HGBL Institutional Ownership
Heritage Global Inc.
1W: -1.5%
1M: -3.7%
3M: +7.4%
YTD: +6.5%
1Y: -20.1%
3Y: -58.0%
5Y: -34.8%
$1.29
+0.03 (+2.38%)
Weekly Expected Move ±4.8%
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Institutional Ownership — HGBL
41
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$14M
Total Invested
3
New Positions
9
Increased
13
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Mink Brook Asset Management LLC | 2,273,077 | $$3M | +34,821 | +1.6% | 7Q | SEC ↗ |
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEME | 2,021,458 | $$3M | -222,690 | -9.9% | 24Q | SEC ↗ |
| 3 | Topline Capital Management, LLC | 1,785,488 | $$2M | — | +0.0% | 7Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,393,638 | $$2M | -263,909 | -15.9% | 2Q | SEC ↗ |
| 5 | Truffle Hound Capital, LLC | 1,100,000 | $$1M | — | +0.0% | 7Q | SEC ↗ |
| 6 | Koshinski Asset Management, Inc. | 917,304 | $$1M | — | +0.0% | 8Q | SEC ↗ |
| 7 | Militia Capital Management LLC | 563,873 | $$727K | — | +0.0% | 2Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 359,349 | $$464K | +17,215 | +5.0% | 22Q | SEC ↗ |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 249,617 | $$322K | +5,300 | +2.2% | 22Q | SEC ↗ |
| 10 | Ridgewood Investments LLC | 222,165 | $$287K | -15,000 | -6.3% | 2Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 179,234 | $$231K | -25,310 | -12.4% | 21Q | SEC ↗ |
| 12 | BlackRock, Inc. | 168,422 | $$217K | +21,383 | +14.5% | 8Q | SEC ↗ |
| 13 | VANGUARD FIDUCIARY TRUST CO | 167,270 | $$216K | +1,222 | +0.7% | 2Q | SEC ↗ |
| 14 | STATE STREET CORP | 116,566 | $$150K | — | +0.0% | 18Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 51,204 | $$66K | +14,339 | +38.9% | 23Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 42,957 | $$55K | +23,948 | +126.0% | 4Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC NEW | 38,312 | $$49K | — | +0.0% | 1Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 34,800 | $$45K | -421 | -1.2% | 5Q | SEC ↗ |
| 19 | NorthRock Partners, LLC | 34,139 | $$44K | — | +0.0% | 3Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 25,758 | $$33K | — | +0.0% | 6Q | SEC ↗ |
| 21 | MORGAN STANLEY | 18,668 | $$24K | — | +0.0% | 6Q | SEC ↗ |
| 22 | EVERGREEN CAPITAL MANAGEMENT LLC | 11,878 | $$15K | — | +0.0% | 5Q | SEC ↗ |
| 23 | ACADIAN ASSET MANAGEMENT LLC | 11,491 | $$15K | -5,203 | -31.2% | 3Q | SEC ↗ |
| 24 | Vanguard Global Advisers, LLC | 10,769 | $$14K | — | +0.0% | 2Q | SEC ↗ |
| 25 | XTX Topco Ltd | 10,000 | $$13K | -3,934 | -28.2% | 3Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 5,782 | $$7K | — | +0.0% | 14Q | SEC ↗ |
| 27 | Tower Research Capital LLC (TRC) | 5,429 | $$7K | +1,769 | +48.3% | 11Q | SEC ↗ |
| 28 | Parallel Advisors, LLC | 4,000 | $$5K | — | +0.0% | 24Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 2,740 | $$4K | +500 | +22.3% | 11Q | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 698 | $$1K | — | +0.0% | 10Q | SEC ↗ |
| 31 | BARCLAYS PLC NEW | 165 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Smartleaf Asset Management LLC | 100 | $$0K | — | +0.0% | 3Q | SEC ↗ |
| 33 | UBS Group AG | 96 | $$0K | -2,779 | -96.7% | 14Q | SEC ↗ |
| 34 | Archer Investment Corp | 25 | $$0K | — | +0.0% | 19Q | SEC ↗ |
| 35 | HARBOUR INVESTMENTS, INC. | 9 | $$0K | — | +0.0% | 2Q | SEC ↗ |
| 36 | Caitong International Asset Management NEW | 6 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Heron Bay Capital Management | 0 | $$0K | -31,925 | -100.0% | 4Q | SEC ↗ |
| 38 | Evernest Financial Advisors, LLC | 0 | $$0K | -194,000 | -100.0% | 1Q | SEC ↗ |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $$0K | -46,533 | -100.0% | 3Q | SEC ↗ |
| 40 | WYNNEFIELD CAPITAL INC | 0 | $$0K | -79,426 | -100.0% | 9Q | SEC ↗ |
| 41 | HRT FINANCIAL LP | 0 | $$0K | -10,726 | -100.0% | 1Q | SEC ↗ |
| 42 | Squarepoint Ops LLC | 0 | $$0K | -13,653 | -100.0% | 1Q | SEC ↗ |
| 43 | WELLS FARGO & COMPANY/MN | 0 | $$0K | -2,505 | -100.0% | 4Q | SEC ↗ |
| 44 | Rothschild Wealth LLC | 0 | $$0K | -81,366 | -100.0% | 2Q | SEC ↗ |
| 45 | Man Group plc | 0 | $$0K | -79,690 | -100.0% | 11Q | SEC ↗ |
| 46 | BANK OF AMERICA CORP /DE | 0 | $$0K | -156 | -100.0% | 7Q | SEC ↗ |
| 47 | CITIGROUP INC | 0 | $$0K | -4,155 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 38,312 | $$49K |
| BARCLAYS PLC | 165 | $$0K |
| Caitong International Asset Managem | 6 | $$0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Evernest Financial Advisors, LLC | 194,000 | $$250K |
| Rothschild Wealth LLC | 81,366 | $$105K |
| Man Group plc | 79,690 | $$103K |
| WYNNEFIELD CAPITAL INC | 79,426 | $$102K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 46,533 | $$60K |
| Heron Bay Capital Management | 31,925 | $$41K |
| Squarepoint Ops LLC | 13,653 | $$18K |
| HRT FINANCIAL LP | 10,726 | $$14K |
| CITIGROUP INC | 4,155 | $$5K |
| WELLS FARGO & COMPANY/MN | 2,505 | $$3K |
| BANK OF AMERICA CORP /DE | 156 | $$0K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mink Brook Asset Management LLC | +34,821 | +1.6% | 2,273,077 |
| JANE STREET GROUP, LLC | +23,948 | +126.0% | 42,957 |
| BlackRock, Inc. | +21,383 | +14.5% | 168,422 |
| GEODE CAPITAL MANAGEMENT, LLC | +17,215 | +5.0% | 359,349 |
| NORTHERN TRUST CORP | +14,339 | +38.9% | 51,204 |
| RENAISSANCE TECHNOLOGIES LLC | +5,300 | +2.2% | 249,617 |
| Tower Research Capital LLC (TRC) | +1,769 | +48.3% | 5,429 |
| VANGUARD FIDUCIARY TRUST CO | +1,222 | +0.7% | 167,270 |
| OSAIC HOLDINGS, INC. | +500 | +22.3% | 2,740 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | -263,909 | -15.9% | 1,393,638 |
| PUNCH & ASSOCIATES INVESTMENT MANAG | -222,690 | -9.9% | 2,021,458 |
| DIMENSIONAL FUND ADVISORS LP | -25,310 | -12.4% | 179,234 |
| Ridgewood Investments LLC | -15,000 | -6.3% | 222,165 |
| ACADIAN ASSET MANAGEMENT LLC | -5,203 | -31.2% | 11,491 |
| XTX Topco Ltd | -3,934 | -28.2% | 10,000 |
| UBS Group AG | -2,779 | -96.7% | 96 |
| GOLDMAN SACHS GROUP INC | -421 | -1.2% | 34,800 |