HeartBeam Ownership | Who Owns HeartBeam?

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HeartBeam Ownership Summary

HeartBeam is owned by 8.51% institutional investors, 29.25% insiders, and 62.25% retail investors. Vanguard group is the largest institutional shareholder, holding 2.69% of BEAT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.02% of its assets in HeartBeam shares.

BEAT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HeartBeam	8.51%	29.25%	62.25%
Sector	Healthcare Stocks	47.31%	8.01%	44.69%
Industry	Healthcare Information Services Stocks	50.51%	8.11%	41.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	713.85K	2.69%	$1.83M
Smith, salley & associates	250.00K	0.94%	$642.50K
Geode capital management	213.09K	0.80%	$547.78K
Ubs group	160.00K	0.60%	$411.20K
Beacon pointe advisors	133.33K	0.50%	$342.67K
Spectrum asset management, inc. (nb/ca)	107.20K	0.40%	$275.50K
Stifel financial	100.00K	0.38%	$257.00K
Kestra private wealth services	91.02K	0.34%	$233.91K
State street	69.57K	0.26%	$178.80K
Pasadena private wealth	58.70K	0.22%	$150.87K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Spectrum asset management, inc. (nb/ca)	107.20K	0.13%	$275.50K
Smith, salley & associates	250.00K	0.05%	$642.50K
Pasadena private wealth	58.70K	0.03%	$150.87K
Advisory research	50.00K	0.02%	$128.50K
D'orazio & associates	32.99K	0.01%	$84.78K
Kestra private wealth services	91.02K	0.00%	$233.91K
Beacon pointe advisors	133.33K	0.00%	$342.67K
Texas capital bank wealth management services	10.00K	0.00%	$25.70K
Harbour investments	14.25K	0.00%	$36.62K
Tower research capital llc (trc)	6.31K	0.00%	$16.22K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	713.85K	-	121.89K
Spectrum asset management, inc. (nb/ca)	107.20K	0.13%	62.30K
Blackrock	51.44K	-	27.83K
Geode capital management	213.09K	-	4.39K
State street	69.57K	-	4.30K

Top Sellers

Holder	Shares	% Assets	Change
Virtu financial	-	-	-28.87K
Pasadena private wealth	58.70K	0.03%	-23.86K
Baker avenue asset management, lp	-	-	-21.61K
First foundation advisors	-	-	-13.10K
Morgan stanley	4.36K	-	-3.67K

New Positions

Holder	Shares	% Assets	Change	Value
Royal bank of canada	600.00	-	600.00	$2.00K
Fmr	48.00	-	48.00	$124.00

Sold Out

Holder	Change
Wells fargo & company/mn	-159.00
Assetmark	-700.00
First foundation advisors	-13.10K
Baker avenue asset management, lp	-21.61K
Virtu financial	-28.87K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	27	-	1,691,028	4.75%	8	2.23%	6	-71.43%	8	300.00%
Jun 30, 2023	27	50.00%	1,614,377	235.19%	19	57.22%	21	90.91%	2	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	537.09K	2.02%	-
Vanguard Institutional Extnd Mkt Idx Tr	200.32K	0.75%	-
Fidelity Extended Market Index	128.96K	0.49%	14.38K
iShares Micro-Cap ETF	46.45K	0.17%	-
Fidelity Total Market Index	30.20K	0.11%	-
Fidelity Series Total Market Index	29.15K	0.11%	-
NT Ext Equity Mkt Idx Fd - NL	26.36K	0.10%	-
NT Ext Equity Mkt Idx Fd - DC - NL - T2	21.24K	0.08%	65.00
NT Ext Equity Mkt Idx Fd - L	19.14K	0.07%	-
Northern Trust Extended Eq Market Idx	19.14K	0.07%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Aug 26, 2024	de Urioste George	-	Sell	$714.00
Aug 23, 2024	de Urioste George	-	Sell	$5.75K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	3
2024 Q2	-	-
2023 Q3	-	12
2023 Q2	-	-
2023 Q1	-	-

BEAT Ownership FAQ

Who Owns HeartBeam?

HeartBeam shareholders are primarily institutional investors at 8.51%, followed by 29.25% insiders and 62.24% retail investors. The average institutional ownership in HeartBeam's industry, Healthcare Information Services Stocks , is 50.51%, which HeartBeam falls below.

Who owns the most shares of HeartBeam?

HeartBeam’s largest shareholders are Vanguard group (713.85K shares, 2.69%), Smith, salley & associates (250K shares, 0.94%), and Geode capital management (213.09K shares, 0.80%). Together, they hold 4.44% of HeartBeam’s total shares outstanding.

Does Blackrock own HeartBeam?

BlackRock is not among the top 10 institutional shareholders of HeartBeam.

Who is HeartBeam’s biggest shareholder by percentage of total assets invested?

Spectrum asset management, inc. (nb/ca) is HeartBeam’s biggest shareholder by percentage of total assets invested, with 0.13% of its assets in 107.2K HeartBeam shares, valued at 275.5K$.

Who is the top mutual fund holder of HeartBeam shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of HeartBeam shares, with 2.02% of its total shares outstanding invested in 537.09K HeartBeam shares.

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