HeartBeam, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 763.70 K | $1.76 M | 1.73% | 2.85% |
| SMITH, SALLEY & ASSOCIATES | 01/15/2025 | 250.00 K | $575.00 K | 0.00% | 0.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 241.84 K | $556.38 K | 3.62% | 0.90% |
| UBS GROUP AG | 02/14/2025 | 160.00 K | $368.01 K | 0.00% | 0.60% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/12/2025 | 139.18 K | $320.12 K | 0.00% | 0.52% |
| RITHOLTZ WEALTH MANAGEMENT | 01/15/2025 | 139.18 K | $320.12 K | 0.00% | 0.52% |
| BEACON POINTE ADVISORS, LLC | 02/14/2025 | 133.33 K | $306.67 K | 0.00% | 0.50% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/28/2025 | 104.35 K | $240.00 K | 0.70% | 0.39% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 100.00 K | $230.00 K | 0.00% | 0.37% |
| 02/03/2025 | 80.39 K | $184.90 K | 0.00% | 0.30% | |
| STATE STREET CORP | 02/14/2025 | 78.37 K | $180.26 K | 12.65% | 0.29% |
| BLACKROCK, INC. | 02/07/2025 | 74.77 K | $171.96 K | 0.16% | 0.28% |
| SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 01/28/2025 | 74.40 K | $171.12 K | 36.76% | 0.28% |
| ADVISORY RESEARCH INC | 02/13/2025 | 50.00 K | $115.00 K | 0.00% | 0.19% |
| NORTHERN TRUST CORP | 02/14/2025 | 49.52 K | $113.89 K | 5.76% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 43.60 K | $100.28 K | 100.00% | 0.16% |
| D'ORAZIO & ASSOCIATES, INC. | 01/28/2025 | 32.99 K | $75.87 K | 0.00% | 0.12% |
| 01/28/2025 | 24.98 K | $57.46 K | 92.43% | 0.09% | |
| LPL FINANCIAL LLC | 02/11/2025 | 21.73 K | $49.98 K | 100.00% | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 14.54 K | $33.45 K | 0.00% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 02/10/2025 | 14.25 K | $32.78 K | 0.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 11.60 K | $26.91 K | 0.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 11.00 K | $25.30 K | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 10.40 K | $23.92 K | 0.00% | 0.04% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 02/13/2025 | 10.00 K | $23.00 K | 0.00% | 0.04% |
| 01/30/2025 | 10.00 K | $23.00 K | 100.00% | 0.04% | |
| MORGAN STANLEY | 02/14/2025 | 6.06 K | $13.93 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 1.77 K | $4.07 K | -1.23% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 02/07/2025 | 1.25 K | $2.88 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 1.00 K | $2.30 K | 100.00% | 0.00% |
| FMR LLC | 02/13/2025 | 336 | $773 | 59.24% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 180 | $414 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 47 | $108 | -4.08% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PASADENA PRIVATE WEALTH, LLC | 02/03/2025 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
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HeartBeam, Inc. institutional Ownership - FAQ's
During the previous two years, 29 institutional investors and hedge funds held shares of HeartBeam, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 763,703
GEODE CAPITAL MANAGEMENT, LLC: 241,839
UBS Group AG: 160,002
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 139,182
Beacon Pointe Advisors, LLC: 133,334
KESTRA PRIVATE WEALTH SERVICES, LLC: 104,346
9.94% of HeartBeam, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.02 M shares in the last 24 months. This purchase volume represents approximately $3.71 M in transactions.