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 2024 vs. Q3 2024
How the institutions holding Beam Global changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 50 | 48 | −2 |
| Shares | 2.53M | 2.36M | −168.5K (−6.7%) |
| Value | $12.5M | $7.49M | −$4.97M (−39.9%) |
New holders (11)
Institutions that held Beam Global at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Integrity Wealth Advisors, Inc. | 795,039 | $2.52M | 1.85% |
| Dimensional Fund Advisors LP | 12,376 | $39.2K | 0.00% |
| Innovative Advisory Group, LLC | 4,000 | $12.7K | 0.01% |
| R Squared Ltd | 3,740 | $11.9K | 0.01% |
| Aventura Private Wealth, LLC | 200 | $634 | 0.00% |
| City State Bank | 100 | $317 | 0.00% |
| Measured Risk Portfolios, Inc. | 75 | $238 | 0.00% |
| SBI Securities Co., Ltd. | 56 | $178 | 0.00% |
| MAI Capital Management | 39 | $124 | 0.00% |
| Farther Finance Advisors, LLC | 25 | $79 | 0.00% |
| BNP Paribas Arbitrage, SA | 11 | $35 | 0.00% |
Sold out (13)
Institutions that held Beam Global at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| AWM Investment Company, Inc. | 911,173 | $4.47M |
| Oak Family Advisors, LLC | 51,417 | $252.5K |
| LPL Financial LLC | 49,395 | $242.5K |
| Citadel Advisors LLC | 26,089 | $128.1K |
| Calton & Associates, Inc. | 19,000 | $93.3K |
| Inspire Advisors, LLC | 13,460 | $66.1K |
| Hilltop Holdings Inc. | 11,118 | $54.6K |
| Shufro Rose & Co LLC | 10,000 | $46.1K |
| Capital Performance Advisors LLP | 5,000 | $24.6K |
| Northwestern Mutual Wealth Management Co | 1,000 | $4.91K |
| Tower Research Capital LLC (TRC) | 739 | $3.63K |
| National Bank of Canada | 150 | $736 |
| Bogart Wealth, LLC | 40 | $196 |