SEC 13F Intelligence

BEAM GLOBAL

CUSIP 07373B117

Beam Global has 2 institutional holders in Filings Flow’s 13F database, together reporting 55 shares worth $34 as of Q1 2024. The largest reported holders are Citadel Advisors LLC, Ubs Group AG, and Concourse Financial Group Securities, Inc..

Institutional Holders
2
Q1 2024
Reported Value
$34
Ticker
unmapped
private placement or foreign
Quarters Tracked
15

Ownership Trend

Institutional holders
Q3 ’20: 6Q3 ’20Q4 ’20: 5Q1 ’21: 2Q1 ’21Q2 ’21: 2Q3 ’21: 2Q3 ’21Q4 ’21: 2Q1 ’22: 2Q1 ’22Q2 ’22: 2Q3 ’22: 2Q3 ’22Q4 ’22: 2Q1 ’23: 2Q1 ’23Q2 ’23: 1Q3 ’23: 2Q3 ’23Q4 ’23: 1Q1 ’24: 2Q1 ’24filingsflow.com
Total reported value
Q3 ’20: $4MQ3 ’20Q4 ’20: $13MQ1 ’21: $129,000Q1 ’21Q2 ’21: $53,000Q3 ’21: $37,000Q3 ’21Q4 ’21: $20,000Q1 ’22: $52,000Q1 ’22Q2 ’22: $13,000Q3 ’22: $6,000Q3 ’22Q4 ’22: $3,114Q1 ’23: $353Q1 ’23Q2 ’23: $0Q3 ’23: $43,022Q3 ’23Q4 ’23: $0Q1 ’24: $34Q1 ’24filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
CITADEL ADVISORS LLC$618.5B AUM0.00%$43,02215.3KQ3 2023OLDER
UBS Group AG$666.3B AUM0.00%$3455Q1 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM—$00Q1 2024

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.