Purchases and Sales Made in Q3 2023 in Heritage Global Inc. (HGBL)
This table provides information about the institutional ownership of Heritage Global Inc. (HGBL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
575K+ 218.67% |
$1.68M - $2.32M
|
838K
$1.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
323K+ 13.22% |
$942K - $1.3M
|
2.76M
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
168K+ 9.84% |
$490K - $676K
|
1.87M
$3.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
125K+ 82.18% |
$364K - $503K
|
277K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
111KNew |
$324K - $447K
|
111K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
82.7KNew |
$242K - $333K
|
82.7K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.5KNew |
$156K - $216K
|
53.5K
$92.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
44.4KNew |
$130K - $179K
|
44.4K
$76.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
29.4KNew |
$85.9K - $119K
|
29.4K
$50.9K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.3KNew |
$82.5K - $114K
|
28.3K
$48.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
23.6K+ 8.38% |
$68.9K - $95K
|
305K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
21.3KNew |
$62.3K - $86K
|
21.3K
$36.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.1K+ 4.89% |
$61.6K - $85K
|
453K
$783K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
17KNew |
$49.7K - $68.6K
|
17K
$29.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
BUY
|
- |
16.2KNew |
$47.2K - $65.1K
|
16.2K
$27.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3KNew |
$35.8K - $49.5K
|
12.3K
$21.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$29.2K - $40.3K
|
10K
$17.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.2KNew |
$24K - $33.1K
|
8.2K
$14.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.16K+ 6.49% |
$9.23K - $12.7K
|
51.8K
$89.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.12K+ 2.44% |
$9.11K - $12.6K
|
131K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
960+ 8.08% |
$2.8K - $3.87K
|
12.8K
$22.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
897+ 157.37% |
$2.62K - $3.61K
|
1.47K
$2.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3+ 1.35% |
$8.76 - $12.1
|
225
$389
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-172- 45.26% |
$502 - $693
|
208
$360
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1K- 6.02% |
$2.92K - $4.03K
|
15.6K
$27K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.81K- 0.88% |
$5.29K - $7.29K
|
204K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.51K- 98.93% |
$10.2K - $14.1K
|
38
$65.7
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.95K- 2.78% |
$11.5K - $15.9K
|
138K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.67K- 12.73% |
$13.6K - $18.8K
|
32K
$55.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.29K- 99.89% |
$15.4K - $21.3K
|
6
$10.4
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.13K- 22.34% |
$23.7K - $32.8K
|
28.3K
$48.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-16.7K- 8.55% |
$48.7K - $67.3K
|
179K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17K- 60.91% |
$49.6K - $68.5K
|
10.9K
$18.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-18.6K- 47.64% |
$54.2K - $74.8K
|
20.4K
$35.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-22K- 11.0% |
$64.2K - $88.6K
|
178K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-35.6K- 30.63% |
$104K - $144K
|
80.7K
$140K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-40.9K- 96.57% |
$119K - $165K
|
1.45K
$2.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-45.7K- 66.75% |
$133K - $184K
|
22.7K
$39.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-65.4K- 29.42% |
$191K - $264K
|
157K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-94.5K- 30.98% |
$276K - $381K
|
211K
$364K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-118K- 40.94% |
$346K - $477K
|
171K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-134K- 28.74% |
$393K - $542K
|
334K
$577K
|