Purchases and Sales Made in Q4 2024 in Beam Global (BEEM)
This table provides information about the institutional ownership of Beam Global (BEEM) during Q4 2024. The information is specifically focused on institutions that hold shares of Beam Global.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
795KNew |
$2.15M - $4.09M
|
795K
$1.66M
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
40K+ 400.0% |
$108K - $206K
|
50K
$105K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9K+ 36.89% |
$70K - $133K
|
96.2K
$201K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.5K+ 105.98% |
$58.2K - $111K
|
41.9K
$87.5K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.6K+ 51.61% |
$50.3K - $95.7K
|
54.7K
$114K
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
13.2K+ 28.11% |
$35.5K - $67.7K
|
60K
$125K
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
12.4KNew |
$33.4K - $63.6K
|
12.4K
$25.9K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.95K+ 91.56% |
$16.1K - $30.6K
|
12.5K
$26K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.67K+ 15.19% |
$12.6K - $24K
|
35.4K
$73.9K
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
4.2K+ 9.27% |
$11.3K - $21.6K
|
49.5K
$104K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.74KNew |
$10.1K - $19.2K
|
3.74K
$7.82K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.45K+ 34.07% |
$9.33K - $17.8K
|
13.6K
$28.4K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$270 - $514
|
100
$209
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
75New |
$203 - $386
|
75
$157
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
56New |
$151 - $288
|
56
$117
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
50New |
$135 - $257
|
50
$105
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
39New |
$105 - $200
|
39
$81.5
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34+ 1.7% |
$91.8 - $175
|
2.03K
$4.25K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25New |
$67.5 - $129
|
25
$52.3
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70- 10.07% |
$189 - $360
|
625
$1.31K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 86.21% |
$270 - $514
|
16
$33.4
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-225- 71.88% |
$608 - $1.16K
|
88
$184
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-289- 10.31% |
$780 - $1.49K
|
2.51K
$5.25K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-328- 1.94% |
$886 - $1.69K
|
16.6K
$34.7K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-499- 4.47% |
$1.35K - $2.56K
|
10.7K
$22.3K
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-689- 0.49% |
$1.86K - $3.54K
|
140K
$293K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.4K- 28.96% |
$3.78K - $7.19K
|
3.43K
$7.17K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.83K- 11.55% |
$10.3K - $19.7K
|
29.3K
$61.3K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.15K- 72.81% |
$19.3K - $36.7K
|
2.67K
$5.58K
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-11.3K- 20.68% |
$30.6K - $58.2K
|
43.4K
$90.7K
|