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 258 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 $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
187
shares
|
$3,319
0.01% of portfolio
|
Q3 2024
Added 152.7%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
176
shares
|
$3,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
170
shares
|
$3,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
160
shares
|
$2,840
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
156
shares
|
$2,769
0.0% of portfolio
|
Q1 2025
Added 155.74%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
150
shares
|
$2,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
150
shares
|
$2,662
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
120
shares
|
$2,130
0.0% of portfolio
|
Q3 2023
Reduced 78.57%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
115
shares
|
$2,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
115
shares
|
$2,041
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
115
shares
|
$2,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
106
shares
|
$1,881
0.0% of portfolio
|
Q3 2023
Reduced 49.76%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
97
shares
|
$1,721
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
97
shares
|
$1,721
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
75
shares
|
$1,331
0.0% of portfolio
|
Q1 2023
Reduced 8.54%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
74
shares
|
$1,313
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
65
shares
|
$1,153
0.0% of portfolio
|
Q3 2024
Reduced 34.34%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
64
shares
|
$1,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
61
shares
|
$1,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
56
shares
|
$994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
50
shares
|
$887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
50
shares
|
$887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
50
shares
|
$887
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
50
shares
|
$887
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
46
shares
|
$816
0.0% of portfolio
|
Q1 2025
Added 27.78%
|