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Beam Global
BEEM

Overview Fund Activity

50 hedge funds and large institutions have $12.5M invested in Beam Global in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
11
Closed
12
Calls
$365K
Puts
$366K
Net Calls
-$1K
Net Calls Change
+$137K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$345K
2
CA
Calton & Associates
Florida
$93.3K
3
AWM
AE Wealth Management
Kansas
$83K
4
VCM
Virtue Capital Management
Tennessee
$49.1K
5
XT
XTX Topco
Cayman Islands
$99.8K

Top Sellers

1
AIC
AWM Investment Company
New York
$4.47M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
3
Millennium Management
Millennium Management
New York
$0
4
VF
Virtu Financial
New York
$0
5
LPL Financial
LPL Financial
California
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$48.2K -$21.9K -4,454 -31%
SRC
27
Shufro Rose & Co
New York
$46.1K – – –
Simplex Trading
28
Simplex Trading
Illinois
$31K +$31K +6,502 New
CPA
29
Capital Performance Advisors
California
$24.6K +$24.6K +5,000 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$24K -$2.41K -485 -9%
JFA
31
JNBA Financial Advisors
Minnesota
$19.6K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$13.8K -$123 -25 -0.9%
NFSG
33
Newbridge Financial Services Group
Florida
$9.82K – – –
CFFP
34
Center for Financial Planning
Michigan
$4.91K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.91K – – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$3.7K +$3.68K +750 +25,000%
TRCT
37
Tower Research Capital (TRC)
New York
$3.63K -$9.9K -2,017 -73%
Wells Fargo
38
Wells Fargo
California
$3.41K – – –
BF
39
BOK Financial
Oklahoma
$2.44K +$2.44K +500 New
Jones Financial Companies
40
Jones Financial Companies
Missouri
$1.56K +$1.56K +313 New
SS
41
Sunbelt Securities
Texas
$982 – – –
PS
42
Principal Securities
Iowa
$810 +$324 +66 +67%
PGAM
43
Princeton Global Asset Management
New Jersey
$737 – – –
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$736 – – –
NA
45
NewEdge Advisors
Louisiana
$570 – – –
AF
46
Allworth Financial
California
$491 – – –
PFBT
47
Parkside Financial Bank & Trust
Missouri
$315 – – –
BWL
48
Bogart Wealth LLC
Virginia
$196 – – –
TF
49
Tompkins Financial
New York
$25 – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
– -$144K -31,312 Closed
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