Institutional Ownership Beam Global (BEEM)
This table provides information about the institutional ownership of Beam Global (BEEM). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $4.95 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
717,479
shares
|
$1.69 Million
0.73% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
606,979
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
185,587
shares
|
$436,129
0.0% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
146,351
shares
|
$343,924
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
94,219
shares
|
$221,414
0.0% of portfolio
|
Q2 2025
Added 986.35%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
50,000
shares
|
$117,500
0.01% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
49,528
shares
|
$116,390
0.0% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
33,307
shares
|
$78,271
0.0% of portfolio
|
Q2 2025
Reduced 27.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
29,345
shares
|
$68,960
0.0% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,814
shares
|
$55,962
0.0% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Green Alpha Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
21,789
shares
|
$51,204
0.04% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,578
shares
|
$46,008
0.0% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
19,288
shares
|
$45,326
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
18,850
shares
|
$44,297
0.0% of portfolio
|
Q2 2023
Reduced 12.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
17,600
shares
|
$41,360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
15,000
shares
|
$35,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
13,811
shares
|
$32,455
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
10,200
shares
|
$23,970
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,225
shares
|
$16,978
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,083
shares
|
$11,945
0.0% of portfolio
|
Q2 2025
Reduced 36.49%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
4,000
shares
|
$9,400
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,170
shares
|
$7,449
0.0% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,890
shares
|
$6,791
0.0% of portfolio
|
Q2 2025
Added 1167.54%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,034
shares
|
$4,779
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,828
shares
|
$4,295
0.0% of portfolio
|
Q2 2025
Added 113.3%
|