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Heartbeam
BEAT

Overview Fund Activity

28 hedge funds and large institutions have $3.66M invested in Heartbeam in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$633K
2
CFS
2
Cannon Financial Strategists
Georgia
$173K
3
KPWS
3
Kestra Private Wealth Services
Texas
$161K
4
SAMC
4
Spectrum Asset Management (California)
California
$96.5K
5
Bank of America
5
Bank of America
North Carolina
$284

Top Sellers

1
AR
1
Advisory Research
Illinois
$108K
2
SEIA
2
Signature Estate & Investment Advisors
California
$0
3
FIA
3
FNY Investment Advisers
New York
$0
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$431K
5
HI
5
Harbour Investments
Wisconsin
$42.5K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$633K 294,483 +138,844 +89%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$431K 200,436 -8,080 -4%
SSWM
3
Smith Salley Wealth Management
North Carolina
$430K 200,000 – –
UBS Group
4
UBS Group
Switzerland
$344K 160,002 -1,319 -0.8%
BPA
5
Beacon Pointe Advisors
California
$287K 133,334 – –
Stifel Financial
6
Stifel Financial
Missouri
$215K 100,000 – –
CFS
7
Cannon Financial Strategists
Georgia
$173K 80,391 +18,181 +29%
KPWS
8
Kestra Private Wealth Services
Texas
$161K 74,865 +7,500 +11%
BAAM
9
Baker Avenue Asset Management
California
$143K 66,668 – –
State Street
10
State Street
Massachusetts
$140K 65,273 – –
AR
11
Advisory Research
Illinois
$108K 50,000 -50,000 -50%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$103K 47,880 -810 -2%
Northern Trust
13
Northern Trust
Illinois
$102K 47,325 – –
SAMC
14
Spectrum Asset Management (California)
California
$96.5K 44,900 +2,000 +5%
DOA
15
D'Orazio & Associates
Virginia
$70.9K 32,987 – –
BlackRock
16
BlackRock
New York
$50.8K 23,612 – –
HI
17
Harbour Investments
Wisconsin
$42.5K 19,750 -4,800 -20%
Charles Schwab
18
Charles Schwab
California
$31.3K 14,543 – –
AWM
19
AE Wealth Management
Kansas
$27.9K 12,983 – –
SW
20
SMART Wealth
Nebraska
$27.9K 12,983 – –
TCBWMS
21
Texas Capital Bank Wealth Management Services
Texas
$21.5K 10,000 – –
Morgan Stanley
22
Morgan Stanley
New York
$12.9K 6,023 -2,899 -32%
TRCT
23
Tower Research Capital (TRC)
New York
$6.49K 3,018 -2,109 -41%
LFG
24
Larson Financial Group
Missouri
$2.69K 1,250 – –
NA
25
NewEdge Advisors
Louisiana
$2.15K 1,000 – –
1
2