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Heritage Global shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Heritage Global (HGBL) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Heritage Global

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All positions including Heritage Global held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Global by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $170 100 1.70

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Top funds holding Heritage Global

Vanguard Group
Koshinski Asset Management
Ancora Advisors
Herr Investment Group
Wynnefield Capital
Dimensional Fund Advisors
Geode Capital Management
Renaissance Technologies
Perritt Capital Management
Ridgewood Investments
Connective Capital Management
Mutual Advisors
BlackRock
BlackRock
State Street Corporation

View all funds holding Heritage Global