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 | $5.3M | 1% | Dec 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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| 1492 Capital Management | 304k | $844k | 174% | Dec 2023 |
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| Ridgewood Investments | 190k | $528k | 17% | Dec 2023 |
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| Mutual Advisors | 168k | $466k | -20% | Dec 2023 |
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| Arrowstreet Capital, Limited Partnership | 127k | $352k | -29% | Dec 2023 |
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| Millennium Management | 83k | $231k | 199% | Dec 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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| Stifel Financial | 12k | $34k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 8.9k | $25k | 23276% | Dec 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 | $3.4k | 0% | Mar 2024 |
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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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| 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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| 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 |
| Goldman Sachs Group | Sep 2023 | 28k | $88k |
| 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 |