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Beam Global

77 hedge funds and large institutions have $113M invested in Beam Global in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
17
Closed
13
Calls
$5.48M
Puts
$4.61M
Net Calls
+$866K
Net Calls Change
-$489K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
51
Cutler Group
California
$46K +$38.2K +1,424 +491%
UBS Group
52
UBS Group
Switzerland
$43K -$1.52M -55,278 -97%
TRCT
53
Tower Research Capital (TRC)
New York
$38K +$25.1K +907 +195%
Osaic Holdings
54
Osaic Holdings
Arizona
$36K -$11.3K -405 -24%
Citigroup
55
Citigroup
New York
$28K +$16.7K +616 +147%
CFFP
56
Center for Financial Planning
Michigan
$27K
Legal & General Group
57
Legal & General Group
United Kingdom
$25K
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K +$2.05K +75 +11%
PGAM
59
Princeton Global Asset Management
New Jersey
$21K
AIP
60
Ameritas Investment Partners
Nebraska
$19K
OIA
61
Optimum Investment Advisors
Illinois
$14K
PCM
62
Penserra Capital Management
California
$13K
AA
63
Ancora Advisors
Ohio
$12K
APA
64
American Portfolios Advisors
New York
$7.75K
CWA
65
Clearview Wealth Advisors
Oregon
$6K
AF
66
Allworth Financial
California
$5K
EIP
67
Ellis Investment Partners
Pennsylvania
$5K
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +135 New
TCM
69
Tradewinds Capital Management
Washington
$3K
NWM
70
Navigation Wealth Management
Colorado
$3K
BC
71
Bartlett & Co
Ohio
$3K +$3K +100 New
BCWM
72
Bartlett & Co Wealth Management
Ohio
$2.74K +$2.74K +100 New
NFG
73
Next Financial Group
Texas
$1K
QCG
74
Quadrant Capital Group
Ohio
$1K +$1K +19 New
LPL Financial
75
LPL Financial
California
-$2.28M -59,468 Closed