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 42 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,118,392
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 35.89%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
367,647
shares
|
$433,823
0.03% of portfolio
|
Q1 2025
Added 47.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
254,866
shares
|
$300,741
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
247,058
shares
|
$291,528
0.0% of portfolio
|
Q2 2025
Added 147.06%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
199,267
shares
|
$235,135
0.0% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
142,645
shares
|
$168,321
0.0% of portfolio
|
Q1 2025
Added 36.7%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
139,182
shares
|
$164,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
139,182
shares
|
$164,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
100,000
shares
|
$118,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
78,373
shares
|
$92,480
0.0% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
74,400
shares
|
$87,792
0.04% of portfolio
|
Q4 2024
Added 36.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
73,850
shares
|
$87,143
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
72,722
shares
|
$85,811
0.0% of portfolio
|
Q1 2025
Added 1100.83%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
68,739
shares
|
$81,112
0.01% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,438
shares
|
$60,696
0.0% of portfolio
|
Q2 2024
Added 117.85%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
50,000
shares
|
$59,000
0.01% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
49,515
shares
|
$58,427
0.0% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
38,472
shares
|
$45,396
0.0% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
32,987
shares
|
$38,924
0.01% of portfolio
|
Q4 2022
Added 24.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
29,632
shares
|
$34,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
28,178
shares
|
$33,250
0.0% of portfolio
|
Q2 2025
Added 102.2%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
27,345
shares
|
$32,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,798
shares
|
$28,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
22,999
shares
|
$27,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,851
shares
|
$24,604
0.0% of portfolio
|
Q2 2025
New holding
|