Purchases and Sales Made in Q1 2023 in Bloom Energy Corp (BE)
This table provides information about the institutional ownership of Bloom Energy Corp (BE) during Q1 2023. The information is specifically focused on institutions that hold shares of Bloom Energy Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
125+ 1.17% |
$2.14K - $3.2K
|
10.8K
$257K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120New |
$2.06K - $3.08K
|
120
$2.87K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 5.78% |
$1.75K - $2.61K
|
1.87K
$44.6K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
100+ 0.97% |
$1.71K - $2.56K
|
10.4K
$249K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100New |
$1.71K - $2.56K
|
100
$2.39K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
93+ 8.72% |
$1.59K - $2.38K
|
1.16K
$27.7K
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
85+ 0.04% |
$1.46K - $2.18K
|
208K
$4.99M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 20.0% |
$857 - $1.28K
|
300
$7.18K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
48+ 0.37% |
$823 - $1.23K
|
12.9K
$309K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
45New |
$772 - $1.15K
|
45
$1.08K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
42+ 3.35% |
$720 - $1.08K
|
1.29K
$31K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
42+ 0.19% |
$720 - $1.08K
|
22.2K
$531K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
38New |
$652 - $974
|
38
$909
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
28+ 5.67% |
$480 - $718
|
522
$12.5K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25+ 125.0% |
$429 - $641
|
45
$1.08K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
20+ 133.33% |
$343 - $513
|
35
$837
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
16+ 2.83% |
$274 - $410
|
581
$13.9K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8New |
$137 - $205
|
8
$191
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6New |
$103 - $154
|
6
$144
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.3% |
$85.8 - $128
|
1.69K
$40.5K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2+ 0.02% |
$34.3 - $51.3
|
10.3K
$247K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$34.3 - $51.3
|
2
$47.8
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 12.5% |
$17.2 - $25.6
|
9
$215
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 33.33% |
$17.2 - $25.6
|
2
$47.8
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 21.43% |
$51.4 - $76.9
|
11
$263
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 12.12% |
$68.6 - $103
|
29
$694
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 2.55% |
$120 - $179
|
268
$6.41K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-8- 0.13% |
$137 - $205
|
5.94K
$142K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 60.0% |
$154 - $231
|
6
$144
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 0.48% |
$154 - $231
|
1.87K
$44.6K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-21- 0.02% |
$360 - $538
|
106K
$2.53M
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-38Closed |
$652 - $974
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-59- 0.29% |
$1.01K - $1.51K
|
20K
$477K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-124- 25.25% |
$2.13K - $3.18K
|
367
$8.78K
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-151- 8.12% |
$2.59K - $3.87K
|
1.71K
$40.9K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-151- 8.12% |
$2.59K - $3.87K
|
1.71K
$40.9K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-161- 11.27% |
$2.76K - $4.13K
|
1.27K
$30.3K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 0.85% |
$2.78K - $4.15K
|
18.9K
$452K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-191- 0.01% |
$3.28K - $4.9K
|
1.41M
$33.7M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-200- 80.0% |
$3.43K - $5.13K
|
50
$1.2K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-285- 40.31% |
$4.89K - $7.3K
|
422
$10.1K
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-400- 0.26% |
$6.86K - $10.3K
|
153K
$3.65M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-538- 4.06% |
$9.23K - $13.8K
|
12.7K
$304K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-694- 0.31% |
$11.9K - $17.8K
|
225K
$5.37M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-759- 3.11% |
$13K - $19.5K
|
23.6K
$565K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-783- 1.36% |
$13.4K - $20.1K
|
56.7K
$1.36M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-824- 13.28% |
$14.1K - $21.1K
|
5.38K
$129K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-984- 3.1% |
$16.9K - $25.2K
|
30.8K
$737K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 4.78% |
$21.4K - $32K
|
24.9K
$596K
|