Latest Institutional Purchases of Heritage Global Inc. (HGBL)
This list provides information on the latest institutional transactions involving Heritage Global Inc. (HGBL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Truffle Hound Capital, LLC
Bethesda, MD |
BUY
|
- |
270K+ 41.56% |
$535K - $611K
|
920K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
97.7K+ 39.28% |
$193K - $221K
|
347K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.8KNew |
$124K - $142K
|
62.8K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
53.4K+ 22.24% |
$106K - $121K
|
294K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.8KNew |
$80.8K - $92.2K
|
40.8K
$78.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
24.9K+ 1.35% |
$49.3K - $56.2K
|
1.87M
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.9KNew |
$23.5K - $26.8K
|
11.9K
$22.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.8KNew |
$21.4K - $24.4K
|
10.8K
$20.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.94KNew |
$13.7K - $15.7K
|
6.94K
$13.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
352+ 1.0% |
$697 - $796
|
35.5K
$68.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
272+ 102.64% |
$539 - $615
|
537
$1.03K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
721KNew |
$1.35M - $1.67M
|
721K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
514KNew |
$962K - $1.19M
|
514K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
54.3KNew |
$102K - $126K
|
54.3K
$104K
|
|
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
36K+ 6.56% |
$67.3K - $83.5K
|
584K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
34.1KNew |
$63.8K - $79.2K
|
34.1K
$65.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.8KNew |
$48.2K - $59.8K
|
25.8K
$49.5K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7KNew |
$34.9K - $43.3K
|
18.7K
$35.8K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
15.6K+ 6.91% |
$29.1K - $36.2K
|
241K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
13KNew |
$24.3K - $30.2K
|
13K
$25K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.5KNew |
$4.68K - $5.8K
|
2.5K
$4.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$31.8 - $39.4
|
17
$32.6
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mink Brook Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.87MNew |
$2.95M - $3.32M
|
1.87M
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$23.6K - $26.6K
|
15K
$28.7K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 175.0% |
$2.77K - $3.12K
|
2.75K
$5.28K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.4KNew |
$78K - $134K
|
49.4K
$94.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.6KNew |
$21.5K - $36.9K
|
13.6K
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.1K+ 53.23% |
$15.9K - $27.4K
|
29K
$55.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
100New |
$158 - $272
|
100
$192
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.95K+ 3.75% |
$10.9K - $13.1K
|
137K
$263K
|
|
|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
3.61K+ 1.77% |
$7.94K - $9.56K
|
208K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2K+ 16.23% |
$4.4K - $5.3K
|
14.3K
$27.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
250+ 33.33% |
$550 - $663
|
1K
$1.92K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
42K+ 10.74% |
$111K - $127K
|
433K
$831K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
16KNew |
$42.2K - $48.5K
|
16K
$30.7K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.6K+ 10.26% |
$4.22K - $4.85K
|
17.2K
$33K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
678New |
$1.79K - $2.05K
|
678
$1.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
2.77MNew |
$6.59M - $9.63M
|
2.77M
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
- |
93.5KNew |
$223K - $325K
|
93.5K
$180K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.69K+ 9.9% |
$4.01K - $5.86K
|
18.7K
$35.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
106New |
$252 - $369
|
106
$204
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
10+ 40.0% |
$23.8 - $34.8
|
35
$67.2
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5New |
$11.9 - $17.4
|
5
$9.6
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
1+ 0.01% |
$2.38 - $3.48
|
16.2K
$31K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
29.4KNew |
$85.9K - $119K
|
29.4K
$56.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$29.2K - $40.3K
|
10K
$19.2K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$51.9K - $74.9K
|
18.7K
$36K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16.8KNew |
$46.5K - $67.2K
|
16.8K
$32.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.6KNew |
$46K - $66.4K
|
16.6K
$31.9K
|
|