Beam Global - COM (BEEM)

CUSIP: 07373B109

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / COM
Total 13F shares
2,120,462
Share change
+23,656
Total reported value
$37,036,550
Put/Call ratio
47%
Price per share
$17.47
Number of holders
63
Value change
+$536,080
Number of buys
23
Number of sells
22

Security key

07373B109

Report period

Q4 2022

Institutions

63

Top holders

10

Ownership snapshot

Top shareholders of BEEM - Beam Global - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
Townsend Battery Partners...
13D/G signal
Evidence rows
50
Latest as of
14 Nov 2022
3/4/5 13F Highest disclosed value: $5,557,650 Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
Townsend Battery Partners, LLC
3/4/5
10%+ Owner
class O/S missing
$5,557,650
1,005,000 shares
14 Nov 2022
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$5,374,000
440,486 shares
30 Sep 2022
Invesco Ltd.
13F
Company
13F
class O/S missing
$5,029,000
412,217 shares
30 Sep 2022
STATE STREET CORP
13F
Company
13F
class O/S missing
$2,049,000
167,965 shares
30 Sep 2022
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$2,035,000
166,898 shares
30 Sep 2022
NICOLA WEALTH MANAGEMENT LTD.
13F
Company
13F
class O/S missing
$1,403,000
115,000 shares
30 Sep 2022
MORGAN STANLEY
13F
Company
13F
class O/S missing
$1,146,000
93,928 shares
30 Sep 2022
HRT FINANCIAL LP
13F
Company
13F
class O/S missing
$1,113,000
91,279 shares
30 Sep 2022
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$1,044,000
85,614 shares
30 Sep 2022
BARD ASSOCIATES INC
13F
Company
13F
class O/S missing
$772,000
63,255 shares
30 Sep 2022
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$616,000
50,494 shares
30 Sep 2022
Green Alpha Advisors, LLC
13F
Company
13F
class O/S missing
$543,000
44,507 shares
30 Sep 2022
ESSEX INVESTMENT MANAGEMENT CO LLC
13F
Company
13F
class O/S missing
$523,000
42,856 shares
30 Sep 2022
Lido Advisors, LLC
13F
Company
13F
class O/S missing
$459,000
37,669 shares
30 Sep 2022
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
class O/S missing
$370,000
30,368 shares
30 Sep 2022
Cetera Investment Advisers
13F
Company
13F
class O/S missing
$345,000
28,282 shares
30 Sep 2022
KING LUTHER CAPITAL MANAGEMENT CORP
13F
Company
13F
class O/S missing
$325,000
26,667 shares
30 Sep 2022
CITADEL ADVISORS LLC
13F
Company
13F
class O/S missing
$228,000
18,648 shares
30 Sep 2022
Inspire Advisors, LLC
13F
Company
13F
class O/S missing
$221,000
18,081 shares
30 Sep 2022
PATHSTONE FAMILY OFFICE, LLC
13F
Company
13F
class O/S missing
$213,512
17,501 shares
30 Sep 2022
NORTHERN TRUST CORP
13F
Company
13F
class O/S missing
$180,000
14,804 shares
30 Sep 2022
Vident Investment Advisory, LLC
13F
Company
13F
class O/S missing
$175,000
14,352 shares
30 Sep 2022
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
class O/S missing
$161,000
13,215 shares
30 Sep 2022
GOLDMAN SACHS GROUP INC
13F
Company
13F
class O/S missing
$160,000
13,145 shares
30 Sep 2022
AMERIPRISE FINANCIAL INC
13F
Company
13F
class O/S missing
$148,000
12,102 shares
30 Sep 2022
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
class O/S missing
$146,000
11,900 shares
30 Sep 2022
COWEN AND COMPANY, LLC
13F
Company
13F
class O/S missing
$134,000
11,000 shares
30 Sep 2022
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$115,000
9,434 shares
30 Sep 2022
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$92,000
7,477 shares
30 Sep 2022
OSAIC HOLDINGS, INC.
13F
Company
13F
class O/S missing
$80,000
6,584 shares
30 Sep 2022
JNBA Financial Advisors
13F
Company
13F
class O/S missing
$49,000
4,000 shares
30 Sep 2022
CREDIT AGRICOLE S A
13F
Individual
13F
class O/S missing
$44,000
3,600 shares
30 Sep 2022
GROUP ONE TRADING LLC
13F
Company
13F
class O/S missing
$33,000
2,722 shares
30 Sep 2022
IFP Advisors, Inc
13F
Company
13F
class O/S missing
$30,000
1,965 shares
30 Sep 2022
Deutsche Girozentrale DekaBank
13F
Individual
13F
class O/S missing
$25,000
2,131 shares
30 Sep 2022
NFSG Corp
13F
Company
13F
class O/S missing
$24,000
2,000 shares
30 Sep 2022
EDMOND DE ROTHSCHILD HOLDING S.A.
13F
Company
13F
class O/S missing
$23,000
1,850 shares
30 Sep 2022
FMR LLC
13F
Company
13F
class O/S missing
$22,000
1,844 shares
30 Sep 2022
UBS Group AG
13F
Company
13F
class O/S missing
$22,000
1,821 shares
30 Sep 2022
WOLFF WIESE MAGANA LLC
13F
Company
13F
class O/S missing
$22,000
1,800 shares
30 Sep 2022
Activest Wealth Management
13F
Company
13F
class O/S missing
$19,000
700 shares
30 Sep 2022
Federation Des Caisses Desjardins du Quebec
13F
Individual
13F
class O/S missing
$13,115
1,075 shares
30 Sep 2022
Rockefeller Capital Management L.P.
13F
Company
13F
class O/S missing
$13,000
1,123 shares
30 Sep 2022
Center for Financial Planning, Inc.
13F
Company
13F
class O/S missing
$12,000
1,000 shares
30 Sep 2022
CITIGROUP INC
13F
Company
13F
class O/S missing
$11,000
901 shares
30 Sep 2022
SIMPLEX TRADING, LLC
13F
Company
13F
class O/S missing
$9,000
796 shares
30 Sep 2022
Quantbot Technologies LP
13F
Company
13F
class O/S missing
$9,000
747 shares
30 Sep 2022
Surevest, LLC
13F
Company
13F
class O/S missing
$9,000
703 shares
30 Sep 2022
OPTIMUM INVESTMENT ADVISORS
13F
Company
13F
class O/S missing
$6,000
500 shares
30 Sep 2022
ADIRONDACK TRUST CO
13F
Company
13F
class O/S missing
$4,000
300 shares
30 Sep 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
63
Shares
2,120,462
Rows loaded
63
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
57
Q4 2022 holders
63
Holder diff
6
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 value Q4 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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