Beam Global Ownership | Who Owns Beam Global?

Overview RevenueFinancials Chart Transcripts

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

Type	Name	% Inst	% Insiders	% Retail
Stock	Beam Global	15.69%	8.11%	76.21%
Sector	Energy Stocks	45.12%	13.37%	41.52%
Idea	Electric Vehicle Stocks List	20.54%	15.73%	63.73%
Idea	EV Charging Stocks List	14.03%	16.40%	69.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Awm investment company	950.24K	6.59%	$4.38M
Integrity wealth advisors	795.04K	5.41%	$2.52M
Vanguard group	615.60K	4.19%	$1.95M
Blackrock	185.59K	1.29%	$855.56K
Blackrock funding, inc. /de	186.44K	1.27%	$591.02K
Geode capital management	140.17K	0.95%	$444.48K
Susquehanna group, llp	96.23K	0.65%	$305.05K
Green alpha advisors	59.98K	0.41%	$190.14K
State street	49.53K	0.34%	$157.00K
Bard associates	43.41K	0.30%	$137.59K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Integrity wealth advisors	795.04K	1.84%	$2.52M
Awm investment company	950.24K	0.59%	$4.38M
Green alpha advisors	59.98K	0.15%	$190.14K
Bard associates	43.41K	0.05%	$137.59K
Xtx topco	41.88K	0.01%	$132.76K
Virtu financial	20.10K	0.01%	$93.00K
Pfg investments	24.25K	0.00%	$76.88K
Shufro rose	10.00K	0.00%	$46.10K
Newbridge financial services group	2.03K	0.00%	$6.45K
Jnba financial advisors	4.00K	0.00%	$12.68K

Top Buyers

Holder	Shares	% Assets	Change
Integrity wealth advisors	795.04K	1.84%	795.04K
Susquehanna group, llp	96.23K	-	25.93K
Xtx topco	41.88K	0.01%	21.55K
Virtu financial	20.10K	0.01%	20.10K
Green alpha advisors	59.98K	0.15%	13.16K

Top Sellers

Holder	Shares	% Assets	Change
Deutsche bank ag\	-	-	-70.09K
Oak family advisors	-	-	-51.42K
Lpl financial	-	-	-49.40K
Toroso investments	-	-	-41.77K
Awm investment company	950.24K	0.59%	-33.30K

New Positions

Holder	Shares	% Assets	Change	Value
Integrity wealth advisors	795.04K	1.84%	795.04K	$2.52M
Virtu financial	20.10K	0.01%	20.10K	$93.00K
Dimensional fund advisors lp	12.38K	-	12.38K	$39.23K
City state bank	100.00	0.00%	100.00	$317.00
Mai capital management	39.00	-	39.00	$124.00

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	47	-9.62%	2,306,094	-8.91%	15	5.29%	18	12.50%	13	8.33%
Sep 30, 2024	52	-8.77%	2,531,643	-1.47%	17	5.42%	16	-11.11%	12	-20.00%
Jun 30, 2024	57	-1.72%	2,569,471	-4.94%	17	3.72%	18	12.50%	15	-25.00%
Mar 31, 2024	58	-15.94%	2,702,953	-6.29%	21	5.11%	16	-40.74%	20	33.33%
Dec 31, 2023	69	-1.43%	2,884,316	-5.98%	20	2.66%	27	3.85%	15	-11.76%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	424.84K	2.88%	-
Vanguard Institutional Extnd Mkt Idx Tr	178.91K	1.21%	-
Fidelity Extended Market Index	75.85K	0.51%	-611.00
iShares Micro-Cap ETF	32.84K	0.22%	-
BlackRock Extended Equity Market K	30.53K	0.21%	-13.00
Extended Equity Market Fund K	30.12K	0.20%	-415.00
Fidelity Total Market Index	24.96K	0.17%	-
T. Rowe Price Total Equity Market Idx	19.60K	0.13%	-
NT Ext Equity Mkt Idx Fd - L	19.09K	0.13%	7.90K
Northern Trust Extended Eq Market Idx	19.09K	0.13%	7.90K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 03, 2024	WHEATLEY DESMOND C	Chief Executive Officer	Sell	$2.57K
Oct 02, 2023	WHEATLEY DESMOND C	Chief Executive Officer	Sell	$4.56K
Jun 01, 2023	WHEATLEY DESMOND C	Chief Executive Officer	Sell	$16.53K
Feb 24, 2023	WHEATLEY DESMOND C	Chief Executive Officer	Sell	$82.45K
Nov 14, 2022	Townsend Battery Partners, LLC	-	Sell	$137.67K

Insider Transactions Trends

Date	Buy	Sell
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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