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 43 institutions that hold shares in the stock, with a total of 9.37 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,579
shares
|
$21,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
12,800
shares
|
$20,736
0.0% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,515
shares
|
$18,654
0.0% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,562
shares
|
$7,390
0.0% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$6,480
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,300
shares
|
$2,106
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$1,620
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
988
shares
|
$1,600
0.0% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
678
shares
|
$1,098
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
500
shares
|
$810
0.0% of portfolio
|
Q4 2023
Reduced 99.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
416
shares
|
$673
0.0% of portfolio
|
Q3 2024
Reduced 42.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
278
shares
|
$450
0.0% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
276
shares
|
$447
0.0% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
80
shares
|
$129
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
77
shares
|
$124
0.0% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
35
shares
|
$56
0.0% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|