Heartbeam Inc (BEAT) Ownership

1.97 ↓0.08 (-4.10%)

As of April 25, 2024, 3:58pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Heartbeam Inc (BEAT), owning a total of 501 thousand shares. Combined, the top 35 institutional holders of BEAT own 7.89% of the company with a total of 2.1 million shares.

In the latest ownership report on December 31st 2023, the top 35 institutional holders increased their combined ownership of BEAT by 406 thousand shares. 5 institutions bought 456,092 total additional shares and increased their ownership by an average of 18.16%. However 2 institutions sold 49,640 total shares and decreased their ownership by an average of 45.95%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Heartbeam increased by a net total of 406,452 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	1.901%	69.966%	500,522	206,039	2023-12-31
Geode Capital Management, LLC	0.761%	0.000%	200,436	0	2023-12-31
Smith, Salley & Associates, LLC	0.760%	0.000%	200,000	0	2023-12-31
UBS Group AG	0.675%	11.069%	177,713	17,711	2023-12-31
Virtu Financial LLC	0.538%	0.000%	141,708	141,708	2023-12-31
Beacon Pointe Advisors, LLC	0.506%	0.000%	133,334	0	2023-12-31
Stifel Financial Corp	0.380%	0.000%	100,000	0	2023-12-31
Pasadena Private Wealth, LLC	0.317%	0.000%	83,334	83,334	2023-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC	0.312%	9.751%	82,165	7,300	2023-12-31
State Street Corporation	0.248%	0.000%	65,273	0	2023-12-31
Advisory Research Inc	0.190%	0.000%	50,000	0	2023-12-31
Northern Trust Corp	0.180%	0.000%	47,325	0	2023-12-31
BakerAvenue Asset Management, LP	0.177%	-29.999%	46,668	-20,000	2023-12-31
Spectrum Asset Management Inc	0.171%	0.000%	44,900	0	2023-12-31
D'Orazio & Associates Inc	0.125%	0.000%	32,987	0	2023-12-31
BlackRock Inc	0.090%	0.000%	23,612	0	2023-12-31
HARBOUR INVESTMENTS, INC.	0.075%	0.000%	19,750	0	2023-12-31
Bank of New York Mellon Corp	0.069%	-61.905%	18,240	-29,640	2023-12-31
Charles Schwab Investment Management Inc	0.055%	0.000%	14,543	0	2023-12-31
AE Wealth Management LLC	0.049%	0.000%	12,983	0	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	1.901%	69.966%	500,522	206,039	2023-12-31
Geode Capital Management, LLC	0.761%	0.000%	200,436	0	2023-12-31
Smith, Salley & Associates, LLC	0.760%	0.000%	200,000	0	2023-12-31
UBS Group AG	0.675%	11.069%	177,713	17,711	2023-12-31
Virtu Financial LLC	0.538%	0.000%	141,708	141,708	2023-12-31
Beacon Pointe Advisors, LLC	0.506%	0.000%	133,334	0	2023-12-31
Stifel Financial Corp	0.380%	0.000%	100,000	0	2023-12-31
Pasadena Private Wealth, LLC	0.317%	0.000%	83,334	83,334	2023-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC	0.312%	9.751%	82,165	7,300	2023-12-31
State Street Corporation	0.248%	0.000%	65,273	0	2023-12-31
Advisory Research Inc	0.190%	0.000%	50,000	0	2023-12-31
Northern Trust Corp	0.180%	0.000%	47,325	0	2023-12-31
BakerAvenue Asset Management, LP	0.177%	-29.999%	46,668	-20,000	2023-12-31
Spectrum Asset Management Inc	0.171%	0.000%	44,900	0	2023-12-31
D'Orazio & Associates Inc	0.125%	0.000%	32,987	0	2023-12-31
BlackRock Inc	0.090%	0.000%	23,612	0	2023-12-31
Renaissance Technologies Corp	0.090%	0.000%	23,568	23,568	2023-03-31
HARBOUR INVESTMENTS, INC.	0.075%	0.000%	19,750	0	2023-12-31
Bank of New York Mellon Corp	0.069%	-61.905%	18,240	-29,640	2023-12-31
Charles Schwab Investment Management Inc	0.055%	0.000%	14,543	0	2023-12-31
Susquehanna International Group, LLP	0.055%	0.000%	14,380	14,380	2023-03-31
AE Wealth Management LLC	0.049%	0.000%	12,983	0	2023-12-31
Signature Estate & Investment Advisors	0.038%	0.000%	10,000	10,000	2023-06-30
FNY Investment Advisers, LLC	0.038%	0.000%	10,000	10,000	2023-06-30
Texas Capital Bank Wealth Management Services Inc	0.038%	0.000%	10,000	0	2023-09-30
Morgan Stanley - Brokerage Accounts	0.023%	-32.493%	6,023	-2,899	2023-09-30
Tower Research Capital LLC	0.020%	-0.717%	5,127	-37	2023-06-30
Larson Financial Group, LLC	0.005%	0.000%	1,250	0	2023-03-31
Goss Wealth Management LLC	0.004%	0.000%	1,000	1,000	2023-03-31
Wells Fargo & Co	0.000%	3.226%	32	1	2023-03-31
Bank of America Corp	0.000%	0.000%	4	4	2022-12-31
Investors Asset Management Of Georgia Inc	0.000%	-100.000%	0	-1,000	2022-12-31
BerganKDV Wealth Management, LLC	0.000%	-100.000%	0	-1,876	2023-06-30
JANE STREET GROUP, LLC	0.000%	-100.000%	0	-13,903	2022-12-31
Sabby Management LLC	0.000%	-100.000%	0	-195,000	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Heartbeam Inc (BEAT), owning a total of 392 thousand shares. Combined, the top 32 mutual fund holders of BEAT own 4.98% of the company with a total of 1.3 million shares.

In the latest ownership report on March 31st 2024, the top 32 fund holders increased their combined ownership of BEAT by 2 shares. 1 funds bought 7 total additional shares and increased their ownership by an average of 0.04%. However 1 funds sold 5 total shares and decreased their ownership by an average of 0.21%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Heartbeam increased by a net total of 2 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NT Ext Equity Mkt Idx Fd - L	0.073%	0.000%	19,143	0	2024-03-31
BlackRock Extended Equity Market K	0.072%	0.037%	18,880	7	2024-03-31
Extended Equity Market Fund M	0.009%	-0.214%	2,329	-5	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.487%	3.779%	391,591	14,260	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.674%	2.900%	177,352	4,999	2024-02-29
Fidelity Extended Market Index	0.428%	-0.482%	112,683	-546	2024-02-29
Vanguard Extended Market Index Investor	0.407%	30.059%	106,967	24,722	2023-08-31
Fidelity® Extended Market Index	0.394%	0.000%	103,711	0	2023-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	0.294%	0.000%	77,425	77,425	2023-03-31
Fidelity® Series Total Market Index	0.117%	0.000%	30,674	0	2023-11-30
Fidelity Total Market Index	0.116%	0.000%	30,409	0	2024-02-29
Fidelity® Total Market Index	0.116%	0.000%	30,409	0	2023-11-30
Fidelity Series Total Market Index	0.111%	-4.955%	29,154	-1,520	2024-02-29
NT Ext Equity Mkt Idx Fd - NL	0.100%	0.000%	26,359	0	2023-12-31
BlackRock Extended Mkt Composite	0.082%	0.000%	21,633	0	2023-09-30
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.080%	0.189%	21,170	40	2023-12-31
Northern Trust Extended Eq Market Idx	0.073%	0.000%	19,143	0	2023-12-31
NT Ext Equity Mkt Idx Fd - L	0.073%	0.000%	19,143	0	2024-03-31
BlackRock Extended Equity Market K	0.072%	0.037%	18,880	7	2024-03-31
Spartan Total Market Index Pool E	0.055%	0.000%	14,595	0	2024-02-29
Schwab Total Stock Market Index	0.055%	0.000%	14,543	0	2024-02-29
Vanguard U.S. Eq Idx £ Acc	0.051%	0.000%	13,308	0	2024-02-29
Fidelity Nasdaq Composite Index	0.049%	0.000%	12,874	0	2024-02-29
Fidelity® NASDAQ Composite Index®	0.049%	0.000%	12,874	0	2023-10-31
Spartan Extended Market Index Pool E	0.034%	6.591%	8,830	546	2024-02-29
BNYM Mellon SL Mkt Completion Fd	0.010%	-1.591%	2,598	-42	2023-12-31
BNYM Mellon SL Market Completion UC1	0.010%	-1.591%	2,598	-42	2023-12-31
Extended Equity Market Fund M	0.009%	-0.214%	2,329	-5	2024-03-31
Victory Extended Market Index	0.008%	0.000%	2,138	2,138	2023-09-30
NT US Market Cap Idx Fd - L	0.007%	0.000%	1,823	0	2023-12-31
Northern Trust Wilshire 5000	0.007%	0.000%	1,823	0	2023-12-31
State St US Extended Mkt Indx NL Cl C	0.005%	0.000%	1,200	0	2023-06-30
SSgA U.S. Extended Market Index Class I	0.005%	0.000%	1,200	0	2023-03-31
SSgA U.S. Total Market Index Strategy	0.002%	-0.265%	377	-1	2023-03-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.001%	0.000%	243	243	2023-03-31