Purchases and Sales Made in Q4 2023 in Bloom Energy Corp (BE)
This table provides information about the institutional ownership of Bloom Energy Corp (BE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.47K+ 20.24% |
$34K - $53.9K
|
20.6K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.45KNew |
$33.7K - $53.5K
|
3.45K
$82.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.41K+ 14.1% |
$33.4K - $52.9K
|
27.6K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.16K+ 53.0% |
$30.9K - $49K
|
9.12K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3K+ 22.57% |
$29.3K - $46.6K
|
16.3K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.88K+ 6.99% |
$28.2K - $44.7K
|
44.1K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.51K+ 4.1% |
$24.5K - $38.9K
|
63.7K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.38K+ 4.24% |
$23.3K - $36.9K
|
58.5K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.34K+ 17.06% |
$22.9K - $36.4K
|
16.1K
$384K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.14K+ 10.61% |
$20.9K - $33.2K
|
22.3K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.08K+ 10.7% |
$20.4K - $32.3K
|
21.5K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.99K+ 18.3% |
$19.4K - $30.8K
|
12.8K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.78K+ 26.49% |
$17.4K - $27.6K
|
8.49K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 9.35% |
$12.8K - $20.3K
|
15.3K
$366K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.09KNew |
$10.7K - $16.9K
|
1.09K
$26.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1K+ 11.1% |
$9.78K - $15.5K
|
10K
$239K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
880New |
$8.61K - $13.7K
|
880
$21K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
853New |
$8.34K - $13.2K
|
853
$20.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
838New |
$8.2K - $13K
|
838
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
802+ 4.19% |
$7.84K - $12.4K
|
20K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
507+ 2.91% |
$4.96K - $7.87K
|
17.9K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
474+ 23700.0% |
$4.64K - $7.36K
|
476
$11.4K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
410+ 0.25% |
$4.01K - $6.36K
|
162K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
388+ 2.89% |
$3.79K - $6.02K
|
13.8K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
347+ 1.68% |
$3.39K - $5.39K
|
21K
$503K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
346+ 27.16% |
$3.38K - $5.37K
|
1.62K
$38.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
305+ 1.12% |
$2.98K - $4.73K
|
27.5K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
288+ 2.26% |
$2.82K - $4.47K
|
13K
$311K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
220New |
$2.15K - $3.41K
|
220
$5.26K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
210New |
$2.05K - $3.26K
|
210
$5.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
192+ 1.68% |
$1.88K - $2.98K
|
11.6K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
185+ 35.44% |
$1.81K - $2.87K
|
707
$16.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$1.47K - $2.33K
|
150
$3.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
139+ 0.32% |
$1.36K - $2.16K
|
43K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 135.14% |
$978 - $1.55K
|
174
$4.16K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$978 - $1.55K
|
100
$2.39K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
98New |
$958 - $1.52K
|
98
$2.34K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70New |
$685 - $1.09K
|
70
$1.67K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
66New |
$645 - $1.02K
|
66
$1.58K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40+ 17.02% |
$391 - $621
|
275
$6.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.49% |
$88 - $140
|
1.86K
$44.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 44.44% |
$39.1 - $62.1
|
13
$311
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.21% |
$9.78 - $15.5
|
477
$11.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-7- 2.33% |
$68.5 - $109
|
293
$7.01K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 8.21% |
$108 - $171
|
123
$2.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-65- 37.14% |
$636 - $1.01K
|
110
$2.63K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-125- 1.16% |
$1.22K - $1.94K
|
10.7K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127- 50.4% |
$1.24K - $1.97K
|
125
$2.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-177- 0.69% |
$1.73K - $2.75K
|
25.6K
$612K
|