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HERITAGE GLOBAL (HGBL)
NASDAQ
$1.24+$0.01 (+0.81%)
Price as of Jun 03, 2026 6:02 PM EDT- $42.4MMarket Cap
- -41.71%1-Year Change
- Capital MarketsIndustry
HERITAGE GLOBAL (HGBL)
$1.24+$0.01 (+0.81%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 6.46% | 2.2M | -140,504 (-6.26%) | Mar 31, 2026 |
MINK BROOK ASSET MANAGEMENT LLC | 6.44% | 2.2M | +209,412 (+9.36%) | Mar 31, 2026 |
VANGUARD GROUP INC | 5.39% | 1.9M | +14,013 (+0.75%) | Dec 31, 2025 |
TOPLINE CAPITAL MANAGEMENT, LLC | 5.14% | 1.8M | -65,476 (-3.67%) | Mar 31, 2026 |
N/A | 4.77% | 1.7M | +1.7M (+100.00%) | Mar 31, 2026 |
TRUFFLE HOUND CAPITAL, LLC | 3.17% | 1.1M | 0 (0.00%) | Mar 31, 2026 |
KOSHINSKI ASSET MANAGEMENT, INC. | 2.64% | 917,304 | 0 (0.00%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 4.77% | 1.7M | 0 (0.00%) | Mar 31, 2026 |
NORTHERN LIGHTS FUND TRUST II | 0.99% | 345,000 | +345,000 (+100.00%) | Feb 28, 2026 |
PERRITT FUNDS INC | 0.99% | 345,000 | +105,000 (+30.43%) | Jan 31, 2026 |
FIDELITY CONCORD STREET TRUST | 0.86% | 297,170 | +951 (+0.32%) | Feb 28, 2026 |
SEI INSTITUTIONAL MANAGED TRUST | 0.49% | 169,957 | 0 (0.00%) | Mar 31, 2026 |
ANCORA TRUST | 0.48% | 165,332 | 0 (0.00%) | Dec 31, 2025 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.25% | 87,080 | 0 (0.00%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions168.7M (75.42%)
- Mutual Funds29.8M (13.31%)
- Insiders25.2M (11.27%)
- Other0 (0.00%)
Insider Transactions
- 11.27% (25.2M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 1Number of InsiderSelling (last 12 months)
- $2.2MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Ludwig Thomas Van President, NLEX | Exempt | May 14, 2026 | $0.00 | 31,875 | $0.00 | 85,000 |
Ludwig Thomas Van President, NLEX | Exempt | May 14, 2026 | $22,312.50 | 31,875 | $0.70 | 246,527 |
Ludwig Thomas Van President, NLEX | In Kind | May 14, 2026 | $29,181.18 | 23,919 | $1.22 | 222,608 |
Sklar James Edward EVP, Gen Counsel & Secretary | Sell | May 01, 2026 | $4,966.22 | 3,734 | $1.33 | 257,391 |
Sklar James Edward EVP, Gen Counsel & Secretary | Sell | Apr 01, 2026 | $5,040.90 | 3,734 | $1.35 | 261,125 |
Hexner Michael | Award | Mar 05, 2026 | $0.00 | 20,000 | $0.00 | 272,104 |
Burnham William L | Award | Mar 05, 2026 | $0.00 | 20,000 | $0.00 | 70,000 |
SHIMER SAMUEL L | Award | Mar 05, 2026 | $0.00 | 20,000 | $0.00 | 352,500 |
Sinsley Barbara A | Award | Mar 05, 2026 | $0.00 | 20,000 | $0.00 | 101,300 |
Sharpe Kelly S | Award | Mar 05, 2026 | $0.00 | 20,000 | $0.00 | 95,800 |
Sklar James Edward EVP, Gen Counsel & Secretary | Sell | Mar 02, 2026 | $4,854.20 | 3,734 | $1.30 | 264,859 |
Sklar James Edward EVP, Gen Counsel & Secretary | Sell | Feb 02, 2026 | $5,115.58 | 3,734 | $1.37 | 268,593 |
Sklar James Edward EVP, Gen Counsel & Secretary | Sell | Nov 03, 2025 | $5,339.62 | 3,734 | $1.43 | 279,795 |
Sklar James Edward EVP, Gen Counsel & Secretary | Sell | Oct 01, 2025 | $12,172.84 | 7,468 | $1.63 | 283,529 |
DOVE ROSS CEO | In Kind | Mar 25, 2025 | $52,948.34 | 25,094 | $2.11 | 2.3M |
COBB BRIAN J. CFO | In Kind | Mar 25, 2025 | $13,520.88 | 6,408 | $2.11 | 225,353 |
Sklar James Edward EVP, Gen Counsel & Secretary | In Kind | Mar 25, 2025 | $9,973.97 | 4,727 | $2.11 | 290,997 |
Ludwig David Van President of subsidiary | Sell | Mar 11, 2025 | $13,790.00 | 7,000 | $1.97 | 900,479 |
Burnham William L | Award | Mar 06, 2025 | $0.00 | 20,000 | $0.00 | 50,000 |
COBB BRIAN J. CFO | Award | Mar 06, 2025 | $0.00 | 11,848 | $0.00 | 231,761 |
DOVE ROSS CEO | Award | Mar 06, 2025 | $0.00 | 44,355 | $0.00 | 2.3M |
Sharpe Kelly S | Award | Mar 06, 2025 | $0.00 | 20,000 | $0.00 | 75,800 |
Sinsley Barbara A | Award | Mar 06, 2025 | $0.00 | 20,000 | $0.00 | 81,300 |
Ludwig David Van President of subsidiary | Sell | Mar 06, 2025 | $20,700.00 | 10,000 | $2.07 | 907,479 |
SHIMER SAMUEL L | Award | Mar 06, 2025 | $0.00 | 20,000 | $0.00 | 332,500 |
Hexner Michael | Award | Mar 06, 2025 | $0.00 | 20,000 | $0.00 | 252,104 |
Sklar James Edward EVP, Gen Counsel & Secretary | Award | Mar 06, 2025 | $0.00 | 11,848 | $0.00 | 295,724 |
Ludwig David Van President of subsidiary | Sell | Mar 04, 2025 | $20,500.00 | 10,000 | $2.05 | 917,479 |
Ludwig David Van President of subsidiary | Sell | Feb 26, 2025 | $20,200.00 | 10,000 | $2.02 | 927,479 |
Ludwig David Van President of subsidiary | Sell | Feb 19, 2025 | $22,400.00 | 10,000 | $2.24 | 937,479 |