Loading... Please wait... Loading... Please wait...
| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 191,541 | $22,391 | 9.08% | 0.36% |
| 05/13/2024 | TRADITION WEALTH MANAGEMENT, LLC | 180,465 | $21,096 | 7.31% | 0.34% |
| 05/14/2024 | NORTHERN TRUST CORP | 165,373 | $19,332 | 100.00% | 0.31% |
| 05/15/2024 | CITADEL ADVISORS LLC | 123,086 | $14,389 | 298.40% | 0.23% |
| 05/13/2024 | HRT FINANCIAL LP | 122,465 | $14,000 | 100.00% | 0.23% |
| 05/10/2024 | HCR WEALTH ADVISORS | 100,000 | $11,690 | 100.00% | 0.19% |
| 05/07/2024 | ASTORIA STRATEGIC WEALTH, INC. | 81,995 | $9,585 | 0.00% | 0.15% |
| 05/16/2024 | FIRST WESTERN TRUST BANK | 75,000 | $8,768 | 0.00% | 0.14% |
| 05/15/2024 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | 70,358 | $8,225 | -16.84% | 0.13% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 62,489 | $7,311 | 407.26% | 0.12% |
| 05/15/2024 | TWO SIGMA SECURITIES, LLC | 50,538 | $5,908 | 63.89% | 0.09% |
| 05/15/2024 | CANTOR FITZGERALD, L. P. | 50,000 | $5,845 | 0.00% | 0.09% |
| 04/26/2024 | CULTIVAR CAPITAL, INC. | 50,000 | $5,845 | 0.00% | 0.09% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,180 | $5,749 | 100.00% | 0.09% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 45,822 | $5,357 | 100.00% | 0.09% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 42,316 | $4,946 | 0.00% | 0.08% |
| 05/13/2024 | XTX TOPCO LTD | 24,307 | $2,841 | 52.13% | 0.05% |
| 04/23/2024 | ACCURATE WEALTH MANAGEMENT, LLC | 20,400 | $2,042 | 0.00% | 0.04% |
| 05/08/2024 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 19,993 | $2,337 | -2.86% | 0.04% |
| 04/18/2024 | CHAPIN DAVIS, INC. | 15,000 | $1,754 | 0.00% | 0.03% |
| 05/15/2024 | CUBIST SYSTEMATIC STRATEGIES, LLC | 14,122 | $1,651 | 100.00% | 0.03% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 453 | $53 | 607.81% | 0.00% |
| 05/10/2024 | JPMORGAN CHASE & CO | 10 | $1 | 100.00% | 0.00% |
| 05/13/2024 | FMR LLC | 0 | $0 | -100.00% | 0.00% |
| 05/20/2024 | VIRTU FINANCIAL LLC | 0 | $0 | -100.00% | 0.00% |
| 05/15/2024 | AE WEALTH MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 29 institutional investors and hedge funds held shares of Heart Test Laboratories, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 191,541
Tradition Wealth Management, LLC: 180,465
NORTHERN TRUST CORP: 165,373
CITADEL ADVISORS LLC: 123,086
HRT FINANCIAL LP: 122,465
HCR Wealth Advisors: 100,000
A. 2.89% of Heart Test Laboratories, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 1.64 M shares in the last 24 months. This purchase volume represents approximately $7.79 M in transactions.
