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Heritage Global (HGBL) Institutional Ownership

$2.34
-0.02 (-0.85%)
(As of 06/7/2024 ET)

Institutional Ownership Changes (13F Filings) for Heritage Global (NASDAQ:HGBL)

Current
Institutional Ownership
Percentage
33.46%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$4.72M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.39M
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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
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%
5/14/2024 Herr 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%
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%
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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%
11/16/2020 Punch & Associates Investment Management Inc.202,000$463K0.0%N/A0.574%
(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, 19 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($8.62M), Koshinski Asset Management Inc. ($4.33M), Ancora Advisors LLC ($1.25M), Herr Investment Group LLC ($1.14M), EAM Investors LLC ($1.04M), Perritt Capital Management Inc. ($947K), and 1492 Capital Management LLC ($844K).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 17 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. ($3.00M), Punch & Associates Investment Management Inc. ($322.50K), Mutual Advisors LLC ($305K), Connective Capital Management LLC ($203.94K), Acadian Asset Management LLC ($200.94K), 1492 Capital Management LLC ($192.71K), and Ancora Advisors LLC ($121.48K).

How much institutional buying is happening at Heritage Global?

Institutional investors have bought a total of 4,781,424 shares in the last 24 months. This purchase volume represents approximately $11.77M in transactions.

Which Heritage Global major shareholders have been selling company stock?

The following institutional investors have sold Heritage Global stock in the last 24 months: Koshinski Asset Management Inc. ($314.89K), Mutual Advisors LLC ($137.47K), EAM Investors LLC ($134.49K), Wedbush Securities Inc. ($93.50K), Acadian Asset Management LLC ($65.40K), Perritt Capital Management Inc. ($42.50K), and Quadrature Capital Ltd ($21.99K).

How much institutional selling is happening at Heritage Global?

Institutional investors have sold a total of 810,224 shares in the last 24 months. This volume of shares sold represents approximately $2.65M in transactions.


This page (NASDAQ:HGBL) was last updated on 6/9/2024 by MarketBeat.com Staff

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