Recent Quarter Total Invested
$23.22 M
Recent Quarter Institutional Ownership Percentage
25.81%
Total Invested of Last Quarter
$35.67 M
Ownership Percentage of Last Quarter
27.38%
Heritage Global Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 2.54 M | $6.24 M | 0.00% | 6.93% |
| VANGUARD GROUP INC | 08/13/2024 | 1.89 M | $4.66 M | 0.00% | 5.17% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 08/14/2024 | 805,788 | $1.98 M | -0.32% | 2.20% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 519,675 | $1.28 M | 10.01% | 1.42% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 449,864 | $1.11 M | 11.77% | 1.23% |
| WYNNEFIELD CAPITAL INC | 08/14/2024 | 446,030 | $1.10 M | 0.00% | 1.22% |
| HERR INVESTMENT GROUP LLC | 08/12/2024 | 432,900 | $1.06 M | 0.00% | 1.18% |
| PERRITT CAPITAL MANAGEMENT INC | 08/07/2024 | 338,924 | $833,753 | -0.10% | 0.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 327,560 | $805,999 | 2.27% | 0.90% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 318,217 | $782,814 | -10.97% | 0.87% |
| CONNECTIVE CAPITAL MANAGEMENT, LLC | 08/19/2024 | 207,547 | $510,566 | 1.77% | 0.57% |
| RIDGEWOOD INVESTMENTS LLC | 07/29/2024 | 200,547 | $493,346 | 1.52% | 0.55% |
| MUTUAL ADVISORS, LLC | 07/30/2024 | 167,530 | $390,345 | 0.00% | 0.46% |
| BLACKROCK INC. | 08/13/2024 | 136,846 | $336,641 | 3.75% | 0.37% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 106,598 | $262,232 | -15.78% | 0.29% |
| STATE STREET CORP | 08/14/2024 | 102,966 | $253,296 | 2.69% | 0.28% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 87,080 | $214,216 | -0.34% | 0.24% |
| NORTHERN TRUST CORP | 08/14/2024 | 64,081 | $157,639 | -0.07% | 0.18% |
| MAN GROUP PLC | 08/14/2024 | 62,841 | $154,589 | 2.74% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 57,974 | $142,616 | -18.89% | 0.16% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 28,670 | $71,000 | 181.35% | 0.08% |
| CITADEL ADVISORS LLC | 08/14/2024 | 25,613 | $63,008 | -11.81% | 0.07% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 18,914 | $46,528 | -7.49% | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 18,769 | $46,172 | -55.74% | 0.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 16,791 | $41,306 | 0.00% | 0.05% |
| WEDBUSH SECURITIES INC | 08/07/2024 | 15,483 | $38,000 | -7.19% | 0.04% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 15,411 | $37,912 | -3.37% | 0.04% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 14,325 | $35,239 | 16.23% | 0.04% |
| ENGINEERS GATE MANAGER LP | 08/14/2024 | 14,231 | $35,008 | -2.63% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 5,426 | $13,345 | 197.15% | 0.01% |
| PARALLEL ADVISORS, LLC | 08/08/2024 | 4,000 | $9,840 | 0.00% | 0.01% |
| WEBSTER BANK, N. A. | 07/12/2024 | 1,300 | $3,198 | 0.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 07/31/2024 | 1,000 | $2,460 | 33.33% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 806 | $1,983 | -74.05% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2024 | 721 | $2,000 | 73.32% | 0.00% |
| TD WATERHOUSE CANADA INC. | 08/02/2024 | 678 | $2,387 | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2024 | 575 | $1,415 | 0.00% | 0.00% |
| MORGAN STANLEY | 10/17/2024 | 500 | $1,230 | 0.00% | 0.00% |
| UBS GROUP AG | 08/14/2024 | 333 | $819 | -80.55% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 256 | $630 | 100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 202 | $497 | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 80 | $197 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 78 | $192 | -99.11% | 0.00% |
| FMR LLC | 08/13/2024 | 67 | $165 | 0.00% | 0.00% |
| TORONTO DOMINION BANK | 08/14/2024 | 61 | $150 | 0.00% | 0.00% |
| ARCHER INVESTMENT CORP | 08/02/2024 | 35 | $86 | 0.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 4 | $10 | -99.99% | 0.00% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 07/22/2024 | 2 | $5 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
Heritage Global Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HGBL shares?
During the previous two years, 53 institutional investors and hedge funds held shares of Heritage Global Inc.. The most heavily invested institutionals were:
CarsonAllaria Wealth Management, Ltd.: 0
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 2.54 M
VANGUARD GROUP INC: 1.89 M
Uniplan Investment Counsel, Inc.: 805,788
Ancora Advisors, LLC: 519,675
DIMENSIONAL FUND ADVISORS LP: 449,864
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What percentage of Heritage Global Inc. stock is owned by institutional investors?
25.81% of Heritage Global Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HGBL ?
Institutional investors have bought a total of 9.08 M shares in the last 24 months. This purchase volume represents approximately $14.70 M in transactions.