HeartBeam, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/11/2025 | 1.12 M | $1.40 M | 35.89% | 3.31% |
| SMITH, SALLEY & ASSOCIATES | 07/17/2025 | 367.65 K | $459.56 K | 0.00% | 1.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 254.87 K | $318.65 K | 3.03% | 0.75% |
| BEACON POINTE ADVISORS, LLC | 08/13/2025 | 247.06 K | $308.82 K | 147.06% | 0.73% |
| UBS GROUP AG | 08/14/2025 | 199.27 K | $249.08 K | -1.86% | 0.59% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 08/07/2025 | 142.65 K | $178.31 K | 0.00% | 0.42% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/12/2025 | 139.18 K | $173.98 K | 0.00% | 0.41% |
| RITHOLTZ WEALTH MANAGEMENT | 07/28/2025 | 139.18 K | $173.98 K | 0.00% | 0.41% |
| STIFEL FINANCIAL CORP | 08/14/2025 | 100.00 K | $125.00 K | 0.00% | 0.30% |
| BLACKROCK, INC. | 08/12/2025 | 88.21 K | $110.26 K | 19.51% | 0.26% |
| STATE STREET CORP | 08/14/2025 | 78.37 K | $97.97 K | 0.00% | 0.23% |
| SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 07/23/2025 | 74.40 K | $93.00 K | 0.00% | 0.22% |
| SIGMA PLANNING CORP | 08/05/2025 | 73.85 K | $92.31 K | 0.54% | 0.22% |
| CANNON FINANCIAL STRATEGISTS, INC. | 08/06/2025 | 68.74 K | $85.92 K | -14.49% | 0.20% |
| ADVISORY RESEARCH INC | 08/13/2025 | 50.00 K | $62.50 K | 0.00% | 0.15% |
| NORTHERN TRUST CORP | 08/13/2025 | 49.52 K | $61.89 K | 0.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 38.47 K | $48.09 K | -34.53% | 0.11% |
| D'ORAZIO & ASSOCIATES, INC. | 08/08/2025 | 32.99 K | $41.23 K | 0.00% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 28.18 K | $35.22 K | 102.20% | 0.08% |
| VIRTU FINANCIAL LLC | 08/12/2025 | 27.35 K | $34.00 K | 100.00% | 0.08% |
| SQUAREPOINT OPS LLC | 08/27/2025 | 23.80 K | $29.75 K | 100.00% | 0.07% |
| HRT FINANCIAL LP | 08/14/2025 | 20.85 K | $26.00 K | 100.00% | 0.06% |
| LPL FINANCIAL LLC | 08/12/2025 | 16.00 K | $20.00 K | -33.70% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 07/22/2025 | 15.27 K | $19.09 K | 100.00% | 0.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 14.54 K | $18.18 K | 0.00% | 0.04% |
| SMART WEALTH LLC | 08/13/2025 | 12.00 K | $15.00 K | 0.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/12/2025 | 11.00 K | $13.75 K | 0.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 07/28/2025 | 10.25 K | $12.81 K | 0.00% | 0.03% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 08/13/2025 | 10.00 K | $12.50 K | 0.00% | 0.03% |
| BLONG FINANCIAL, LLC | 08/13/2025 | 10.00 K | $12.50 K | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/15/2025 | 2.56 K | $3.20 K | 42.22% | 0.01% |
| RONALD BLUE TRUST, INC. | 07/24/2025 | 1.93 K | $2.41 K | 100.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 08/08/2025 | 1.25 K | $1.56 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2025 | 1.00 K | $1.25 K | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/14/2025 | 1.00 K | $1.25 K | -90.91% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 09/04/2025 | 1.00 K | $1.25 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2025 | 269 | $336 | 42.33% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 08/08/2025 | 0 | $0 | -100.00% | 0.00% |
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HeartBeam, Inc. institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of HeartBeam, Inc.. The most heavily invested institutionals were:
Smith, Salley & Associates: 367,647
RITHOLTZ WEALTH MANAGEMENT: 139,182
Cannon Financial Strategists, Inc.: 78,739
Spectrum Asset Management, Inc. (NB/CA): 74,400
BESSEMER GROUP INC: 15,200
SMART Wealth LLC: 12,000
10.26% of HeartBeam, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.53 M shares in the last 24 months. This purchase volume represents approximately $5.97 M in transactions.