Institutional Ownership Beam Global (BEEM)
This table provides information about the institutional ownership of Beam Global (BEEM). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $13 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
10,778
shares
|
$54,213
0.0% of portfolio
|
Q2 2024
Reduced 32.91%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2024 Q2 2024 |
10,357
shares
|
$52,095
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
10,000
shares
|
$50,300
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,316
shares
|
$26,739
0.0% of portfolio
|
Q2 2024
Added 5.9%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
5,000
shares
|
$25,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
4,000
shares
|
$20,120
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,832
shares
|
$14,244
0.0% of portfolio
|
Q2 2024
Reduced 41.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,828
shares
|
$14,224
0.0% of portfolio
|
Q2 2024
Reduced 78.84%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
2,756
shares
|
$13,862
0.0% of portfolio
|
Q2 2024
Added 46.6%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
2,000
shares
|
$10,060
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$5,030
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,000
shares
|
$5,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
703
shares
|
$3,536
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
700
shares
|
$3,521
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
695
shares
|
$3,495
0.0% of portfolio
|
Q2 2024
Reduced 78.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
283
shares
|
$1,423
0.0% of portfolio
|
Q4 2020
Reduced 29.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
200
shares
|
$1,006
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
200
shares
|
$1,006
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
165
shares
|
$829
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
150
shares
|
$754
0.0% of portfolio
|
Q2 2022
Reduced 53.13%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
150
shares
|
$754
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
116
shares
|
$583
0.0% of portfolio
|
Q1 2024
Added 625.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
100
shares
|
$503
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$503
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
64
shares
|
$321
0.0% of portfolio
|
Q1 2022
New holding
|