Who owns Heritage Global?

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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 $5.3M 1% Dec 2023
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Uniplan Investment Counsel 838k $2.6M 219% Sep 2023
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Renaissance Technologies 453k $1.4M 5% Sep 2023
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Wynnefield Capital 446k $1.2M 100% Dec 2023
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Dimensional Fund Advisors 396k $1.1M 43% Dec 2023
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Ancora Advisors 351k $976k 49% Dec 2023
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Perritt Capital Management 341k $947k -4% Dec 2023
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Eudaimonia Asset Management 334k $1.0M -29% Sep 2023
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Geode Capital Management 305k $952k 8% Sep 2023
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1492 Capital Management 304k $844k 174% Dec 2023
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Ameriprise Financial 204k $635k -1% Sep 2023
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Ridgewood Investments 190k $528k 17% Dec 2023
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Morgan Stanley 171k $533k -41% Sep 2023
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Mutual Advisors 168k $466k -20% Dec 2023
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Acadian Asset Management 157k $488k -29% Sep 2023
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BlackRock 138k $431k -3% Sep 2023
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Arrowstreet Capital, Limited Partnership 127k $352k -29% Dec 2023
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State Street Corporation 93k $291k 0% Sep 2023
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Millennium Management 83k $231k 199% Dec 2023
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First Trust Advisors 83k $258k 100% Sep 2023
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CIBC World Markets 81k $252k -31% Sep 2023
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Goss Wealth Management 54k $167k 100% Sep 2023
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Northern Trust 52k $162k 6% Sep 2023
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Man Group 44k $121k 105% Dec 2023
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Jane Street 38k $105k 100% Dec 2023
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Wedbush Morgan Securities 26k $71k -20% Dec 2023
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Citadel Advisors 24k $68k -81% Dec 2023
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Marshall Wace 23k $64k -48% Dec 2023
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Bank of New York Mellon 21k $59k 40% Dec 2023
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Barclays 19k $52k 10% Dec 2023
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Charles Schwab Investment Management 17k $47k 0% Dec 2023
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Royce & Associates 16k $45k 0% Dec 2023
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Prudential Financial 16k $49k -6% Sep 2023
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Engineers Gate Manager 13k $40k 8% Sep 2023
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Stifel Financial 12k $34k 0% Dec 2023
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Susquehanna International 11k $34k -61% Sep 2023
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Jpmorgan Chase & Co 8.9k $25k 23276% Dec 2023
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Qube Research & Technologies 8.2k $26k 100% Sep 2023
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Parallel Advisors 4.0k $11k 0% Dec 2023
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Advisor Group Holdings 1.8k $5.1k 100% Dec 2023
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Federated Investors 1.5k $4.1k 0% Dec 2023
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Webster Bank, N. A. 1.3k $3.6k 0% Dec 2023
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UBS Group 957.00 $2.7k 15850% Dec 2023
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Spire Wealth Management 500.00 $1.4k 0% Dec 2023
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Wells Fargo & Company 237.00 $659.002200 5% Dec 2023
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Royal Bank of Canada 234.00 $0 12% Dec 2023
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FMR 124.00 $387.004000 0% Sep 2023
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Cape Investment Advisory 106.00 $294.998000 100% Dec 2023
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Pnc Financial Services 80.00 $222.000000 0% Dec 2023
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Toronto-Dominion Bank 61.00 $190.002800 0% Sep 2023
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Archer Investment Corp 35.00 $96.999000 40% Dec 2023
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Bank of America Corporation 20.00 $56.000000 100% Dec 2023
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Central Trust & Investment 5.00 $14.000000 100% Dec 2023
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CarsonAllaria Wealth Management 2.00 $6.000000 0% Dec 2023
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Who sold out of Heritage Global?

Fund or Company Name Date Sold Shares Held Valued At
Quadrature Capital Sep 2023 178k $560k
Naviter Wealth Sep 2023 29k $92k
Goldman Sachs Group Sep 2023 28k $88k
XTX Topco Jun 2023 23k $84k
Walleye Trading Advisors Sep 2023 23k $71k
Occudo Quantitative Strategies Sep 2023 20k $64k
Keebeck Wealth Management Sep 2023 10k $31k
Hillsdale Investment Management Sep 2023 1.5k $4.5k
Tower Research Capital Jun 2023 4.00 $14.000000