Security key
42727E103
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 6,402,896
- Total 13F value
- $11,969,314
- Share change
- +148,915
- SEC-reported price per share
- $1.87
- Number of holders
- 20
- Value change
- +$278,672
- Number of buys
- 7
- Number of sells
- 8
- Shares outstanding
- 34,525,354
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2021
Institutions
20
Top holders
10
HGBL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2022
Previous quarter: Q3 2021
Heritage Global Inc. SEC filings
Heritage Global Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42727E103
Recent filing periods:
Ownership snapshot
Top reported holders of HGBL - Heritage Global Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
PUNCH & ASSOCIATES INVEST...
Disclosed value leader
PUNCH & ASSOCIATES INVEST...
Comparable rows
15/15
Latest evidence
30 Sep 2021
13F
Lead comparable stake: 6.7%
Showing 1-6 of 15 holder rows.
Quick read
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. leads the comparable SEC ownership view at 6.7%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s linked filing trail.
Comparable ownership
Top 5
PUNCH & ASSOCIATES INVESTMENT MAN...
6.7%
Koshinski Asset Management, Inc.
3.8%
VANGUARD GROUP INC
3.6%
Ancora Advisors LLC
1.3%
PERRITT CAPITAL MANAGEMENT INC
0.81%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
Company
|
6.7%
|
$4,511,000
2,301,530 shares
|
— | 30 Sep 2021 |
| Koshinski Asset Management, Inc. |
13F
Company
|
3.8%
|
$2,572,149
1,312,321 shares
|
— | 30 Sep 2021 |
| VANGUARD GROUP INC |
13F
Company
|
3.6%
|
$2,424,000
1,236,606 shares
|
— | 30 Sep 2021 |
| Ancora Advisors LLC |
13F
Company
|
1.3%
|
$900,000
459,420 shares
|
— | 30 Sep 2021 |
| PERRITT CAPITAL MANAGEMENT INC |
13F
Company
|
0.81%
|
$549,000
279,980 shares
|
— | 30 Sep 2021 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.43%
|
$288,000
147,325 shares
|
— | 30 Sep 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
20
Shares
6,402,896
Rows available
20
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
18
Q4 2021 holders
20
Holder diff
2
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 value | Q4 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend