Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Heritage Global Inc. include
Evergreen Capital Management Llc,
DXUV - Dimensional US Vector Equity ETF,
and
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
346,506 |
39.28 |
769 |
41.88 |
|
| 2025-08-14 |
13F |
Evergreen Capital Management Llc
|
|
|
|
11,878 |
|
26 |
|
|
| 2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
66,244 |
37.73 |
144 |
44.00 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
2,750 |
175.00 |
6 |
200.00 |
|
| 2025-08-12 |
13F |
Heron Bay Capital Management
|
|
|
|
35,522 |
1.00 |
79 |
2.63 |
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
43,126 |
5.68 |
94 |
10.59 |
|
| 2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
293,682 |
22.24 |
652 |
24.43 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
6,940 |
|
15 |
|
|
| 2025-06-26 |
NP |
DXUV - Dimensional US Vector Equity ETF
|
|
|
|
5,588 |
|
11 |
|
|
| 2025-08-11 |
13F |
Truffle Hound Capital, LLC
|
|
|
|
920,157 |
41.56 |
2,043 |
44.11 |
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1,873,227 |
1.35 |
4,159 |
3.20 |
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
62,793 |
|
139 |
|
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
40,814 |
|
91 |
|
|
| 2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
5,434 |
|
12 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
537 |
102.64 |
1 |
|
|
| 2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
10,802 |
|
0 |
|
|
| 2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
624 |
282.82 |
1 |
|
|
