Beam GlobalBEEM
13F holders, Q3 2024 (September 30)50holders −6
7new positions
13sold out
1famous investor
$4.92avg. 13F price*
At the end of Q3 2024, 50 institutions reported holding Beam Global (BEEM) in their 13F filings, down 6 from Q2 2024. 7 opened new positions and 13 sold out. The largest holders were AWM Investment Company, Inc. ($4.5M), Vanguard Group Inc. ($3.0M) and BlackRock, Inc. ($915K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Beam Global
- CUSIP
- 07373B109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $285K |
| Exits | 13 | $445K |
All 13F filers, Q2 2024 → Q3 2024: 102,879 shares bought and 155,875 shares sold, net −52,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| AWM Investment Company, Inc. | 0.54% | Reduce -4.1% | 911,173 | $4.5M |
| Vanguard Group Inc. | 0.00% | No change | 615,604 | $3.0M |
| BlackRock, Inc. | 0.00% | — | 186,355 | $915K |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 140,863 | $692K |
| Susquehanna International Group, LLP | 0.00% | Add +40.0% | 70,296 | $345K |
| Bard Associates Inc. | 0.09% | Reduce -3.4% | 54,720 | $269K |
| Oak Family Advisors, LLC | 0.09% | Reduce -1.7% | 51,417 | $252K |
| LPL Financial LLC | 0.00% | Reduce -16.2% | 49,395 | $243K |
| Green Alpha Advisors, LLC | 0.18% | Add +16.1% | 46,820 | $230K |
| State Street Corp. | 0.00% | No change | 45,328 | $223K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 36,095 | $177K |
| King Luther Capital Management Corp. | 0.00% | No change | 26,667 | $165K |
| Lido Advisors, LLC | 0.00% | No change | 33,178 | $163K |
| Pathstone Holdings, LLC | 0.00% | Add +17.7% | 30,715 | $151K |
| Citadel Advisors | 0.00% | Add +10.6% | 26,089 | $128K |
| PFG Investments, LLC | 0.01% | No change | 24,251 | $119K |
| XTX Topco Ltd | 0.01% | Add +96.3% | 20,332 | $100K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 19,600 | $97K |
| Calton & Associates, Inc. | 0.04% | New | 19,000 | $93K |
| AE Wealth Management LLC | 0.00% | New | 16,913 | $83K |
| Inspire Advisors, LLC | 0.01% | No change | 13,460 | $66K |
| Bank of America Corp. | 0.00% | Add +0.0% | 11,171 | $55K |
| Hilltop Holdings Inc. | 0.00% | Reduce -2.4% | 11,118 | $55K |
| Morgan Stanley | 0.00% | Reduce -5.9% | 10,139 | $50K |
| Virtue Capital Management, LLC | 0.01% | New | 10,000 | $49K |
| UBS Group AG | 0.00% | Reduce -31.2% | 9,818 | $48K |
| Shufro Rose & Co. LLC | 0.00% | No change | 10,000 | $46K |
| Simplex Trading, LLC | 0.00% | New | 6,502 | $31K |
| Earned Wealth Advisors, LLC | 0.01% | New | 5,000 | $25K |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 4,831 | $24K |
| JNBA Financial Advisors | 0.00% | No change | 4,000 | $20K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 2,803 | $14K |
| NFSG Corp | 0.00% | No change | 2,000 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,000 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,000 | $5K |
| JPMorgan Chase & Co. | 0.00% | Add +25000.0% | 753 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.2% | 739 | $4K |
| Wells Fargo & Company | 0.00% | No change | 695 | $3K |
| Bokf, NA | 0.00% | New | 500 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 313 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $982 |
| Principal Securities, Inc. | 0.00% | Add +66.7% | 165 | $810 |
| Princeton Global Asset Management LLC | 0.00% | No change | 150 | $737 |
| National Bank of Canada | 0.00% | No change | 150 | $736 |
| NewEdge Advisors, LLC | 0.00% | No change | 116 | $570 |
| Allworth Financial LP | 0.00% | No change | 100 | $491 |
| Parkside Financial Bank & Trust | 0.00% | No change | 64 | $315 |
| Bogart Wealth, LLC | 0.00% | No change | 40 | $196 |
| Tompkins Financial Corp. | 0.00% | No change | 5 | $25 |
| Cwm, LLC | 0.00% | No change | 18 | $0 |
"% of holder's portfolio" is BEEM's weight in each manager's 13F, not the share of Beam Global the manager owns.