Purchases and Sales Made in Q1 2024 in Heart Beam, Inc. (BEAT)
This table provides information about the institutional ownership of Heart Beam, Inc. (BEAT) during Q1 2024. The information is specifically focused on institutions that hold shares of HeartBeam, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
91.4K+ 18.27% |
$127K - $220K
|
592K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
50K+ 25.0% |
$69.5K - $121K
|
250K
$698K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10K+ 1000.0% |
$13.9K - $24.1K
|
11K
$30.7K
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
8.26K+ 4.12% |
$11.5K - $19.9K
|
209K
$582K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.13K+ 9.89% |
$11.3K - $19.6K
|
90.3K
$252K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.67K+ 84.18% |
$5.1K - $8.84K
|
8.02K
$22.4K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.1K+ 31.0% |
$4.31K - $7.47K
|
13.1K
$36.5K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2K+ 33.21% |
$2.78K - $4.82K
|
8.02K
$22.4K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2K+ 33.21% |
$2.78K - $4.82K
|
8.02K
$22.4K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3+ 1.92% |
$4.17 - $7.23
|
159
$444
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-54- 0.12% |
$75.1 - $130
|
46.6K
$130K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-775- 0.93% |
$1.08K - $1.87K
|
82.6K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.46K- 64.76% |
$7.59K - $13.2K
|
2.97K
$8.29K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.5K- 27.85% |
$7.64K - $13.3K
|
14.3K
$39.8K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 9.06% |
$22.4K - $38.8K
|
162K
$451K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-113K- 79.63% |
$157K - $272K
|
28.9K
$80.5K
|