Heritage Global Inc. - Common Stock (HGBL)

CUSIP: 42727E103

Q3 2022 13F Holders as of 30 Sep 2022

Holder snapshot 6 signals
Share change
-1,173,957
SEC-reported price per share
$1.61
Number of holders
21
Value change
-$1,722,964
Number of buys
10
Number of sells
4
Security identity 1 source field
Shares outstanding
34,525,354

Security key

42727E103

Report period

Q3 2022

Institutions

21

Top holders

10

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 Jun 2022
13F Lead comparable stake: 7.1% Showing 1-6 of 15 holder rows.

Quick read

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. leads the comparable SEC ownership view at 7.1%.

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.

Comparable ownership Top 5
PUNCH & ASSOCIATES INVESTMENT MAN... 7.1%
Koshinski Asset Management, Inc. 4.3%
VANGUARD GROUP INC 3.5%
Ancora Advisors LLC 1.2%
PERRITT CAPITAL MANAGEMENT INC 0.88%

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
13F
7.1%
$3,684,000
2,456,030 shares
30 Jun 2022
Koshinski Asset Management, Inc.
13F
Company
13F
4.3%
$2,233,000
1,488,443 shares
30 Jun 2022
VANGUARD GROUP INC
13F
Company
13F
3.5%
$1,805,000
1,203,589 shares
30 Jun 2022
Ancora Advisors LLC
13F
Company
13F
1.2%
$610,000
407,160 shares
30 Jun 2022
PERRITT CAPITAL MANAGEMENT INC
13F
Company
13F
0.88%
$454,000
302,388 shares
30 Jun 2022
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.7%
$362,000
241,669 shares
30 Jun 2022
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 Q3 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
21
Shares
5,636,739
Rows available
21
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 Q3 2022 vs Q2 2022 Across Filers

Q2 2022 holders
18
Q3 2022 holders
21
Holder diff
3
Investor Q2 2022 Shares Q3 2022 Shares Share Diff Share Chg % Q2 2022 value Q3 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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