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 |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$15,600
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
10,000
shares
|
$15,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
9,250
shares
|
$14,430
0.0% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,890
shares
|
$6,068
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,928
shares
|
$3,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,288
shares
|
$2,009
0.0% of portfolio
|
Q3 2025
Reduced 49.69%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,250
shares
|
$1,950
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$1,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$1,560
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$1,560
0.0% of portfolio
|
Q1 2025
Reduced 91.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
500
shares
|
$780
0.0% of portfolio
|
Q3 2025
Added 1036.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
31
shares
|
$48
0.0% of portfolio
|
Q3 2025
Reduced 88.48%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
16
shares
|
$24
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|