HeartBeam Ownership | Who Owns HeartBeam?
HeartBeam Ownership Summary
HeartBeam is owned by 9.94% institutional investors, 29.13% insiders, and 60.93% retail investors. Vanguard group is the largest institutional shareholder, holding 2.85% of BEAT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.62% of its assets in HeartBeam shares.
BEAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HeartBeam | 9.94% | 29.13% | 60.93% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Healthcare Information Services Stocks | 40.75% | 11.44% | 47.80% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 763.70K | 2.85% | $1.76M |
| Smith, salley & associates | 250.00K | 0.93% | $575.00K |
| Geode capital management | 241.84K | 0.90% | $556.38K |
| Ubs group | 160.00K | 0.60% | $368.00K |
| O'shaughnessy asset management | 139.18K | 0.52% | $320.12K |
| Ritholtz wealth management | 139.18K | 0.52% | $320.12K |
| Beacon pointe advisors | 133.33K | 0.50% | $306.67K |
| Kestra private wealth services | 104.35K | 0.39% | $240.00K |
| Stifel financial | 100.00K | 0.37% | $230.00K |
| State street | 78.37K | 0.29% | $180.26K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Spectrum asset management, inc. (nb/ca) | 74.40K | 0.08% | $171.12K |
| Smith, salley & associates | 250.00K | 0.04% | $575.00K |
| Advisory research | 50.00K | 0.02% | $115.00K |
| D'orazio & associates | 32.99K | 0.01% | $75.87K |
| Ritholtz wealth management | 139.18K | 0.01% | $320.12K |
| Kestra private wealth services | 104.35K | 0.00% | $240.00K |
| Beacon pointe advisors | 133.33K | 0.00% | $306.67K |
| O'shaughnessy asset management | 139.18K | 0.00% | $320.12K |
| Texas capital bank wealth management services | 10.00K | 0.00% | $23.00K |
| Harbour investments | 14.25K | 0.00% | $32.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 43.60K | - | 43.60K |
| Blackrock | 51.44K | - | 27.83K |
| Spectrum asset management, inc. (nb/ca) | 74.40K | 0.08% | 20.00K |
| Vanguard group | 763.70K | - | 12.99K |
| State street | 78.37K | - | 8.80K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pasadena private wealth | - | - | -60.55K |
| Virtu financial | - | - | -28.87K |
| Two sigma securities | - | - | -23.92K |
| Baker avenue asset management, lp | - | - | -21.61K |
| Xtx topco | - | - | -14.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 43.60K | - | 43.60K | $100.28K |
| Wells fargo & company/mn | 1.00K | - | 1.00K | $2.30K |
| Royal bank of canada | 600.00 | - | 600.00 | $2.00K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -700.00 |
| First foundation advisors | -13.10K |
| Xtx topco | -14.60K |
| Baker avenue asset management, lp | -21.61K |
| Two sigma securities | -23.92K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 34 | 6.25% | 2,659,664 | 1.84% | 9 | 10.43% | 14 | 7.69% | 2 | - |
| Sep 30, 2024 | 31 | 6.90% | 2,598,655 | 15.25% | 9 | 13.43% | 13 | 8.33% | 2 | -60.00% |
| Jun 30, 2024 | 29 | 7.41% | 2,254,885 | 6.10% | 8 | 13.05% | 12 | 50.00% | 5 | -16.67% |
| Mar 31, 2024 | 27 | -15.63% | 2,125,320 | -0.00% | 8 | 12.50% | 8 | -27.27% | 6 | 100.00% |
| Dec 31, 2023 | 32 | 18.52% | 2,125,405 | 25.69% | 8 | 10.90% | 11 | 83.33% | 3 | -62.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 545.21K | 1.62% | 8.12K |
| Vanguard Institutional Extnd Mkt Idx Tr | 214.13K | 0.63% | 827.00 |
| Fidelity Extended Market Index | 121.67K | 0.36% | -775.00 |
| iShares Micro-Cap ETF | 45.94K | 0.14% | - |
| Fidelity Total Market Index | 38.44K | 0.11% | - |
| Northern Trust Extended Eq Market Idx | 25.35K | 0.10% | 6.20K |
| Fidelity Series Total Market Index | 29.09K | 0.09% | - |
| NT Ext Equity Mkt Idx Fd - L | 25.35K | 0.08% | - |
| BlackRock Extended Equity Market K | 18.85K | 0.07% | -8.00 |
| NT Ext Equity Mkt Idx Fd - NL | 22.85K | 0.07% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 14, 2025 | Ferrari Richard | - | Buy | $50.00K |
| Feb 14, 2025 | Cruickshank Tim | CFO | Buy | $30.00K |
| Sep 06, 2024 | de Urioste George | - | Sell | $3.92K |
| Aug 30, 2024 | de Urioste George | - | Sell | $12.71K |
| Aug 27, 2024 | de Urioste George | - | Sell | $4.96K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | - |
| 2023 Q3 | - | 12 |
| 2023 Q2 | - | - |
| 2023 Q1 | - | - |
BEAT Ownership FAQ
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