Purchases and Sales Made in Q2 2023 in Heart Beam, Inc. (BEAT)
This table provides information about the institutional ownership of Heart Beam, Inc. (BEAT) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
200KNew |
$366K - $590K
|
200K
$558K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
159K+ 5776.9% |
$290K - $468K
|
161K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
150K+ 255.28% |
$274K - $442K
|
209K
$582K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
133KNew |
$244K - $393K
|
133K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100KNew |
$183K - $295K
|
100K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
100KNew |
$183K - $295K
|
100K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
66.7KNew |
$122K - $197K
|
66.7K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
47.8K+ 273.56% |
$87.5K - $141K
|
65.3K
$182K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
47.3KNew |
$86.6K - $140K
|
47.3K
$132K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
42.9KNew |
$78.5K - $127K
|
42.9K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
31.5K+ 25.35% |
$57.6K - $92.9K
|
156K
$434K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.5KNew |
$26.6K - $42.9K
|
14.5K
$40.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13KNew |
$23.8K - $38.3K
|
13K
$36.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10KNew |
$18.3K - $29.5K
|
10K
$27.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10KNew |
$18.3K - $29.5K
|
10K
$27.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10KNew |
$18.3K - $29.5K
|
10K
$27.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.26K+ 57.63% |
$5.97K - $9.62K
|
8.92K
$24.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.9K+ 4.5% |
$5.31K - $8.56K
|
67.4K
$188K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.98K+ 9.15% |
$3.62K - $5.84K
|
23.6K
$65.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
130+ 406.25% |
$238 - $384
|
162
$452
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-37- 0.72% |
$67.7 - $109
|
5.13K
$14.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.5K- 9.24% |
$4.58K - $7.38K
|
24.6K
$68.5K
|