BEAM GLOBAL BEEM
COM · Common Stock · CUSIP 07373B109 · ISIN US07373B1098
- SectorIndustrials
- IndustryMiscellaneous Electrical Machinery, Equipment & Supplies
- HeadquartersSan Diego, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 15.5m as of 2025-04-08, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $2.04. Options: 4 managers hold calls ($86.4k notional), 3 hold puts ($40.2k).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 64 |
| Q4 2022 | 68 |
| Q1 2023 | 66 |
| Q2 2023 | 75 |
| Q3 2023 | 67 |
| Q4 2023 | 67 |
| Q1 2024 | 56 |
| Q2 2024 | 57 |
| Q3 2024 | 51 |
| Q4 2024 | 48 |
| Q1 2025 | 44 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 31 | 32 |
| Q3 2023 | 25 | 35 |
| Q4 2023 | 28 | 25 |
| Q1 2024 | 16 | 36 |
| Q2 2024 | 18 | 24 |
| Q3 2024 | 16 | 24 |
| Q4 2024 | 17 | 24 |
| Q1 2025 | 10 | 19 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $158.7k | $297.1k | 1.87 |
| Q3 2024 | $365.4k | $366.3k | 1.00 |
| Q4 2024 | $443.4k | $75.5k | 0.17 |
| Q1 2025 | $86.4k | $40.2k | 0.47 |
Biggest buyers
| CITADEL ADVISORS LLC | New | +24.8k |
| SHUFRO ROSE & CO LLC | New | +15.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +6.6k |
| UBS Group AG | Added | +6.0k |
| CITIGROUP INC | New | +4.0k |
| OSAIC HOLDINGS, INC. | Added | +2.8k |
| Evelyn Partners Investment Management LLP | New | +600 |
| Tower Research Capital LLC (TRC) | New | +228 |
| MORGAN STANLEY | Added | +218 |
| SBI Securities Co., Ltd. | Added | +130 |
Biggest sellers
| INTEGRITY WEALTH ADVISORS, INC. | Reduced | -101.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -72.1k |
| XTX Topco Ltd | Sold out | -41.9k |
| Pathstone Holdings, LLC | Sold out | -35.4k |
| Green Alpha Advisors, LLC | Reduced | -35.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP | Sold out | -26.7k |
| AE Wealth Management LLC | Sold out | -16.6k |
| SIMPLEX TRADING, LLC | Reduced | -11.6k |
| NORTHERN TRUST CORP | Reduced | -8.7k |
| PFG Investments, LLC | Reduced | -4.4k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $78.9k38.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.0k3.8k shares |
| CITADEL ADVISORS LLC | Reduced | $408200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $39.2k19.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.0k800 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 1 | $16.5k | $16.5k |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 1 | $4.6k | $4.6k |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $2.6k | $2.6k |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| INTEGRITY WEALTH ADVISORS, INC. 1.04% of their portfolio | 693.7k $1.4m | Reduced -101.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 614.4k $1.3m | Reduced -1.3k |
| BlackRock, Inc. 0.00% of their portfolio | 185.8k $378.9k | Reduced -684 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 146.7k $299.4k | Added +6.6k |
| Virtue Capital Management, LLC 0.01% of their portfolio | 50.0k $101.0k | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 49.5k $101.0k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 46.1k $94.0k | Reduced -8.7k |
| BARD ASSOCIATES INC 0.03% of their portfolio | 41.5k $84.6k | Reduced -1.9k |
| Lido Advisors, LLC 0.00% of their portfolio | 29.3k $59.9k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 24.8k $50.6k | New |
| Green Alpha Advisors, LLC 0.05% of their portfolio | 24.7k $50.3k | Reduced -35.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 24.1k $49.2k | Reduced -72.1k |
| PFG Investments, LLC 0.00% of their portfolio | 19.9k $40.6k | Reduced -4.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 19.6k $40.0k | Unchanged |
| SHUFRO ROSE & CO LLC 0.00% of their portfolio | 15.0k $30.6k | New |
| MORGAN STANLEY 0.00% of their portfolio | 13.8k $28.2k | Added +218 |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 12.4k $25.2k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 8.7k $17.7k | Added +6.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.0k $16.3k | Added +2.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 7.2k $14.7k | Reduced -3.5k |
| JNBA Financial Advisors 0.00% of their portfolio | 4.0k $8.2k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 4.0k $8.1k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.2k $6.0k | Reduced -262 |
| NFSG Corp 0.00% of their portfolio | 2.0k $4.1k | Unchanged |
| Center for Financial Planning, Inc. 0.00% of their portfolio | 1.0k $2.0k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 857 $1.0k | Reduced -11.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 753 $1.5k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 625 $1.3k | Unchanged |
| Evelyn Partners Investment Management LLP 0.00% of their portfolio | 600 $1.2k | New |
| BOKF, NA 0.00% of their portfolio | 500 $1.0k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 228 $465 | New |
| Aventura Private Wealth, LLC 0.00% of their portfolio | 200 $408 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 186 $379 | Added +130 |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 165 $523 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 100 $143 | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 88 $177 | Unchanged |
| Parkside Financial Bank & Trust 0.00% of their portfolio | 64 $131 | Unchanged |
| MAI Capital Management 0.00% of their portfolio | 39 $80 | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 25 $53 | Unchanged |
| CWM, LLC 0.00% of their portfolio | 18 $0 | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 16 $33 | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 11 $22 | First filing |
| TOMPKINS FINANCIAL CORP 0.00% of their portfolio | 5 $10 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |