BEAT · Company research
Heartbeam, Inc. Common Stock (BEAT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
62records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4309 | 3232 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11653 | 330 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208191 | 156143 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| HB Wealth Management, LLC | 1911253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 7500 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125473 | 94105 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Beacon Pointe Advisors, LLC | 1744317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 247058 | 185294 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Blue Trust, Inc. | 1856022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1928 | 1446 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 192302 | 144227 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 750 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 1276470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 912500 | 684375 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| D'Orazio & Associates, Inc. | 1646821 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48987 | 36741 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Kestra Advisory Services, LLC | 1830819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 7500 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10723 | 8040 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 4500 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| TRUIST FINANCIAL CORP | 92230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 11250 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57045 | 42784 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ADVISORY RESEARCH INC | 902584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 37500 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 37500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 821775 | 616331 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12926 | 9695 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 750 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101129 | 75847 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sigma Planning Corp | 1449126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 247700 | 185775 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 750 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIBC Bancorp USA Inc. | 1711924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10631 | 7973 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132384 | 99288 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208191 | 156143 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54274 | 40706 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| J.W. COLE ADVISORS, INC. | 1404763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 8250 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1250 | 938 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500000 | 14000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Davidson Kahn Capital Management, LLC | 2055535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17333 | 13000 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2137512 | 1603134 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Clear Street Group Inc. | 1881567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16611 | 465 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Smith Salley Wealth Management | 1482012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 367647 | 275735 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 274818 | 206114 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13308 | 9981 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Spectrum Asset Management, Inc. (NB/CA) | 1632078 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100400 | 75300 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Bleichroeder LP | 1781002 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 625000 | 468750 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125473 | 94105000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101129 | 75847000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10462 | 7847000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2694 | 2021 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cannon Financial Strategists, Inc. | 2031123 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72788 | 54591 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 410612 | 308005 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 750 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8750 | 6563 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1649451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 173439 | 130079 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 1220 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 1220 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125473 | 153077000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58164 | 70960000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5013 | 6116000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232 | 283000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 58164 | 139594000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 125473 | 301135000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 2000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 5013 | 12031000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 37752 | 62291000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 78373 | 129315000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 5788 | 9550000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 3890 | 6419000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.