Beam Global - COM (BEEM)

CUSIP: 07373B109

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / COM
Total 13F shares
2,893,030
Share change
+703,610
Total reported value
$29,942,613
Put/Call ratio
87%
Price per share
$10.35
Number of holders
72
Value change
+$7,052,741
Number of buys
31
Number of sells
29

Security key

07373B109

Report period

Q2 2023

Institutions

72

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
13 Jun 2023
3/4/5 13F Highest disclosed value: $7,306,572 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
$7,306,572
459,244 shares
31 Mar 2023
Invesco Ltd.
13F
Company
13F
class O/S missing
$3,410,102
214,337 shares
31 Mar 2023
STATE STREET CORP
13F
Company
13F
class O/S missing
$2,698,718
169,624 shares
31 Mar 2023
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$2,555,957
160,651 shares
31 Mar 2023
HRT FINANCIAL LP
13F
Company
13F
class O/S missing
$1,604,000
100,840 shares
31 Mar 2023
NICOLA WEALTH MANAGEMENT LTD.
13F
Company
13F
class O/S missing
$1,591,000
100,000 shares
31 Mar 2023
ESSEX INVESTMENT MANAGEMENT CO LLC
13F
Company
13F
class O/S missing
$1,451,772
91,249 shares
31 Mar 2023
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
class O/S missing
$1,406,539
88,406 shares
31 Mar 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$1,324,077
83,223 shares
31 Mar 2023
DEUTSCHE BANK AG\
13F
Company
13F
class O/S missing
$1,116,659
70,186 shares
31 Mar 2023
BARD ASSOCIATES INC
13F
Company
13F
class O/S missing
$1,027,071
64,555 shares
31 Mar 2023
FIRST TRUST ADVISORS LP
13F
Company
13F
class O/S missing
$967,041
60,782 shares
31 Mar 2023
JPMORGAN CHASE & CO
13F
Company
13F
class O/S missing
$757,000
47,566 shares
31 Mar 2023
Green Alpha Advisors, LLC
13F
Company
13F
class O/S missing
$726,053
45,635 shares
31 Mar 2023
Hudson Bay Capital Management LP
13F
Company
13F
class O/S missing
$715,950
45,000 shares
31 Mar 2023
Lido Advisors, LLC
13F
Company
13F
class O/S missing
$599,314
37,669 shares
31 Mar 2023
MORGAN STANLEY
13F
Company
13F
class O/S missing
$477,698
30,025 shares
31 Mar 2023
JANE STREET GROUP, LLC
13F
Company
13F
class O/S missing
$459,433
28,877 shares
31 Mar 2023
KING LUTHER CAPITAL MANAGEMENT CORP
13F
Company
13F
class O/S missing
$424,272
26,667 shares
31 Mar 2023
Legato Capital Management LLC
13F
Company
13F
class O/S missing
$383,892
24,129 shares
31 Mar 2023
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
class O/S missing
$288,000
18,129 shares
31 Mar 2023
OSAIC HOLDINGS, INC.
13F
Company
13F
class O/S missing
$271,209
17,048 shares
31 Mar 2023
PATHSTONE FAMILY OFFICE, LLC
13F
Company
13F
class O/S missing
$267,877
16,837 shares
31 Mar 2023
NORTHERN TRUST CORP
13F
Company
13F
class O/S missing
$254,942
16,024 shares
31 Mar 2023
Inspire Advisors, LLC
13F
Company
13F
class O/S missing
$239,302
15,041 shares
31 Mar 2023
SIMPLEX TRADING, LLC
13F
Company
13F
class O/S missing
$226,000
14,206 shares
31 Mar 2023
GROUP ONE TRADING LLC
13F
Company
13F
class O/S missing
$204,046
12,825 shares
31 Mar 2023
Vident Investment Advisory, LLC
13F
Company
13F
class O/S missing
$201,802
12,684 shares
31 Mar 2023
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
class O/S missing
$190,000
11,900 shares
31 Mar 2023
PFG Investments, LLC
13F
Company
13F
class O/S missing
$188,804
11,867 shares
31 Mar 2023
FNY Investment Advisers, LLC
13F
Company
13F
class O/S missing
$180,000
11,339 shares
31 Mar 2023
BARCLAYS PLC
13F
Company
13F
class O/S missing
$173,514
10,906 shares
31 Mar 2023
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$167,000
10,460 shares
31 Mar 2023
WOLFF WIESE MAGANA LLC
13F
Company
13F
class O/S missing
$159,546
10,028 shares
31 Mar 2023
CITADEL ADVISORS LLC
13F
Company
13F
class O/S missing
$143,381
9,012 shares
31 Mar 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$126,038
7,922 shares
31 Mar 2023
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
Company
13F
class O/S missing
$122,984
7,730 shares
31 Mar 2023
Nancy C. Floyd
3/4/5
Director
class O/S missing
$114,289
20,667 shares
13 Jun 2023
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$75,080
4,719 shares
31 Mar 2023
JNBA Financial Advisors
13F
Company
13F
class O/S missing
$63,640
4,000 shares
31 Mar 2023
CREDIT AGRICOLE S A
13F
Individual
13F
class O/S missing
$57,276
3,600 shares
31 Mar 2023
FMR LLC
13F
Company
13F
class O/S missing
$31,836
2,001 shares
31 Mar 2023
NFSG Corp
13F
Company
13F
class O/S missing
$31,820
2,000 shares
31 Mar 2023
EDMOND DE ROTHSCHILD HOLDING S.A.
13F
Company
13F
class O/S missing
$29,434
1,850 shares
31 Mar 2023
UBS Group AG
13F
Company
13F
class O/S missing
$20,301
1,276 shares
31 Mar 2023
Deutsche Girozentrale DekaBank
13F
Individual
13F
class O/S missing
$20,000
1,388 shares
31 Mar 2023
Federation Des Caisses Desjardins du Quebec
13F
Individual
13F
class O/S missing
$17,103
1,075 shares
31 Mar 2023
Center for Financial Planning, Inc.
13F
Company
13F
class O/S missing
$15,910
1,000 shares
31 Mar 2023
Belpointe Asset Management LLC
13F
Company
13F
class O/S missing
$15,115
950 shares
31 Mar 2023
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 Q2 2023

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

Institutions
72
Shares
2,893,030
Rows loaded
72
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 Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
63
Q2 2023 holders
72
Holder diff
9
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 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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