Purchases and Sales Made in Q4 2023 in Heart Beam, Inc. (BEAT)
This table provides information about the institutional ownership of Heart Beam, Inc. (BEAT) during Q4 2023. The information is specifically focused on institutions that hold shares of HeartBeam, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
206K+ 69.97% |
$233K - $515K
|
501K
$1.08M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
142KNew |
$160K - $354K
|
142K
$305K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
83.3KNew |
$94.2K - $208K
|
83.3K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
17.7K+ 11.07% |
$20K - $44.3K
|
178K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6KNew |
$13.1K - $29K
|
11.6K
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10KNew |
$11.3K - $25K
|
10K
$21.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.3K+ 9.75% |
$8.25K - $18.3K
|
82.2K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.42K+ 179.52% |
$6.12K - $13.5K
|
8.44K
$18.1K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.67K+ 38.27% |
$1.88K - $4.17K
|
6.02K
$12.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1KNew |
$1.13K - $2.5K
|
1K
$2.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26New |
$29.4 - $65
|
26
$55.9
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8+ 32.0% |
$9.04 - $20
|
33
$71
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8+ 5.41% |
$9.04 - $20
|
156
$335
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16- 32.65% |
$18.1 - $40
|
33
$71
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20K- 30.0% |
$22.6K - $50K
|
46.7K
$100K
|