Heritage Global Ownership 2024 | Who Owns Heritage Global Now?
Institutional Ownership
5.03%
Insider Ownership
15.92%
Retail Ownership
79.05%
Institutional Holders
15.00
Heritage Global Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 6.93% | 0.36% | 2,535,292 | - | - | 6,236,818 | Jun 30, 2024 |
VANGUARD GROUP INC | 5.17% | 0.00% | 1,893,646 | - | - | 4,658,369 | Jun 30, 2024 |
UNIPLAN INVESTMENT COUNSEL, INC. | 2.20% | 0.18% | 805,788 | -2,575 | -0.32% | 1,982,000 | Jun 30, 2024 |
ANCORA ADVISORS, LLC | 1.42% | 0.03% | 519,675 | 47,287 | 10.01% | 1,278,401 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.23% | 0.00% | 449,864 | 47,375 | 11.77% | 1,106,665 | Jun 30, 2024 |
WYNNEFIELD CAPITAL INC | 1.22% | 0.49% | 446,030 | - | - | 1,097,233 | Jun 30, 2024 |
HERR INVESTMENT GROUP LLC | 1.18% | 0.07% | 432,900 | - | - | 1,064,934 | Jun 30, 2024 |
PERRITT CAPITAL MANAGEMENT INC | 0.93% | 0.46% | 338,924 | -333 | -0.10% | 833,753 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.90% | 0.00% | 327,560 | 7,277 | 2.27% | 805,999 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.87% | 0.00% | 318,217 | -39,200 | -10.97% | 782,814 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | 0.55% | 0.25% | 200,547 | 3,000 | 1.52% | 493,346 | Jun 30, 2024 |
MUTUAL ADVISORS, LLC | 0.46% | 0.01% | 167,530 | - | - | 390,345 | Jun 30, 2024 |
BLACKROCK INC. | 0.37% | - | 136,846 | 4,951 | 3.75% | 336,641 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.29% | 0.00% | 106,598 | -19,966 | -15.78% | 262,232 | Jun 30, 2024 |
STATE STREET CORP | 0.28% | - | 102,966 | 2,700 | 2.69% | 253,296,000 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.24% | 0.00% | 87,080 | -301 | -0.34% | 214,216 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.18% | - | 64,081 | -45 | -0.07% | 157,639,000 | Jun 30, 2024 |
MAN GROUP PLC | 0.17% | 0.00% | 62,841 | 1,673 | 2.74% | 154,589 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.08% | 0.01% | 28,670 | 18,480 | 181.35% | 71,000 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 0.05% | - | 18,914 | -1,531 | -7.49% | 46,528 | Jun 30, 2024 |
Heritage Global's largest institutional shareholder is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., holding 6.93% of the company's total share outstanding, currently valued at $6.24M. The top 10 institutional shareholders own together 22.05% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WYNNEFIELD CAPITAL INC | 1.22% | 0.49% | 446,030 | - | - | 1,097,233 | Jun 30, 2024 |
PERRITT CAPITAL MANAGEMENT INC | 0.93% | 0.46% | 338,924 | -333 | -0.10% | 833,753 | Jun 30, 2024 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 6.93% | 0.36% | 2,535,292 | - | - | 6,236,818 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | 0.55% | 0.25% | 200,547 | 3,000 | 1.52% | 493,346 | Jun 30, 2024 |
UNIPLAN INVESTMENT COUNSEL, INC. | 2.20% | 0.18% | 805,788 | -2,575 | -0.32% | 1,982,000 | Jun 30, 2024 |
HERR INVESTMENT GROUP LLC | 1.18% | 0.07% | 432,900 | - | - | 1,064,934 | Jun 30, 2024 |
ANCORA ADVISORS, LLC | 1.42% | 0.03% | 519,675 | 47,287 | 10.01% | 1,278,401 | Jun 30, 2024 |
MUTUAL ADVISORS, LLC | 0.46% | 0.01% | 167,530 | - | - | 390,345 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.08% | 0.01% | 28,670 | 18,480 | 181.35% | 71,000 | Jun 30, 2024 |
WEDBUSH SECURITIES INC | 0.04% | 0.00% | 15,483 | -1,200 | -7.19% | 38,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.87% | 0.00% | 318,217 | -39,200 | -10.97% | 782,814 | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | 0.04% | 0.00% | 14,231 | -385 | -2.63% | 35,008 | Jun 30, 2024 |
MAN GROUP PLC | 0.17% | 0.00% | 62,841 | 1,673 | 2.74% | 154,589 | Jun 30, 2024 |
WEBSTER BANK, N. A. | 0.00% | 0.00% | 1,300 | - | - | 3,198 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.23% | 0.00% | 449,864 | 47,375 | 11.77% | 1,106,665 | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | 0.01% | 0.00% | 4,000 | - | - | 9,840 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.24% | 0.00% | 87,080 | -301 | -0.34% | 214,216 | Jun 30, 2024 |
VANGUARD GROUP INC | 5.17% | 0.00% | 1,893,646 | - | - | 4,658,369 | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | 0.00% | 0.00% | 1,000 | 250 | 33.33% | 2,460 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.29% | 0.00% | 106,598 | -19,966 | -15.78% | 262,232 | Jun 30, 2024 |
The largest Heritage Global shareholder by % of total assets is WYNNEFIELD CAPITAL INC. The company owns 446.03K shares of Heritage Global (HGBL), representing 0.49% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LP | 1.23% | 0.00% | 449,864 | 47,375 | 11.77% | 1,106,665 | Jun 30, 2024 |
ANCORA ADVISORS, LLC | 1.42% | 0.03% | 519,675 | 47,287 | 10.01% | 1,278,401 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.08% | 0.01% | 28,670 | 18,480 | 181.35% | 71,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.90% | 0.00% | 327,560 | 7,277 | 2.27% | 805,999 | Jun 30, 2024 |
BLACKROCK INC. | 0.37% | - | 136,846 | 4,951 | 3.75% | 336,641 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 5,426 | 3,600 | 197.15% | 13,345 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | 0.55% | 0.25% | 200,547 | 3,000 | 1.52% | 493,346 | Jun 30, 2024 |
STATE STREET CORP | 0.28% | - | 102,966 | 2,700 | 2.69% | 253,296,000 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 0.04% | - | 14,325 | 2,000 | 16.23% | 35,239 | Jun 30, 2024 |
MAN GROUP PLC | 0.17% | 0.00% | 62,841 | 1,673 | 2.74% | 154,589 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 721 | 305 | 73.32% | 2,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 256 | 256 | 100.00% | 630 | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | 0.00% | 0.00% | 1,000 | 250 | 33.33% | 2,460 | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | 0.00% | - | 202 | 202 | 100.00% | 497 | Jun 30, 2024 |
FMR LLC | 0.00% | - | 67 | - | - | 165 | Jun 30, 2024 |
MORGAN STANLEY | 0.00% | - | 500 | - | - | 1,230 | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | 0.00% | - | 80 | - | - | 197 | Jun 30, 2024 |
TORONTO DOMINION BANK | 0.00% | - | 61 | - | - | 150 | Jun 30, 2024 |
CARSONALLARIA WEALTH MANAGEMENT, LTD. | - | - | 2 | - | - | 5 | Jun 30, 2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.00% | - | 575 | - | - | 1,415 | Jun 30, 2024 |
As of Jun 30 2024, Heritage Global's largest institutional buyer is DIMENSIONAL FUND ADVISORS LP. The company purchased 47.38K stocks of HGBL, valued at $1.11M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
1492 CAPITAL MANAGEMENT LLC | - | - | - | -143,036 | -100.00% | - | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -123,088 | -100.00% | - | Jun 30, 2024 |
CRAWFORD FUND MANAGEMENT, LLC | - | - | - | -93,500 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | 4 | -74,021 | -99.99% | 10 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | - | - | - | -49,200 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | - | - | - | -45,023 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.87% | 0.00% | 318,217 | -39,200 | -10.97% | 782,814 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.05% | - | 18,769 | -23,637 | -55.74% | 46,172 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.29% | 0.00% | 106,598 | -19,966 | -15.78% | 262,232 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | - | - | - | -17,200 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 78 | -8,722 | -99.11% | 192 | Jun 30, 2024 |
UNIPLAN INVESTMENT COUNSEL, INC. | 2.20% | 0.18% | 805,788 | -2,575 | -0.32% | 1,982,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 806 | -2,300 | -74.05% | 1,983 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 0.05% | - | 18,914 | -1,531 | -7.49% | 46,528 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 333 | -1,379 | -80.55% | 819 | Jun 30, 2024 |
WEDBUSH SECURITIES INC | 0.04% | 0.00% | 15,483 | -1,200 | -7.19% | 38,000 | Jun 30, 2024 |
FEDERATED HERMES, INC. | - | - | - | -818 | -100.00% | - | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.04% | - | 15,411 | -537 | -3.37% | 37,912 | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | 0.04% | 0.00% | 14,231 | -385 | -2.63% | 35,008 | Jun 30, 2024 |
PERRITT CAPITAL MANAGEMENT INC | 0.93% | 0.46% | 338,924 | -333 | -0.10% | 833,753 | Jun 30, 2024 |
As of Jun 30 2024, Heritage Global's biggest institutional seller is 1492 CAPITAL MANAGEMENT LLC. The company sold -0.14M shares of HGBL, valued at -.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
1492 CAPITAL MANAGEMENT LLC | - | - | - | -143,036 | -100.00% | - | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -123,088 | -100.00% | - | Jun 30, 2024 |
CRAWFORD FUND MANAGEMENT, LLC | - | - | - | -93,500 | -100.00% | - | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | - | - | - | -49,200 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | - | - | - | -45,023 | -100.00% | - | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | - | - | - | -17,200 | -100.00% | - | Jun 30, 2024 |
FEDERATED HERMES, INC. | - | - | - | -818 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -241 | -100.00% | - | Jun 30, 2024 |
Heritage Global's largest sold out institutional shareholder by shares sold is 1492 CAPITAL MANAGEMENT LLC, sold -0.14M shares, valued at -, as of undefined.
Heritage Global Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
PERRITT FUNDS INC | 2.13% | 261,999 | - | - | Jan 31, 2024 |
ANCORA TRUST | 0.69% | 146,135 | 36,992 | 33.89% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.03% | 14,800 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 87,381 | 2,642 | 3.12% | Mar 31, 2024 |
Legg Mason ETF Investment Trust | 0.01% | 16,155 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 1,834,063 | -432,887 | -19.10% | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 285,420 | 1,500 | 0.53% | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 34,014 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 16,791 | - | - | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 298,263 | 90,436 | 43.52% | Jan 31, 2024 |
Dimensional ETF Trust | 0.00% | 83,643 | 8,302 | 11.02% | Jan 31, 2024 |
SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 169,957 | - | - | Dec 31, 2023 |
USAA MUTUAL FUNDS TRUST | 0.00% | 3,386 | - | - | Jan 31, 2024 |
WisdomTree Trust | 0.00% | 12,574 | 6,549 | 108.70% | Mar 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 5,575 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 70,964 | -1,744 | -2.40% | Mar 31, 2024 |
Heritage Global's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 262.00K shares, compromising 2.13% of its total assets.
Heritage Global Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 15 | -72.73% |
31 Mar, 24 | 55 | - |
31 Dec, 23 | 55 | -1.79% |
30 Sep, 23 | 56 | 14.29% |
30 Jun, 23 | 49 | 88.46% |
31 Mar, 23 | 26 | 4.00% |
31 Dec, 22 | 25 | 25.00% |
30 Sep, 22 | 20 | 17.65% |
30 Jun, 22 | 17 | -10.53% |
31 Mar, 22 | 19 | - |
31 Dec, 21 | 19 | 5.56% |
30 Sep, 21 | 18 | - |
30 Jun, 21 | 18 | 12.50% |
31 Mar, 21 | 16 | 6.67% |
31 Dec, 20 | 15 | 87.50% |
30 Sep, 20 | 8 | - |
30 Jun, 19 | 1 | - |
31 Mar, 19 | 1 | - |
31 Dec, 18 | 1 | - |
As of 30 Jun 24, 15 institutions are holding Heritage Global's shares, representing a decrease of -72.73% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 1,840,631 | -81.63% |
31 Mar, 24 | 10,020,560 | 0.13% |
31 Dec, 23 | 10,007,424 | 2.08% |
30 Sep, 23 | 9,803,408 | -2.62% |
30 Jun, 23 | 10,067,043 | 32.90% |
31 Mar, 23 | 7,574,947 | 33.12% |
31 Dec, 22 | 5,690,103 | 0.93% |
30 Sep, 22 | 5,637,580 | -17.23% |
30 Jun, 22 | 6,811,537 | 33.22% |
31 Mar, 22 | 5,112,899 | -20.16% |
31 Dec, 21 | 6,403,802 | 2.40% |
30 Sep, 21 | 6,253,526 | 18.71% |
30 Jun, 21 | 5,267,939 | -4.36% |
31 Mar, 21 | 5,508,303 | 43.31% |
31 Dec, 20 | 3,843,711 | 772.39% |
30 Sep, 20 | 440,596 | - |
30 Jun, 19 | 3,999 | - |
31 Mar, 19 | 3,999 | -39.89% |
31 Dec, 18 | 6,653 | - |
Heritage Global (HGBL) has 1.84M shares outstanding as of 30 Jun 24, down -81.63% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 5.03% | 0.67% |
31 Mar, 24 | 27.38% | 3.68% |
31 Dec, 23 | 27.29% | 3.83% |
30 Sep, 23 | 26.68% | 3.55% |
30 Jun, 23 | 27.43% | 6.20% |
31 Mar, 23 | 21.04% | 8.43% |
31 Dec, 22 | 15.80% | 6.47% |
30 Sep, 22 | 15.62% | 4.39% |
30 Jun, 22 | 18.87% | 9.36% |
31 Mar, 22 | 14.20% | 4.44% |
31 Dec, 21 | 17.89% | 5.86% |
30 Sep, 21 | 17.47% | 7.82% |
30 Jun, 21 | 14.94% | 5.96% |
31 Mar, 21 | 15.83% | 10.27% |
31 Dec, 20 | 12.41% | 528.67% |
30 Sep, 20 | 1.53% | - |
30 Jun, 19 | 0.01% | 7142.86% |
31 Mar, 19 | 0.01% | 2573.39% |
31 Dec, 18 | 0.02% | - |
As of 30 Jun 24, Heritage Global is held by 5.03% institutional shareholders, representing a 0.67% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 4 | -83.33% |
31 Mar, 24 | 24 | -22.58% |
31 Dec, 23 | 31 | 34.78% |
30 Sep, 23 | 23 | -36.11% |
30 Jun, 23 | 36 | 111.76% |
31 Mar, 23 | 17 | 6.25% |
31 Dec, 22 | 16 | 60.00% |
30 Sep, 22 | 10 | 25.00% |
30 Jun, 22 | 8 | 14.29% |
31 Mar, 22 | 7 | -12.50% |
31 Dec, 21 | 8 | -20.00% |
30 Sep, 21 | 10 | -16.67% |
30 Jun, 21 | 12 | 9.09% |
31 Mar, 21 | 11 | - |
31 Dec, 20 | 11 | 37.50% |
30 Sep, 20 | 8 | - |
30 Jun, 19 | - | - |
31 Mar, 19 | - | -100.00% |
31 Dec, 18 | 1 | - |
4 institutional shareholders have increased their position in HGBL stock as of 30 Jun 24 compared to 24 in the previous quarter (a -83.33% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 4 | -76.47% |
31 Mar, 24 | 17 | 30.77% |
31 Dec, 23 | 13 | -35.00% |
30 Sep, 23 | 20 | 185.71% |
30 Jun, 23 | 7 | 133.33% |
31 Mar, 23 | 3 | -25.00% |
31 Dec, 22 | 4 | 100.00% |
30 Sep, 22 | 2 | 100.00% |
30 Jun, 22 | 1 | -66.67% |
31 Mar, 22 | 3 | -57.14% |
31 Dec, 21 | 7 | 600.00% |
30 Sep, 21 | 1 | -50.00% |
30 Jun, 21 | 2 | 100.00% |
31 Mar, 21 | 1 | - |
31 Dec, 20 | - | - |
30 Sep, 20 | - | - |
30 Jun, 19 | - | -100.00% |
31 Mar, 19 | 1 | - |
31 Dec, 18 | - | - |
4 institutional shareholders have reduced their position in HGBL stock as of 30 Jun 24 compared to 17 in the previous quarter (a -76.47% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 15 | -72.73% | 1,840,631 | -81.63% | 5.03% | 0.67% | 4 | -83.33% | 4 | -76.47% |
31 Mar, 24 | 55 | - | 10,020,560 | 0.13% | 27.38% | 3.68% | 24 | -22.58% | 17 | 30.77% |
31 Dec, 23 | 55 | -1.79% | 10,007,424 | 2.08% | 27.29% | 3.83% | 31 | 34.78% | 13 | -35.00% |
30 Sep, 23 | 56 | 14.29% | 9,803,408 | -2.62% | 26.68% | 3.55% | 23 | -36.11% | 20 | 185.71% |
30 Jun, 23 | 49 | 88.46% | 10,067,043 | 32.90% | 27.43% | 6.20% | 36 | 111.76% | 7 | 133.33% |
31 Mar, 23 | 26 | 4.00% | 7,574,947 | 33.12% | 21.04% | 8.43% | 17 | 6.25% | 3 | -25.00% |
31 Dec, 22 | 25 | 25.00% | 5,690,103 | 0.93% | 15.80% | 6.47% | 16 | 60.00% | 4 | 100.00% |
30 Sep, 22 | 20 | 17.65% | 5,637,580 | -17.23% | 15.62% | 4.39% | 10 | 25.00% | 2 | 100.00% |
30 Jun, 22 | 17 | -10.53% | 6,811,537 | 33.22% | 18.87% | 9.36% | 8 | 14.29% | 1 | -66.67% |
31 Mar, 22 | 19 | - | 5,112,899 | -20.16% | 14.20% | 4.44% | 7 | -12.50% | 3 | -57.14% |
31 Dec, 21 | 19 | 5.56% | 6,403,802 | 2.40% | 17.89% | 5.86% | 8 | -20.00% | 7 | 600.00% |
30 Sep, 21 | 18 | - | 6,253,526 | 18.71% | 17.47% | 7.82% | 10 | -16.67% | 1 | -50.00% |
30 Jun, 21 | 18 | 12.50% | 5,267,939 | -4.36% | 14.94% | 5.96% | 12 | 9.09% | 2 | 100.00% |
31 Mar, 21 | 16 | 6.67% | 5,508,303 | 43.31% | 15.83% | 10.27% | 11 | - | 1 | - |
31 Dec, 20 | 15 | 87.50% | 3,843,711 | 772.39% | 12.41% | 528.67% | 11 | 37.50% | - | - |
30 Sep, 20 | 8 | - | 440,596 | - | 1.53% | - | 8 | - | - | - |
30 Jun, 19 | 1 | - | 3,999 | - | 0.01% | 7142.86% | - | - | - | -100.00% |
31 Mar, 19 | 1 | - | 3,999 | -39.89% | 0.01% | 2573.39% | - | -100.00% | 1 | - |
31 Dec, 18 | 1 | - | 6,653 | - | 0.02% | - | 1 | - | - | - |
Heritage Global Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Heritage Global's stock was made by COBB BRIAN J. on Mar 19 2024, selling 13,638 shares at $2.93 per share (valued at $39.96K). The last insider buy of HGBL was made by DOVE ROSS on Mar 20 2024, buying 7,297 shares at $2.75 per share (worth $20.07K).
Heritage Global Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 10 | 2 | 500.00% |
Q4 2023 | 1 | - | - |
Q3 2023 | 10 | 2 | 500.00% |
Q2 2023 | 1 | 16 | 6.25% |
Q1 2023 | 12 | 20 | 60.00% |
Q3 2022 | 16 | 7 | 228.57% |
Q2 2022 | 6 | - | - |
Q1 2022 | 4 | 2 | 200.00% |
Q4 2021 | 17 | - | - |
Q3 2021 | 7 | 11 | 63.64% |
Q2 2021 | 3 | 16 | 18.75% |
Q1 2021 | 15 | 24 | 62.50% |
Q4 2020 | 10 | - | - |
Q3 2020 | 1 | 3 | 33.33% |
Q2 2020 | 4 | 1 | 400.00% |
Q1 2020 | 7 | - | - |
Q4 2019 | 2 | - | - |
Q3 2019 | 11 | - | - |
Q2 2019 | 9 | - | - |
Q1 2019 | 7 | - | - |
10 total buy trades, and 2 total sell trades (buy/sell ratio of 5.00%) were made by Heritage Global's insiders, as of Q1 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 2 | - | - |
Q4 2023 | 1 | - | - |
Q3 2023 | 8 | - | - |
Q2 2023 | - | 16 | - |
Q1 2023 | - | 14 | - |
Q3 2022 | 3 | - | - |
Q2 2022 | 4 | - | - |
Q1 2022 | 2 | - | - |
Q4 2021 | 17 | - | - |
Q3 2021 | 5 | 10 | 50.00% |
Q2 2021 | - | 12 | - |
Q1 2021 | 1 | 11 | 9.09% |
Q4 2020 | 9 | - | - |
Q3 2020 | 1 | - | - |
Q2 2020 | 3 | - | - |
Q1 2020 | 1 | - | - |
Q4 2019 | 2 | - | - |
Q3 2019 | 11 | - | - |
Q2 2019 | 8 | - | - |
Q1 2019 | 1 | - | - |
As of Q1 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Heritage Global's stocks.
Heritage Global Peer Ownership
Ticker | Company |
---|---|
HLI | Houlihan Lokey, Inc. |
NMR | Nomura Holdings, Inc. |
SNEX | StoneX Group Inc. |
OPY | Oppenheimer Holdings Inc. |
DFIN | Donnelley Financial Solutions, Inc. |
WULF | TeraWulf Inc. |
SRL | Scully Royalty Ltd. |
IREN | Iris Energy Limited |
MFH | Mercurity Fintech Holding Inc. |
SAI | SAI.TECH Global Corporation |
PIPR | Piper Sandler Companies |
ARBK | Argo Blockchain plc |
SDIG | Stronghold Digital Mining, Inc. |
TCJH | Top KingWin Ltd |
CIFR | Cipher Mining Inc. |
HGBL Ownership FAQ
Who Owns Heritage Global?
Heritage Global is owned by institutional shareholders (5.03%), insiders (15.92%), and public (79.05%). The largest institutional shareholder of Heritage Global is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (6.93% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (2.13% of total shares).
Who are the major institutional shareholders of Heritage Global?
Heritage Global's major institutional shareholders are PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., VANGUARD GROUP INC, UNIPLAN INVESTMENT COUNSEL, INC., ANCORA ADVISORS, LLC, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 16.95% of the company's share outstanding.
How many Heritage Global shareholders are there?
As of Jun 2024, there are 15 institutional shareholders of Heritage Global.
What percentage of Heritage Global is owned by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC?
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC owns 2.54M shares of Heritage Global, representing 6.93% of the company's total shares outstanding, valued at $6.24M (as of Jun 2024).
What percentage of Heritage Global is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 1.89M shares of Heritage Global (HGBL), compromising 5.17% of the company, valued at $4.66M.
What percentage of Heritage Global is owned by UNIPLAN INVESTMENT COUNSEL, INC?
UNIPLAN INVESTMENT COUNSEL, INC is the third largest holder of Heritage Global. The company owns 805.79K of the company's shares outstanding (worth $1.98M).