HeartBeam Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 1.08 M | $2.60 M | -3.06% | 3.15% |
| BLACKROCK, INC. | 02/12/2026 | 892.17 K | $2.14 M | 890.81% | 2.59% |
| UBS GROUP AG | 01/29/2026 | 453.72 K | $1.09 M | 135.63% | 1.32% |
| SMITH, SALLEY & ASSOCIATES | 01/27/2026 | 367.65 K | $882.35 K | 0.00% | 1.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 305.74 K | $733.91 K | 4.14% | 0.89% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 208.19 K | $499.66 K | 49.58% | 0.61% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 175.19 K | $420.45 K | -0.45% | 0.51% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 139.18 K | $334.04 K | 0.00% | 0.40% |
| STATE STREET CORP | 02/13/2026 | 125.47 K | $301.14 K | 60.10% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 102.05 K | $244.92 K | 15.90% | 0.30% |
| SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 01/26/2026 | 94.40 K | $226.56 K | 26.88% | 0.27% |
| CANNON FINANCIAL STRATEGISTS, INC. | 02/04/2026 | 72.79 K | $174.69 K | -7.56% | 0.21% |
| SIGMA PLANNING CORP | 01/30/2026 | 61.65 K | $147.96 K | 45.40% | 0.18% |
| MORGAN STANLEY | 02/13/2026 | 61.63 K | $147.92 K | -12.73% | 0.18% |
| NORTHERN TRUST CORP | 02/17/2026 | 58.16 K | $139.59 K | 17.47% | 0.17% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 51.00 K | $122.40 K | -49.00% | 0.15% |
| ADVISORY RESEARCH INC | 02/13/2026 | 50.00 K | $120.00 K | 0.00% | 0.15% |
| D'ORAZIO & ASSOCIATES, INC. | 02/04/2026 | 48.99 K | $117.57 K | 48.50% | 0.14% |
| INSIGNEO ADVISORY SERVICES, LLC | 02/12/2026 | 30.65 K | $73.55 K | 100.00% | 0.09% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 29.32 K | $70.00 K | 100.00% | 0.09% |
| ACTIVEST WEALTH MANAGEMENT | 01/30/2026 | 25.50 K | $61.20 K | 100.00% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 22.83 K | $54.79 K | 100.00% | 0.07% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 15.00 K | $36.00 K | 100.00% | 0.04% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 15.00 K | $36.00 K | 100.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 11.00 K | $26.40 K | 0.00% | 0.03% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 10.63 K | $25.51 K | 100.00% | 0.03% |
| CLARITY FINANCIAL LLC | 01/28/2026 | 10.50 K | $25.21 K | 100.00% | 0.03% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 02/09/2026 | 10.00 K | $24.00 K | 0.00% | 0.03% |
| HB WEALTH MANAGEMENT, LLC | 01/28/2026 | 10.00 K | $24.00 K | 100.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 9.25 K | $22.20 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.00 K | $7.00 K | 100.00% | 0.01% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 1.93 K | $4.63 K | 0.00% | 0.01% |
| ABOUND WEALTH MANAGEMENT | 01/12/2026 | 1.60 K | $3.84 K | 100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 1.25 K | $3.00 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.00 K | $2.40 K | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 1.00 K | $2.40 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.00 K | $2.40 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 500 | $1.20 K | 0.00% | 0.00% |
| LITMAN GREGORY WEALTH MANAGEMENT LLC | 02/12/2026 | 400 | $960 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 57 | $136 | 83.87% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 1 | $2 | -99.97% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 0 | $0 | -100.00% | 0.00% |
| BESSEMER GROUP INC | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| BLONG FINANCIAL, LLC | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| SMART WEALTH LLC | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
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HeartBeam Inc institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of HeartBeam Inc. The most heavily invested institutionals were:
Smith, Salley & Associates: 367,647
UBS Group AG: 335,189
RITHOLTZ WEALTH MANAGEMENT: 208,191
KESTRA PRIVATE WEALTH SERVICES, LLC: 173,939
VANGUARD FIDUCIARY TRUST CO: 150,062
Sigma Planning Corp: 132,550
13.27% of HeartBeam Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.64 M shares in the last 24 months. This purchase volume represents approximately $6.87 M in transactions.