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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,034
shares
|
$3,498
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$1,720
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
857
shares
|
$1,474
0.0% of portfolio
|
Q1 2025
Reduced 93.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
753
shares
|
$1,295
0.0% of portfolio
|
Q3 2024
Added 25000.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
703
shares
|
$1,209
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
625
shares
|
$1,075
0.0% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
500
shares
|
$860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
283
shares
|
$486
0.0% of portfolio
|
Q4 2020
Reduced 29.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
228
shares
|
$392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
186
shares
|
$319
0.0% of portfolio
|
Q1 2025
Added 232.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
165
shares
|
$283
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$172
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
88
shares
|
$151
0.0% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
64
shares
|
$110
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
39
shares
|
$67
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
18
shares
|
$30
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16
shares
|
$27
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|