Beam Global (BEEM) Ownership

14.47 ↓2.24 (-13.38%)

As of Market Close on March 30th, 2023.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Beam Global (BEEM), owning a total of 435 thousand shares. Combined, the top 26 institutional holders of BEEM own 23.41% of the company with a total of 2.4 million shares.

In the latest ownership report on December 31st 2022, the top 26 institutional holders increased their combined ownership of BEEM by 165 thousand shares. 5 institutions bought 184,136 total additional shares and increased their ownership by an average of 116.19%. However 4 institutions sold 18,761 total shares and decreased their ownership by an average of 5.73%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Beam Global increased by a net total of 165,375 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	4.306%	-1.301%	434,756	-5,730	2022-12-31
State Street Corporation	1.645%	-1.114%	166,094	-1,871	2022-12-31
BlackRock Inc	1.570%	-5.009%	158,538	-8,360	2022-12-31
Susquehanna International Group, LLP	1.562%	419.148%	157,655	127,287	2022-12-31
Bard Associates Inc	0.638%	1.897%	64,455	1,200	2022-12-31
Green Alpha Advisors, LLC	0.454%	3.027%	45,854	1,347	2022-12-31
Lido Advisors, LLC	0.373%	0.000%	37,669	0	2022-12-31
Goldman Sachs Group Inc	0.335%	156.896%	33,769	20,624	2022-12-31
Caption Management, LLC	0.334%	0.000%	33,678	33,678	2022-12-31
King Luther Capital Management Corp	0.264%	0.000%	26,667	0	2022-12-31
Inspire Advisors, LLC	0.151%	-15.486%	15,281	-2,800	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	4.306%	-1.301%	434,756	-5,730	2022-12-31
Amvescap Plc.	4.083%	27.740%	412,217	89,517	2022-09-30
State Street Corporation	1.645%	-1.114%	166,094	-1,871	2022-12-31
BlackRock Inc	1.570%	-5.009%	158,538	-8,360	2022-12-31
Susquehanna International Group, LLP	1.562%	419.148%	157,655	127,287	2022-12-31
Millennium Management LLC	1.316%	0.000%	132,814	132,814	2022-06-30
NICOLA WEALTH MANAGEMENT LTD.	1.139%	-4.167%	115,000	-5,000	2022-09-30
Morgan Stanley - Brokerage Accounts	0.930%	-61.440%	93,928	-149,664	2022-09-30
HRT FINANCIAL LLC	0.904%	-35.485%	91,279	-50,206	2022-09-30
Geode Capital Management, LLC	0.848%	-4.971%	85,614	-4,478	2022-09-30
Bard Associates Inc	0.638%	1.897%	64,455	1,200	2022-12-31
Bank of America Corp	0.500%	51.379%	50,494	17,138	2022-09-30
Green Alpha Advisors, LLC	0.454%	3.027%	45,854	1,347	2022-12-31
Ameriprise Financial Inc	0.452%	-3.581%	45,642	-1,695	2022-06-30
Essex Investment Management Company, LLC	0.425%	44.808%	42,856	13,261	2022-09-30
Lido Advisors, LLC	0.373%	0.000%	37,669	0	2022-12-31
Goldman Sachs Group Inc	0.335%	156.896%	33,769	20,624	2022-12-31
Caption Management, LLC	0.334%	0.000%	33,678	33,678	2022-12-31
Cetera Investment Advisers	0.280%	0.000%	28,282	28,282	2022-09-30
King Luther Capital Management Corp	0.264%	0.000%	26,667	0	2022-12-31
ExodusPoint Capital Management, LP	0.251%	-3.549%	25,385	-934	2022-06-30
Citadel Advisors Llc	0.185%	-53.561%	18,648	-21,508	2022-09-30
Pathstone Family Office, LLC	0.173%	-1.001%	17,501	-177	2022-09-30
Inspire Advisors, LLC	0.151%	-15.486%	15,281	-2,800	2022-12-31
Northern Trust Corp	0.147%	-8.859%	14,804	-1,439	2022-09-30
Axiom Investment Management LLC	0.145%	0.000%	14,650	14,650	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Beam Global (BEEM), owning a total of 318 thousand shares. Combined, the top 21 mutual fund holders of BEEM own 12.76% of the company with a total of 1.3 million shares.

In the latest ownership report on February 28th 2023, the top 21 fund holders increased their combined ownership of BEEM by 10 thousand shares. 2 funds bought 10,163 total additional shares and increased their ownership by an average of 3.10%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Beam Global increased by a net total of 10,163 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.146%	3.105%	317,644	9,567	2023-02-28
Invesco WilderHill Clean Energy ETF	2.279%	0.000%	230,106	0	2023-02-28
SPDR® S&P Kensho New Economies Comps ETF	1.226%	0.000%	123,795	0	2023-02-28
Vanguard Extended Market Index Investor	1.223%	0.000%	123,456	0	2023-02-28
iShares Micro-Cap ETF	0.197%	3.093%	19,864	596	2023-02-28
Electric Vehicle Charging Infras ETF Acc	0.112%	0.000%	11,300	0	2023-02-28
iShares Core S&P Total US Stock Mkt ETF	0.077%	0.000%	7,796	0	2023-02-28
SPDR® S&P Kensho Intelligent Strctr ETF	0.077%	0.000%	7,735	0	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.146%	3.105%	317,644	9,567	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.936%	0.000%	296,377	0	2022-12-31
Invesco WilderHill Clean Energy ETF	2.279%	0.000%	230,106	0	2023-02-28
SPDR® S&P Kensho New Economies Comps ETF	1.226%	0.000%	123,795	0	2023-02-28
Vanguard Extended Market Index Investor	1.223%	0.000%	123,456	0	2023-02-28
Fidelity® Extended Market Index	0.405%	0.000%	40,839	0	2023-01-31
iShares Micro-Cap ETF	0.197%	3.093%	19,864	596	2023-02-28
BlackRock Extended Mkt Composite	0.162%	-30.148%	16,374	-7,067	2022-12-31
BlackRock Extended Equity Market K	0.142%	-30.661%	14,351	-6,346	2022-12-31
Fidelity® Total Market Index	0.128%	0.000%	12,935	0	2023-01-31
T. Rowe Price Total Equity Market Idx	0.118%	0.000%	11,900	0	2022-12-31
Electric Vehicle Charging Infras ETF Acc	0.112%	0.000%	11,300	0	2023-02-28
Fidelity® Series Total Market Index	0.103%	35.482%	10,363	2,714	2023-01-31
Sygnia Itrix 4th IR Global Equity ETF	0.084%	0.000%	8,479	8,479	2022-09-30
Sygnia 4th Industrial Revolution Gl Eq B	0.081%	0.000%	8,181	8,181	2022-09-30
iShares Core S&P Total US Stock Mkt ETF	0.077%	0.000%	7,796	0	2023-02-28
SPDR® S&P Kensho Intelligent Strctr ETF	0.077%	0.000%	7,735	0	2023-02-28
NT Ext Equity Mkt Idx Fd - NL	0.071%	0.000%	7,153	0	2022-12-31
1290 Essex Small Cap Growth I	0.070%	0.000%	7,044	7,044	2023-01-31
Fidelity® NASDAQ Composite Index®	0.067%	0.000%	6,808	0	2023-01-31
Spartan Total Market Index Pool E	0.059%	0.000%	5,997	0	2022-12-31