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 2.5M $4.1M 1% Sep 2025
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Mink Brook Asset Management 1.9M $3.1M 100% Sep 2025
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Vanguard Group 1.9M $3.1M -1% Sep 2025
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Truffle Hound Capital 1.1M $1.8M 20% Sep 2025
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Koshinski Asset Management 917k $1.5M 0% Sep 2025
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Militia Capital Partners 564k $936k -4% Sep 2025
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Wynnefield Capital 401k $666k 0% Sep 2025
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Renaissance Technologies 371k $616k 7% Sep 2025
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Geode Capital Management 358k $594k -4% Sep 2025
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Perritt Capital Management 296k $491k 9% Sep 2025
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Dimensional Fund Advisors 272k $452k -7% Sep 2025
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Ridgewood Investments 241k $400k 0% Sep 2025
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BlackRock 137k $227k 3% Sep 2025
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State Street Corporation 117k $194k 0% Sep 2025
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Citadel Advisors 74k $122k 17% Sep 2025
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Man Group 59k $98k -1% Sep 2025
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Rbf Capital 54k $90k 0% Sep 2025
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Susquehanna International 43k $71k 100% Sep 2025
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Goldman Sachs Group 38k $64k 100% Sep 2025
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Northern Trust 37k $61k -36% Sep 2025
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Heron Bay Capital Management 35k $58k -2% Sep 2025
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Grubman Wealth Management 34k $76k 0% Jun 2025
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Wealth Enhancement Advisory Services 26k $41k 0% Sep 2025
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GSA Capital Partners 22k $36k 103% Sep 2025
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Morgan Stanley 19k $41k 100% Jun 2025
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Virtu Financial 17k $28k 100% Sep 2025
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Charles Schwab Investment Management 17k $28k 0% Sep 2025
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Evergreen Capital Management 12k $20k 0% Sep 2025
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Jane Street 10k $17k 100% Sep 2025
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Royal Bank of Canada 5.8k $0 1% Sep 2025
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Parallel Advisors 4.0k $6.6k 0% Sep 2025
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Tower Research Capital 2.9k $4.8k 90% Sep 2025
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Advisor Group Holdings 2.8k $4.6k 0% Sep 2025
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Wells Fargo & Company 2.5k $4.2k 0% Sep 2025
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TD Waterhouse Canada 678.00 $1.1k 0% Sep 2025
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Archer Investment Corp 25.00 $42.000000 -29% Sep 2025
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UBS Group 16.00 $27.428800 -100% Sep 2025
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Who sold out of Heritage Global?

Fund or Company Name Date Sold Shares Held Valued At
Raymond James Financial Jun 2025 6.9k $15k
FMR Jun 2025 4.0k $9.0k
Jpmorgan Chase & Co Mar 2025 68.00 $148.002000