Beam Global - COM (BEEM)

CUSIP: 07373B109

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / COM
Total 13F shares
2,569,171
Share change
-133,307
Total reported value
$11,845,136
Put/Call ratio
2552%
Price per share
$4.61
Number of holders
52
Value change
-$897,176
Number of buys
16
Number of sells
22

Security key

07373B109

Report period

Q2 2024

Institutions

52

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
31 Mar 2024
3/4/5 13F Highest disclosed value: $6,688,038 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
AWM Investment Company, Inc.
13F
Company
13F
class O/S missing
$6,688,038
983,535 shares
31 Mar 2024
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$4,206,997
618,676 shares
31 Mar 2024
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$1,240,021
182,356 shares
31 Mar 2024
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$954,971
140,404 shares
31 Mar 2024
DEUTSCHE BANK AG\
13F
Company
13F
class O/S missing
$476,585
70,086 shares
31 Mar 2024
BARD ASSOCIATES INC
13F
Company
13F
class O/S missing
$409,564
60,230 shares
31 Mar 2024
LPL Financial LLC
13F
Company
13F
class O/S missing
$398,847
58,654 shares
31 Mar 2024
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
class O/S missing
$358,931
52,784 shares
31 Mar 2024
OAK FAMILY ADVISORS, LLC
13F
Company
13F
class O/S missing
$320,328
47,107 shares
31 Mar 2024
STATE STREET CORP
13F
Company
13F
class O/S missing
$308,230
45,328 shares
31 Mar 2024
Mark Joseph Myers
3/4/5
Chief Operating Officer
class O/S missing
$295,000
50,000 shares
16 Jan 2024
CITADEL ADVISORS LLC
13F
Company
13F
class O/S missing
$286,518
42,135 shares
31 Mar 2024
Green Alpha Advisors, LLC
13F
Company
13F
class O/S missing
$286,137
42,079 shares
31 Mar 2024
Tidal Investments LLC
13F
Company
13F
class O/S missing
$284,050
41,772 shares
31 Mar 2024
NORTHERN TRUST CORP
13F
Company
13F
class O/S missing
$260,780
38,350 shares
31 Mar 2024
Lido Advisors, LLC
13F
Company
13F
class O/S missing
$225,610
33,178 shares
31 Mar 2024
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$188,095
27,661 shares
31 Mar 2024
KING LUTHER CAPITAL MANAGEMENT CORP
13F
Company
13F
class O/S missing
$181,336
26,667 shares
31 Mar 2024
Pathstone Holdings, LLC
13F
Company
13F
class O/S missing
$178,065
26,186 shares
31 Mar 2024
PFG Investments, LLC
13F
Company
13F
class O/S missing
$156,747
23,051 shares
31 Mar 2024
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
class O/S missing
$134,000
19,600 shares
31 Mar 2024
Nancy C. Floyd
3/4/5
Director
class O/S missing
$114,289
20,667 shares
13 Jun 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
class O/S missing
$113,662
16,715 shares
31 Mar 2024
MORGAN STANLEY
13F
Company
13F
class O/S missing
$109,242
16,065 shares
31 Mar 2024
Inspire Advisors, LLC
13F
Company
13F
class O/S missing
$91,528
13,460 shares
31 Mar 2024
OSAIC HOLDINGS, INC.
13F
Company
13F
class O/S missing
$90,868
13,363 shares
31 Mar 2024
SHUFRO ROSE & CO LLC
13F
Company
13F
class O/S missing
$68,000
10,000 shares
31 Mar 2024
SIMPLEX TRADING, LLC
13F
Company
13F
class O/S missing
$61,000
8,994 shares
31 Mar 2024
Virtue Capital Management, LLC
13F
Company
13F
class O/S missing
$56,367
10,000 shares
31 Mar 2024
FMR LLC
13F
Company
13F
class O/S missing
$35,333
5,196 shares
31 Mar 2024
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$35,000
5,020 shares
31 Mar 2024
GROUP ONE TRADING LLC
13F
Company
13F
class O/S missing
$32,810
4,825 shares
31 Mar 2024
JNBA Financial Advisors
13F
Company
13F
class O/S missing
$27,200
4,000 shares
31 Mar 2024
CREDIT AGRICOLE S A
13F
Individual
13F
class O/S missing
$23,040
3,600 shares
31 Mar 2024
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$22,189
3,263 shares
31 Mar 2024
NFSG Corp
13F
Company
13F
class O/S missing
$13,600
2,000 shares
31 Mar 2024
Tower Research Capital LLC (TRC)
13F
Company
13F
class O/S missing
$12,784
1,880 shares
31 Mar 2024
UBS Group AG
13F
Company
13F
class O/S missing
$10,574
1,555 shares
31 Mar 2024
American Capital Advisory, LLC
13F
Company
13F
class O/S missing
$7,558
475 shares
31 Mar 2024
Center for Financial Planning, Inc.
13F
Company
13F
class O/S missing
$6,800
1,000 shares
31 Mar 2024
Qube Research & Technologies Ltd
13F
Company
13F
class O/S missing
$3,645
536 shares
31 Mar 2024
Sunbelt Securities, Inc.
13F
Company
13F
class O/S missing
$1,360
200 shares
31 Mar 2024
Princeton Global Asset Management LLC
13F
Company
13F
class O/S missing
$1,020
150 shares
31 Mar 2024
NATIONAL BANK OF CANADA /FI/
13F
Company
13F
class O/S missing
$925
150 shares
31 Mar 2024
PRINCIPAL SECURITIES, INC.
13F
Company
13F
class O/S missing
$796
117 shares
31 Mar 2024
NewEdge Advisors, LLC
13F
Company
13F
class O/S missing
$789
116 shares
31 Mar 2024
Allworth Financial LP
13F
Company
13F
class O/S missing
$680
100 shares
31 Mar 2024
IFP Advisors, Inc
13F
Company
13F
class O/S missing
$680
100 shares
31 Mar 2024
Abich Financial Wealth Management LLC
13F
Company
13F
class O/S missing
$510
75 shares
31 Mar 2024
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 2024

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

Institutions
52
Shares
2,569,171
Rows loaded
53
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 2024 vs Q1 2024 Across Filers

Q1 2024 holders
52
Q2 2024 holders
52
Holder diff
0
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 value Q2 2024 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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