Beam Global Ownership | Who Owns Beam Global?


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Beam Global Ownership Summary


Beam Global is owned by 15.69% institutional investors, 8.11% insiders, and 76.21% retail investors. Awm investment company is the largest institutional shareholder, holding 6.59% of BEEM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% of its assets in Beam Global shares.

BEEM Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBeam Global15.69%8.11%76.21%
SectorEnergy Stocks 45.12%13.37%41.52%
IdeaElectric Vehicle Stocks List20.54%15.73%63.73%
IdeaEV Charging Stocks List14.03%16.40%69.57%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Awm investment company950.24K6.59%$4.38M
Integrity wealth advisors795.04K5.41%$2.52M
Vanguard group615.60K4.19%$1.95M
Blackrock185.59K1.29%$855.56K
Blackrock funding, inc. /de186.44K1.27%$591.02K
Geode capital management140.17K0.95%$444.48K
Susquehanna group, llp96.23K0.65%$305.05K
Green alpha advisors59.98K0.41%$190.14K
State street49.53K0.34%$157.00K
Bard associates43.41K0.30%$137.59K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Integrity wealth advisors795.04K1.84%$2.52M
Awm investment company950.24K0.59%$4.38M
Green alpha advisors59.98K0.15%$190.14K
Bard associates43.41K0.05%$137.59K
Xtx topco41.88K0.01%$132.76K
Virtu financial20.10K0.01%$93.00K
Pfg investments24.25K0.00%$76.88K
Shufro rose10.00K0.00%$46.10K
Newbridge financial services group2.03K0.00%$6.45K
Jnba financial advisors4.00K0.00%$12.68K

Top Buyers

HolderShares% AssetsChange
Integrity wealth advisors795.04K1.84%795.04K
Susquehanna group, llp96.23K-25.93K
Xtx topco41.88K0.01%21.55K
Virtu financial20.10K0.01%20.10K
Green alpha advisors59.98K0.15%13.16K

Top Sellers

HolderShares% AssetsChange
Deutsche bank ag\---70.09K
Oak family advisors---51.42K
Lpl financial---49.40K
Toroso investments---41.77K
Awm investment company950.24K0.59%-33.30K

New Positions

HolderShares% AssetsChangeValue
Integrity wealth advisors795.04K1.84%795.04K$2.52M
Virtu financial20.10K0.01%20.10K$93.00K
Dimensional fund advisors lp12.38K-12.38K$39.23K
City state bank100.000.00%100.00$317.00
Mai capital management39.00-39.00$124.00

Sold Out

HolderChange
Visionpoint advisory group-2.00
Fmr-39.00
Bogart wealth-40.00
Cornerstone planning group-45.00
Abich financial wealth management-75.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202447-9.62%2,306,094-8.91%155.29%1812.50%138.33%
Sep 30, 202452-8.77%2,531,643-1.47%175.42%16-11.11%12-20.00%
Jun 30, 202457-1.72%2,569,471-4.94%173.72%1812.50%15-25.00%
Mar 31, 202458-15.94%2,702,953-6.29%215.11%16-40.74%2033.33%
Dec 31, 202369-1.43%2,884,316-5.98%202.66%273.85%15-11.76%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv424.84K2.88%-
Vanguard Institutional Extnd Mkt Idx Tr178.91K1.21%-
Fidelity Extended Market Index75.85K0.51%-611.00
iShares Micro-Cap ETF32.84K0.22%-
BlackRock Extended Equity Market K30.53K0.21%-13.00
Extended Equity Market Fund K30.12K0.20%-415.00
Fidelity Total Market Index24.96K0.17%-
T. Rowe Price Total Equity Market Idx19.60K0.13%-
NT Ext Equity Mkt Idx Fd - L19.09K0.13%7.90K
Northern Trust Extended Eq Market Idx19.09K0.13%7.90K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 03, 2024WHEATLEY DESMOND C Chief Executive OfficerSell$2.57K
Oct 02, 2023WHEATLEY DESMOND C Chief Executive OfficerSell$4.56K
Jun 01, 2023WHEATLEY DESMOND C Chief Executive OfficerSell$16.53K
Feb 24, 2023WHEATLEY DESMOND C Chief Executive OfficerSell$82.45K
Nov 14, 2022Townsend Battery Partners, LLC-Sell$137.67K

Insider Transactions Trends


DateBuySell
2024 Q2-1
2024 Q1--
2023 Q4-1
2023 Q2-1
2023 Q1-1

BEEM Ownership FAQ


Who owns the most shares of Beam Global?

Beam Global’s largest shareholders are Awm investment company (950.24K shares, 6.59%), Integrity wealth advisors (795.04K shares, 5.41%), and Vanguard group (615.6K shares, 4.19%). Together, they hold 16.18% of Beam Global’s total shares outstanding.

Does Blackrock own Beam Global?

Yes, BlackRock owns 1.29% of Beam Global, totaling 185.59K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 855.56K$. In the last quarter, BlackRock increased its holdings by 3.23K shares, a 1.77% change.

Who is Beam Global’s biggest shareholder by percentage of total assets invested?

Integrity wealth advisors is Beam Global’s biggest shareholder by percentage of total assets invested, with 1.84% of its assets in 795.04K Beam Global shares, valued at 2.52M$.

Who is the top mutual fund holder of Beam Global shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Beam Global shares, with 2.88% of its total shares outstanding invested in 424.84K Beam Global shares.

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