HeartBeam, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 750,714 | $1.74 M | 5.16% | 2.81% |
| SMITH, SALLEY & ASSOCIATES | 10/24/2024 | 250,000 | $580,000 | 0.00% | 0.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 233,397 | $541,602 | 9.53% | 0.87% |
| UBS GROUP AG | 11/14/2024 | 160,002 | $371,205 | 0.00% | 0.60% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 139,182 | $322,902 | 100.00% | 0.52% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 139,182 | $314,551 | 100.00% | 0.52% |
| BEACON POINTE ADVISORS, LLC | 11/14/2024 | 133,334 | $309,335 | 0.00% | 0.50% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/13/2024 | 103,621 | $240,401 | 13.85% | 0.39% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 100,000 | $232,000 | 0.00% | 0.37% |
| 10/21/2024 | 80,391 | $186,507 | 0.00% | 0.30% | |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 74,648 | $173,184 | 100.00% | 0.28% |
| STATE STREET CORP | 11/14/2024 | 69,573 | $161,409 | 0.00% | 0.26% |
| PASADENA PRIVATE WEALTH, LLC | 11/08/2024 | 60,554 | $140,485 | 3.15% | 0.23% |
| SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 10/22/2024 | 54,400 | $126,208 | -49.25% | 0.20% |
| ADVISORY RESEARCH INC | 11/14/2024 | 50,000 | $116,000 | 0.00% | 0.19% |
| D'ORAZIO & ASSOCIATES, INC. | 11/05/2024 | 32,987 | $76,530 | 0.00% | 0.12% |
| TWO SIGMA SECURITIES, LLC | 11/14/2024 | 23,919 | $55,492 | 100.00% | 0.09% |
| XTX TOPCO LTD | 11/14/2024 | 14,603 | $33,879 | 100.00% | 0.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 14,543 | $33,740 | 0.00% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 11/04/2024 | 14,250 | $33,060 | 0.00% | 0.05% |
| 12/16/2024 | 12,983 | $30,121 | 0.00% | 0.05% | |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 11,597 | $26,905 | 0.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 11,000 | $25,520 | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 10,400 | $24,128 | 100.00% | 0.04% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 11/14/2024 | 10,000 | $23,200 | 0.00% | 0.04% |
| MORGAN STANLEY | 11/14/2024 | 6,056 | $14,050 | 39.03% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 1,792 | $4,157 | -71.60% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 11/12/2024 | 1,250 | $2,900 | 0.00% | 0.00% |
| FMR LLC | 11/13/2024 | 211 | $490 | 339.58% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 180 | $418 | 8.43% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 49 | $114 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ASSETMARK, INC | 11/01/2024 | 0 | $0 | -100.00% | 0.00% |
| BAKER AVENUE ASSET MANAGEMENT, LP | 11/04/2024 | 0 | $0 | -100.00% | 0.00% |
HeartBeam, Inc.institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of HeartBeam, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 750,714
Smith, Salley & Associates: 250,000
GEODE CAPITAL MANAGEMENT, LLC: 233,397
UBS Group AG: 160,002
RITHOLTZ WEALTH MANAGEMENT: 139,182
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 139,182
9.76% of HeartBeam, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.52 M shares in the last 24 months. This purchase volume represents approximately $5.93 M in transactions.