Purchases and Sales Made in Q4 2023 in Heritage Global Inc. (HGBL)
This table provides information about the institutional ownership of Heritage Global Inc. (HGBL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.77MNew |
$6.59M - $9.63M
|
2.77M
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Wynnefield Capital Inc
New York, NY |
BUY
|
- |
446KNew |
$1.06M - $1.55M
|
446K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
391KNew |
$930K - $1.36M
|
391K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
193K+ 173.75% |
$459K - $671K
|
304K
$525K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
120K+ 43.26% |
$285K - $416K
|
396K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
116K+ 49.42% |
$276K - $404K
|
351K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
- |
93.5KNew |
$223K - $325K
|
93.5K
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
78.8K+ 960.12% |
$187K - $274K
|
87K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.7KNew |
$89.6K - $131K
|
37.7K
$65.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35K+ 72.58% |
$83.2K - $122K
|
83.2K
$144K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
27K+ 16.59% |
$64.4K - $94.1K
|
190K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
22.3K+ 104.62% |
$53.1K - $77.7K
|
43.6K
$75.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
21.1K+ 1.13% |
$50.3K - $73.6K
|
1.89M
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.7K+ 24.43% |
$30.1K - $44K
|
64.5K
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12.6K+ 4.14% |
$30K - $43.9K
|
318K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
10.5K+ 11.27% |
$25K - $36.5K
|
104K
$179K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.85K+ 23276.32% |
$21.1K - $30.8K
|
8.88K
$15.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.29KNew |
$10.2K - $14.9K
|
4.29K
$7.43K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.03K+ 2.45% |
$4.83K - $7.06K
|
84.7K
$147K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.83KNew |
$4.35K - $6.35K
|
1.83K
$3.16K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.69K+ 9.9% |
$4.01K - $5.86K
|
18.7K
$32.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.62K+ 12.58% |
$3.85K - $5.62K
|
14.5K
$25K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
951+ 15850.0% |
$2.26K - $3.31K
|
957
$1.66K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
106New |
$252 - $369
|
106
$183
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26+ 12.5% |
$61.9 - $90.5
|
234
$405
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20New |
$47.6 - $69.6
|
20
$34.6
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12+ 5.33% |
$28.6 - $41.8
|
237
$410
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
10+ 40.0% |
$23.8 - $34.8
|
35
$60.6
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5New |
$11.9 - $17.4
|
5
$8.65
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
1+ 0.01% |
$2.38 - $3.48
|
16.2K
$27.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-20Closed |
$47.6 - $69.6
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.7K- 1.23% |
$4.05K - $5.92K
|
136K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.55K- 20.47% |
$15.6K - $22.8K
|
25.5K
$44K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-14.5K- 4.08% |
$34.5K - $50.5K
|
341K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-21.3K- 47.86% |
$50.6K - $74K
|
23.2K
$40.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.9K- 13.2% |
$64K - $93.5K
|
177K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-40.6K- 4.85% |
$96.7K - $141K
|
797K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-43K- 20.41% |
$102K - $150K
|
168K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.8K- 85.6% |
$109K - $159K
|
7.71K
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-51.9K- 29.08% |
$124K - $181K
|
127K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-65.4K- 14.45% |
$156K - $228K
|
387K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-107K- 81.44% |
$254K - $371K
|
24.3K
$42.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-170K- 99.71% |
$406K - $593K
|
500
$865
|