HGBL - Heritage Global Inc. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqCM)

Heritage Global Inc.
US ˙ NasdaqCM ˙ US42727E1038

Grundlæggende statistik
Institutionelle ejere 61 total, 61 long only, 0 short only, 0 long/short - change of -7,58% MRQ
Gennemsnitlig porteføljeallokering 0.1610 % - change of -6,34% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 13.474.940 - 38,79% (ex 13D/G) - change of -0,81MM shares -5,70% MRQ
Institutionel værdi (lang) $ 29.808 USD ($1000)
Institutionelt ejerskab og aktionærer

Heritage Global Inc. (US:HGBL) har 61 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 13,474,940 aktier. Største aktionærer omfatter Punch & Associates Investment Management, Inc., Vanguard Group Inc, Mink Brook Asset Management LLC, Topline Capital Management, LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Truffle Hound Capital, LLC, Koshinski Asset Management, Inc., Militia Capital Partners, LP, VEXMX - Vanguard Extended Market Index Fund Investor Shares, and Wynnefield Capital Inc .

Heritage Global Inc. (NasdaqCM:HGBL) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 11, 2025 is 1,86 / share. Previously, on September 12, 2024, the share price was 1,63 / share. This represents an increase of 13,80% over that period.

HGBL / Heritage Global Inc. Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

HGBL / Heritage Global Inc. Historical Put/Call Ratio
13D/G-arkivering

Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.

Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.

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Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2025-05-14 13G Mink Brook Asset Management LLC 1,867,021 5.26
2025-02-10 13G/A Topline Capital Management, LLC 1,927,096 5.10
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 25.758 0,00 58 3,57
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.876 -26,87 55 -11,29
2025-07-29 13F Koshinski Asset Management, Inc. 917.304 -0,54 2.036 1,29
2025-08-14 13F RBF Capital, LLC 54.283 0,00 121 1,69
2025-07-15 13F Wynnefield Capital Inc 401.030 0,00 890 1,83
2025-08-13 13F Renaissance Technologies Llc 346.506 39,28 769 41,88
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66.244 37,73 144 44,00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 47.405 0,00 96 -6,86
2025-04-22 13F Jamison Private Wealth Management, Inc. 0 -100,00 0
2025-08-12 13F Archer Investment Corp 35 0,00 0
2025-08-13 13F Northern Trust Corp 57.698 0,00 128 2,40
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43.126 5,68 94 10,59
2025-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2025-08-12 13F BlackRock, Inc. 132.533 -4,08 294 -2,33
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.389.895 0,00 3.086 1,85
2025-08-14 13F Raymond James Financial Inc 6.940 15
2025-06-03 NP PRCGX - Perritt MicroCap Opportunities Fund Investor Class 200.000 -5,57 404 -11,60
2025-08-11 13F Truffle Hound Capital, LLC 920.157 41,56 2.043 44,11
2025-08-11 13F Vanguard Group Inc 1.873.227 1,35 4.159 3,20
2025-08-14 13F Citadel Advisors Llc 62.793 139
2025-08-14 13F Ancora Advisors, LLC 0 -100,00 0
2025-08-14 13F Bank Of America Corp /de/ 537 102,64 1
2025-08-14 13F Man Group plc 59.874 -18,54 133 -17,50
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.791 0,00 34 -8,33
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 6.544 0,00 15 0,00
2025-08-06 13F Wedbush Securities Inc 0 -100,00 0
2025-08-14 13F/A Perritt Capital Management Inc 272.466 -1,09 605 0,67
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 650 -87,86 1 -92,31
2025-04-28 13F Mutual Advisors, LLC 0 -100,00 0 -100,00
2025-05-09 13F Pnc Financial Services Group, Inc. 0 -100,00 0
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.047 0,00 28 -6,67
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.421 0,00 15 -12,50
2025-08-15 13F Tower Research Capital LLC (TRC) 1.514 -18,29 3 -25,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 -100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 5.434 12
2025-05-29 NP ANCIX - Ancora Microcap Fund Class I 165.332 0,00 360 18,03
2025-07-14 13F Ridgewood Investments LLC 241.165 0,00 535 1,90
2025-08-14 13F Militia Capital Partners, LP 584.478 0,00 1.298 1,81
2025-07-30 13F Journey Advisory Group, LLC 0 -100,00 0
2025-08-12 13F Jpmorgan Chase & Co 0 -100,00 0
2025-08-12 13F Heron Bay Capital Management 35.522 1,00 79 2,63
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69.805 -5,31 155 -3,75
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 5.588 11
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57.931 0,00 117 -6,40
2025-08-14 13F Mink Brook Asset Management LLC 1.867.021 0,00 4.145 1,82
2025-08-14 13F UBS Group AG 13.659 -56,36 30 -55,88
2025-08-15 13F Morgan Stanley 18.668 0,00 41 2,50
2025-07-22 13F Gsa Capital Partners Llp 10.802 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Fmr Llc 4.041 -73,04 9 -75,00
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.800 0,00 33 0,00
2025-08-14 13F Evergreen Capital Management Llc 11.878 26
2025-08-14 13F State Street Corp 116.566 0,00 259 1,57
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 176.030 -6,53 384 -2,54
2025-05-15 13F Millennium Management Llc 0 -100,00 0 -100,00
2025-08-11 13F TD Waterhouse Canada Inc. 678 0,00 1 0,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 2.750 175,00 6 200,00
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 432.887 0,00 961 1,91
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31.260 0,00 68 4,62
2025-08-12 13F Dimensional Fund Advisors Lp 293.682 22,24 652 24,43
2025-07-08 13F Parallel Advisors, LLC 4.000 0,00 9 0,00
2025-08-14 13F GWM Advisors LLC 0 -100,00 0
2025-08-14 13F Topline Capital Management, LLC 1.678.507 -0,96 3.726 0,87
2025-08-14 13F Goldman Sachs Group Inc 40.814 91
2025-08-14 13F Massar Capital Management, LP 0 -100,00 0
2025-08-14 13F Wells Fargo & Company/mn 2.500 0,00 6 0,00
2025-08-14 13F Punch & Associates Investment Management, Inc. 2.454.053 -0,02 5.448 1,81
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5.700 0,00 13 0,00
2025-08-12 13F Charles Schwab Investment Management Inc 16.791 0,00 37 2,78
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 25.310 0,00 51 -5,56
2025-07-09 13F Parkside Advisors LLC 34.139 0,00 76 1,35
2025-08-08 13F Geode Capital Management, Llc 373.047 -0,65 828 1,22
2025-08-14 13F Royal Bank Of Canada 5.782 -6,53 13 0,00
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 624 282,82 1
Other Listings
DE:LGC 1,54 €
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