Heritage Global Inc.

NasdaqCM:HGBL Stock Report

Market Cap: US$63.6m

Heritage Global Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:HGBL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
20 Mar 24BuyUS$20,067Ross DoveIndividual7,297US$2.75
19 Mar 24BuyUS$14,400Nicholas DoveIndividual5,000US$2.88

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HGBL?
Owner TypeNumber of SharesOwnership Percentage
Hedge Funds2,424,6806.67%
Individual Insiders4,577,45312.6%
Institutions9,405,49525.9%
General Public19,935,93354.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 43.61% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.94%
Punch & Associates Investment Management, Inc.
2,521,335US$4.4m-0.55%0.23%
6.67%
Topline Capital Management, LLC
2,424,680US$4.2m0%1.05%
6.34%
Ross Dove
2,302,656US$4.0m0%no data
5.21%
The Vanguard Group, Inc.
1,893,646US$3.3m0%no data
2.96%
David Ludwig
1,074,304US$1.9m-3.59%no data
2.91%
Koshinski Asset Management, Inc.
1,059,304US$1.9m0%0.15%
1.43%
Ancora Advisors LLC
519,675US$909.4k0%0.02%
1.19%
Herr Investment Group LLC
432,900US$757.6k0%0.22%
1.1%
Wynnefield Capital, Inc.
401,030US$701.8k-10.1%0.3%
0.93%
Dimensional Fund Advisors LP
337,588US$590.8k-25%no data
0.92%
Geode Capital Management, LLC
335,402US$587.0k2.39%no data
0.91%
Renaissance Technologies LLC
330,595US$578.5k3.89%no data
0.86%
Samuel Shimer
312,500US$546.9k0%no data
0.85%
Perritt Capital Management, Inc.
308,548US$540.0k-8.96%0.27%
0.78%
James Sklar
283,876US$496.8k0%no data
0.64%
Michael Hexner
232,104US$406.2k0%no data
0.62%
Ridgewood Investments LLC
223,577US$391.3k11.5%0.19%
0.46%
Mutual Advisors, LLC
167,530US$293.2k0%0.01%
0.4%
BlackRock, Inc.
143,624US$251.3k4.95%no data
0.28%
State Street Global Advisors, Inc.
102,966US$180.2k0%no data
0.28%
Nicholas Dove
100,000US$175.0k0%no data
0.27%
Citadel Advisors LLC
96,534US$168.9k277%no data
0.26%
Brian Cobb
94,913US$166.1k0%no data
0.23%
Millennium Management LLC
83,663US$146.4k346%no data
0.18%
Susquehanna International Group, LLP, Asset Management Arm
65,549US$114.7k13.1%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/18 23:11
End of Day Share Price 2024/12/18 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Heritage Global Inc. is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael ShliskyColliers Securities
George SuttonCraig-Hallum Capital Group LLC
Mark ArgentoLake Street Capital Markets, LLC