Purchases and Sales Made in Q3 2023 in Heart Beam, Inc. (BEAT)
This table provides information about the institutional ownership of Heart Beam, Inc. (BEAT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
139K+ 89.21% |
$268K - $453K
|
294K
$822K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
21.3K+ 36.12% |
$41.2K - $69.5K
|
80.4K
$224K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.5K+ 11.13% |
$14.5K - $24.5K
|
74.9K
$209K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2K+ 4.66% |
$3.86K - $6.52K
|
44.9K
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25New |
$48.3 - $81.5
|
25
$69.8
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14- 8.64% |
$27 - $45.6
|
148
$413
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.32K- 0.82% |
$2.55K - $4.3K
|
160K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.11K- 41.14% |
$4.07K - $6.88K
|
3.02K
$8.42K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.9K- 32.49% |
$5.6K - $9.45K
|
6.02K
$16.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.8K- 19.55% |
$9.26K - $15.6K
|
19.8K
$55.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.08K- 3.88% |
$15.6K - $26.3K
|
200K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-50K- 50.0% |
$96.5K - $163K
|
50K
$140K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-62.2KClosed |
$120K - $203K
|
0
$0
|