Latest Institutional Transactions on Beam Global (BEEM)
This table provides information on the latest institutional transactions involving Beam Global (BEEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-7KClosed |
$150K - $300K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 50.0% |
$10.7K - $21.4K
|
500
$2.52K
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-20Closed |
$430 - $857
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
100+ 100.0% |
$2.15K - $4.28K
|
200
$1.01K
|
|
|
Jul 23, 2021
Q2 2021
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-404Closed |
$8.68K - $17.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 26, 2021
Q1 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
100New |
$3.05K - $7.11K
|
100
$503
|
|
|
May 17, 2021
Q1 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-6.11KClosed |
$186K - $435K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-3.54KClosed |
$108K - $252K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Arosa Capital Management LP
Ny, NY |
BUY
|
CALL |
200KNew |
$6.1M - $14.2M
|
200K
$1.01M
|
|
|
May 17, 2021
Q1 2021
|
683 Capital Management, LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$168K - $391K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-51.4KClosed |
$1.57M - $3.66M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3.33KClosed |
$102K - $237K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-16Closed |
$488 - $1.14K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-25KClosed |
$763K - $1.78M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
26.7KNew |
$814K - $1.9M
|
26.7K
$134K
|
|
|
May 11, 2021
Q1 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-14.2KClosed |
$435K - $1.01M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$3.05K - $7.11K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.22KClosed |
$129K - $300K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.62KClosed |
$110K - $257K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-924Closed |
$28.2K - $65.7K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-136Closed |
$4.15K - $9.68K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Beddow Capital Management Inc
|
SELL
|
- |
-3.75KClosed |
$114K - $267K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-83- 29.33% |
$1.04K - $6.12K
|
200
$1.01K
|
|
|
Feb 16, 2021
Q4 2020
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-21.5KClosed |
$268K - $1.59M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-800Closed |
$9.98K - $59K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-5KClosed |
$62.4K - $369K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Jan 27, 2023
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
29.3KNew |
$253K - $448K
|
29.3K
$147K
|
|
|
Nov 12, 2020
Q3 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$8.65K - $15.3K
|
1K
$5.03K
|
|