Beam GlobalBEEM
13F holders, Q4 2024 (December 31)48holders −2
5new positions
13sold out
$3.17avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding Beam Global (BEEM) in their 13F filings, down 2 from Q3 2024. 5 opened new positions and 13 sold out. The largest holders were Integrity Wealth Advisors, Inc. ($2.5M), Vanguard Group Inc. ($2.0M) and BlackRock, Inc. ($591K).
- Company
- Beam Global
- CUSIP
- 07373B109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $40K |
| Exits | 13 | $5.4M |
All 13F filers, Q3 2024 → Q4 2024: 152,611 shares bought and 1,124,187 shares sold, net −971,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Integrity Wealth Advisors, Inc. | 1.85% | — | 795,039 | $2.5M |
| Vanguard Group Inc. | 0.00% | No change | 615,604 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 186,443 | $591K |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 140,174 | $444K |
| Susquehanna International Group, LLP | 0.00% | Add +36.9% | 96,230 | $305K |
| Green Alpha Advisors, LLC | 0.15% | Add +28.1% | 59,982 | $190K |
| Northern Trust Corp. | 0.00% | Add +51.6% | 54,723 | $173K |
| Virtue Capital Management, LLC | 0.03% | Add +400.0% | 50,000 | $159K |
| State Street Corp. | 0.00% | Add +9.3% | 49,528 | $157K |
| Bard Associates Inc. | 0.05% | Reduce -20.7% | 43,405 | $138K |
| XTX Topco Ltd | 0.01% | Add +106.0% | 41,880 | $133K |
| Pathstone Holdings, LLC | 0.00% | Add +15.2% | 35,380 | $112K |
| Lido Advisors, LLC | 0.00% | Reduce -11.6% | 29,345 | $93K |
| King Luther Capital Management Corp. | 0.00% | No change | 26,667 | $85K |
| PFG Investments, LLC | 0.00% | No change | 24,251 | $77K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 19,600 | $63K |
| AE Wealth Management LLC | 0.00% | Reduce -1.9% | 16,585 | $53K |
| Morgan Stanley | 0.00% | Add +34.1% | 13,593 | $43K |
| Dimensional Fund Advisors LP | 0.00% | New | 12,376 | $39K |
| Simplex Trading, LLC | 0.00% | Add +91.6% | 12,455 | $39K |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 10,672 | $34K |
| Osaic Holdings, Inc. | 0.00% | Add +85.4% | 5,197 | $16K |
| Innovative Advisory Group, LLC | 0.01% | — | 4,000 | $13K |
| JNBA Financial Advisors | 0.00% | No change | 4,000 | $13K |
| R Squared Ltd | 0.01% | — | 3,740 | $12K |
| Royal Bank of Canada | 0.00% | Reduce -29.0% | 3,432 | $11K |
| UBS Group AG | 0.00% | Reduce -72.8% | 2,670 | $8K |
| NFSG Corp | 0.00% | Add +1.7% | 2,034 | $6K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,000 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 753 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -10.1% | 625 | $2K |
| Bokf, NA | 0.00% | No change | 500 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $648 |
| Aventura Private Wealth, LLC | 0.00% | — | 200 | $634 |
| Principal Securities, Inc. | 0.00% | No change | 165 | $523 |
| Princeton Global Asset Management LLC | 0.00% | No change | 150 | $476 |
| City State Bank | 0.00% | New | 100 | $317 |
| Allworth Financial LP | 0.00% | No change | 100 | $282 |
| Jones Financial Companies LLLP | 0.00% | Reduce -71.9% | 88 | $279 |
| Measured Risk Portfolios, Inc. | 0.00% | — | 75 | $238 |
| Parkside Financial Bank & Trust | 0.00% | No change | 64 | $203 |
| SBI Securities Co., Ltd. | 0.00% | — | 56 | $178 |
| MAI Capital Management | 0.00% | New | 39 | $124 |
| Farther Finance Advisors, LLC | 0.00% | New | 25 | $79 |
| NewEdge Advisors, LLC | 0.00% | Reduce -86.2% | 16 | $51 |
| BNP Paribas Financial Markets | 0.00% | New | 11 | $35 |
| Tompkins Financial Corp. | 0.00% | No change | 5 | $16 |
| 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.