Purchases and Sales Made in Q1 2025 in Heritage Global Inc. (HGBL)
This table provides information about the institutional ownership of Heritage Global Inc. (HGBL) during Q1 2025. The information is specifically focused on institutions that hold shares of Heritage Global Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
721KNew |
$1.35M - $1.67M
|
721K
$1.62M
|
|
|
Jun 05, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
584KNew |
$1.09M - $1.36M
|
584K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
514KNew |
$962K - $1.19M
|
514K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
54.3KNew |
$102K - $126K
|
54.3K
$122K
|
|
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
36K+ 6.56% |
$67.3K - $83.5K
|
584K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
35.2KNew |
$65.8K - $81.6K
|
35.2K
$79.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
34.1KNew |
$63.8K - $79.2K
|
34.1K
$76.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.8KNew |
$48.2K - $59.8K
|
25.8K
$58K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7KNew |
$34.9K - $43.3K
|
18.7K
$42K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
15.6K+ 6.91% |
$29.1K - $36.2K
|
241K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
13.8K+ 3.83% |
$25.9K - $32.1K
|
375K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
13KNew |
$24.3K - $30.2K
|
13K
$29.3K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
10.7K+ 16.96% |
$19.9K - $24.7K
|
73.5K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.27K+ 30.24% |
$13.6K - $16.9K
|
31.3K
$70.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.5KNew |
$4.68K - $5.8K
|
2.5K
$5.63K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$31.8 - $39.4
|
17
$38.3
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14+ 5.58% |
$26.2 - $32.5
|
265
$596
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6- 8.11% |
$11.2 - $13.9
|
68
$153
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-388- 17.31% |
$726 - $900
|
1.85K
$4.17K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-903- 7.67% |
$1.69K - $2.09K
|
10.9K
$24.5K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.17K- 10.5% |
$2.19K - $2.72K
|
10K
$22.5K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.2K- 1.02% |
$2.24K - $2.78K
|
117K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.56K- 78.08% |
$6.66K - $8.26K
|
1K
$2.25K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.42K- 57.63% |
$15.7K - $19.5K
|
6.19K
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.6K- 90.97% |
$25.4K - $31.5K
|
1.35K
$3.03K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-32.3K- 10.5% |
$60.5K - $75K
|
275K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-34K- 1.81% |
$63.6K - $78.9K
|
1.85M
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 47.17% |
$67.2K - $83.4K
|
40.2K
$90.5K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-46.5K- 1.86% |
$87K - $108K
|
2.45M
$5.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-87K- 8.62% |
$163K - $202K
|
922K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-91K- 26.79% |
$170K - $211K
|
249K
$560K
|