HeartBeam, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 763,703 | $1.76 M | 1.73% | 2.85% |
| SMITH, SALLEY & ASSOCIATES | 01/15/2025 | 250,000 | $575,000 | 0.00% | 0.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 241,839 | $556,379 | 3.62% | 0.90% |
| UBS GROUP AG | 02/14/2025 | 160,002 | $368,005 | 0.00% | 0.60% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/12/2025 | 139,182 | $320,119 | 0.00% | 0.52% |
| RITHOLTZ WEALTH MANAGEMENT | 01/15/2025 | 139,182 | $320,119 | 0.00% | 0.52% |
| BEACON POINTE ADVISORS, LLC | 02/14/2025 | 133,334 | $306,668 | 0.00% | 0.50% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/28/2025 | 104,346 | $239,996 | 0.70% | 0.39% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 100,000 | $230,000 | 0.00% | 0.37% |
| 02/03/2025 | 80,391 | $184,899 | 0.00% | 0.30% | |
| STATE STREET CORP | 02/14/2025 | 78,373 | $180,258 | 12.65% | 0.29% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 74,766 | $171,962 | 0.16% | 0.28% |
| SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 01/28/2025 | 74,400 | $171,120 | 36.76% | 0.28% |
| ADVISORY RESEARCH INC | 02/13/2025 | 50,000 | $115,000 | 0.00% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 43,600 | $100,280 | 100.00% | 0.16% |
| D'ORAZIO & ASSOCIATES, INC. | 01/28/2025 | 32,987 | $75,871 | 0.00% | 0.12% |
| 01/28/2025 | 24,983 | $57,461 | 92.43% | 0.09% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 14,543 | $33,449 | 0.00% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 02/10/2025 | 14,250 | $32,775 | 0.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 11,597 | $26,905 | 0.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 11,000 | $25,300 | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 10,400 | $23,920 | 0.00% | 0.04% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 02/13/2025 | 10,000 | $23,000 | 0.00% | 0.04% |
| 01/30/2025 | 10,000 | $23,000 | 100.00% | 0.04% | |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 1,770 | $4,071 | -1.23% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 02/07/2025 | 1,250 | $2,875 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 1,000 | $2,300 | 100.00% | 0.00% |
| FMR LLC | 02/13/2025 | 336 | $773 | 59.24% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 47 | $108 | -4.08% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PASADENA PRIVATE WEALTH, LLC | 02/03/2025 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
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HeartBeam, Inc. institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of HeartBeam, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 763,703
Smith, Salley & Associates: 250,000
GEODE CAPITAL MANAGEMENT, LLC: 241,839
UBS Group AG: 160,002
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 139,182
RITHOLTZ WEALTH MANAGEMENT: 139,182
9.94% of HeartBeam, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.57 M shares in the last 24 months. This purchase volume represents approximately $5.83 M in transactions.