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Heritage Global (HGBL) Institutional Ownership

Heritage Global logo
$2.00 0.00 (0.00%)
Closing price 05/2/2025 04:00 PM Eastern
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$2.08 +0.08 (+4.05%)
As of 05/2/2025 07:55 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)
16
Total
Institutional Inflows
(last 12 months)
$11.47M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$859.10K
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HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025 Koshinski Asset Management Inc.922,304$2.01M0.2%-8.6%2.598%
4/16/2025 Wealth Enhancement Advisory Services LLC25,758$56K0.0%N/A0.073%
4/9/2025 Parkside Advisors LLC34,139$74K0.0%N/A0.096%
2/17/2025Mink Brook Asset Management LLC1,867,021$3.45M3.3%N/A5.000%
2/17/2025Millennium Management LLC29,805$55K0.0%-64.4%0.080%
2/17/2025Citadel Advisors LLC40,763$75K0.0%-57.8%0.109%
2/17/2025Ancora Advisors LLC508,269$940K0.0%-2.2%1.361%
2/14/2025Two Sigma Securities LLC14,950$28K0.0%N/A0.040%
2/14/2025Topline Capital Management LLC1,927,096$3.57M0.7%N/A5.161%
2/14/2025Dimensional Fund Advisors LP240,241$444K0.0%-28.8%0.643%
2/13/2025NewEdge Advisors LLC14,904$28K0.0%N/A0.040%
2/13/2025Renaissance Technologies LLC339,817$629K0.0%+2.8%0.910%
2/12/2025Geode Capital Management LLC361,632$669K0.0%+7.8%0.968%
2/11/2025Truffle 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%
11/16/2024Geode Capital Management LLC335,402$570K0.0%+2.4%0.898%
11/15/2024Jane Street Group LLC14,941$25K0.0%N/A0.040%
11/15/2024Wynnefield Capital Inc.401,030$682K0.3%-10.1%1.074%
11/15/2024Janus 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%
8/9/2024Renaissance Technologies LLC318,217$783K0.0%-11.0%0.852%
8/9/2024Dimensional Fund Advisors LP449,864$1.11M0.0%+11.8%1.205%
5/16/2024Ancora Advisors LLC472,388$1.25M0.0%+34.6%1.265%
5/16/2024Connective Capital Management LLC203,938$538K0.8%N/A0.546%
5/16/2024Janus Henderson Group PLC20,445$54K0.0%N/A0.055%
5/14/2024Herr Investment Group LLC432,900$1.14M0.3%+10.7%1.159%
4/10/2024Ridgewood Investments LLC197,547$522K0.3%+3.9%0.532%
2/15/2024Perritt Capital Management Inc.340,591$947K0.5%-4.1%0.917%
2/12/20241492 Capital Management LLC303,621$844K0.5%+173.8%0.817%
1/12/2024 Mutual Advisors LLC167,530$466K0.0%-20.4%0.451%
1/11/2024Ridgewood Investments LLC190,047$528K0.3%+16.6%0.512%
11/14/2023Quadrature Capital Ltd177,838$560K0.0%-11.0%0.479%
11/14/2023 Mutual Advisors LLC210,500$657K0.0%-31.0%0.567%
11/13/2023EAM Investors LLC333,504$1.04M0.2%-28.7%0.898%
11/13/2023Acadian Asset Management LLC156,915$488K0.0%-29.4%0.422%
11/7/2023Barclays PLC17,022$53K0.0%N/A0.046%
10/26/2023Punch & Associates Investment Management Inc.2,761,465$8.62M0.6%+13.2%7.433%
8/14/2023Perritt Capital Management Inc.355,091$1.29M0.7%-7.3%0.957%
8/11/2023Cibc World Market Inc.116,300$421K0.0%+38.3%0.313%
8/7/2023Acadian Asset Management LLC222,310$802K0.0%+940.1%0.599%
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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%
7/27/2023Virtu Financial LLC16,591$60K0.0%N/A0.045%
5/9/2023Wedbush Securities Inc.66,500$191K0.0%-55.7%0.179%
4/25/2023Ridgewood 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%
1/31/2023Wedbush Securities Inc.150,000$353K0.0%-6.3%0.406%
11/15/2022Perritt Capital Management Inc.413,424$666K0.4%+36.7%1.119%
10/18/2022Bailard Inc.31,718$51K0.0%N/A0.086%
10/13/2022Ridgewood Investments LLC153,000$246K0.2%+4.5%0.415%
7/21/2022Wedbush Securities Inc.160,000$240K0.0%+79.0%0.436%
7/19/2022Ridgewood 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%
4/19/2022Wedbush 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%
1/13/2022Wedbush Securities Inc.47,662$89K0.0%+242.0%0.130%
11/15/2021Ancora 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%
10/8/2021Wedbush Securities Inc.13,938$27K0.0%N/A0.038%
8/13/2021Renaissance Technologies LLC48,729$123K0.0%+77.1%0.137%
8/13/2021Ancora Advisors LLC389,297$985K0.0%+12.0%1.091%
8/13/2021Geode Capital Management LLC147,325$372K0.0%+12.6%0.413%
8/13/2021Vanguard Group Inc.1,236,606$3.13M0.0%-2.2%3.467%
8/12/2021Dimensional Fund Advisors LP24,520$62K0.0%N/A0.069%
5/19/2021Virtu Financial LLC28,911$82K0.0%N/A0.081%
5/18/2021Millennium Management LLC21,006$60K0.0%-73.8%0.059%
5/18/2021Punch & Associates Investment Management Inc.2,244,185$6.40M0.4%+4.0%6.291%
5/18/2021Perritt Capital Management Inc.249,189$710K0.4%+837.2%0.699%
5/13/2021Renaissance Technologies LLC27,517$78K0.0%N/A0.077%
5/12/2021Geode Capital Management LLC130,815$372K0.0%N/A0.367%
5/6/2021 Koshinski Asset Management Inc.912,321$2.60M0.3%N/A2.558%
(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, 31 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. ($2.01M), 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 24 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: Topline Capital Management LLC ($1.93M), Mink Brook Asset Management LLC ($1.87M), Koshinski Asset Management Inc. ($1.06M), 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 7,218,202 shares in the last 24 months. This purchase volume represents approximately $15.17M 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. ($451.89K), 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 1,239,806 shares in the last 24 months. This volume of shares sold represents approximately $3.49M in transactions.


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This page (NASDAQ:HGBL) was last updated on 5/3/2025 by MarketBeat.com Staff
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