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 36 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $3.98 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
823,013
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
367,647
shares
|
$485,294
0.03% of portfolio
|
Q1 2025
Added 47.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
247,369
shares
|
$326,527
0.0% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
203,037
shares
|
$268,008
0.0% of portfolio
|
Q1 2025
Added 26.9%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
142,645
shares
|
$188,291
0.0% of portfolio
|
Q1 2025
Added 36.7%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
139,182
shares
|
$183,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
139,182
shares
|
$183,720
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
100,000
shares
|
$132,000
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
100,000
shares
|
$132,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
80,391
shares
|
$106,116
0.03% of portfolio
|
Q3 2022
Reduced 79.65%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
78,373
shares
|
$103,452
0.0% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
74,400
shares
|
$98,208
0.07% of portfolio
|
Q4 2024
Added 36.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
73,450
shares
|
$96,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
72,722
shares
|
$95,993
0.0% of portfolio
|
Q1 2025
Added 1100.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
58,766
shares
|
$77,571
0.0% of portfolio
|
Q1 2025
Added 34.78%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,438
shares
|
$67,898
0.0% of portfolio
|
Q2 2024
Added 117.85%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
50,000
shares
|
$66,000
0.02% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
49,515
shares
|
$65,359
0.0% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
32,987
shares
|
$43,542
0.01% of portfolio
|
Q4 2022
Added 24.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
24,132
shares
|
$31,854
0.0% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
14,543
shares
|
$19,196
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
13,936
shares
|
$18,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
12,000
shares
|
$15,840
0.01% of portfolio
|
Q1 2025
Reduced 51.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,000
shares
|
$14,520
0.0% of portfolio
|
Q1 2024
Added 1000.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11,000
shares
|
$14,520
0.0% of portfolio
|
Q1 2025
New holding
|