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 39 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $5.16 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,118,392
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 35.89%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
367,647
shares
|
$573,529
0.03% of portfolio
|
Q1 2025
Added 47.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
293,598
shares
|
$458,012
0.0% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
192,553
shares
|
$300,382
0.0% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
175,989
shares
|
$274,542
0.0% of portfolio
|
Q3 2025
Added 23.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
139,182
shares
|
$217,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
139,182
shares
|
$217,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
100,000
shares
|
$156,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
88,050
shares
|
$137,358
0.0% of portfolio
|
Q3 2025
Added 212.48%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
78,739
shares
|
$122,832
0.02% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
78,373
shares
|
$122,261
0.0% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
74,400
shares
|
$116,064
0.05% of portfolio
|
Q4 2024
Added 36.76%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
70,621
shares
|
$110,168
0.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,438
shares
|
$80,243
0.0% of portfolio
|
Q2 2024
Added 117.85%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
50,000
shares
|
$78,000
0.01% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
49,515
shares
|
$77,243
0.0% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
42,400
shares
|
$66,144
0.0% of portfolio
|
Q3 2025
Reduced 42.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
37,752
shares
|
$58,893
0.0% of portfolio
|
Q3 2025
Added 64.15%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
32,987
shares
|
$51,459
0.01% of portfolio
|
Q4 2022
Added 24.48%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
16,927
shares
|
$26,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
16,000
shares
|
$24,960
0.0% of portfolio
|
Q2 2025
Reduced 33.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
15,200
shares
|
$23,712
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
14,543
shares
|
$22,687
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
12,000
shares
|
$18,720
0.01% of portfolio
|
Q1 2025
Reduced 51.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,000
shares
|
$17,160
0.0% of portfolio
|
Q1 2025
New holding
|
|