HeartBeam Ownership | Who Owns HeartBeam?


OverviewForecastFinancialsChartTranscripts

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


TypeName% Inst% Insiders% Retail
StockHeartBeam9.71%29.25%61.04%
SectorHealthcare Stocks 49.65%8.78%41.57%
IndustryHealthcare Information Services Stocks 52.99%9.95%37.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group713.85K2.69%$1.83M
Smith, salley & associates250.00K0.94%$642.50K
Geode capital management213.09K0.80%$547.78K
Ubs group160.00K0.60%$411.20K
Beacon pointe advisors133.33K0.50%$342.67K
Spectrum asset management, inc. (nb/ca)107.20K0.40%$275.50K
Stifel financial100.00K0.38%$257.00K
Kestra private wealth services91.02K0.34%$233.91K
State street69.57K0.26%$178.80K
Pasadena private wealth58.70K0.22%$150.87K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Spectrum asset management, inc. (nb/ca)107.20K0.13%$275.50K
Smith, salley & associates250.00K0.05%$642.50K
Pasadena private wealth58.70K0.03%$150.87K
Advisory research50.00K0.02%$128.50K
D'orazio & associates32.99K0.01%$84.78K
Kestra private wealth services91.02K0.00%$233.91K
Beacon pointe advisors133.33K0.00%$342.67K
Texas capital bank wealth management services10.00K0.00%$25.70K
Harbour investments14.25K0.00%$36.62K
Tower research capital llc (trc)6.31K0.00%$16.22K

Top Buyers

HolderShares% AssetsChange
Vanguard group713.85K-121.89K
Spectrum asset management, inc. (nb/ca)107.20K0.13%62.30K
Blackrock51.44K-27.83K
Geode capital management213.09K-4.39K
State street69.57K-4.30K

Top Sellers

HolderShares% AssetsChange
Virtu financial---28.87K
Pasadena private wealth58.70K0.03%-23.86K
Baker avenue asset management, lp---21.61K
First foundation advisors---13.10K
Morgan stanley4.36K--3.67K

New Positions

HolderShares% AssetsChangeValue
Royal bank of canada600.00-600.00$2.00K
Fmr48.00-48.00$124.00

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024316.90%2,598,65515.25%913.43%138.33%2-60.00%
Jun 30, 2024297.41%2,254,8856.10%813.05%1250.00%5-16.67%
Mar 31, 202427-15.63%2,125,320-0.00%812.50%8-27.27%6100.00%
Dec 31, 20233218.52%2,125,40525.69%810.90%1183.33%3-62.50%
Sep 30, 202327-1,691,0284.75%82.23%6-71.43%8300.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv537.09K2.02%-
Vanguard Institutional Extnd Mkt Idx Tr200.32K0.75%-
Fidelity Extended Market Index128.96K0.49%14.38K
iShares Micro-Cap ETF46.45K0.17%-
Fidelity Total Market Index30.20K0.11%-
Fidelity Series Total Market Index29.15K0.11%-
NT Ext Equity Mkt Idx Fd - NL26.36K0.10%-
NT Ext Equity Mkt Idx Fd - DC - NL - T221.24K0.08%65.00
NT Ext Equity Mkt Idx Fd - L19.14K0.07%-
Northern Trust Extended Eq Market Idx19.14K0.07%-

Recent Insider Transactions


DateNameRoleActivityValue
Sep 06, 2024de Urioste George-Sell$3.92K
Aug 30, 2024de Urioste George-Sell$12.71K
Aug 27, 2024de Urioste George-Sell$4.96K
Aug 26, 2024de Urioste George-Sell$714.00
Aug 23, 2024de Urioste George-Sell$5.75K

Insider Transactions Trends


DateBuySell
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 9.71%, followed by 29.25% insiders and 61.04% retail investors. The average institutional ownership in HeartBeam's industry, Healthcare Information Services Stocks , is 52.99%, 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.

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