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Heritage Global (HGBL) Institutional Ownership

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$2.03 -0.07 (-3.33%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$2.02 -0.01 (-0.49%)
As of 02/21/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Heritage Global (NASDAQ:HGBL)

Current
Institutional Ownership
Percentage
33.46%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$11.36M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$669.44K
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HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Mink Brook Asset Management LLC1,867,021$3.45M3.3%N/A5.000%
2/17/2025 Millennium Management LLC29,805$55K0.0%-64.4%0.080%
2/17/2025 Citadel Advisors LLC40,763$75K0.0%-57.8%0.109%
2/17/2025 Ancora Advisors LLC508,269$940K0.0%-2.2%1.361%
2/14/2025 Two Sigma Securities LLC14,950$28K0.0%N/A0.040%
2/14/2025 Topline Capital Management LLC1,927,096$3.57M0.7%N/A5.161%
2/14/2025 Dimensional Fund Advisors LP240,241$444K0.0%-28.8%0.643%
2/13/2025 NewEdge Advisors LLC14,904$28K0.0%N/A0.040%
2/13/2025 Renaissance Technologies LLC339,817$629K0.0%+2.8%0.910%
2/12/2025 Geode Capital Management LLC361,632$669K0.0%+7.8%0.968%
2/11/2025 Truffle Hound Capital LLC650,000$1.20M0.4%N/A1.741%
1/16/2025 Koshinski Asset Management Inc.1,009,304$1.87M0.0%-4.7%2.703%
11/16/2024 Geode Capital Management LLC335,402$570K0.0%+2.4%0.898%
11/15/2024 Jane Street Group LLC14,941$25K0.0%N/A0.040%
11/15/2024 Wynnefield Capital Inc.401,030$682K0.3%-10.1%1.074%
11/15/2024 Janus Henderson Group PLC28,982$49K0.0%+53.2%0.078%
10/10/2024 Koshinski Asset Management Inc.1,059,304$1.80M0.2%N/A2.837%
8/9/2024 Renaissance Technologies LLC318,217$783K0.0%-11.0%0.852%
8/9/2024 Dimensional Fund Advisors LP449,864$1.11M0.0%+11.8%1.205%
5/16/2024 Ancora Advisors LLC472,388$1.25M0.0%+34.6%1.265%
5/16/2024 Connective Capital Management LLC203,938$538K0.8%N/A0.546%
5/16/2024 Janus Henderson Group PLC20,445$54K0.0%N/A0.055%
5/14/2024Herr Investment Group LLC432,900$1.14M0.3%+10.7%1.159%
4/10/2024 Ridgewood Investments LLC197,547$522K0.3%+3.9%0.532%
2/15/2024 Perritt Capital Management Inc.340,591$947K0.5%-4.1%0.917%
2/12/2024 1492 Capital Management LLC303,621$844K0.5%+173.8%0.817%
1/12/2024 Mutual Advisors LLC167,530$466K0.0%-20.4%0.451%
1/11/2024 Ridgewood Investments LLC190,047$528K0.3%+16.6%0.512%
11/14/2023 Quadrature Capital Ltd177,838$560K0.0%-11.0%0.479%
11/14/2023 Mutual Advisors LLC210,500$657K0.0%-31.0%0.567%
11/13/2023 EAM Investors LLC333,504$1.04M0.2%-28.7%0.898%
11/13/2023 Acadian Asset Management LLC156,915$488K0.0%-29.4%0.422%
11/7/2023 Barclays PLC17,022$53K0.0%N/A0.046%
10/26/2023 Punch & Associates Investment Management Inc.2,761,465$8.62M0.6%+13.2%7.433%
8/14/2023 Perritt Capital Management Inc.355,091$1.29M0.7%-7.3%0.957%
8/11/2023 Cibc World Market Inc.116,300$421K0.0%+38.3%0.313%
8/7/2023 Acadian Asset Management LLC222,310$802K0.0%+940.1%0.599%
7/31/2023 Mutual Advisors LLC305,000$1.10M0.0%N/A0.822%
7/28/2023 Koshinski Asset Management Inc.1,195,943$4.33M0.5%-20.8%3.223%
7/27/2023 Virtu Financial LLC16,591$60K0.0%N/A0.045%
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5/9/2023 Wedbush Securities Inc.66,500$191K0.0%-55.7%0.179%
4/25/2023 Ridgewood Investments LLC163,000$468K0.3%+6.5%0.441%
4/12/2023 Koshinski Asset Management Inc.1,510,829$4.34M0.4%N/A4.091%
4/12/2023 Naviter Wealth LLC29,421$84K0.0%N/A0.080%
1/31/2023 Wedbush Securities Inc.150,000$353K0.0%-6.3%0.406%
11/15/2022 Perritt Capital Management Inc.413,424$666K0.4%+36.7%1.119%
10/18/2022 Bailard Inc.31,718$51K0.0%N/A0.086%
10/13/2022 Ridgewood Investments LLC153,000$246K0.2%+4.5%0.415%
7/21/2022 Wedbush Securities Inc.160,000$240K0.0%+79.0%0.436%
7/19/2022 Ridgewood Investments LLC146,418$220K0.2%+10.1%0.399%
7/12/2022 Koshinski Asset Management Inc.1,488,443$2.23M0.2%N/A4.058%
4/19/2022 Wedbush Securities Inc.89,375$121K0.0%+87.5%0.244%
1/14/2022 Koshinski Asset Management Inc.1,449,321$2.71M0.2%+10.4%3.962%
1/13/2022 Wedbush Securities Inc.47,662$89K0.0%+242.0%0.130%
11/15/2021 Ancora Advisors LLC459,420$900K0.0%+18.0%1.266%
10/12/2021 Koshinski Asset Management Inc.1,312,321$2.57M0.2%+156.5%3.616%
10/8/2021 Wedbush Securities Inc.13,938$27K0.0%N/A0.038%
8/13/2021 Renaissance Technologies LLC48,729$123K0.0%+77.1%0.137%
8/13/2021 Ancora Advisors LLC389,297$985K0.0%+12.0%1.091%
8/13/2021 Geode Capital Management LLC147,325$372K0.0%+12.6%0.413%
8/13/2021 Vanguard Group Inc.1,236,606$3.13M0.0%-2.2%3.467%
8/12/2021 Dimensional Fund Advisors LP24,520$62K0.0%N/A0.069%
5/19/2021 Virtu Financial LLC28,911$82K0.0%N/A0.081%
5/18/2021 Millennium Management LLC21,006$60K0.0%-73.8%0.059%
5/18/2021 Punch & Associates Investment Management Inc.2,244,185$6.40M0.4%+4.0%6.291%
5/18/2021 Perritt Capital Management Inc.249,189$710K0.4%+837.2%0.699%
5/13/2021 Renaissance Technologies LLC27,517$78K0.0%N/A0.077%
5/12/2021 Geode Capital Management LLC130,815$372K0.0%N/A0.367%
5/6/2021 Koshinski Asset Management Inc.912,321$2.60M0.3%N/A2.558%
4/27/2021 Ridgewood Investments LLC130,000$371K0.2%+4.0%0.368%
2/16/2021 Punch & Associates Investment Management Inc.2,158,630$5.74M0.4%+968.6%6.134%
2/13/2021 Ancora Advisors LLC148,006$394K0.0%N/A0.421%
2/11/2021 Northern Trust Corp45,949$122K0.0%N/A0.131%
(Data available from 1/1/2016 forward)

HGBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HGBL shares?

During the previous two years, 30 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($8.62M), Topline Capital Management LLC ($3.57M), Mink Brook Asset Management LLC ($3.45M), Koshinski Asset Management Inc. ($1.87M), Truffle Hound Capital LLC ($1.20M), Herr Investment Group LLC ($1.14M), and EAM Investors LLC ($1.04M).Learn more on HGBL's institutional investors.

What percentage of Heritage Global stock is owned by institutional investors?

33.46% of Heritage Global stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings.

Which institutional investors have been buying Heritage Global stock?

Of the 23 institutional investors that purchased Heritage Global stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Koshinski Asset Management Inc. ($2.57M), Topline Capital Management LLC ($1.93M), Mink Brook Asset Management LLC ($1.87M), Truffle Hound Capital LLC ($650K), Punch & Associates Investment Management Inc. ($322.50K), Mutual Advisors LLC ($305K), and Connective Capital Management LLC ($203.94K).

How much institutional buying is happening at Heritage Global?

Institutional investors have bought a total of 8,708,555 shares in the last 24 months. This purchase volume represents approximately $19.49M in transactions.

Which Heritage Global major shareholders have been selling company stock?

Of the 13 institutional investors that sold Heritage Global stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Koshinski Asset Management Inc. ($364.89K), Mutual Advisors LLC ($137.47K), EAM Investors LLC ($134.49K), Dimensional Fund Advisors LP ($97.35K), Wedbush Securities Inc. ($83.50K), Acadian Asset Management LLC ($65.40K), and Citadel Advisors LLC ($55.77K).

How much institutional selling is happening at Heritage Global?

Institutional investors have sold a total of 1,152,806 shares in the last 24 months. This volume of shares sold represents approximately $3.30M in transactions.



This page (NASDAQ:HGBL) was last updated on 2/22/2025 by MarketBeat.com Staff
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