Beam Global Ownership | Who Owns Beam Global?


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Beam Global Ownership Summary


Beam Global is owned by 13.68% institutional investors, 8.74% insiders, and 77.59% retail investors. Awm investment company is the largest institutional shareholder, holding 6.59% of BEEM shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.88% of its assets in Beam Global shares.

BEEM Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBeam Global13.68%8.74%77.59%
SectorEnergy Stocks 108.85%14.38%-23.23%
IdeaElectric Vehicle Stocks List25.21%17.93%56.86%
IdeaEV Charging Stocks List19.52%15.35%65.14%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Awm investment company950.24K6.59%$4.38M
Integrity wealth advisors717.48K4.79%$1.05M
Vanguard group615.60K4.19%$1.95M
Blackrock185.59K1.29%$855.56K
Blackrock funding, inc. /de150.30K1.00%$219.44K
Geode capital management140.17K0.95%$444.48K
Susquehanna group, llp96.23K0.65%$305.05K
State street49.53K0.34%$157.00K
Virtue capital management50.00K0.33%$73.00K
Northern trust36.27K0.25%$167.20K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Integrity wealth advisors717.48K0.73%$1.05M
Awm investment company950.24K0.59%$4.38M
Green alpha advisors21.79K0.03%$31.81K
Virtue capital management50.00K0.01%$73.00K
Virtu financial20.10K0.01%$93.00K
Shufro rose15.00K0.00%$30.60K
Newbridge financial services group2.03K0.00%$6.45K
Pfg investments19.58K0.00%$28.58K
Jnba financial advisors4.00K0.00%$5.84K
Center for financial planning1.00K0.00%$1.46K

Top Buyers

HolderShares% AssetsChange
Susquehanna group, llp96.23K-25.93K
Integrity wealth advisors717.48K0.73%23.79K
Virtu financial20.10K0.01%20.10K
Simplex trading12.46K-5.95K
State street49.53K-4.20K

Top Sellers

HolderShares% AssetsChange
Deutsche bank ag\---70.09K
Oak family advisors---51.42K
Lpl financial---49.40K
Xtx topco---41.88K
Toroso investments---41.77K

New Positions

HolderShares% AssetsChangeValue
Virtu financial20.10K0.01%20.10K$93.00K
Raymond james financial161.00-161.00$235.00
Bnp paribas arbitrage, snc11.00-11.00$35.00

Sold Out

HolderChange
Visionpoint advisory group-2.00
Tompkins financial-5.00
Farther finance advisors-25.00
Fmr-39.00
Bogart wealth-40.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202537-11.90%2,050,188-0.13%137.29%1344.44%8-27.27%
Mar 31, 202541-18.00%1,359,196-42.32%93.53%9-55.00%11-15.38%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF424.84K2.88%-
Vanguard Total Stock Mkt Idx Inv415.76K2.47%-9.09K
Vanguard Institutional Extnd Mkt Idx Tr130.82K0.78%-48.08K
Fidelity Extended Market Index76.72K0.50%-200.00
BlackRock Extended Equity Market K30.53K0.21%-13.00
iShares Micro-Cap ETF29.64K0.19%-
Extended Equity Market Fund K29.62K0.19%-591.00
Fidelity Total Market Index24.85K0.16%-
Fidelity Series Total Market Index19.91K0.13%-
T. Rowe Price Total Equity Market Idx19.29K0.13%-

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 (717.48K shares, 4.79%), and Vanguard group (615.6K shares, 4.19%). Together, they hold 15.56% 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 0.73% of its assets in 717.48K Beam Global shares, valued at 1.05M$.

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

Vanguard US Total Market Shares ETF 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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