Who owns Heritage Global?
- Ticker: HGBL
- CUSIP Number: 42727e103
Tip: Access positions for across all investors
Analyze quarterly positions in Heritage Global with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Heritage Global stock
Who bought or sold Heritage Global this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Punch & Associates Investment Management | 2.8M | $7.7M | 0% | Dec 2023 |
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| Vanguard Group | 1.9M | $5.0M | 0% | Mar 2024 |
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| Uniplan Investment Counsel | 808k | $2.1M | -4% | Mar 2024 |
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| Ancora Advisors | 472k | $1.2M | 35% | Mar 2024 |
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| Wynnefield Capital | 446k | $1.2M | 0% | Mar 2024 |
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| Herr Investment Group | 433k | $1.1M | 100% | Mar 2024 |
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| Dimensional Fund Advisors | 403k | $1.1M | 2% | Mar 2024 |
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| Perritt Capital Management | 339k | $896k | 0% | Mar 2024 |
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| Geode Capital Management | 320k | $846k | 5% | Mar 2024 |
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| Connective Capital Management | 204k | $538k | 100% | Mar 2024 |
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| Ridgewood Investments | 190k | $528k | 17% | Dec 2023 |
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| Mutual Advisors | 168k | $442k | 0% | Mar 2024 |
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| 1492 Capital Management | 143k | $378k | -53% | Mar 2024 |
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| BlackRock | 132k | $348k | -4% | Mar 2024 |
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| Ameriprise Financial | 127k | $334k | -38% | Mar 2024 |
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| Arrowstreet Capital, Limited Partnership | 123k | $325k | -3% | Mar 2024 |
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| Crawford Fund Management | 94k | $247k | 100% | Mar 2024 |
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| First Trust Advisors | 87k | $231k | 6% | Mar 2024 |
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| Qube Research & Technologies | 74k | $195k | 802% | Mar 2024 |
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| Susquehanna International | 72k | $189k | 556% | Mar 2024 |
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| Northern Trust | 64k | $169k | 24% | Mar 2024 |
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| Man Group | 61k | $162k | 40% | Mar 2024 |
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| Bank Of Montreal | 49k | $136k | 100% | Mar 2024 |
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| Goldman Sachs Group | 45k | $119k | 100% | Mar 2024 |
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| Millennium Management | 42k | $112k | -49% | Mar 2024 |
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| Citadel Advisors | 29k | $77k | 19% | Mar 2024 |
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| Jane Street | 29k | $76k | -23% | Mar 2024 |
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| Wedbush Morgan Securities | 26k | $71k | -20% | Dec 2023 |
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| Henderson Group | 20k | $54k | 100% | Mar 2024 |
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| Charles Schwab Investment Management | 17k | $44k | 0% | Mar 2024 |
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| Jamison Private Wealth Management | 16k | $0 | 100% | Mar 2024 |
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| Bank of New York Mellon | 16k | $42k | -25% | Mar 2024 |
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| Engineers Gate Manager | 15k | $39k | 14% | Mar 2024 |
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| Stifel Financial | 12k | $33k | 0% | Mar 2024 |
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| GSA Capital Partners | 10k | $27k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 8.8k | $23k | -1% | Mar 2024 |
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| Parallel Advisors | 4.0k | $11k | 0% | Mar 2024 |
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| Tower Research Capital | 3.1k | $8.2k | 100% | Mar 2024 |
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| Advisor Group Holdings | 1.8k | $4.8k | 0% | Mar 2024 |
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| UBS Group | 1.7k | $4.6k | 79% | Mar 2024 |
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| Federated Investors | 1.5k | $4.1k | 0% | Dec 2023 |
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| Webster Bank, N. A. | 1.3k | $3.4k | 0% | Mar 2024 |
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| Spire Wealth Management | 750.00 | $2.0k | 50% | Mar 2024 |
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| TD Waterhouse Canada | 678.00 | $2.4k | 100% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 575.00 | $1.5k | 100% | Mar 2024 |
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| Morgan Stanley | 500.00 | $1.3k | -100% | Mar 2024 |
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| Royal Bank of Canada | 416.00 | $999.980800 | 78% | Mar 2024 |
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| Wells Fargo & Company | 241.00 | $635.999000 | 2% | Mar 2024 |
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| Cape Investment Advisory | 106.00 | $294.998000 | 100% | Dec 2023 |
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| Pnc Financial Services | 80.00 | $211.000000 | 0% | Mar 2024 |
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| FMR | 67.00 | $177.000600 | -46% | Mar 2024 |
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| Archer Investment Corp | 35.00 | $92.001000 | 0% | Mar 2024 |
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| CarsonAllaria Wealth Management | 2.00 | $5.000000 | 0% | Mar 2024 |
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| Goss Wealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Heritage Global?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Eudaimonia Asset Management | Sep 2023 | 334k | $1.0M |
| Quadrature Capital | Sep 2023 | 178k | $560k |
| Acadian Asset Management | Sep 2023 | 157k | $488k |
| CIBC World Markets | Sep 2023 | 81k | $252k |
| Marshall Wace | Dec 2023 | 23k | $64k |
| Barclays | Dec 2023 | 19k | $52k |
| Royce & Associates | Dec 2023 | 16k | $45k |
| Keebeck Wealth Management | Sep 2023 | 10k | $31k |
| Bank of America Corporation | Dec 2023 | 20.00 | $56.000000 |
| Central Trust & Investment | Dec 2023 | 5.00 | $14.000000 |