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 |
---|---|---|---|---|---|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,400
shares
|
$13,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,250
shares
|
$13,530
0.0% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
10,000
shares
|
$13,200
0.02% of portfolio
|
Q4 2024
New holding
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
10,000
shares
|
$13,200
0.0% of portfolio
|
Q2 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,800
shares
|
$2,376
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,250
shares
|
$1,650
0.0% of portfolio
|
Q2 2022
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,000
shares
|
$1,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,000
shares
|
$1,320
0.0% of portfolio
|
Q1 2025
Reduced 91.38%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
189
shares
|
$249
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
44
shares
|
$58
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|