HeartbeamBEAT
13F holders, Q2 2024 (June 30)30holders +2
5new positions
3sold out
$2.57avg. 13F price*
At the end of Q2 2024, 30 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings, up 2 from Q1 2024. 5 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($1.8M), Smith Salley Wealth Management ($643K) and Geode Capital Management, LLC ($548K).
- Company
- Heartbeam Inc.
- CUSIP
- 42238H108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4K |
| Exits | 3 | $92K |
All 13F filers, Q1 2024 → Q2 2024: 226,332 shares bought and 96,767 shares sold, net +129,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Vanguard Group Inc. | 0.00% | Add +20.6% | 713,850 | $1.8M |
| Smith Salley Wealth Management | 0.05% | No change | 250,000 | $643K |
| Geode Capital Management, LLC | 0.00% | Add +2.1% | 213,088 | $548K |
| UBS Group AG | 0.00% | Reduce -1.0% | 160,002 | $411K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 133,334 | $343K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | Add +138.8% | 107,200 | $276K |
| Stifel Financial Corp. | 0.00% | No change | 100,000 | $257K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.8% | 91,015 | $234K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 80,391 | $207K |
| State Street Corp. | 0.00% | Add +6.6% | 69,573 | $179K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -28.9% | 58,704 | $151K |
| BlackRock Inc. | 0.00% | Add +117.8% | 51,438 | $132K |
| Advisory Research Inc. | 0.02% | No change | 50,000 | $129K |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 46,820 | $120K |
| D'Orazio & Associates, Inc. | 0.01% | No change | 32,987 | $85K |
| Baker Avenue Asset Management, LP | 0.00% | Reduce -53.6% | 21,614 | $56K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 14,543 | $37K |
| Harbour Investments, Inc. | 0.00% | No change | 14,250 | $37K |
| SMART Wealth LLC | 0.01% | No change | 12,983 | $33K |
| Osaic Holdings, Inc. | 0.00% | No change | 11,597 | $30K |
| NewEdge Advisors, LLC | 0.00% | No change | 11,000 | $28K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 10,000 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +112.2% | 6,310 | $16K |
| Morgan Stanley | 0.00% | Reduce -45.7% | 4,356 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $3K |
| Royal Bank of Canada | 0.00% | New | 600 | $2K |
| Assetmark, Inc. | 0.00% | New | 700 | $2K |
| Bank of America Corp. | 0.00% | New | 166 | $427 |
| JPMorgan Chase & Co. | 0.00% | New | 49 | $126 |
| FMR LLC | 0.00% | New | 48 | $124 |
"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.