Q2 2023 13F Holders as of 6/30/2023
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Type / Class
-
Equity / COM
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Number of holders
-
26
-
Total 13F shares, excl. options
-
1.55M
-
Shares change
-
+1.13M
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Total reported value, excl. options
-
$3.74M
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Value change
-
+$2.74M
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Number of buys
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21
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Number of sells
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-5
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Price
-
$2.41
Significant Holders of HeartBeam, Inc. - COM (BEAT) as of Q2 2023
31 filings reported holding BEAT - HeartBeam, Inc. - COM as of Q2 2023.
HeartBeam, Inc. - COM (BEAT) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.55M shares
.
Largest 10 shareholders include GEODE CAPITAL MANAGEMENT, LLC (209K shares), Smith, Salley & Associates (200K shares), UBS Group AG (161K shares), VANGUARD GROUP INC (156K shares), Beacon Pointe Advisors, LLC (133K shares), ADVISORY RESEARCH INC (100K shares), STIFEL FINANCIAL CORP (100K shares), KESTRA PRIVATE WEALTH SERVICES, LLC (67.4K shares), Baker Avenue Asset Management, LP (66.7K shares), and STATE STREET CORP (65.3K shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.