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 31 institutions that hold shares in the stock, with a total of 2.58 Million shares, which have been reported (via 13F filing form) to have a value of $7.73 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
750,714
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
250,000
shares
|
$697,500
0.04% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
233,397
shares
|
$651,177
0.0% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
160,002
shares
|
$446,405
0.0% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
139,182
shares
|
$388,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
139,182
shares
|
$388,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
133,334
shares
|
$372,001
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
103,621
shares
|
$289,102
0.0% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
100,000
shares
|
$279,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
80,391
shares
|
$224,290
0.03% of portfolio
|
Q3 2022
Reduced 79.65%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
69,573
shares
|
$194,108
0.0% of portfolio
|
Q2 2024
Added 6.59%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
60,554
shares
|
$168,945
0.03% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
54,400
shares
|
$151,776
0.05% of portfolio
|
Q3 2024
Reduced 49.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,438
shares
|
$143,512
0.0% of portfolio
|
Q2 2024
Added 117.85%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
50,000
shares
|
$139,500
0.02% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
46,820
shares
|
$130,627
0.0% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
32,987
shares
|
$92,033
0.01% of portfolio
|
Q4 2022
Added 24.48%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,919
shares
|
$66,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
14,603
shares
|
$40,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,543
shares
|
$40,574
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,250
shares
|
$39,757
0.0% of portfolio
|
Q1 2024
Reduced 27.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,597
shares
|
$32,355
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,000
shares
|
$30,690
0.0% of portfolio
|
Q1 2024
Added 1000.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,400
shares
|
$29,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$27,900
0.0% of portfolio
|
Q2 2023
New holding
|