Purchases and Sales Made in Q1 2025 in Heart Beam, Inc. (BEAT)
This table provides information about the institutional ownership of Heart Beam, Inc. (BEAT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
118K+ 47.06% |
$228K - $292K
|
368K
$485K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73.5KNew |
$142K - $182K
|
73.5K
$97K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.7K+ 1100.83% |
$129K - $165K
|
72.7K
$96K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59.3K+ 7.77% |
$115K - $147K
|
823K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43K+ 26.9% |
$83.5K - $107K
|
203K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.3K+ 36.7% |
$74.3K - $95K
|
143K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 34.78% |
$29.4K - $37.6K
|
58.8K
$77.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.9KNew |
$27K - $34.6K
|
13.9K
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11KNew |
$21.3K - $27.3K
|
11K
$14.5K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.53K+ 2.29% |
$10.7K - $13.7K
|
247K
$327K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.4K+ 11.04% |
$4.66K - $5.95K
|
24.1K
$31.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 1.69% |
$58.2 - $74.4
|
1.8K
$2.38K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9+ 5.0% |
$17.5 - $22.3
|
189
$249
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3- 6.38% |
$5.82 - $7.44
|
44
$58.1
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4K- 28.07% |
$7.76K - $9.92K
|
10.3K
$13.5K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 91.38% |
$20.6K - $26.3K
|
1K
$1.32K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-13K- 51.97% |
$25.2K - $32.2K
|
12K
$15.8K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.3K- 25.0% |
$64.7K - $82.7K
|
100K
$132K
|