HeartbeamBEAT
13F holders, Q4 2024 (December 31)33holders +1
4new positions
4sold out
$2.30avg. 13F price*
At the end of Q4 2024, 33 institutions reported holding Heartbeam Inc. (BEAT) in their 13F filings, up 1 from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Vanguard Group Inc. ($1.8M), Smith Salley Wealth Management ($575K) and Geode Capital Management, LLC ($556K).
- Company
- Heartbeam Inc.
- CUSIP
- 42238H108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $164K |
| Exits | 4 | $257K |
All 13F filers, Q3 2024 → Q4 2024: 137,126 shares bought and 110,697 shares sold, net +26,429 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Vanguard Group Inc. | 0.00% | Add +1.7% | 763,703 | $1.8M |
| Smith Salley Wealth Management | 0.04% | No change | 250,000 | $575K |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 241,839 | $556K |
| UBS Group AG | 0.00% | No change | 160,002 | $368K |
| Ritholtz Wealth Management | 0.01% | No change | 139,182 | $320K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 139,182 | $320K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 133,334 | $307K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.7% | 104,346 | $240K |
| Stifel Financial Corp. | 0.00% | No change | 100,000 | $230K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 80,391 | $185K |
| State Street Corp. | 0.00% | Add +12.7% | 78,373 | $180K |
| BlackRock, Inc. | 0.00% | Add +0.2% | 74,766 | $172K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.08% | Add +36.8% | 74,400 | $171K |
| Advisory Research Inc. | 0.02% | No change | 50,000 | $115K |
| Northern Trust Corp. | 0.00% | Add +5.8% | 49,515 | $114K |
| Susquehanna International Group, LLP | 0.00% | New | 43,600 | $100K |
| D'Orazio & Associates, Inc. | 0.01% | No change | 32,987 | $76K |
| SMART Wealth LLC | 0.02% | Add +92.4% | 24,983 | $57K |
| LPL Financial LLC | 0.00% | New | 21,732 | $50K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 14,543 | $33K |
| Harbour Investments, Inc. | 0.00% | No change | 14,250 | $33K |
| NewEdge Advisors, LLC | 0.00% | No change | 11,000 | $25K |
| Cetera Investment Advisers | 0.00% | No change | 10,400 | $24K |
| bLong Financial, LLC | 0.02% | — | 10,000 | $23K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 10,000 | $23K |
| Morgan Stanley | 0.00% | No change | 6,056 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4,900 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.2% | 1,770 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 1,250 | $3K |
| Wells Fargo & Company | 0.00% | New | 1,000 | $2K |
| FMR LLC | 0.00% | Add +59.2% | 336 | $773 |
| Bank of America Corp. | 0.00% | No change | 180 | $414 |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.1% | 47 | $108 |
"% of holder's portfolio" is BEAT's weight in each manager's 13F, not the share of Heartbeam Inc. the manager owns.