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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.8KNew |
$29.7K - $47.6K
|
23.8K
$31.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.77K- 1.86% |
$4.71K - $7.54K
|
199K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 90.91% |
$12.5K - $20K
|
1K
$1.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
760+ 42.22% |
$950 - $1.52K
|
2.56K
$3.43K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.3K- 34.53% |
$25.4K - $40.6K
|
38.5K
$51.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23KNew |
$28.7K - $46K
|
23K
$30.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80+ 42.33% |
$100 - $160
|
269
$360
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.9KNew |
$26.1K - $41.7K
|
20.9K
$27.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.6KNew |
$37K - $59.3K
|
29.6K
$39.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.2K+ 102.2% |
$17.8K - $28.5K
|
28.2K
$37.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
147K+ 147.06% |
$184K - $294K
|
247K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27.3KNew |
$34.2K - $54.7K
|
27.3K
$36.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.13K- 33.7% |
$10.2K - $16.3K
|
16K
$21.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
295K+ 35.89% |
$369K - $591K
|
1.12M
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
7.5K+ 3.03% |
$9.37K - $15K
|
255K
$342K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-11.7K- 14.49% |
$14.6K - $23.3K
|
68.7K
$92.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
400+ 0.54% |
$500 - $800
|
73.9K
$99K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93KNew |
$2.41K - $3.86K
|
1.93K
$2.58K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.3KNew |
$19.1K - $30.5K
|
15.3K
$20.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.7K+ 1100.83% |
$129K - $165K
|
72.7K
$97.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11KNew |
$21.3K - $27.3K
|
11K
$14.7K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 91.38% |
$20.6K - $26.3K
|
1K
$1.34K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3- 6.38% |
$5.82 - $7.44
|
44
$59
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4K- 28.07% |
$7.76K - $9.92K
|
10.3K
$13.7K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.3K+ 36.7% |
$74.3K - $95K
|
143K
$191K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-13K- 51.97% |
$25.2K - $32.2K
|
12K
$16.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
118K+ 47.06% |
$228K - $292K
|
368K
$493K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.7K+ 5.76% |
$5.74K - $8.68K
|
49.5K
$66.4K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
8.8K+ 12.65% |
$18.7K - $28.3K
|
78.4K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1KNew |
$2.13K - $3.22K
|
1K
$1.34K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.9KNew |
$10.4K - $15.8K
|
4.9K
$6.57K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
10KNew |
$21.3K - $32.2K
|
10K
$13.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
20K+ 36.76% |
$42.6K - $64.4K
|
74.4K
$99.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.6KNew |
$29.2K - $45.3K
|
14.6K
$19.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$47.8K - $74.1K
|
23.9K
$32.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4KNew |
$20.8K - $32.2K
|
10.4K
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
139KNew |
$278K - $431K
|
139K
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.85K+ 3.15% |
$3.7K - $5.74K
|
60.6K
$81.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
139KNew |
$278K - $431K
|
139K
$187K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
600New |
$1.08K - $1.76K
|
600
$804
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.8K+ 117.85% |
$50.1K - $81.8K
|
51.4K
$68.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
700New |
$1.26K - $2.06K
|
700
$938
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25K- 53.63% |
$45K - $73.5K
|
21.6K
$29K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.1K+ 31.0% |
$4.31K - $7.47K
|
13.1K
$17.6K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1KNew |
$1.13K - $2.5K
|
1K
$1.34K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-50K- 50.0% |
$96.5K - $163K
|
50K
$67K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100KNew |
$183K - $295K
|
100K
$134K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.5KNew |
$26.6K - $42.9K
|
14.5K
$19.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10KNew |
$18.3K - $29.5K
|
10K
$13.4K
|
|