Beam Global Ownership | Who Owns Beam Global?
Beam Global Ownership Summary
Beam Global is owned by 17.22% institutional investors, 7.29% insiders, and 75.49% retail investors. Awm investment company is the largest institutional shareholder, holding 6.59% of BEEM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% of its assets in Beam Global shares.
BEEM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Beam Global | 17.22% | 7.29% | 75.49% |
| Sector | Energy Stocks | 58.93% | 12.79% | 28.28% |
| Idea | Electric Vehicle Stocks List | 21.46% | 16.47% | 62.08% |
| Idea | EV Charging Stocks List | 18.09% | 18.52% | 63.40% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Awm investment company | 950.24K | 6.59% | $4.38M |
| Vanguard group | 615.60K | 4.27% | $2.84M |
| Blackrock | 185.59K | 1.29% | $855.56K |
| Geode capital management | 140.71K | 0.98% | $648.84K |
| Lpl financial | 58.96K | 0.41% | $271.80K |
| Green alpha advisors | 59.98K | 0.41% | $190.14K |
| Bard associates | 56.63K | 0.39% | $261.06K |
| State street | 45.33K | 0.31% | $208.96K |
| Northern trust | 36.27K | 0.25% | $167.20K |
| Lido advisors | 33.18K | 0.23% | $152.95K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Awm investment company | 950.24K | 0.59% | $4.38M |
| Green alpha advisors | 59.98K | 0.15% | $190.14K |
| Bard associates | 56.63K | 0.10% | $261.06K |
| Inspire advisors | 13.46K | 0.01% | $62.05K |
| Virtu financial | 20.10K | 0.01% | $93.00K |
| Hilltop | 11.39K | 0.01% | $52.53K |
| Pfg investments | 24.25K | 0.00% | $76.88K |
| Xtx topco | 10.36K | 0.00% | $47.75K |
| Shufro rose | 10.00K | 0.00% | $46.10K |
| Newbridge financial services group | 2.03K | 0.00% | $6.45K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Virtu financial | 20.10K | 0.01% | 20.10K |
| Green alpha advisors | 59.98K | 0.15% | 13.16K |
| Ubs group | 14.27K | - | 12.72K |
| Hilltop | 11.39K | 0.01% | 11.39K |
| Xtx topco | 10.36K | 0.00% | 10.36K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deutsche bank ag\ | - | - | -70.09K |
| Oak family advisors | - | - | -51.42K |
| Susquehanna group, llp | - | - | -43.60K |
| Toroso investments | - | - | -41.77K |
| Awm investment company | 950.24K | 0.59% | -33.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Virtu financial | 20.10K | 0.01% | 20.10K | $93.00K |
| Hilltop | 11.39K | 0.01% | 11.39K | $52.53K |
| Xtx topco | 10.36K | 0.00% | 10.36K | $47.75K |
| City state bank | 100.00 | 0.00% | 100.00 | $317.00 |
Sold Out
| Holder | Change |
|---|---|
| Visionpoint advisory group | -2.00 |
| Fmr | -39.00 |
| Bogart wealth | -40.00 |
| Cornerstone planning group | -45.00 |
| Abich financial wealth management | -75.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 52 | -8.77% | 2,531,643 | -1.47% | 17 | 5.42% | 16 | -11.11% | 12 | -20.00% |
| Jun 30, 2024 | 57 | -1.72% | 2,569,471 | -4.94% | 17 | 3.72% | 18 | 12.50% | 15 | -25.00% |
| Mar 31, 2024 | 58 | -15.94% | 2,702,953 | -6.29% | 21 | 5.11% | 16 | -40.74% | 20 | 33.33% |
| Dec 31, 2023 | 69 | -1.43% | 2,884,316 | -5.98% | 20 | 2.66% | 27 | 3.85% | 15 | -11.76% |
| Sep 30, 2023 | 70 | -9.09% | 3,067,713 | 6.04% | 27 | 3.48% | 26 | -25.71% | 17 | -22.73% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 424.84K | 2.88% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 178.91K | 1.21% | - |
| Fidelity Extended Market Index | 75.85K | 0.51% | -611.00 |
| iShares Micro-Cap ETF | 33.98K | 0.23% | - |
| BlackRock Extended Equity Market K | 30.53K | 0.21% | -13.00 |
| Extended Equity Market Fund K | 30.12K | 0.20% | -415.00 |
| Fidelity Total Market Index | 24.96K | 0.17% | - |
| T. Rowe Price Total Equity Market Idx | 19.60K | 0.13% | - |
| NT Ext Equity Mkt Idx Fd - L | 19.09K | 0.13% | 7.90K |
| Northern Trust Extended Eq Market Idx | 19.09K | 0.13% | 7.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 03, 2024 | WHEATLEY DESMOND C | Chief Executive Officer | Sell | $2.57K |
| Oct 02, 2023 | WHEATLEY DESMOND C | Chief Executive Officer | Sell | $4.56K |
| Jun 01, 2023 | WHEATLEY DESMOND C | Chief Executive Officer | Sell | $16.53K |
| Feb 24, 2023 | WHEATLEY DESMOND C | Chief Executive Officer | Sell | $82.45K |
| Nov 14, 2022 | Townsend Battery Partners, LLC | - | Sell | $137.67K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
| 2023 Q2 | - | 1 |
| 2023 Q1 | - | 1 |
BEEM Ownership FAQ
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