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 57 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2024 Q1 2024 |
2,535,292
shares
|
$5.78 Million
0.4% of portfolio
|
Q1 2024
Reduced 8.41%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
1,893,646
shares
|
$4.32 Million
0.0% of portfolio
|
Q4 2023
Added 1.13%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2024 Q1 2024 |
808,363
shares
|
$1.84 Million
0.17% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
472,388
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2024
Added 34.62%
|
|
|
Wynnefield Capital Inc
New York, NY |
May 15, 2024 Q1 2024 |
446,030
shares
|
$1.02 Million
0.68% of portfolio
|
Q4 2023
New holding
|
|
|
Herr Investment Group LLC
Austin, TX |
May 13, 2024 Q1 2024 |
432,900
shares
|
$987,011
0.06% of portfolio
|
Q1 2024
Added 10.74%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
402,489
shares
|
$917,674
0.0% of portfolio
|
Q1 2024
Added 1.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
357,417
shares
|
$814,910
0.0% of portfolio
|
Q1 2024
Reduced 7.71%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
339,257
shares
|
$773,505
0.51% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
320,283
shares
|
$730,245
0.0% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
May 15, 2024 Q1 2024 |
227,175
shares
|
$517,958
14.97% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
|
Ridgewood Investments LLC
|
Apr 10, 2024 Q1 2024 |
197,547
shares
|
$450,407
0.27% of portfolio
|
Q1 2024
Added 3.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
167,530
shares
|
$381,968
0.01% of portfolio
|
Q4 2023
Reduced 20.41%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
143,036
shares
|
$326,122
0.23% of portfolio
|
Q1 2024
Reduced 52.89%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
131,895
shares
|
$300,720
0.0% of portfolio
|
Q1 2024
Reduced 3.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
126,564
shares
|
$288,565
0.0% of portfolio
|
Q1 2024
Reduced 28.39%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 15, 2024 Q1 2024 |
123,088
shares
|
$280,640
0.0% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
100,266
shares
|
$228,606
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Crawford Fund Management, LLC
Boston, MA |
May 15, 2024 Q1 2024 |
93,500
shares
|
$213,179
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
87,381
shares
|
$199,228
0.0% of portfolio
|
Q1 2024
Added 3.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
74,025
shares
|
$168,777
0.0% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
71,479
shares
|
$162,972
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
64,126
shares
|
$146,207
0.0% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Man Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
61,168
shares
|
$139,463
0.0% of portfolio
|
Q1 2024
Added 40.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
49,200
shares
|
$112,175
0.0% of portfolio
|
Q1 2024
New holding
|
|