HeartbeamBEAT
13F holders, Q1 2024 (March 31)28holders
$2.18avg. 13F price*
At the end of Q1 2024, 28 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.3M), Smith Salley Wealth Management ($545K) and Geode Capital Management, LLC ($455K).
- Company
- Heartbeam Inc.
- CUSIP
- 42238H108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 5 | $70K |
Ownership 28 holders
| Vanguard Group Inc. | 0.00% | Add +18.3% | 591,963 | $1.3M |
| Smith Salley Wealth Management | 0.04% | Add +25.0% | 250,000 | $545K |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 208,694 | $455K |
| UBS Group AG | 0.00% | Reduce -9.1% | 161,615 | $352K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 133,334 | $291K |
| Stifel Financial Corp. | 0.00% | No change | 100,000 | $218K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +9.9% | 90,290 | $197K |
| Pasadena Private Wealth, LLC | 0.04% | Reduce -0.9% | 82,559 | $180K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 80,391 | $175K |
| State Street Corp. | 0.00% | No change | 65,273 | $142K |
| Advisory Research Inc. | 0.02% | No change | 50,000 | $109K |
| Northern Trust Corp. | 0.00% | No change | 47,325 | $103K |
| Baker Avenue Asset Management, LP | 0.00% | Reduce -0.1% | 46,614 | $102K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.04% | No change | 44,900 | $98K |
| D'Orazio & Associates, Inc. | 0.01% | No change | 32,987 | $72K |
| Virtu Financial LLC | 0.00% | Reduce -79.6% | 28,868 | $63K |
| BlackRock Inc. | 0.00% | No change | 23,612 | $51K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 14,543 | $32K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.9% | 14,250 | $31K |
| First Foundation Advisors | 0.00% | Add +31.0% | 13,100 | $29K |
| SMART Wealth LLC | 0.01% | No change | 12,983 | $28K |
| Osaic Holdings, Inc. | 0.00% | No change | 11,597 | $25K |
| NewEdge Advisors, LLC | 0.00% | Add +1000.0% | 11,000 | $24K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 10,000 | $22K |
| Morgan Stanley | 0.00% | Add +33.2% | 8,023 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.8% | 2,973 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $3K |
| Wells Fargo & Company | 0.00% | Add +1.9% | 159 | $347 |
"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.