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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
36K+ 6.56% |
$67.3K - $83.5K
|
584K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-46.5K- 1.86% |
$87K - $108K
|
2.45M
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.2K- 1.02% |
$2.24K - $2.78K
|
117K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
54.3KNew |
$102K - $126K
|
54.3K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
13KNew |
$24.3K - $30.2K
|
13K
$29.3K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.6K- 90.97% |
$25.4K - $31.5K
|
1.35K
$3.03K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14+ 5.58% |
$26.2 - $32.5
|
265
$596
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7KNew |
$34.9K - $43.3K
|
18.7K
$42K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-388- 17.31% |
$726 - $900
|
1.85K
$4.17K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
514KNew |
$962K - $1.19M
|
514K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
10.7K+ 16.96% |
$19.9K - $24.7K
|
73.5K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.42K- 57.63% |
$15.7K - $19.5K
|
6.19K
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$31.8 - $39.4
|
17
$38.3
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 47.17% |
$67.2K - $83.4K
|
40.2K
$90.5K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-91K- 26.79% |
$170K - $211K
|
249K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-903- 7.67% |
$1.69K - $2.09K
|
10.9K
$24.5K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
35.2KNew |
$65.8K - $81.6K
|
35.2K
$79.1K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
13.8K+ 3.83% |
$25.9K - $32.1K
|
375K
$845K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.5KNew |
$4.68K - $5.8K
|
2.5K
$5.63K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
721KNew |
$1.35M - $1.67M
|
721K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-32.3K- 10.5% |
$60.5K - $75K
|
275K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.27K+ 30.24% |
$13.6K - $16.9K
|
31.3K
$70.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6- 8.11% |
$11.2 - $13.9
|
68
$153
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-34K- 1.81% |
$63.6K - $78.9K
|
1.85M
$4.16M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
15.6K+ 6.91% |
$29.1K - $36.2K
|
241K
$543K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.17K- 10.5% |
$2.19K - $2.72K
|
10K
$22.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-87K- 8.62% |
$163K - $202K
|
922K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.8KNew |
$48.2K - $59.8K
|
25.8K
$58K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
34.1KNew |
$63.8K - $79.2K
|
34.1K
$76.8K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 175.0% |
$2.77K - $3.12K
|
2.75K
$6.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Mink Brook Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.87MNew |
$2.95M - $3.32M
|
1.87M
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-53.9K- 64.37% |
$85.1K - $95.9K
|
29.8K
$67.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-55.8K- 57.77% |
$88.1K - $99.3K
|
40.8K
$91.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$23.6K - $26.6K
|
15K
$33.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-359- 0.62% |
$567 - $639
|
57.7K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-97.3K- 28.84% |
$154K - $173K
|
240K
$541K
|
|
|
Feb 11, 2025
Q4 2024
|
Truffle Hound Capital, LLC
Bethesda, MD |
BUY
|
- |
650KNew |
$1.03M - $1.16M
|
650K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.9KNew |
$17.3K - $19.4K
|
10.9K
$24.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.72K- 19.09% |
$4.29K - $7.39K
|
11.5K
$25.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wynnefield Capital Inc
New York, NY |
SELL
|
- |
-45K- 10.09% |
$71.1K - $122K
|
401K
$902K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.6KNew |
$21.5K - $36.9K
|
13.6K
$30.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.1K+ 53.23% |
$15.9K - $27.4K
|
29K
$65.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57.2K- 53.66% |
$90.4K - $156K
|
49.4K
$111K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.4KNew |
$78K - $134K
|
49.4K
$111K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
100New |
$158 - $272
|
100
$225
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
3.61K+ 1.77% |
$7.94K - $9.56K
|
208K
$467K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.5K+ 181.35% |
$40.7K - $49K
|
28.7K
$64.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-74K- 99.99% |
$163K - $196K
|
4
$9
|
|
|
Aug 14, 2024
Q2 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-2.58K- 0.32% |
$5.67K - $6.82K
|
806K
$1.81M
|
|