Latest Institutional Transactions on Heart Beam, Inc. (BEAT)
This table provides information on the latest institutional transactions involving Heart Beam, Inc. (BEAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.7K+ 1100.83% |
$129K - $165K
|
72.7K
$96K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9+ 5.0% |
$17.5 - $22.3
|
189
$249
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 1.69% |
$58.2 - $74.4
|
1.8K
$2.38K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 34.78% |
$29.4K - $37.6K
|
58.8K
$77.6K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.3K- 25.0% |
$64.7K - $82.7K
|
100K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.53K+ 2.29% |
$10.7K - $13.7K
|
247K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11KNew |
$21.3K - $27.3K
|
11K
$14.5K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.9KNew |
$27K - $34.6K
|
13.9K
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43K+ 26.9% |
$83.5K - $107K
|
203K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 91.38% |
$20.6K - $26.3K
|
1K
$1.32K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3- 6.38% |
$5.82 - $7.44
|
44
$58.1
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59.3K+ 7.77% |
$115K - $147K
|
823K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4K- 28.07% |
$7.76K - $9.92K
|
10.3K
$13.5K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.4K+ 11.04% |
$4.66K - $5.95K
|
24.1K
$31.9K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.3K+ 36.7% |
$74.3K - $95K
|
143K
$188K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73.5KNew |
$142K - $182K
|
73.5K
$97K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-13K- 51.97% |
$25.2K - $32.2K
|
12K
$15.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
118K+ 47.06% |
$228K - $292K
|
368K
$485K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.7K+ 5.76% |
$5.74K - $8.68K
|
49.5K
$65.4K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
8.8K+ 12.65% |
$18.7K - $28.3K
|
78.4K
$103K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1KNew |
$2.13K - $3.22K
|
1K
$1.32K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.9KNew |
$10.4K - $15.8K
|
4.9K
$6.47K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
10KNew |
$21.3K - $32.2K
|
10K
$13.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
20K+ 36.76% |
$42.6K - $64.4K
|
74.4K
$98.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.6KNew |
$29.2K - $45.3K
|
14.6K
$19.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$47.8K - $74.1K
|
23.9K
$31.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4KNew |
$20.8K - $32.2K
|
10.4K
$13.7K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
139KNew |
$278K - $431K
|
139K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.85K+ 3.15% |
$3.7K - $5.74K
|
60.6K
$79.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
139KNew |
$278K - $431K
|
139K
$184K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
600New |
$1.08K - $1.76K
|
600
$792
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.8K+ 117.85% |
$50.1K - $81.8K
|
51.4K
$67.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
700New |
$1.26K - $2.06K
|
700
$924
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25K- 53.63% |
$45K - $73.5K
|
21.6K
$28.5K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-113K- 79.63% |
$157K - $272K
|
28.9K
$38.1K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10K+ 1000.0% |
$13.9K - $24.1K
|
11K
$14.5K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.1K+ 31.0% |
$4.31K - $7.47K
|
13.1K
$17.3K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1KNew |
$1.13K - $2.5K
|
1K
$1.32K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-50K- 50.0% |
$96.5K - $163K
|
50K
$66K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100KNew |
$183K - $295K
|
100K
$132K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.5KNew |
$26.6K - $42.9K
|
14.5K
$19.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10KNew |
$18.3K - $29.5K
|
10K
$13.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10KNew |
$18.3K - $29.5K
|
10K
$13.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10KNew |
$18.3K - $29.5K
|
10K
$13.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13KNew |
$23.8K - $38.3K
|
13K
$17.1K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.6KNew |
$49K - $108K
|
23.6K
$31.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.3KNew |
$36K - $79.5K
|
17.3K
$22.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
750+ 66.61% |
$1.56K - $3.45K
|
1.88K
$2.48K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
6.49K+ 24.48% |
$18.7K - $38.5K
|
33K
$43.5K
|
|