HeartBeam Ownership | Who Owns HeartBeam?
HeartBeam Ownership Summary
HeartBeam is owned by 10.63% institutional investors, 23.79% insiders, and 65.58% 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 1.74% of its assets in HeartBeam shares.
BEAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HeartBeam | 10.63% | 23.79% | 65.58% |
| Sector | Healthcare Stocks | 488.17% | 11.08% | -399.26% |
| Industry | Healthcare Information Services Stocks | 54.77% | 12.92% | 32.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 763.70K | 2.85% | $1.76M |
| Smith, salley & associates | 367.65K | 1.09% | $459.56K |
| Geode capital management | 241.84K | 0.90% | $556.38K |
| Beacon pointe advisors | 247.06K | 0.73% | $308.82K |
| Ubs group | 160.00K | 0.60% | $368.00K |
| Ritholtz wealth management | 139.18K | 0.52% | $320.12K |
| O'shaughnessy asset management | 139.18K | 0.52% | $320.12K |
| Kestra private wealth services | 142.65K | 0.42% | $178.31K |
| 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 | 0.04% | $93.00K |
| Smith, salley & associates | 367.65K | 0.03% | $459.56K |
| Advisory research | 50.00K | 0.01% | $62.50K |
| Ritholtz wealth management | 139.18K | 0.01% | $320.12K |
| D'orazio & associates | 32.99K | 0.01% | $41.23K |
| Beacon pointe advisors | 247.06K | 0.00% | $308.82K |
| Sigma planning | 73.85K | 0.00% | $92.31K |
| O'shaughnessy asset management | 139.18K | 0.00% | $320.12K |
| Kestra private wealth services | 142.65K | 0.00% | $178.31K |
| Texas capital bank wealth management services | 10.00K | 0.00% | $12.50K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beacon pointe advisors | 247.06K | 0.00% | 147.06K |
| Susquehanna group, llp | 43.60K | - | 43.60K |
| Blackrock | 51.44K | - | 27.83K |
| Hrt financial lp | 20.85K | 0.00% | 20.85K |
| Merit financial group | 15.27K | 0.00% | 15.27K |
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 |
| Hrt financial lp | 20.85K | 0.00% | 20.85K | $26.00K |
| Merit financial group | 15.27K | 0.00% | 15.27K | $19.09K |
| Ronald blue trust | 1.93K | - | 1.93K | $2.41K |
| Wells fargo & company/mn | 1.00K | - | 1.00K | $2.30K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -44.00 |
| Fmr | -336.00 |
| Assetmark | -700.00 |
| Northwestern mutual wealth management | -4.90K |
| Cetera investment advisers | -10.40K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 40 | 14.29% | 3,596,382 | 18.34% | 10 | 10.62% | 15 | 15.38% | 5 | -16.67% |
| Mar 31, 2025 | 35 | 2.94% | 3,039,032 | 14.26% | 10 | 10.12% | 13 | -7.14% | 6 | 200.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 591.68K | 1.74% | -12.93K |
| Vanguard Institutional Extnd Mkt Idx Tr | 332.84K | 0.98% | -151.66K |
| Fidelity Extended Market Index | 121.89K | 0.36% | -318.00 |
| iShares Micro-Cap ETF | 58.81K | 0.17% | - |
| Fidelity Total Market Index | 38.44K | 0.11% | - |
| Spartan Extended Market Index Pool F | 31.53K | 0.09% | 8.10K |
| Fidelity Series Total Market Index | 31.30K | 0.09% | - |
| NT Ext Equity Mkt Idx Fd - L | 25.35K | 0.07% | - |
| Northern Trust Extended Eq Market Idx | 25.35K | 0.07% | - |
| BlackRock Extended Equity Market K | 18.85K | 0.07% | -8.00 |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools