Beam Global
BEEM- Exchange
- Nasdaq
- Industry
- Miscellaneous Electrical Machinery, Equipment & Supplies
- SEC CIK
- 0001398805
No open-market purchases or sales by Beam Global insiders were filed in the last 90 days; 48 institutions reported holding it in 13F filings for Q2 2026, worth $2.84M in total; no superinvestor holds it.
Q4 2022 vs. Q3 2022
How the institutions holding Beam Global changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 63 | 2 | 68 | +7 |
| Shares | 2.10M | 986 | 2.12M | +23.4K (+1.1%) |
| Value | $25.6M | $12.5K | $37.1M | +$11.5M (+44.7%) |
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Beam Global at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Caption Management, LLC | 33,678 | $588.4K | 0.10% |
| FNY Investment Advisers, LLC | 17,500 | $305.0K | 0.43% |
| Jane Street Group, LLC | 15,045 | $262.8K | 0.00% |
| Marshall Wace, LLP | 11,763 | $205.5K | 0.00% |
| Belpointe Asset Management LLC | 950 | $16.6K | 0.00% |
| Money Concepts Capital Corp | 200 | $3.49K | 0.00% |
| EWG Elevate Inc. | 110 | $1.92K | 0.00% |
| Archer Investment Corp | 100 | $1.75K | 0.00% |
| Coppell Advisory Solutions LLC | 100 | $1.75K | 0.00% |
| Coppell Advisory Solutions Corp. | 100 | $1.75K | 0.00% |
| Geneos Wealth Management Inc. | 50 | $874 | 0.00% |
| Cornerstone Planning Group LLC | 45 | $789 | 0.00% |
| Sofos Investments, Inc. | 17 | $73 | 0.00% |
| GWM Advisors LLC | 16 | $0 | 0.00% |
Sold out (7)
Institutions that held Beam Global at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Ameriprise Financial Inc | 12,112 | $148.0K |
| Cowen and Company, LLC | 11,000 | $134.0K |
| Ellis Investment Partners, LLC | 200 | $2.00K |
| Ancora Advisors, LLC | 100 | $1.00K |
| Navigation Wealth Management, Inc. | 100 | $1.00K |
| BNP Paribas Arbitrage, SA | 50 | $610 |
| Evoke Wealth, LLC | 33 | $0 |
Not filed for Q4 2022 yet (2)
Institutions that held Beam Global at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Surevest, LLC | 703 | $9.00K |
| American Portfolios Advisors | 283 | $3.45K |