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 34 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $5.61 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
763,703
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
250,000
shares
|
$520,000
0.04% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
241,839
shares
|
$503,025
0.0% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
160,002
shares
|
$332,804
0.0% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
139,182
shares
|
$289,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
139,182
shares
|
$289,498
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
133,334
shares
|
$277,334
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
104,346
shares
|
$217,039
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
100,000
shares
|
$208,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
80,391
shares
|
$167,213
0.03% of portfolio
|
Q3 2022
Reduced 79.65%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
78,373
shares
|
$163,015
0.0% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
74,400
shares
|
$154,752
0.08% of portfolio
|
Q4 2024
Added 36.76%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,438
shares
|
$106,991
0.0% of portfolio
|
Q2 2024
Added 117.85%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
50,000
shares
|
$104,000
0.02% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
49,515
shares
|
$102,991
0.0% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
43,600
shares
|
$90,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
32,987
shares
|
$68,612
0.01% of portfolio
|
Q4 2022
Added 24.48%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
24,983
shares
|
$51,964
0.02% of portfolio
|
Q4 2024
Added 92.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,732
shares
|
$45,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
14,543
shares
|
$30,249
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
14,250
shares
|
$29,640
0.0% of portfolio
|
Q1 2024
Reduced 27.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,597
shares
|
$24,121
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
11,000
shares
|
$22,880
0.0% of portfolio
|
Q1 2024
Added 1000.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,400
shares
|
$21,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
10,000
shares
|
$20,800
0.02% of portfolio
|
Q4 2024
New holding
|