HeartBeam, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 1.12 M | $1.85 M | 0.00% | 3.31% |
| SMITH, SALLEY & ASSOCIATES | 10/20/2025 | 367.65 K | $606.62 K | 0.00% | 1.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 293.60 K | $484.53 K | 15.20% | 0.87% |
| UBS GROUP AG | 11/13/2025 | 192.55 K | $317.71 K | -3.37% | 0.57% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 175.99 K | $290.38 K | 23.38% | 0.52% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 139.18 K | $229.65 K | 0.00% | 0.41% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 139.18 K | $229.65 K | 0.00% | 0.41% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 100.00 K | $165.00 K | 0.00% | 0.30% |
| BLACKROCK, INC. | 11/12/2025 | 90.04 K | $148.57 K | 2.08% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 88.05 K | $145.28 K | 212.48% | 0.26% |
| CANNON FINANCIAL STRATEGISTS, INC. | 11/06/2025 | 78.74 K | $129.92 K | 14.55% | 0.23% |
| STATE STREET CORP | 11/14/2025 | 78.37 K | $129.32 K | 0.00% | 0.23% |
| SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 10/23/2025 | 74.40 K | $122.76 K | 0.00% | 0.22% |
| MORGAN STANLEY | 11/14/2025 | 70.62 K | $116.53 K | -2.89% | 0.21% |
| ADVISORY RESEARCH INC | 11/13/2025 | 50.00 K | $82.50 K | 0.00% | 0.15% |
| NORTHERN TRUST CORP | 11/14/2025 | 49.52 K | $81.70 K | 0.00% | 0.15% |
| SIGMA PLANNING CORP | 11/10/2025 | 42.40 K | $69.96 K | -42.59% | 0.13% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 37.75 K | $62.29 K | 64.15% | 0.11% |
| D'ORAZIO & ASSOCIATES, INC. | 11/10/2025 | 32.99 K | $54.43 K | 0.00% | 0.10% |
| XTX TOPCO LTD | 11/14/2025 | 16.93 K | $27.93 K | 100.00% | 0.05% |
| LPL FINANCIAL LLC | 11/12/2025 | 16.00 K | $26.40 K | 0.00% | 0.05% |
| BESSEMER GROUP INC | 11/05/2025 | 15.20 K | $25.00 K | 100.00% | 0.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 14.54 K | $24.00 K | 0.00% | 0.04% |
| SMART WEALTH LLC | 11/07/2025 | 12.00 K | $19.80 K | 0.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 11.00 K | $18.15 K | 0.00% | 0.03% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 11/13/2025 | 10.00 K | $16.50 K | 0.00% | 0.03% |
| BLONG FINANCIAL, LLC | 11/06/2025 | 10.00 K | $16.50 K | 0.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 9.25 K | $15.26 K | -9.76% | 0.03% |
| CITIGROUP INC | 11/10/2025 | 3.89 K | $6.42 K | 100.00% | 0.01% |
| RONALD BLUE TRUST, INC. | 10/16/2025 | 1.93 K | $3.18 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 1.29 K | $2.13 K | -49.69% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 1.25 K | $2.06 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.00 K | $1.65 K | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 1.00 K | $1.65 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.00 K | $1.65 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 500 | $825 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 31 | $52 | -88.48% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 16 | $26 | 100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| MERIT FINANCIAL GROUP, LLC | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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HeartBeam, Inc. institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of HeartBeam, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 1.12 M
Smith, Salley & Associates: 367,647
GEODE CAPITAL MANAGEMENT, LLC: 293,598
UBS Group AG: 192,553
KESTRA PRIVATE WEALTH SERVICES, LLC: 175,989
RITHOLTZ WEALTH MANAGEMENT: 139,182
9.89% of HeartBeam, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.40 M shares in the last 24 months. This purchase volume represents approximately $2.48 M in transactions.