Recent Quarter Total Invested
$5.80 M
Recent Quarter Institutional Ownership Percentage
8.51%
Total Invested of Last Quarter
$4.63 M
Ownership Percentage of Last Quarter
8.07%
HeartBeam, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 713,850 | $1.83 M | 20.59% | 2.69% |
| SMITH, SALLEY & ASSOCIATES | 07/29/2024 | 250,000 | $642,500 | 0.00% | 0.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 213,088 | $547,776 | 2.11% | 0.80% |
| UBS GROUP AG | 08/14/2024 | 160,002 | $411,205 | -1.00% | 0.60% |
| BEACON POINTE ADVISORS, LLC | 08/12/2024 | 133,334 | $342,668 | 0.00% | 0.50% |
| SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 07/12/2024 | 107,200 | $275,504 | 138.75% | 0.40% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 100,000 | $257,000 | 0.00% | 0.38% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 08/12/2024 | 91,015 | $233,909 | 0.80% | 0.34% |
| 09/10/2024 | 80,391 | $206,605 | 0.00% | 0.30% | |
| STATE STREET CORP | 08/14/2024 | 69,573 | $178,803 | 6.59% | 0.26% |
| PASADENA PRIVATE WEALTH, LLC | 07/19/2024 | 58,704 | $150,869 | -28.89% | 0.22% |
| BLACKROCK INC. | 08/13/2024 | 51,438 | $132,196 | 117.85% | 0.19% |
| ADVISORY RESEARCH INC | 08/13/2024 | 50,000 | $128,500 | 0.00% | 0.19% |
| NORTHERN TRUST CORP | 08/14/2024 | 46,820 | $120,327 | -1.07% | 0.18% |
| D'ORAZIO & ASSOCIATES, INC. | 08/08/2024 | 32,987 | $84,777 | 0.00% | 0.12% |
| BAKER AVENUE ASSET MANAGEMENT, LP | 08/08/2024 | 21,614 | $55,548 | -53.63% | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 14,543 | $37,376 | 0.00% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 07/26/2024 | 14,250 | $36,623 | 0.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 11,597 | $29,804 | 0.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 11,000 | $28,270 | 0.00% | 0.04% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 08/15/2024 | 10,000 | $25,700 | 0.00% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 6,310 | $16,217 | 112.24% | 0.02% |
| MORGAN STANLEY | 10/17/2024 | 4,356 | $11,195 | -45.71% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 08/02/2024 | 1,250 | $3,213 | 0.00% | 0.00% |
| ASSETMARK, INC | 08/13/2024 | 700 | $1,799 | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/06/2024 | 600 | $2,000 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 166 | $427 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 49 | $126 | 100.00% | 0.00% |
| FMR LLC | 08/13/2024 | 48 | $124 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| FIRST FOUNDATION ADVISORS | 08/06/2024 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
HeartBeam, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of BEAT shares?
During the previous two years, 31 institutional investors and hedge funds held shares of HeartBeam, Inc.. The most heavily invested institutionals were:
Smith, Salley & Associates: 250,000
GEODE CAPITAL MANAGEMENT, LLC: 233,397
UBS Group AG: 160,002
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 139,182
RITHOLTZ WEALTH MANAGEMENT: 139,182
Beacon Pointe Advisors, LLC: 133,334
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What percentage of HeartBeam, Inc. stock is owned by institutional investors?
8.51% of HeartBeam, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at BEAT ?
Institutional investors have bought a total of 1.77 M shares in the last 24 months. This purchase volume represents approximately $4.97 M in transactions.