
$908K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.5KNew |
$4.68K - $5.8K
|
2.5K
$3.15K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6- 8.11% |
$11.2 - $13.9
|
68
$85.7
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
15.6K+ 6.91% |
$29.1K - $36.2K
|
241K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.17K- 10.5% |
$2.19K - $2.72K
|
10K
$12.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.8KNew |
$48.2K - $59.8K
|
25.8K
$32.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
34.1KNew |
$63.8K - $79.2K
|
34.1K
$43K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-53.9K- 64.37% |
$85.1K - $95.9K
|
29.8K
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$23.6K - $26.6K
|
15K
$18.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57.2K- 53.66% |
$90.4K - $156K
|
49.4K
$62.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.1K+ 53.23% |
$15.9K - $27.4K
|
29K
$36.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.6KNew |
$21.5K - $36.9K
|
13.6K
$17.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.72K- 19.09% |
$4.29K - $7.39K
|
11.5K
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Wynnefield Capital Inc
New York, NY |
SELL
|
- |
-45K- 10.09% |
$71.1K - $122K
|
401K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.4KNew |
$78K - $134K
|
49.4K
$62.2K
|
|