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Get Institutions for : 
Heritage Global Inc (HGBL)  
$2.27 0.04 (1.73%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    2
Total shares held : 
10,007,434  
% of shares held : 
28.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
131,855  
% of shares held change : 
  0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$2.75  
Last Quarter's Ending Price : 
$2.64  
Last Quarter's Average Price
$2.84  
Change from last quarter's     
avg. price to the last closing  : 
0.57 (20.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 920,204
 9.2%
 
Increased Positions :
22
 678,559
 6.78%
 
Unchanged Positions :
12
 145,575
 1.45%
 
Decreased Positions :
13
-594,794
-5.94%
 
Closed Positions :
11
-872,114
-8.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VANGUARD GROUP INC 3295 - 2024-03-31 1,893,646 $4,999,000 0
   WYNNEFIELD CAPITAL INC 14 - 2024-03-31 446,030 $1,178,000 0
   Mutual Advisors LLC 725 - 2024-03-31 167,530 $442,000 0
   Crawford Fund Management LLC 34 - 2024-03-31 93,500 $247,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3374 - 2024-03-31 16,791 $44,000 0
   Parallel Advisors LLC 2278 - 2024-03-31 4,000 $11,000 0
   Advisor Group Holdings Inc. 5930 - 2024-03-31 1,826 $5,000 0
   WEBSTER BANK 569 - 2024-03-31 1,300 $3,000 0
   MORGAN STANLEY 6953 - 2024-03-31 500 $1,000 0
   TORONTO DOMINION BANK 1042 - 2024-03-31 61 $0 0
   PNC FINANCIAL SERVICES GROUP INC 4428 - 2024-03-31 80 $0 0
   PROEQUITIES INC. 5217 - 2024-03-31 0 $0 0
   Archer Investment Corp 1033 - 2024-03-31 35 $0 0
   CarsonAllaria Wealth Management Ltd. 409 - 2024-03-31 2 $0 0
   FMR LLC 5466 - 2024-03-31 67 $0 0

  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results