Beam Global Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INTEGRITY WEALTH ADVISORS, INC. | 02/13/2025 | 795,039 | $2.52 M | 100.00% | 5.41% |
| VANGUARD GROUP INC | 02/11/2025 | 615,604 | $1.95 M | 0.00% | 4.19% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 186,443 | $591,024 | 0.05% | 1.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 140,174 | $444,480 | -0.49% | 0.95% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 96,230 | $305,049 | 36.89% | 0.65% |
| INTEGRITY WEALTH ADVISORS, INC. | 02/13/2025 | 80,000 | $253,600 | 100.00% | 0.54% |
| GREEN ALPHA ADVISORS, LLC | 01/13/2025 | 59,982 | $190,143 | 28.11% | 0.41% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 02/26/2025 | 50,000 | $158,500 | 400.00% | 0.34% |
| STATE STREET CORP | 02/14/2025 | 49,528 | $157,004 | 9.27% | 0.34% |
| BARD ASSOCIATES INC | 02/06/2025 | 43,405 | $137,594 | -20.68% | 0.30% |
| XTX TOPCO LTD | 02/13/2025 | 41,880 | $132,760 | 105.98% | 0.28% |
| PATHSTONE HOLDINGS, LLC | 02/14/2025 | 35,380 | $112,155 | 15.19% | 0.24% |
| LIDO ADVISORS, LLC | 02/14/2025 | 29,345 | $93,024 | -11.55% | 0.20% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/07/2025 | 26,667 | $84,534 | 0.00% | 0.18% |
| PFG INVESTMENTS, LLC | 01/22/2025 | 24,251 | $76,876 | 0.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 21,300 | $67,521 | -68.95% | 0.14% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 19,600 | $63,000 | 0.00% | 0.13% |
| AE WEALTH MANAGEMENT LLC | 02/13/2025 | 16,585 | $52,574 | -1.94% | 0.11% |
| SIMPLEX TRADING, LLC | 02/11/2025 | 12,455 | $39,000 | 91.56% | 0.08% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 12,376 | $39,232 | 100.00% | 0.08% |
| JNBA FINANCIAL ADVISORS | 01/30/2025 | 4,000 | $12,680 | 0.00% | 0.03% |
| 01/23/2025 | 3,740 | $11,856 | 100.00% | 0.03% | |
| ROYAL BANK OF CANADA | 02/14/2025 | 3,432 | $11,000 | -28.96% | 0.02% |
| UBS GROUP AG | 02/14/2025 | 2,670 | $8,464 | -72.81% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 2,514 | $11,971 | -10.31% | 0.02% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/28/2025 | 2,034 | $6,448 | 1.70% | 0.01% |
| CENTER FOR FINANCIAL PLANNING, INC. | 01/30/2025 | 1,000 | $3,170 | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 02/12/2025 | 753 | $2,388 | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 625 | $1,981 | -10.07% | 0.00% |
| BOKF, NA | 02/14/2025 | 500 | $1,670 | 0.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 02/18/2025 | 200 | $648 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 01/30/2025 | 165 | $523 | 0.00% | 0.00% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 01/24/2025 | 150 | $476 | 0.00% | 0.00% |
| CITY STATE BANK | 01/13/2025 | 100 | $317 | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 01/30/2025 | 100 | $282 | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 88 | $279 | -71.89% | 0.00% |
| 02/14/2025 | 75 | $238 | 100.00% | 0.00% | |
| PARKSIDE FINANCIAL BANK & TRUST | 02/05/2025 | 64 | $203 | 0.00% | 0.00% |
| 02/06/2025 | 56 | $178 | 100.00% | 0.00% | |
| MAI CAPITAL MANAGEMENT | 02/14/2025 | 39 | $124 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 02/10/2025 | 25 | $79 | 100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 16 | $51 | -86.21% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 11 | $35 | 100.00% | 0.00% |
| TOMPKINS FINANCIAL CORP | 01/15/2025 | 5 | $16 | 0.00% | 0.00% |
| CALTON & ASSOCIATES, INC. | 01/23/2025 | 0 | $0 | -100.00% | 0.00% |
| SHUFRO ROSE & CO LLC | 02/25/2025 | 0 | $0 | -100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| HILLTOP HOLDINGS INC. | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
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Beam Global institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of Beam Global. The most heavily invested institutionals were:
INTEGRITY WEALTH ADVISORS, INC.: 795,039
VANGUARD GROUP INC: 615,604
BlackRock Funding, Inc. /DE: 186,443
GEODE CAPITAL MANAGEMENT, LLC: 140,174
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 96,230
Green Alpha Advisors, LLC: 59,982
16.03% of Beam Global stock is owned by institutional investors.
Institutional investors have bought a total of 2.61 M shares in the last 24 months. This purchase volume represents approximately $9.78 M in transactions.