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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
97
shares
|
$2,453
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
87
shares
|
$2,200
0.0% of portfolio
|
Q3 2024
Reduced 84.95%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$2,200
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
75
shares
|
$1,896
0.0% of portfolio
|
Q1 2023
Reduced 8.54%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
74
shares
|
$1,871
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
73
shares
|
$1,846
0.0% of portfolio
|
Q3 2024
Added 143.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
65
shares
|
$1,643
0.0% of portfolio
|
Q3 2024
Reduced 34.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
61
shares
|
$1,542
0.0% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
50
shares
|
$1,264
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
50
shares
|
$1,264
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
50
shares
|
$1,264
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
46
shares
|
$1,163
0.0% of portfolio
|
Q2 2024
Reduced 8.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
45
shares
|
$1,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
43
shares
|
$1,087
0.0% of portfolio
|
Q3 2024
Added 86.96%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
35
shares
|
$885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
26
shares
|
$657
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
24
shares
|
$606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
22
shares
|
$556
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
18
shares
|
$455
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
15
shares
|
$379
0.0% of portfolio
|
Q1 2024
Reduced 77.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$379
0.0% of portfolio
|
Q1 2021
Reduced 90.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
14
shares
|
$354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
11
shares
|
$278
0.0% of portfolio
|
Q1 2023
Reduced 67.65%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
6
shares
|
$151
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
5
shares
|
$126
0.0% of portfolio
|
Q3 2024
Reduced 93.51%
|