Beam Global Ownership | Who Owns Beam Global?

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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 2.89% 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	59.12%	12.79%	28.09%
Idea	Electric Vehicle Stocks List	18.45%	15.36%	66.19%
Idea	EV Charging Stocks List	16.51%	15.87%	67.62%

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
Bard associates	56.63K	0.39%	$261.06K
Oak family advisors	52.29K	0.36%	$241.05K
State street	45.33K	0.31%	$208.96K
Green alpha advisors	40.32K	0.28%	$185.88K
Northern trust	36.27K	0.25%	$167.20K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Awm investment company	950.24K	0.59%	$4.38M
Green alpha advisors	40.32K	0.15%	$185.88K
Bard associates	56.63K	0.10%	$261.06K
Oak family advisors	52.29K	0.08%	$241.05K
Inspire advisors	13.46K	0.01%	$62.05K
Pfg investments	24.25K	0.01%	$111.80K
Virtu financial	20.10K	0.01%	$93.00K
Hilltop	11.39K	0.01%	$52.53K
Xtx topco	10.36K	0.00%	$47.75K
Shufro rose	10.00K	0.00%	$46.10K

Top Buyers

Holder	Shares	% Assets	Change
Virtu financial	20.10K	0.01%	20.10K
Ubs group	14.27K	-	12.72K
Hilltop	11.39K	0.01%	11.39K
Xtx topco	10.36K	0.00%	10.36K
Oak family advisors	52.29K	0.08%	5.18K

Top Sellers

Holder	Shares	% Assets	Change
Deutsche bank ag\	-	-	-70.09K
Susquehanna group, llp	-	-	-43.60K
Toroso investments	-	-	-41.77K
Awm investment company	950.24K	0.59%	-33.30K
Commonwealth equity services	-	-	-31.31K

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

Sold Out

Holder	Change
Visionpoint advisory group	-2.00
Fmr	-39.00
Cornerstone planning group	-45.00
Abich financial wealth management	-75.00
Ifp advisors	-100.00

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	2.89%	-
Vanguard Institutional Extnd Mkt Idx Tr	178.91K	1.21%	-
Fidelity Extended Market Index	78.94K	0.54%	-1.37K
iShares Micro-Cap ETF	33.06K	0.22%	-
BlackRock Extended Equity Market K	30.53K	0.21%	-13.00
Fidelity Total Market Index	25.04K	0.17%	-61.00
T. Rowe Price Total Equity Market Idx	19.60K	0.13%	-
Fidelity Series Total Market Index	18.19K	0.12%	756.00
NT Ext Equity Mkt Idx Fd - NL	13.54K	0.09%	-
Northern Trust Extended Eq Market Idx	11.20K	0.08%	-

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

Who owns the most shares of Beam Global?

Beam Global’s largest shareholders are Awm investment company (950.24K shares, 6.59%), Vanguard group (615.6K shares, 4.27%), and Blackrock (185.59K shares, 1.29%). Together, they hold 12.14% of Beam Global’s total shares outstanding.

Does Blackrock own Beam Global?

Yes, BlackRock owns 1.29% of Beam Global, totaling 185.59K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 855.56K$. In the last quarter, BlackRock increased its holdings by 3.23K shares, a 1.77% change.

Who is Beam Global’s biggest shareholder by percentage of total assets invested?

Awm investment company is Beam Global’s biggest shareholder by percentage of total assets invested, with 0.59% of its assets in 950.24K Beam Global shares, valued at 4.38M$.

Who is the top mutual fund holder of Beam Global shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Beam Global shares, with 2.89% of its total shares outstanding invested in 424.84K Beam Global shares.

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