Filing Research | BEAM - BEAM THERAPEUTICS INC Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	100.6KSH	$3.5M
2	PEREGRINE INVESTMENT MANAGEMENT INC	Shares	70.0KSH	$2.4M
3	BENJAMIN EDWARDS INC	Shares	31.0KSH	$1.1M
4	Police & Firemen's Retirement System of New Jersey	Shares	29.2KSH	$1.0M
5	Yorktown Management & Research Co Inc	Shares	22.6KSH	$773.9K
6	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	22.0KSH	$755.0K
7	EverSource Wealth Advisors, LLC	Shares	16.6KSH	$568.2K
8	China Universal Asset Management Co., Ltd.	Shares	16.4KSH	$561.9K
9	Composition Wealth, LLC	Shares	10.5KSH	$360.6K
10	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	9.9KSH	$339.7K
11	Beacon Financial Strategies CORP	Shares	9.8KSH	$337.6K
12	Thrive Wealth Management, LLC	Shares	8.2KSH	$280.6K
13	SteelPeak Wealth, LLC	Shares	7.5KSH	$258.1K
14	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	6.8KSH	$234.6K
15	CHAPIN DAVIS, INC.	Shares	6.0KSH	$205.9K
16	Mirae Asset Global Investments Co., Ltd.	Shares	4.6KSH	$157.9K
17	SBI Securities Co., Ltd.	Shares	4.0KSH	$135.7K
18	Farther Finance Advisors, LLC	Shares	3.6KSH	$124.0K
19	ST GERMAIN D J CO INC	Shares	3.5KSH	$120.1K
20	GAMMA Investing LLC	Shares	975SH	$33.5K
21	LANARK FINANCIAL, INC.	Shares	763SH	$26.2K
22	IFP Advisors, Inc	Shares	724SH	$24.8K
23	Versant Capital Management, Inc	Shares	554SH	$19.0K
24	SIGNATUREFD, LLC	Shares	74SH	$2.5K
25	Center for Financial Planning, Inc.	Shares	50SH	$1.7K
26	Handelsbanken Fonder AB	Shares	39.8KSH	$1.4K
27	SJS Investment Consulting Inc.	Shares	35SH	$1.2K
28	Robinswood Financial LLC	Shares	33SH	$1.1K
29	Physician Wealth Advisors, Inc.	Shares	21SH	$721
30	Aspect Partners, LLC	Shares	11SH	$378
31	Bogart Wealth, LLC	Shares	11SH	$378
32	Fortitude Family Office, LLC	Shares	8SH	$275
33	Creative Capital Management Investments LLC	Shares	7SH	$240
34	JFS WEALTH ADVISORS, LLC	Shares	6SH	$206
35	MassMutual Private Wealth & Trust, FSB	Shares	5SH	$172
36	Premier Fund Managers Ltd	Shares	2.3KSH	$82
37	LRI Investments, LLC	Shares	1SH	$34

Manager changes2026-06-30 vs 2026-03-31

43 / 43 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+1.6K	+$1.1M	$3.5M
2	Yorktown Management & Research Co Inc new	Shares	+22.6K	+$773.9K	$773.9K
3	EverSource Wealth Advisors, LLC added	Shares	+16.5K	+$567.8K	$568.2K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+2.7K	+$371.2K	$1.0M
5	Composition Wealth, LLC new	Shares	+10.5K	+$360.6K	$360.6K
6	Beacon Financial Strategies CORP new	Shares	+9.8K	+$337.6K	$337.6K
7	BENJAMIN EDWARDS INC trimmed	Shares	-643	+$310.0K	$1.1M
8	Thrive Wealth Management, LLC new	Shares	+8.2K	+$280.6K	$280.6K
9	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+6.8K	+$234.6K	$234.6K
10	CHAPIN DAVIS, INC. new	Shares	+6.0K	+$205.9K	$205.9K
11	China Universal Asset Management Co., Ltd. trimmed	Shares	-1.7K	+$131.2K	$561.9K
12	Farther Finance Advisors, LLC added	Shares	+3.3K	+$115.6K	$124.0K
13	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-162	+$100.0K	$339.7K
14	ST GERMAIN D J CO INC unchanged	Shares	0	+$36.7K	$120.1K
15	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-712	+$31.3K	$157.9K
16	SBI Securities Co., Ltd. trimmed	Shares	-595	+$27.3K	$135.7K
17	IFP Advisors, Inc added	Shares	+332	+$15.5K	$24.8K
18	LANARK FINANCIAL, INC. unchanged	Shares	0	+$8.0K	$26.2K
19	GAMMA Investing LLC trimmed	Shares	-144	+$6.8K	$33.5K
20	Versant Capital Management, Inc trimmed	Shares	-8	+$5.6K	$19.0K
21	SJS Investment Consulting Inc. added	Shares	+32	+$1.1K	$1.2K
22	SIGNATUREFD, LLC unchanged	Shares	0	+$777	$2.5K
23	Physician Wealth Advisors, Inc. new	Shares	+21	+$721	$721
24	Handelsbanken Fonder AB added	Shares	+6.2K	+$566	$1.4K
25	Center for Financial Planning, Inc. unchanged	Shares	0	+$524	$1.7K
26	Aspect Partners, LLC new	Shares	+11	+$378	$378
27	Robinswood Financial LLC unchanged	Shares	0	+$346	$1.1K
28	Creative Capital Management Investments LLC new	Shares	+7	+$240	$240
29	Bogart Wealth, LLC unchanged	Shares	0	+$116	$378
30	Premier Fund Managers Ltd new	Shares	+2.3K	+$82	$82
31	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$63	$206
32	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$53	$172
33	LRI Investments, LLC new	Shares	+1	+$34	$34
34	Vermillion Wealth Management, Inc. exited	Shares	-1	-$24	$0
35	Fortitude Family Office, LLC trimmed	Shares	-7	-$82	$275
36	FINANCIAL CONSULATE, INC exited	Shares	-5	-$120	$0
37	Canal Insurance CO exited	Shares	-40.0K	-$953	$0
38	Beaird Harris Wealth Management, LLC exited	Shares	-106	-$2.5K	$0
39	Sound Income Strategies, LLC exited	Shares	-409	-$9.9K	$0
40	Generali Investments Towarzystwo Funduszy Inwestycyjnych trimmed	Shares	-16.0K	-$150.5K	$755.0K
41	SteelPeak Wealth, LLC trimmed	Shares	-22.2K	-$449.8K	$258.1K
42	Y-Intercept (Hong Kong) Ltd exited	Shares	-53.2K	-$1.3M	$0
43	PEREGRINE INVESTMENT MANAGEMENT INC trimmed	Shares	-190.1K	-$3.8M	$2.4M