Institutional Ownership Beam Global (BEEM)
This table provides information about the institutional ownership of Beam Global (BEEM). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 2.08 Million shares, which have been reported (via 13F filing form) to have a value of $3.58 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
693,690
shares
|
$1.19 Million
1.04% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
614,352
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
185,587
shares
|
$319,209
0.0% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
146,731
shares
|
$252,377
0.0% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
50,000
shares
|
$86,000
0.01% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
49,528
shares
|
$85,188
0.0% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
46,063
shares
|
$79,228
0.0% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
41,455
shares
|
$71,302
0.04% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
29,345
shares
|
$50,473
0.0% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
24,823
shares
|
$42,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Green Alpha Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
24,658
shares
|
$42,411
0.06% of portfolio
|
Q1 2025
Reduced 58.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,114
shares
|
$41,476
0.0% of portfolio
|
Q1 2025
Reduced 74.94%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
19,878
shares
|
$34,190
0.0% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
19,600
shares
|
$33,712
0.0% of portfolio
|
Q3 2023
Added 64.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
18,850
shares
|
$32,422
0.0% of portfolio
|
Q2 2023
Reduced 12.23%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
15,000
shares
|
$25,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,811
shares
|
$23,754
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
12,376
shares
|
$21,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
10,200
shares
|
$17,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,673
shares
|
$14,917
0.0% of portfolio
|
Q1 2025
Added 224.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,003
shares
|
$13,765
0.0% of portfolio
|
Q4 2024
Reduced 35.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,195
shares
|
$12,375
0.0% of portfolio
|
Q1 2025
Reduced 32.58%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
4,000
shares
|
$6,880
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,994
shares
|
$6,869
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,170
shares
|
$5,452
0.0% of portfolio
|
Q1 2025
Reduced 7.63%
|