Institutional Ownership Beam Therapeutics Inc. (BEAM)
This table provides information about the institutional ownership of Beam Therapeutics Inc. (BEAM). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
35
shares
|
$751
0.0% of portfolio
|
Q1 2025
Reduced 46.97%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
31
shares
|
$665
0.0% of portfolio
|
Q4 2024
Reduced 73.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
30
shares
|
$643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
30
shares
|
$643
0.0% of portfolio
|
Q4 2024
Reduced 58.9%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
28
shares
|
$600
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
27
shares
|
$579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
26
shares
|
$557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
22
shares
|
$472
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
22
shares
|
$472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
20
shares
|
$429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
18
shares
|
$386
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
17
shares
|
$364
0.0% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
15
shares
|
$321
0.0% of portfolio
|
Q1 2024
Reduced 77.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$321
0.0% of portfolio
|
Q1 2021
Reduced 90.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14
shares
|
$300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
11
shares
|
$236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
11
shares
|
$236
0.0% of portfolio
|
Q1 2023
Reduced 67.65%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
5
shares
|
$107
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5
shares
|
$107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|