Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / COM
-
Number of holders
-
30
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Total 13F shares, excl. options
-
2.27M
-
Shares change
-
+130K
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Total reported value, excl. options
-
$5.83M
-
Value change
-
+$350K
-
Number of buys
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12
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Number of sells
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-8
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Price
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$2.57
Significant Holders of HeartBeam, Inc. - COM (BEAT) as of Q2 2024
33 filings reported holding BEAT - HeartBeam, Inc. - COM as of Q2 2024.
HeartBeam, Inc. - COM (BEAT) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.27M shares
.
Largest 10 shareholders include VANGUARD GROUP INC (714K shares), Smith Salley Wealth Management (250K shares), GEODE CAPITAL MANAGEMENT, LLC (213K shares), UBS Group AG (160K shares), Beacon Pointe Advisors, LLC (133K shares), Spectrum Asset Management, Inc. (NB/CA) (107K shares), STIFEL FINANCIAL CORP (100K shares), KESTRA PRIVATE WEALTH SERVICES, LLC (91K shares), Cannon Financial Strategists, Inc. (80.4K shares), and STATE STREET CORP (69.6K shares).
This table shows the top 30 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.