Institutional Ownership Beam Therapeutics Inc. (BEAM)
This table provides information about the institutional ownership of Beam Therapeutics Inc. (BEAM). We have compiled data on the 252 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
187
shares
|
$4,489
0.01% of portfolio
|
Q3 2024
Added 152.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
160
shares
|
$3,841
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
125
shares
|
$3,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
125
shares
|
$3,001
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
120
shares
|
$2,881
0.0% of portfolio
|
Q3 2023
Reduced 78.57%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
115
shares
|
$2,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
115
shares
|
$2,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
106
shares
|
$2,545
0.0% of portfolio
|
Q3 2023
Reduced 49.76%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$2,401
0.0% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
97
shares
|
$2,328
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
97
shares
|
$2,328
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
75
shares
|
$1,800
0.0% of portfolio
|
Q1 2023
Reduced 8.54%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
74
shares
|
$1,776
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
66
shares
|
$1,584
0.0% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
65
shares
|
$1,560
0.0% of portfolio
|
Q3 2024
Reduced 34.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
61
shares
|
$1,464
0.0% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
60
shares
|
$1,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
60
shares
|
$1,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
50
shares
|
$1,200
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
50
shares
|
$1,200
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
50
shares
|
$1,200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
43
shares
|
$1,032
0.0% of portfolio
|
Q3 2024
Added 86.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
36
shares
|
$864
0.0% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
31
shares
|
$744
0.0% of portfolio
|
Q4 2024
Reduced 73.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
30
shares
|
$720
0.0% of portfolio
|
Q4 2024
New holding
|