Vault-13

BEAM GLOBAL BEEM

COM · Common Stock · CUSIP 07373B109 · ISIN US07373B1098

40 institutional holders -4 vs Q1 2025
2,062,0072.1m shares reported held*
11.5% of all shares outstanding*
$3.0mreported value*
4 new 11 added 8 reduced 8 sold out net bought ≈ $6.3k (+8.3k shares)

* 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: 18.0m as of 2025-08-11, 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 ≈ $1.46. Options: 3 managers hold calls ($13.2k notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 64Q4 22: 68Q1 23: 66Q2 23: 75Q3 23: 67Q4 23: 67Q1 24: 56Q2 24: 57Q3 24: 51Q4 24: 48Q1 25: 44Q2 25: 4040Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202264
Q4 202268
Q1 202366
Q2 202375
Q3 202367
Q4 202367
Q1 202456
Q2 202457
Q3 202451
Q4 202448
Q1 202544
Q2 202540

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 25 bought or addedQ3 23: 35 cut or sold outQ4 23: 28 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 16 bought or addedQ1 24: 36 cut or sold outQ2 24: 18 bought or addedQ2 24: 24 cut or sold outQ2 24Q3 24: 16 bought or addedQ3 24: 24 cut or sold outQ4 24: 17 bought or addedQ4 24: 24 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 19 cut or sold outQ2 25: 15 bought or addedQ2 25: 16 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232535
Q4 20232825
Q1 20241636
Q2 20241824
Q3 20241624
Q4 20241724
Q1 20251019
Q2 20251516

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 24 calls: $365.4kQ3 24 puts: $366.3kQ3 24P/C 1.00Q4 24 calls: $443.4kQ4 24 puts: $75.5kQ4 24P/C 0.17Q1 25 calls: $86.4kQ1 25 puts: $40.2kQ1 25P/C 0.47Q2 25 calls: $13.2kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$365.4k$366.3k1.00
Q4 2024$443.4k$75.5k0.17
Q1 2025$86.4k$40.2k0.47
Q2 2025$13.2k$00.00

Biggest buyers

UBS Group AG Added +85,546+85.5k
INTEGRITY WEALTH ADVISORS, INC. Added +23,789+23.8k
RENAISSANCE TECHNOLOGIES LLC New +17,600+17.6k
Baader Bank Aktiengesellschaft New +10,200+10.2k
OSAIC HOLDINGS, INC. Added +5,411+5.4k
ROYAL BANK OF CANADA Added +3,170+3.2k
Tower Research Capital LLC (TRC) Added +2,662+2.7k
JONES FINANCIAL COMPANIES LLLP Added +1,328+1.3k
SIMPLEX TRADING, LLC Added +971+971
Sunbelt Securities, Inc. New +200+200

Biggest sellers

BARD ASSOCIATES INC Sold out -41,455-41.5k
BlackRock, Inc. Reduced -35,458-35.5k
CITADEL ADVISORS LLC Sold out -24,823-24.8k
NORTHERN TRUST CORP Reduced -12,756-12.8k
DIMENSIONAL FUND ADVISORS LP Sold out -12,376-12.4k
VANGUARD GROUP INC Reduced -7,373-7.4k
CITIGROUP INC Sold out -3,994-4.0k
Green Alpha Advisors, LLC Reduced -2,869-2.9k
Evelyn Partners Investment Management LLP Sold out -600-600
GEODE CAPITAL MANAGEMENT, LLC Reduced -380-380

Biggest calls

GROUP ONE TRADING LLC Reduced $11.2k7.7k shares
SIMPLEX TRADING, LLC Reduced $2.0k2.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

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 Q2 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)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—1$4.6k$4.6k
Q1 20240—0——
Q2 20240—1$2.6k$2.6k
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 INTEGRITY WEALTH ADVISORS, INC. 0.73% of their portfolio Ventura, CA 717,479717.5k $1.0m $1.0m 0.73% Added +23.8k +23,789
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 606,979607.0k $886.2k $886.2k 0.00% Reduced -7.4k -7,373
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 150,301150.3k $219.4k $219.4k 0.00% Reduced -35.5k -35,458
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 146,351146.4k $213.7k $213.7k 0.00% Reduced -380 -380
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 94,21994.2k $137.6k $137.6k 0.00% Added +85.5k +85,546
6 Virtue Capital Management, LLC 0.01% of their portfolio BRENTWOOD, TN 50,00050.0k $73.0k $73.0k 0.01% Unchanged
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 49,52849.5k $72.3k $72.3k 0.00% Unchanged
8 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,30733.3k $48.6k $48.6k 0.00% Reduced -12.8k -12,756
9 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 29,34529.3k $42.8k $42.8k 0.00% Unchanged
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,81423.8k $34.8k $34.8k 0.00% Reduced -300 -300
11 Green Alpha Advisors, LLC 0.03% of their portfolio NIWOT, CO 21,78921.8k $31.8k $31.8k 0.03% Reduced -2.9k -2,869
12 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 19,57819.6k $28.6k $28.6k 0.00% Reduced -300 -300
13 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 19,28819.3k $29.0k $29.0k 0.00% Reduced -312 -312
14 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 17,60017.6k $25.7k $25.7k 0.00% New
15 SHUFRO ROSE & CO LLC 0.00% of their portfolio NEW YORK, NY 15,00015.0k $30.6k $30.6k 0.00% Unchanged
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 13,81113.8k $20.2k $20.2k 0.00% Unchanged
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,41413.4k $19.6k $19.6k 0.00% Added +5.4k +5,411
18 Baader Bank Aktiengesellschaft 0.00% of their portfolio Unterschleissheim, 2M 10,20010.2k $9.2k $9.2k 0.00% New
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7,2257.2k $10.5k $10.5k 0.00% Added +30 +30
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,3406.3k $10.0k $10.0k 0.00% Added +3.2k +3,170
21 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 4,0004.0k $5.8k $5.8k 0.00% Unchanged
22 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,8902.9k $4.2k $4.2k 0.00% Added +2.7k +2,662
23 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 2,0342.0k $3.0k $3.0k 0.00% Unchanged
24 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 1,8281.8k $2.0k $2.0k 0.00% Added +971 +971
25 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,4161.4k $2.2k $2.2k 0.00% Added +1.3k +1,328
26 Center for Financial Planning, Inc. 0.00% of their portfolio SOUTHFIED, MI 1,0001.0k $1.5k $1.5k 0.00% Unchanged
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 753753 $1.1k $1.1k 0.00% Unchanged
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 625625 $913 $913 0.00% Unchanged
29 BOKF, NA 0.00% of their portfolio TULSA, OK 500500 $730 $730 0.00% Unchanged
30 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 379379 $553 $553 0.00% Added +193 +193
31 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 200200 $634 $634 0.00% New
32 Aventura Private Wealth, LLC 0.00% of their portfolio AVENTURA, FL 200200 $292 $292 0.00% Unchanged
33 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 165165 $241 $241 0.00% Unchanged
34 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 161161 $235 $235 0.00% New
35 CWM, LLC 0.00% of their portfolio OMAHA, NE 118118 $0 $0 0.00% Added +100 +100
36 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 100100 $146 $146 0.00% Unchanged
37 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3939 $57 $57 0.00% Unchanged
38 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1616 $23 $23 0.00% Unchanged
39 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1515 $22 $22 0.00% Added +4 +4
40 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged