Heritage Global Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 2.50 M | $4.63 M | -0.81% | 6.84% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 1.93 M | $3.57 M | 100.00% | 5.27% |
| VANGUARD GROUP INC | 02/11/2025 | 1.88 M | $3.48 M | -0.60% | 5.15% |
| 02/14/2025 | 1.87 M | $3.45 M | 100.00% | 5.10% | |
| KOSHINSKI ASSET MANAGEMENT, INC. | 01/16/2025 | 1.01 M | $1.87 M | -4.72% | 2.76% |
| 02/11/2025 | 650,000 | $1.20 M | 100.00% | 1.78% | |
| ANCORA ADVISORS, LLC | 02/14/2025 | 508,269 | $940,297 | -2.19% | 1.39% |
| WYNNEFIELD CAPITAL INC | 02/14/2025 | 401,030 | $741,905 | 0.00% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 361,632 | $669,199 | 7.82% | 0.99% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 339,817 | $628,661 | 2.79% | 0.93% |
| PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 307,798 | $569,426 | -0.24% | 0.84% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 240,241 | $444,002 | -28.84% | 0.66% |
| RIDGEWOOD INVESTMENTS LLC | 01/10/2025 | 225,577 | $417,317 | 0.89% | 0.62% |
| MUTUAL ADVISORS, LLC | 01/17/2025 | 167,530 | $346,787 | 0.00% | 0.46% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 138,719 | $256,629 | -3.42% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 76,179 | $140,931 | 16.22% | 0.21% |
| MAN GROUP PLC | 02/14/2025 | 62,841 | $116,256 | 0.00% | 0.17% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 29,805 | $55,139 | -64.37% | 0.08% |
| UBS GROUP AG | 02/14/2025 | 24,032 | $44,459 | 8,607.25% | 0.07% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 16,791 | $31,063 | 0.00% | 0.05% |
| TWO SIGMA SECURITIES, LLC | 02/14/2025 | 14,950 | $27,658 | 100.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 14,904 | $27,573 | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 02/14/2025 | 14,601 | $27,000 | 3,409.86% | 0.04% |
| JANE STREET GROUP, LLC | 02/14/2025 | 11,778 | $21,789 | -21.17% | 0.03% |
| WEDBUSH SECURITIES INC | 02/13/2025 | 11,175 | $21,000 | -12.70% | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 10,924 | $20,209 | 100.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 4,562 | $8,166 | 0.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 02/10/2025 | 4,000 | $7,400 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 2,241 | $4,146 | 126.82% | 0.01% |
| TD WATERHOUSE CANADA INC. | 02/13/2025 | 678 | $1,254 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 80 | $148 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 74 | $137 | -3.90% | 0.00% |
| ARCHER INVESTMENT CORP | 01/28/2025 | 35 | $65 | 0.00% | 0.00% |
| FMR LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| WEBSTER BANK, N. A. | 01/22/2025 | 0 | $0 | -100.00% | 0.00% |
| JANUS HENDERSON GROUP PLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 0 | $0 | -100.00% | 0.00% |
| ENGINEERS GATE MANAGER LP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 01/24/2025 | 0 | $0 | -100.00% | 0.00% |
| CAPITAL PERFORMANCE ADVISORS LLP | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
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Heritage Global Inc. institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Heritage Global Inc.. The most heavily invested institutionals were:
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 2.5 M
Topline Capital Management, LLC: 1.93 M
VANGUARD GROUP INC: 1.88 M
Koshinski Asset Management, Inc.: 1.01 M
Ancora Advisors, LLC: 508,269
WYNNEFIELD CAPITAL INC: 401,030
35.66% of Heritage Global Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.04 M shares in the last 24 months. This purchase volume represents approximately $20.97 M in transactions.