Helius Medical Ownership 2024 | Who Owns Helius Medical Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

0.02%

Insider Ownership

0.61%

Retail Ownership

99.36%

Institutional Holders

1.00

Helius Medical Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ST GERMAIN D J CO INC	-	-	-	-122	-100.00%	-	Sep 30, 2023

Helius Medical's largest institutional shareholder is ST GERMAIN D J CO INC, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ST GERMAIN D J CO INC	-	-	-	-122	-100.00%	-	Sep 30, 2023

The largest Helius Medical shareholder by % of total assets is ST GERMAIN D J CO INC. The company owns 0.00 shares of Helius Medical (HSDT), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ST GERMAIN D J CO INC	-	-	-	-122	-100.00%	-	Sep 30, 2023

As of Sep 30 2023, Helius Medical's largest institutional buyer is ST GERMAIN D J CO INC. The company purchased -0.12K stocks of HSDT, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ST GERMAIN D J CO INC	-	-	-	-122	-100.00%	-	Sep 30, 2023

As of Sep 30 2023, Helius Medical's biggest institutional seller is ST GERMAIN D J CO INC. The company sold -0.12K shares of HSDT, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ST GERMAIN D J CO INC	-	-	-	-122	-100.00%	-	Sep 30, 2023

Helius Medical's largest sold out institutional shareholder by shares sold is ST GERMAIN D J CO INC, sold -0.12K shares, valued at -, as of undefined.

Helius Medical Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
SCHWAB CAPITAL TRUST	0.00%	95,675	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	568,152	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	24,335	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	126,780	-	-	Feb 29, 2024
FIDELITY CONCORD STREET TRUST	0.00%	35,187	-	-	Feb 29, 2024
USAA MUTUAL FUNDS TRUST	0.00%	7,741	-	-	Jan 31, 2024
VANGUARD INDEX FUNDS	0.00%	12,598	-12,598	-50.00%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	4,014	356	9.73%	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	7,141	-	-	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	4,861	-	-	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	485	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	465	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	1,941	-	-	Mar 31, 2024

Helius Medical's largest mutual fund holder by % of total assets is "SCHWAB CAPITAL TRUST", owning 95.67K shares, compromising 0.00% of its total assets.

Helius Medical Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 23	1	-
31 Dec, 22	1	-
31 Dec, 20	20	-4.76%
30 Sep, 20	21	10.53%
30 Jun, 20	19	-9.52%
31 Mar, 20	21	5.00%
31 Dec, 19	20	-13.04%
30 Sep, 19	23	-23.33%
30 Jun, 19	30	-18.92%
31 Mar, 19	37	-2.63%
31 Dec, 18	38	11.76%
30 Sep, 18	34	-10.53%
30 Jun, 18	38	3700.00%
31 Mar, 18	1	-

As of 30 Jun 23, 1 institutions are holding Helius Medical's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 23	122	-
31 Dec, 22	122	-
31 Dec, 20	3,745,961	-4.06%
30 Sep, 20	3,904,315	9.00%
30 Jun, 20	3,582,095	-37.23%
31 Mar, 20	5,706,628	92.72%
31 Dec, 19	2,961,113	85.19%
30 Sep, 19	1,598,931	-32.75%
30 Jun, 19	2,377,696	-46.28%
31 Mar, 19	4,425,932	6.99%
31 Dec, 18	4,136,819	15.16%
30 Sep, 18	3,592,357	5.37%
30 Jun, 18	3,409,346	2313.88%
31 Mar, 18	141,239	-

Helius Medical (HSDT) has 122.00 shares outstanding as of 30 Jun 23, up 0.00% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 23	0.02%	-
31 Dec, 22	0.02%	-
31 Dec, 20	1054.50%	0.09%
30 Sep, 20	1099.08%	0.11%
30 Jun, 20	1008.37%	0.04%
31 Mar, 20	1606.44%	0.23%
31 Dec, 19	833.56%	0.41%
30 Sep, 19	450.11%	0.10%
30 Jun, 19	669.33%	0.05%
31 Mar, 19	1192.39%	0.10%
31 Dec, 18	1114.50%	0.12%
30 Sep, 18	967.81%	0.11%
30 Jun, 18	918.51%	63.44%
31 Mar, 18	38.05%	-

As of 30 Jun 23, Helius Medical is held by 0.02% institutional shareholders, representing a 0.00% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 23	1	-
31 Dec, 22	1	-
31 Dec, 20	9	-25.00%
30 Sep, 20	12	33.33%
30 Jun, 20	9	-10.00%
31 Mar, 20	10	-9.09%
31 Dec, 19	11	22.22%
30 Sep, 19	9	-47.06%
30 Jun, 19	17	13.33%
31 Mar, 19	15	-37.50%
31 Dec, 18	24	60.00%
30 Sep, 18	15	-60.53%
30 Jun, 18	38	3700.00%
31 Mar, 18	1	-

1 institutional shareholders have increased their position in HSDT stock as of 30 Jun 23 compared to 1 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 23	-	-
31 Dec, 22	-	-
31 Dec, 20	5	66.67%
30 Sep, 20	3	-40.00%
30 Jun, 20	5	25.00%
31 Mar, 20	4	-20.00%
31 Dec, 19	5	-50.00%
30 Sep, 19	10	-9.09%
30 Jun, 19	11	22.22%
31 Mar, 19	9	-10.00%
31 Dec, 18	10	11.11%
30 Sep, 18	9	-
30 Jun, 18	-	-
31 Mar, 18	-	-

- institutional shareholders have reduced their position in HSDT stock as of 30 Jun 23 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 23	1	-	122	-	0.02%	-	1	-	-	-
31 Dec, 22	1	-	122	-	0.02%	-	1	-	-	-
31 Dec, 20	20	-4.76%	3,745,961	-4.06%	1054.50%	0.09%	9	-25.00%	5	66.67%
30 Sep, 20	21	10.53%	3,904,315	9.00%	1099.08%	0.11%	12	33.33%	3	-40.00%
30 Jun, 20	19	-9.52%	3,582,095	-37.23%	1008.37%	0.04%	9	-10.00%	5	25.00%
31 Mar, 20	21	5.00%	5,706,628	92.72%	1606.44%	0.23%	10	-9.09%	4	-20.00%
31 Dec, 19	20	-13.04%	2,961,113	85.19%	833.56%	0.41%	11	22.22%	5	-50.00%
30 Sep, 19	23	-23.33%	1,598,931	-32.75%	450.11%	0.10%	9	-47.06%	10	-9.09%
30 Jun, 19	30	-18.92%	2,377,696	-46.28%	669.33%	0.05%	17	13.33%	11	22.22%
31 Mar, 19	37	-2.63%	4,425,932	6.99%	1192.39%	0.10%	15	-37.50%	9	-10.00%
31 Dec, 18	38	11.76%	4,136,819	15.16%	1114.50%	0.12%	24	60.00%	10	11.11%
30 Sep, 18	34	-10.53%	3,592,357	5.37%	967.81%	0.11%	15	-60.53%	9	-
30 Jun, 18	38	3700.00%	3,409,346	2313.88%	918.51%	63.44%	38	3700.00%	-	-
31 Mar, 18	1	-	141,239	-	38.05%	-	1	-	-	-

Helius Medical Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 15, 2024	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	643	$6.45	$4.15K	1,882
Feb 15, 2024	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	641	$6.37	$4.08K	1,239
Dec 15, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	2,827	$8.10	$22.88K	16,512
Dec 15, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,603	$8.10	$12.98K	12,879
Dec 15, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	570	$8.10	$4.61K	3,402
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,134	$6.45	$7.31K	13,685
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,131	$6.37	$7.20K	12,551
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	643	$6.45	$4.15K	11,276
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	641	$6.37	$4.08K	10,633
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	229	$6.45	$1.48K	2,832
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	228	$6.37	$1.45K	2,603
Aug 30, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	2,646	$7.64	$20.22K	11,420
Aug 30, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,658	$7.64	$12.67K	9,992

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 15, 2024	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	643	$6.45	$4.15K	1,882
Feb 15, 2024	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	641	$6.37	$4.08K	1,239
Dec 15, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	2,827	$8.10	$22.88K	16,512
Dec 15, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,603	$8.10	$12.98K	12,879
Dec 15, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	570	$8.10	$4.61K	3,402
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,134	$6.45	$7.31K	13,685
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,131	$6.37	$7.20K	12,551
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	643	$6.45	$4.15K	11,276
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	641	$6.37	$4.08K	10,633
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	229	$6.45	$1.48K	2,832
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	228	$6.37	$1.45K	2,603
Aug 30, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	2,646	$7.64	$20.22K	11,420
Aug 30, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,658	$7.64	$12.67K	9,992

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 05, 2024	Favit-Van Pelt Antonella R.	officer	Chief Medical Officer	A-Award	Buy	277,000	$0.96	$267.31K	277,000
Jul 05, 2024	Perkins Sherrie L	director	-	A-Award	Buy	31,000	$0.96	$29.91K	31,000
Jul 05, 2024	Walter Blane	director	-	A-Award	Buy	31,000	$0.96	$29.91K	31,000
Jul 05, 2024	MATHIESEN JEFFREY S	director, officer	CFO and Treasurer	A-Award	Buy	404,000	$0.96	$389.86K	404,000
Jul 05, 2024	BUCKMAN PAUL	director	-	A-Award	Buy	31,000	$0.96	$29.91K	31,000
Jul 05, 2024	STRAW EDWARD M	director	-	A-Award	Buy	31,000	$0.96	$29.91K	31,000
Jul 05, 2024	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	A-Award	Buy	808,000	$0.96	$779.72K	808,000
Feb 15, 2024	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	643	$6.45	$4.15K	1,882
Feb 15, 2024	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	641	$6.37	$4.08K	1,239
Dec 15, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	2,827	$8.10	$22.88K	16,512
Dec 15, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,603	$8.10	$12.98K	12,879
Dec 15, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	570	$8.10	$4.61K	3,402
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,134	$6.45	$7.31K	13,685
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,131	$6.37	$7.20K	12,551
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	643	$6.45	$4.15K	11,276
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	641	$6.37	$4.08K	10,633
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	229	$6.45	$1.48K	2,832
Dec 04, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	228	$6.37	$1.45K	2,603
Aug 30, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	2,646	$7.64	$20.22K	11,420
Aug 30, 2023	ANDREEFF DANE	director, 10 percent owner, officer	President and CEO	P-Purchase	Buy	1,658	$7.64	$12.67K	9,992

The last insider buy of HSDT was made by ANDREEFF DANE on Feb 15 2024, buying 643 shares at $6.45 per share (worth $4.15K).

Helius Medical Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	9	-	-
Q3 2023	8	-	-
Q2 2023	8	-	-
Q1 2023	3	-	-
Q4 2022	19	-	-
Q3 2022	1	-	-
Q2 2022	6	-	-
Q1 2022	2	-	-
Q4 2021	7	-	-
Q3 2021	19	-	-
Q2 2021	18	-	-
Q1 2021	8	-	-
Q4 2020	12	-	-
Q3 2020	2	-	-
Q2 2020	37	2	1850.00%
Q1 2020	13	-	-
Q4 2019	21	13	161.54%
Q2 2019	1	1	100.00%
Q1 2019	9	-	-
Q3 2018	1	-	-

9 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Helius Medical's insiders, as of Q4 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	9	-	-
Q3 2023	8	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	19	-	-
Q3 2022	1	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	7	-	-
Q3 2021	16	-	-
Q2 2021	-	-	-
Q1 2021	-	-	-
Q4 2020	-	-	-
Q3 2020	-	-	-
Q2 2020	12	-	-
Q1 2020	-	-	-
Q4 2019	-	-	-
Q2 2019	-	-	-
Q1 2019	-	-	-
Q3 2018	-	-	-

As of Q4 2023, Insider owners conducted 9 open market buy trades and 0 open market sell trades of Helius Medical's stocks.

Helius Medical Peer Ownership

Ticker	Company
TLIS	Talis Biomedical Corporation
RPID	Rapid Micro Biosystems, Inc.
SGHT	Sight Sciences, Inc.
SSKN	STRATA Skin Sciences, Inc.
TIVC	Tivic Health Systems, Inc.
NUWE	Nuwellis, Inc.
AZYO	Elutia Inc.
RSLS	ReShape Lifesciences Inc.
BBLG	Bone Biologics Corporation
BJDX	Bluejay Diagnostics, Inc.
HSCS	Heart Test Laboratories, Inc.
SINT	Sintx Technologies, Inc.
VVOS	Vivos Therapeutics, Inc.

HSDT Ownership FAQ

Who Owns Helius Medical?

Helius Medical is owned by institutional shareholders (0.02%), insiders (0.61%), and public (99.36%). The largest institutional shareholder of Helius Medical is ST GERMAIN D J CO INC (0% of total shares) and the top mutual fund owner is SCHWAB CAPITAL TRUST (0.00% of total shares).

Who are the major institutional shareholders of Helius Medical?

Helius Medical's major institutional shareholders are ST GERMAIN D J CO INC. The top five shareholders own together 0% of the company's share outstanding.

How many Helius Medical shareholders are there?

As of Jun 2023, there are 1 institutional shareholders of Helius Medical.

What percentage of Helius Medical is owned by ST GERMAIN D J CO INC?

ST GERMAIN D J CO INC owns 0 shares of Helius Medical, representing 0% of the company's total shares outstanding, valued at $0 (as of Sep 2023).