Security key
42727E103
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 13,590,193
- Total 13F value
- $25,245,361
- Share change
- -365,754
- SEC-reported price per share
- $1.85
- Number of holders
- 38
- Value change
- -$648,156
- Number of buys
- 9
- Number of sells
- 26
- Shares outstanding
- 34,525,354
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q4 2024
Institutions
38
Top holders
10
HGBL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
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
Topline Capital Managemen...
Disclosed value leader
Topline Capital Managemen...
Comparable rows
15/15
Latest evidence
30 Sep 2024
3/4/5
13D/G
13F
Lead comparable stake: 5.1%
13D/G row: Topline Capital Management, LLC
Showing 1-6 of 15 holder rows.
Quick read
Topline Capital Management, LLC leads the comparable SEC ownership view at 5.1%.
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
Topline Capital Management, LLC
5.1%
PUNCH & ASSOCIATES INVESTMENT MAN...
7.3%
VANGUARD GROUP INC
5.5%
Koshinski Asset Management, Inc.
3.1%
Ancora Advisors LLC
1.5%
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 |
|---|---|---|---|---|---|
| Topline Capital Management, LLC |
3/4/5
13D/G
Other*
|
5.1%
from 13D/G
|
$10,310,972
3,617,885 shares
|
— | 14 Apr 2023 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
Company
|
7.3%
|
$4,286,269
2,521,335 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
5.5%
|
$3,219,198
1,893,646 shares
|
— | 30 Sep 2024 |
| Koshinski Asset Management, Inc. |
13F
Company
|
3.1%
|
$1,800,817
1,059,304 shares
|
— | 30 Sep 2024 |
| Ancora Advisors LLC |
13F
Company
|
1.5%
|
$883,447
519,675 shares
|
— | 30 Sep 2024 |
| WYNNEFIELD CAPITAL INC |
13F
Company
|
1.2%
|
$681,751
401,030 shares
|
— | 30 Sep 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
38
Shares
13,590,193
Rows available
38
| 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 2024 vs Q3 2024 Across Filers
Q3 2024 holders
41
Q4 2024 holders
38
Holder diff
-3
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend