Latest Institutional Transactions on Beam Global (BEEM)
This table provides information on the latest institutional transactions involving Beam Global (BEEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
CALL |
-7.3K- 82.95% |
$98.3K - $134K
|
1.5K
$7.55K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-396- 96.12% |
$5.33K - $7.25K
|
16
$80.5
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
5New |
$67.4 - $91.5
|
5
$25.2
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1- 2.0% |
$13.5 - $18.3
|
49
$246
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
55+ 122.22% |
$741 - $1.01K
|
100
$503
|
|
Q4 2022 | |||||||
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.6K+ 156.9% |
$193K - $431K
|
33.8K
$170K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-85- 7.57% |
$797 - $1.78K
|
1.04K
$5.22K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$938 - $2.09K
|
100
$503
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
467+ 1.65% |
$4.38K - $9.76K
|
28.7K
$145K
|
|
Feb 14, 2023
Q4 2022
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-3KClosed |
$28.1K - $62.7K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45New |
$422 - $941
|
45
$226
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-641- 71.14% |
$6.01K - $13.4K
|
260
$1.31K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
950New |
$8.91K - $19.9K
|
950
$4.78K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50New |
$469 - $1.05K
|
50
$252
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
110New |
$1.03K - $2.3K
|
110
$553
|
|
Q3 2022 | |||||||
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-410Closed |
$4.1K - $7.31K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-342- 77.38% |
$3.42K - $6.1K
|
100
$503
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-4K- 26.67% |
$40K - $71.3K
|
11K
$55.3K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-33.5K- 73.46% |
$335K - $598K
|
12.1K
$60.9K
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-25.4KClosed |
$254K - $453K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
700New |
$6.99K - $12.5K
|
700
$3.52K
|
|
Q2 2022 | |||||||
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-898Closed |
$11.4K - $22.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 54.35% |
$635 - $1.27K
|
42
$211
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-28.6KClosed |
$363K - $726K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132+ 22.84% |
$1.68K - $3.35K
|
710
$3.57K
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34KClosed |
$432K - $863K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-20.9KClosed |
$265K - $529K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-800Closed |
$10.2K - $20.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-23KClosed |
$292K - $584K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.83KClosed |
$48.6K - $97.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-15.1KClosed |
$191K - $382K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-26.8KClosed |
$340K - $679K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.38KClosed |
$17.5K - $35K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
14.7KNew |
$186K - $372K
|
14.7K
$73.7K
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
29.5KNew |
$374K - $748K
|
29.5K
$148K
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.37KClosed |
$55.4K - $111K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-12.5KClosed |
$159K - $317K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-689Closed |
$8.74K - $17.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5New |
$63.4 - $127
|
5
$25.2
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$431 - $863
|
34
$171
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.35KNew |
$17.1K - $34.2K
|
1.35K
$6.79K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-170- 53.13% |
$2.16K - $4.31K
|
150
$755
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.61K- 99.18% |
$96.6K - $193K
|
63
$317
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
33New |
$419 - $837
|
33
$166
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
187New |
$2.37K - $4.74K
|
187
$941
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
12New |
$152 - $304
|
12
$60.4
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2KNew |
$25.4K - $50.7K
|
2K
$10.1K
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-5.7K- 32.57% |
$61.7K - $117K
|
11.8K
$59.4K
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
385+ 11.98% |
$4.17K - $7.87K
|
3.6K
$18.1K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.7KNew |
$332K - $627K
|
30.7K
$154K
|