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 2023 vs. Q3 2023
How the institutions holding Beam Global changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 66 | 1 | 66 | +1 |
| Shares | 3.07M | 18.9K | 2.88M | −164.5K (−5.4%) |
| Value | $22.6M | $139.1K | $20.4M | −$2.06M (−9.2%) |
1 institution that held it in Q3 2023 haven't filed for Q4 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 Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jane Street Group, LLC | 65,237 | $462.5K | 0.00% |
| Oak Family Advisors, LLC | 37,186 | $263.6K | 0.11% |
| Connective Capital Management, LLC | 33,785 | $239.5K | 0.20% |
| Pathstone Holdings, LLC | 26,267 | $186.2K | 0.00% |
| Diametric Capital, LP | 14,590 | $103.4K | 0.06% |
| Old Mission Capital LLC | 10,592 | $75.1K | 0.00% |
| Virtue Capital Management, LLC | 10,000 | $61.5K | 0.01% |
| Qube Research & Technologies Ltd | 1,148 | $8.14K | 0.00% |
| Advisory Services Network, LLC | 200 | $1.42K | 0.00% |
| Principal Securities, Inc. | 160 | $1.13K | 0.00% |
| National Bank of Canada | 150 | $994 | 0.00% |
| Northwestern Mutual Wealth Management Co | 18 | $128 | 0.00% |
| UBS Group AG | 1 | $7 | 0.00% |
Sold out (12)
Institutions that held Beam Global at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Invesco Ltd. | 357,417 | $2.64M |
| HITE Hedge Asset Management LLC | 109,116 | $805.3K |
| Nicola Wealth Management Ltd. | 80,000 | $590.4K |
| Calton & Associates, Inc. | 19,400 | $143.2K |
| Jump Financial, LLC | 17,616 | $130.0K |
| Barclays PLC | 17,352 | $128.1K |
| Trexquant Investment LP | 15,734 | $116.1K |
| Vident Advisory, LLC | 13,915 | $102.7K |
| Marshall Wace, LLP | 11,053 | $81.6K |
| Healthcare of Ontario Pension Plan Trust Fund | 7,567 | $55.8K |
| Edmond de Rothschild Holding S.A. | 1,850 | $13.7K |
| West Financial Advisors, LLC | 49 | $362 |
Not filed for Q4 2023 yet (1)
Institutions that held Beam Global at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Pathstone Family Office, LLC | 18,850 | $139.1K |