Recent Quarter Total Invested
$15.19 M
Recent Quarter Institutional Ownership Percentage
24.44%
Total Invested of Last Quarter
$23.22 M
Ownership Percentage of Last Quarter
25.81%
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. | 11/14/2024 | 2.52 M | $4.29 M | -0.55% | 6.89% |
| VANGUARD GROUP INC | 11/13/2024 | 1.89 M | $3.22 M | 0.00% | 5.18% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 10/10/2024 | 1.06 M | $1.80 M | 100.00% | 2.90% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 519,675 | $883,447 | 0.00% | 1.42% |
| WYNNEFIELD CAPITAL INC | 11/14/2024 | 401,030 | $681,751 | -10.09% | 1.10% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 337,588 | $573,656 | -24.96% | 0.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 335,402 | $570,317 | 2.39% | 0.92% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 330,595 | $562,011 | 3.89% | 0.90% |
| PERRITT CAPITAL MANAGEMENT INC | 11/12/2024 | 308,548 | $524,532 | -8.96% | 0.84% |
| RIDGEWOOD INVESTMENTS LLC | 10/04/2024 | 223,577 | $380,081 | 11.48% | 0.61% |
| MUTUAL ADVISORS, LLC | 10/25/2024 | 167,530 | $283,126 | 0.00% | 0.46% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 143,624 | $244,161 | 100.00% | 0.39% |
| STATE STREET CORP | 11/14/2024 | 102,966 | $175,042 | 0.00% | 0.28% |
| CITADEL ADVISORS LLC | 11/14/2024 | 96,534 | $164,108 | 276.89% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 83,663 | $142,227 | 345.75% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 65,549 | $111,433 | 13.07% | 0.18% |
| MAN GROUP PLC | 11/14/2024 | 62,841 | $106,830 | 0.00% | 0.17% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 49,399 | $83,979 | -53.66% | 0.14% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 49,395 | $81,255 | 100.00% | 0.14% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 28,982 | $49,269 | 53.23% | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 16,791 | $28,545 | 0.00% | 0.05% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 15,020 | $25,534 | -2.54% | 0.04% |
| XTX TOPCO LTD | 11/14/2024 | 13,579 | $23,084 | 100.00% | 0.04% |
| WEDBUSH SECURITIES INC | 11/08/2024 | 12,800 | $22,000 | -17.33% | 0.04% |
| ENGINEERS GATE MANAGER LP | 11/14/2024 | 11,515 | $19,576 | -19.09% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 4,562 | $7,753 | -15.92% | 0.01% |
| PARALLEL ADVISORS, LLC | 11/13/2024 | 4,000 | $6,800 | 0.00% | 0.01% |
| WEBSTER BANK, N. A. | 10/10/2024 | 1,300 | $2,210 | 0.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 10/15/2024 | 1,000 | $1,700 | 0.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 11/12/2024 | 678 | $1,115 | 0.00% | 0.00% |
| MORGAN STANLEY | 11/14/2024 | 500 | $850 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 416 | $1,000 | -42.30% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 278 | $473 | 8.59% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 276 | $469 | -17.12% | 0.00% |
| CAPITAL PERFORMANCE ADVISORS LLP | 11/01/2024 | 100 | $170 | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 80 | $136 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 77 | $131 | -1.28% | 0.00% |
| ARCHER INVESTMENT CORP | 11/06/2024 | 35 | $60 | 0.00% | 0.00% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| TORONTO DOMINION BANK | 11/18/2024 | 0 | $0 | -100.00% | 0.00% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 0 | $0 | -100.00% | 0.00% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CONNECTIVE CAPITAL MANAGEMENT, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 10/21/2024 | 0 | $0 | -100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
Heritage Global Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of HGBL shares?
During the previous two years, 50 institutional investors and hedge funds held shares of Heritage Global Inc.. The most heavily invested institutionals were:
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 2.52 M
VANGUARD GROUP INC: 1.89 M
Koshinski Asset Management, Inc.: 1.06 M
Ancora Advisors, LLC: 519,675
WYNNEFIELD CAPITAL INC: 401,030
DIMENSIONAL FUND ADVISORS LP: 337,588
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What percentage of Heritage Global Inc. stock is owned by institutional investors?
24.44% 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 9.43 M shares in the last 24 months. This purchase volume represents approximately $16.70 M in transactions.