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 236 institutions that hold shares in the stock, with a total of 75.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$12,645
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
497
shares
|
$12,569
0.0% of portfolio
|
Q3 2024
Added 676.56%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
488
shares
|
$12,341
0.0% of portfolio
|
Q3 2024
Reduced 17.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$11,380
0.0% of portfolio
|
Q4 2020
Reduced 59.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
438
shares
|
$11,077
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
400
shares
|
$10,116
0.01% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
399
shares
|
$10,090
0.0% of portfolio
|
Q2 2024
Reduced 9.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
300
shares
|
$7,587
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
283
shares
|
$7,157
0.0% of portfolio
|
Q4 2022
Added 8.02%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
268
shares
|
$6,777
0.0% of portfolio
|
Q1 2024
Added 294.12%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
263
shares
|
$6,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
260
shares
|
$6,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
216
shares
|
$5,462
0.0% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
187
shares
|
$4,729
0.01% of portfolio
|
Q3 2024
Added 152.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
160
shares
|
$4,046
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
130
shares
|
$3,287
0.0% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
120
shares
|
$3,034
0.0% of portfolio
|
Q3 2023
Reduced 78.57%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
119
shares
|
$3,009
0.0% of portfolio
|
Q2 2024
Reduced 88.66%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
118
shares
|
$2,984
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
115
shares
|
$2,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
115
shares
|
$2,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
106
shares
|
$2,680
0.0% of portfolio
|
Q3 2023
Reduced 49.76%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
105
shares
|
$2,655
0.0% of portfolio
|
Q2 2024
Reduced 48.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
100
shares
|
$2,529
0.0% of portfolio
|
Q3 2024
Added 185.71%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
97
shares
|
$2,453
0.0% of portfolio
|
Q2 2024
New holding
|