Institutional Ownership Beam Global (BEEM)
This table provides information about the institutional ownership of Beam Global (BEEM). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 2.88 Million shares, which have been reported (via 13F filing form) to have a value of $5.16 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,126
shares
|
$5,595
0.0% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,616
shares
|
$4,682
0.0% of portfolio
|
Q3 2025
Added 84.75%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$3,580
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,129
shares
|
$2,020
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$1,790
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
753
shares
|
$1,347
0.0% of portfolio
|
Q3 2024
Added 25000.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
703
shares
|
$1,258
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
625
shares
|
$1,118
0.0% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$1,074
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
500
shares
|
$895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
327
shares
|
$585
0.0% of portfolio
|
Q3 2025
Reduced 99.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
283
shares
|
$506
0.0% of portfolio
|
Q4 2020
Reduced 29.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
205
shares
|
$366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
165
shares
|
$295
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
112
shares
|
$200
0.0% of portfolio
|
Q3 2025
Reduced 70.45%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
100
shares
|
$179
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
50
shares
|
$89
0.0% of portfolio
|
Q3 2025
Reduced 57.63%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
39
shares
|
$69
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
16
shares
|
$28
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|