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 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,659
shares
|
$21,171
0.0% of portfolio
|
Q2 2025
Reduced 56.36%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
11,878
shares
|
$18,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
10,802
shares
|
$16,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
6,940
shares
|
$10,757
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,782
shares
|
$8,962
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,000
shares
|
$6,200
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,750
shares
|
$4,262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$3,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,514
shares
|
$2,346
0.0% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
678
shares
|
$1,050
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
537
shares
|
$832
0.0% of portfolio
|
Q2 2025
Added 102.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
68
shares
|
$105
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
35
shares
|
$54
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
|