HGBL - Heritage Global Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqCM)

Heritage Global Inc.
US ˙ NasdaqCM ˙ US42727E1038

Mga Batayang Estadistika
Pemilik Institusional 61 total, 61 long only, 0 short only, 0 long/short - change of -6.15% MRQ
Alokasi Portofolio Rata-rata 0.1610 % - change of 1.41% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 13,474,940 - 38.79% (ex 13D/G) - change of -0.23MM shares -1.67% MRQ
Nilai Institusional (Jangka Panjang) $ 29,808 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Heritage Global Inc. (US:HGBL) memiliki 61 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 13,474,940 saham. Pemegang saham terbesar meliputi 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 .

Struktur kepemilikan institusional Heritage Global Inc. (NasdaqCM:HGBL) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 4, 2025 is 1.91 / share. Previously, on September 5, 2024, the share price was 1.64 / share. This represents an increase of 16.46% over that period.

HGBL / Heritage Global Inc. Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

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

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

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Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
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
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
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 € 1.57
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