Institutional Ownership Heart Beam, Inc. (BEAT)
This table provides information about the institutional ownership of Heart Beam, Inc. (BEAT). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $5.76 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
713,850
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2024
Added 20.59%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
250,000
shares
|
$625,000
0.04% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
213,088
shares
|
$532,720
0.0% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
160,002
shares
|
$400,005
0.0% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
139,182
shares
|
$347,955
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
133,334
shares
|
$333,335
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
100,000
shares
|
$250,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
91,015
shares
|
$227,537
0.0% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
80,391
shares
|
$200,977
0.03% of portfolio
|
Q3 2022
Reduced 79.65%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
69,573
shares
|
$173,932
0.0% of portfolio
|
Q2 2024
Added 6.59%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jul 19, 2024 Q2 2024 |
58,704
shares
|
$146,760
0.04% of portfolio
|
Q2 2024
Reduced 28.89%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
54,400
shares
|
$136,000
0.05% of portfolio
|
Q3 2024
Reduced 49.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,438
shares
|
$128,595
0.0% of portfolio
|
Q2 2024
Added 117.85%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2024 Q2 2024 |
50,000
shares
|
$125,000
0.03% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
46,820
shares
|
$117,050
0.0% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
32,987
shares
|
$82,467
0.01% of portfolio
|
Q4 2022
Added 24.48%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
21,614
shares
|
$54,035
0.0% of portfolio
|
Q2 2024
Reduced 53.63%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
14,543
shares
|
$36,357
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
14,250
shares
|
$35,625
0.0% of portfolio
|
Q1 2024
Reduced 27.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
11,597
shares
|
$28,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
11,000
shares
|
$27,500
0.0% of portfolio
|
Q1 2024
Added 1000.0%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
10,000
shares
|
$25,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
6,310
shares
|
$15,775
0.0% of portfolio
|
Q2 2024
Added 112.24%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
4,356
shares
|
$10,890
0.0% of portfolio
|
Q2 2024
Reduced 45.71%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
1,250
shares
|
$3,125
0.0% of portfolio
|
Q2 2022
New holding
|