Beam Global Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AWM INVESTMENT COMPANY, INC. | 11/14/2024 | 911,173 | $4.47 M | -4.11% | 6.20% |
| VANGUARD GROUP INC | 11/13/2024 | 615,604 | $3.02 M | 0.00% | 4.19% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 186,355 | $915,003 | 100.00% | 1.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 140,863 | $691,798 | 0.11% | 0.96% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 70,296 | $345,153 | 40.01% | 0.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 68,600 | $336,826 | 32.95% | 0.47% |
| BARD ASSOCIATES INC | 11/06/2024 | 54,720 | $268,676 | -3.37% | 0.37% |
| OAK FAMILY ADVISORS, LLC | 10/17/2024 | 51,417 | $252,457 | -1.67% | 0.35% |
| LPL FINANCIAL LLC | 11/08/2024 | 49,395 | $242,529 | -16.22% | 0.34% |
| GREEN ALPHA ADVISORS, LLC | 10/07/2024 | 46,820 | $229,886 | 16.12% | 0.32% |
| STATE STREET CORP | 11/14/2024 | 45,328 | $222,560 | 0.00% | 0.31% |
| LIDO ADVISORS, LLC | 11/14/2024 | 33,178 | $162,904 | 0.00% | 0.23% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 30,715 | $150,811 | 17.70% | 0.21% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 11/08/2024 | 26,667 | $164,802 | 0.00% | 0.18% |
| CITADEL ADVISORS LLC | 11/14/2024 | 26,089 | $128,097 | 10.60% | 0.18% |
| PFG INVESTMENTS, LLC | 10/24/2024 | 24,251 | $119,072 | 0.00% | 0.17% |
| XTX TOPCO LTD | 11/14/2024 | 20,332 | $99,830 | 96.31% | 0.14% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 19,600 | $97,000 | 0.00% | 0.13% |
| CALTON & ASSOCIATES, INC. | 10/21/2024 | 19,000 | $93,290 | 100.00% | 0.13% |
| AE WEALTH MANAGEMENT LLC | 11/14/2024 | 16,913 | $83,043 | 100.00% | 0.12% |
| INSPIRE ADVISORS, LLC | 10/17/2024 | 13,460 | $66,089 | 0.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 11,171 | $54,850 | 0.01% | 0.08% |
| HILLTOP HOLDINGS INC. | 11/14/2024 | 11,118 | $54,589 | -2.43% | 0.08% |
| MORGAN STANLEY | 11/14/2024 | 10,139 | $49,783 | -5.93% | 0.07% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 11/18/2024 | 10,000 | $49,100 | 100.00% | 0.07% |
| SHUFRO ROSE & CO LLC | 11/12/2024 | 10,000 | $46,100 | 0.00% | 0.07% |
| UBS GROUP AG | 11/14/2024 | 9,818 | $48,207 | -31.21% | 0.07% |
| CITADEL ADVISORS LLC | 11/14/2024 | 7,600 | $37,316 | 204.00% | 0.05% |
| SIMPLEX TRADING, LLC | 11/08/2024 | 6,502 | $31,000 | 100.00% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2024 | 5,600 | $27,496 | -54.10% | 0.04% |
| CAPITAL PERFORMANCE ADVISORS LLP | 11/01/2024 | 5,000 | $24,550 | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2024 | 4,831 | $24,000 | -9.12% | 0.03% |
| JNBA FINANCIAL ADVISORS | 10/31/2024 | 4,000 | $19,640 | 0.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 2,803 | $13,763 | -0.88% | 0.02% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/12/2024 | 2,000 | $9,820 | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 1,000 | $4,910 | 0.00% | 0.01% |
| CENTER FOR FINANCIAL PLANNING, INC. | 10/16/2024 | 1,000 | $4,910 | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 11/08/2024 | 753 | $3,698 | 25,000.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 739 | $3,628 | -73.19% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 695 | $3,413 | 0.00% | 0.00% |
| BOKF, NA | 11/14/2024 | 500 | $2,435 | 100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/12/2024 | 313 | $1,562 | 100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 11/18/2024 | 200 | $982 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 10/28/2024 | 165 | $810 | 66.67% | 0.00% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 10/29/2024 | 150 | $737 | 0.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 11/15/2024 | 150 | $736 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 116 | $570 | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 100 | $491 | 0.00% | 0.00% |
| PARKSIDE FINANCIAL BANK & TRUST | 11/07/2024 | 64 | $315 | 0.00% | 0.00% |
| BOGART WEALTH, LLC | 10/23/2024 | 40 | $196 | 0.00% | 0.00% |
Beam Globalinstitutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of Beam Global. The most heavily invested institutionals were:
AWM Investment Company, Inc.: 911,173
VANGUARD GROUP INC: 615,604
BlackRock Funding, Inc. /DE: 186,355
GEODE CAPITAL MANAGEMENT, LLC: 140,863
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 70,296
BARD ASSOCIATES INC: 54,720
17.22% of Beam Global stock is owned by institutional investors.
Institutional investors have bought a total of 2.75 M shares in the last 24 months. This purchase volume represents approximately $7.91 M in transactions.