HeartBeam Ownership | Who Owns HeartBeam?
HeartBeam Ownership Summary
HeartBeam is owned by 9.71% institutional investors, 29.25% insiders, and 61.04% 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 | 9.71% | 29.25% | 61.04% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Healthcare Information Services Stocks | 52.99% | 9.95% | 37.06% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 27 | - | 1,691,028 | 4.75% | 8 | 2.23% | 6 | -71.43% | 8 | 300.00% |
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
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