Institutional Ownership Beam Global (BEEM)
This table provides information about the institutional ownership of Beam Global (BEEM). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $5.08 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,670
shares
|
$5,580
0.0% of portfolio
|
Q4 2024
Reduced 72.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,514
shares
|
$5,254
0.0% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,034
shares
|
$4,251
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$2,090
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
753
shares
|
$1,573
0.0% of portfolio
|
Q3 2024
Added 25000.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
703
shares
|
$1,469
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
625
shares
|
$1,306
0.0% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
500
shares
|
$1,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
283
shares
|
$591
0.0% of portfolio
|
Q4 2020
Reduced 29.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
200
shares
|
$418
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
165
shares
|
$344
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
150
shares
|
$313
0.0% of portfolio
|
Q2 2022
Reduced 53.13%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
100
shares
|
$209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
100
shares
|
$209
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
88
shares
|
$183
0.0% of portfolio
|
Q4 2024
Reduced 71.88%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
75
shares
|
$156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
64
shares
|
$133
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
56
shares
|
$117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
50
shares
|
$104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
39
shares
|
$81
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
25
shares
|
$52
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
18
shares
|
$37
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16
shares
|
$33
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
5
shares
|
$10
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|