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.
Q1 2023 vs. Q4 2022
How the institutions holding Beam Global changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 68 | 1 | 65 | −2 |
| Shares | 2.12M | 45 | 2.19M | +68.3K (+3.2%) |
| Value | $37.1M | $789 | $34.8M | −$2.22M (−6.0%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Beam Global at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Deutsche Bank AG | 70,186 | $1.12M | 0.00% |
| First Trust Advisors LP | 60,782 | $967.0K | 0.00% |
| Hudson Bay Capital Management LP | 45,000 | $716.0K | 0.01% |
| Legato Capital Management LLC | 24,129 | $383.9K | 0.07% |
| PFG Investments, LLC | 11,867 | $188.8K | 0.04% |
| Barclays PLC | 10,906 | $173.5K | 0.00% |
| Healthcare of Ontario Pension Plan Trust Fund | 7,730 | $123.0K | 0.00% |
| Tower Research Capital LLC (TRC) | 368 | $6.00K | 0.00% |
| Advisory Services Network, LLC | 200 | $3.18K | 0.00% |
| Sunbelt Securities, Inc. | 200 | $2.89K | 0.00% |
| VitalStone Financial, LLC | 112 | $2.00K | 0.00% |
| Allworth Financial LP | 100 | $1.59K | 0.00% |
| Tompkins Financial Corp | 5 | $80 | 0.00% |
Sold out (15)
Institutions that held Beam Global at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Goldman Sachs Group Inc | 33,769 | $589.9K |
| Caption Management, LLC | 33,678 | $588.4K |
| Cetera Investment Advisers | 28,749 | $502.2K |
| Marshall Wace, LLP | 11,763 | $205.5K |
| Quantbot Technologies LP | 6,623 | $115.7K |
| Activest Wealth Management | 700 | $19.1K |
| Rockefeller Capital Management L.P. | 1,038 | $18.0K |
| Optimum Investment Advisors | 500 | $8.73K |
| Adirondack Trust Co | 300 | $5.24K |
| Citigroup Inc | 260 | $4.54K |
| Money Concepts Capital Corp | 200 | $3.49K |
| EWG Elevate Inc. | 110 | $1.92K |
| Coppell Advisory Solutions LLC | 100 | $1.75K |
| Coppell Advisory Solutions Corp. | 100 | $1.75K |
| Sofos Investments, Inc. | 17 | $73 |
Not filed for Q1 2023 yet (1)
Institutions that held Beam Global at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Cornerstone Planning Group LLC | 45 | $789 |