HeartbeamBEAT
13F holders, Q3 2024 (September 30)32holders +2
5new positions
3sold out
$2.32avg. 13F price*
At the end of Q3 2024, 32 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings, up 2 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($1.7M), Smith Salley Wealth Management ($580K) and Geode Capital Management, LLC ($542K).
- Company
- Heartbeam Inc.
- CUSIP
- 42238H108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $751K |
| Exits | 3 | $59K |
All 13F filers, Q2 2024 → Q3 2024: 400,792 shares bought and 80,232 shares sold, net +320,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Vanguard Group Inc. | 0.00% | Add +5.2% | 750,714 | $1.7M |
| Smith Salley Wealth Management | 0.04% | No change | 250,000 | $580K |
| Geode Capital Management, LLC | 0.00% | Add +9.5% | 233,397 | $542K |
| UBS Group AG | 0.00% | No change | 160,002 | $371K |
| Ritholtz Wealth Management | 0.01% | New | 139,182 | $323K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 139,182 | $315K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 133,334 | $309K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +13.8% | 103,621 | $240K |
| Stifel Financial Corp. | 0.00% | No change | 100,000 | $232K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 80,391 | $187K |
| BlackRock, Inc. | 0.00% | — | 74,648 | $173K |
| State Street Corp. | 0.00% | No change | 69,573 | $161K |
| Pasadena Private Wealth, LLC | 0.03% | Add +3.1% | 60,554 | $140K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.05% | Reduce -49.3% | 54,400 | $126K |
| Advisory Research Inc. | 0.02% | No change | 50,000 | $116K |
| Northern Trust Corp. | 0.00% | No change | 46,820 | $109K |
| D'Orazio & Associates, Inc. | 0.01% | No change | 32,987 | $77K |
| Two Sigma Securities, LLC | 0.00% | New | 23,919 | $55K |
| XTX Topco Ltd | 0.00% | New | 14,603 | $34K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 14,543 | $34K |
| Harbour Investments, Inc. | 0.00% | No change | 14,250 | $33K |
| SMART Wealth LLC | 0.01% | No change | 12,983 | $30K |
| Osaic Holdings, Inc. | 0.00% | No change | 11,597 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 11,000 | $26K |
| Cetera Investment Advisers | 0.00% | New | 10,400 | $24K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 10,000 | $23K |
| Morgan Stanley | 0.00% | Add +39.0% | 6,056 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -71.6% | 1,792 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $3K |
| FMR LLC | 0.00% | Add +339.6% | 211 | $490 |
| Bank of America Corp. | 0.00% | Add +8.4% | 180 | $418 |
| JPMorgan Chase & Co. | 0.00% | No change | 49 | $114 |
"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.