HeartBeam, Inc.
BEAT- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001779372
No open-market purchases or sales by HeartBeam, Inc. insiders were filed in the last 90 days; 41 institutions reported holding it in 13F filings for Q2 2026, worth $6.08M in total; no superinvestor holds it.
Other share classesBEATW
Q2 2023 vs. Q1 2023
How the institutions holding HeartBeam, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 18 | 28 | +10 |
| Shares | 481.6K | 1.63M | +1.15M (+237.9%) |
| Value | $1.09M | $3.92M | +$2.83M (+259.1%) |
New holders (13)
Institutions that held HeartBeam, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Smith, Salley & Associates | 200,000 | $482.0K | 0.04% |
| Beacon Pointe Advisors, LLC | 133,334 | $321.3K | 0.01% |
| Stifel Financial Corp | 100,000 | $241.0K | 0.00% |
| Advisory Research Inc | 100,000 | $241.0K | 0.03% |
| Baker Avenue Asset Management, LP | 66,668 | $160.7K | 0.01% |
| Northern Trust Corp | 47,325 | $114.1K | 0.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 42,900 | $103.4K | 0.05% |
| Charles Schwab Investment Management Inc | 14,543 | $35.0K | 0.00% |
| AE Wealth Management LLC | 12,983 | $31.3K | 0.00% |
| SMART Wealth LLC | 12,983 | $31.3K | 0.02% |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $24.1K | 0.00% |
| Signature Estate & Investment Advisors LLC | 10,000 | $24.0K | 0.00% |
| FNY Investment Advisers, LLC | 10,000 | $24.0K | 0.03% |
Sold out (3)
Institutions that held HeartBeam, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Renaissance Technologies LLC | 23,568 | $53.0K |
| Susquehanna International Group, LLP | 14,380 | $32.5K |
| BerganKDV Wealth Management, LLC | 1,876 | $4.26K |