HeartBeam Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.20 M | $1.46 M | 100.00% | 2.95% |
| BLACKROCK, INC. | 05/13/2026 | 898.32 K | $1.10 M | 0.69% | 2.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 377.21 K | $460.27 K | 23.38% | 0.93% |
| SMITH, SALLEY & ASSOCIATES | 04/16/2026 | 367.65 K | $448.53 K | 0.00% | 0.91% |
| UBS GROUP AG | 05/05/2026 | 335.19 K | $408.93 K | -26.12% | 0.83% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 247.46 K | $301.90 K | 100.00% | 0.61% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 208.19 K | $253.99 K | 49.58% | 0.51% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 208.19 K | $253.99 K | 0.00% | 0.51% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 173.94 K | $212.21 K | -0.71% | 0.43% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 150.06 K | $183.08 K | 100.00% | 0.37% |
| SIGMA PLANNING CORP | 05/04/2026 | 132.55 K | $161.71 K | 115.00% | 0.33% |
| STATE STREET CORP | 05/15/2026 | 125.47 K | $153.08 K | 0.00% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 105.95 K | $129.26 K | 3.82% | 0.26% |
| SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 04/22/2026 | 94.40 K | $115.17 K | 0.00% | 0.23% |
| CANNON FINANCIAL STRATEGISTS, INC. | 05/12/2026 | 72.79 K | $88.80 K | 0.00% | 0.18% |
| MORGAN STANLEY | 05/15/2026 | 58.60 K | $71.49 K | -4.92% | 0.14% |
| NORTHERN TRUST CORP | 05/14/2026 | 58.16 K | $70.96 K | 0.00% | 0.14% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 51.00 K | $62.22 K | 0.00% | 0.13% |
| ADVISORY RESEARCH INC | 05/14/2026 | 50.00 K | $61.00 K | 0.00% | 0.12% |
| D'ORAZIO & ASSOCIATES, INC. | 05/07/2026 | 48.99 K | $59.77 K | 0.00% | 0.12% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 34.71 K | $42.34 K | 100.00% | 0.09% |
| ACTIVEST WEALTH MANAGEMENT | 04/15/2026 | 34.16 K | $41.68 K | 33.96% | 0.08% |
| OWLS NEST PARTNERS IA, LLC | 05/14/2026 | 25.05 K | $30.56 K | 100.00% | 0.06% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 15.00 K | $18.30 K | 0.00% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 13.31 K | $16.24 K | 100.00% | 0.03% |
| XTX TOPCO LTD | 05/15/2026 | 11.92 K | $14.54 K | 100.00% | 0.03% |
| CIBC BANCORP USA INC. | 05/12/2026 | 10.63 K | $12.97 K | 100.00% | 0.03% |
| HB WEALTH MANAGEMENT, LLC | 04/27/2026 | 10.00 K | $12.20 K | 0.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 9.25 K | $11.29 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 7.36 K | $8.98 K | 100.00% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 3.00 K | $4.00 K | 0.00% | 0.01% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 2.50 K | $3.05 K | 100.00% | 0.01% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 1.93 K | $2.35 K | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 1.25 K | $1.53 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 1.00 K | $1.22 K | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 1.00 K | $1.22 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.00 K | $1.22 K | 0.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 232 | $283 | 23,100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| CLARITY FINANCIAL LLC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| ABOUND WEALTH MANAGEMENT | 04/10/2026 | 0 | $0 | -100.00% | 0.00% |
| INSIGNEO ADVISORY SERVICES, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
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HeartBeam Inc institutional Ownership - FAQ's
During the previous two years, 11 institutional investors and hedge funds held shares of HeartBeam Inc. The most heavily invested institutionals were:
Centiva Capital, LP: 0
Owls Nest Partners IA, LLC: 0
ROYAL BANK OF CANADA: 0
Activest Wealth Management: 0
CITIGROUP INC: 0
GHP Investment Advisors, Inc.: 0
12.68% of HeartBeam Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.15 M shares in the last 24 months. This purchase volume represents approximately $1.70 M in transactions.