Institutional Ownership Beam Global (BEEM)
This table provides information about the institutional ownership of Beam Global (BEEM). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 3.29 Million shares, which have been reported (via 13F filing form) to have a value of $8.74 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Awm Investment Company, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
911,173
shares
|
$2.42 Million
0.61% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
795,039
shares
|
$2.11 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
615,604
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
185,587
shares
|
$493,661
0.0% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
140,174
shares
|
$372,862
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
96,230
shares
|
$255,971
0.0% of portfolio
|
Q4 2024
Added 36.89%
|
|
|
Green Alpha Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
59,982
shares
|
$159,552
0.17% of portfolio
|
Q4 2024
Added 28.11%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
54,723
shares
|
$145,563
0.0% of portfolio
|
Q4 2024
Added 51.61%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
49,528
shares
|
$131,744
0.0% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
43,405
shares
|
$115,457
0.05% of portfolio
|
Q4 2024
Reduced 20.68%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
41,880
shares
|
$111,400
0.01% of portfolio
|
Q4 2024
Added 105.98%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
35,380
shares
|
$94,110
0.0% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
29,345
shares
|
$78,057
0.0% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
26,667
shares
|
$70,934
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
24,251
shares
|
$64,507
0.0% of portfolio
|
Q2 2024
Added 5.21%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
19,600
shares
|
$52,136
0.0% of portfolio
|
Q3 2023
Added 64.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
18,850
shares
|
$50,141
0.0% of portfolio
|
Q2 2023
Reduced 12.23%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
16,585
shares
|
$44,116
0.0% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
13,593
shares
|
$36,157
0.0% of portfolio
|
Q4 2024
Added 34.07%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
12,455
shares
|
$33,130
0.0% of portfolio
|
Q4 2024
Added 91.56%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
12,376
shares
|
$32,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
10,672
shares
|
$28,387
0.0% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$26,600
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
10,000
shares
|
$26,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
4,000
shares
|
$10,640
0.0% of portfolio
|
Q1 2022
New holding
|