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 39 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $24 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
16,791
shares
|
$32,238
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Massar Capital Management, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
13,000
shares
|
$24,960
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,875
shares
|
$20,880
0.0% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
10,802
shares
|
$20,739
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,186
shares
|
$11,877
0.0% of portfolio
|
Q1 2025
Reduced 57.63%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,000
shares
|
$7,680
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,500
shares
|
$4,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,853
shares
|
$3,557
0.0% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,346
shares
|
$2,584
0.0% of portfolio
|
Q1 2025
Reduced 90.97%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
678
shares
|
$1,301
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
265
shares
|
$508
0.0% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
68
shares
|
$130
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
35
shares
|
$67
0.0% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|