Heritage Global Ownership | Who Owns Heritage Global?
Heritage Global Ownership Summary
Heritage Global is owned by 24.44% institutional investors, 15.89% insiders, and 59.67% retail investors. Punch & associates investment management is the largest institutional shareholder, holding 6.93% of HGBL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.86% of its assets in Heritage Global shares.
HGBL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Global | 24.44% | 15.89% | 59.67% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Capital Markets Stocks | 43.37% | 15.77% | 40.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Punch & associates investment management | 2.54M | 6.93% | $6.24M |
| Vanguard group | 1.89M | 5.17% | $4.66M |
| Ancora advisors | 519.67K | 1.42% | $1.28M |
| Dimensional fund advisors lp | 449.86K | 1.23% | $1.11M |
| Wynnefield capital | 446.03K | 1.22% | $1.10M |
| Herr investment group | 432.90K | 1.18% | $1.06M |
| Perritt capital management | 338.92K | 0.93% | $833.75K |
| Geode capital management | 327.56K | 0.90% | $806.00K |
| Renaissance | 318.22K | 0.87% | $782.81K |
| Ridgewood investments | 200.55K | 0.55% | $493.35K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wynnefield capital | 446.03K | 0.49% | $1.10M |
| Perritt capital management | 338.92K | 0.46% | $833.75K |
| Punch & associates investment management | 2.54M | 0.36% | $6.24M |
| Ridgewood investments | 200.55K | 0.25% | $493.35K |
| Herr investment group | 432.90K | 0.07% | $1.06M |
| Ancora advisors | 519.67K | 0.03% | $1.28M |
| Mutual advisors | 167.53K | 0.01% | $390.35K |
| Wedbush securities | 15.48K | 0.00% | $38.00K |
| Renaissance | 318.22K | 0.00% | $782.81K |
| Engineers gate manager lp | 14.23K | 0.00% | $35.01K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dimensional fund advisors lp | 449.86K | 0.00% | 47.38K |
| Ancora advisors | 519.67K | 0.03% | 47.29K |
| Geode capital management | 327.56K | 0.00% | 7.28K |
| Blackrock | 136.85K | - | 4.95K |
| Advisor group | 5.43K | - | 3.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Uniplan investment counsel | - | - | -805.79K |
| Connective capital management | - | - | -207.55K |
| 1492 capital management | - | - | -143.04K |
| Arrowstreet capital, limited partnership | - | - | -123.09K |
| Crawford fund management | - | - | -93.50K |
Sold Out
| Holder | Change |
|---|---|
| Carsonallaria wealth management | -2.00 |
| Qube research | -4.00 |
| Toronto dominion bank | -61.00 |
| Newedge advisors | -202.00 |
| Wells fargo & company/mn | -241.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 42 | -12.50% | 8,938,243 | -5.38% | 24 | 3.67% | 15 | 7.14% | 13 | -27.78% |
| Jun 30, 2024 | 48 | -12.73% | 9,446,237 | -5.73% | 25 | 3.44% | 14 | -41.67% | 18 | 5.88% |
| Mar 31, 2024 | 55 | - | 10,020,560 | 0.13% | 27 | 3.68% | 24 | -22.58% | 17 | 30.77% |
| Dec 31, 2023 | 55 | -3.51% | 10,007,424 | 2.08% | 27 | 3.83% | 31 | 34.78% | 13 | -35.00% |
| Sep 30, 2023 | 57 | 14.00% | 9,803,428 | -2.62% | 26 | 3.55% | 23 | -36.11% | 20 | 185.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.40M | 3.86% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 432.89K | 1.19% | - |
| Ancora Micro Cap | 384.99K | 1.04% | - |
| Perritt MicroCap Opportunities Investor | 232.00K | 0.63% | -30.00K |
| Fidelity Extended Market Index | 175.42K | 0.47% | 4.67K |
| Ancora MicroCap I | 165.33K | 0.45% | - |
| iShares Micro-Cap ETF | 78.63K | 0.22% | - |
| DFA US Micro Cap I | 77.45K | 0.21% | -12.50K |
| DFA US Core Equity 2 I | 56.13K | 0.15% | -1.40K |
| Fidelity Total Market Index | 48.47K | 0.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2024 | Ludwig David Van | President of subsidiary | Sell | $17.60K |
| Dec 03, 2024 | Ludwig David Van | President of subsidiary | Sell | $17.70K |
| Nov 21, 2024 | Ludwig David Van | President of subsidiary | Sell | $16.30K |
| Nov 19, 2024 | Ludwig David Van | President of subsidiary | Sell | $16.10K |
| Mar 20, 2024 | DOVE ROSS | CEO | Buy | $20.07K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q1 | 2 | - |
| 2023 Q4 | 1 | - |
| 2023 Q3 | 8 | - |
| 2023 Q2 | - | 16 |
HGBL Ownership FAQ
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