Latest Institutional Transactions on Stem, Inc. (STEM)
This table provides information on the latest institutional transactions involving Stem, Inc. (STEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
27K+ 254.9% |
$8.37K - $41K
|
37.6K
$20.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
65KNew |
$20.1K - $98.8K
|
65K
$35.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.77K+ 15.57% |
$1.17K - $5.72K
|
28K
$15.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
31.1KNew |
$9.65K - $47.3K
|
31.1K
$16.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
10New |
$3.1 - $15.2
|
10
$5.4
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
241New |
$74.7 - $366
|
241
$130
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-28K- 98.3% |
$8.69K - $42.6K
|
485
$262
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-27K- 66.47% |
$8.36K - $41K
|
13.6K
$7.34K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-500- 3.82% |
$155 - $760
|
12.6K
$6.79K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.3K- 57.35% |
$12.2K - $59.8K
|
29.2K
$15.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.54K+ 3.5% |
$1.72K - $8.41K
|
164K
$88.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
919New |
$285 - $1.4K
|
919
$496
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300New |
$93 - $456
|
300
$162
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.45K- 7.72% |
$760 - $3.72K
|
29.3K
$15.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-175- 53.85% |
$54.3 - $266
|
150
$81
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78.9K+ 177.07% |
$24.5K - $120K
|
124K
$66.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-442- 10.51% |
$137 - $672
|
3.77K
$2.03K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.5K+ 54.94% |
$5.73K - $28.1K
|
52.2K
$28.2K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-687K- 49.2% |
$755K - $1.45M
|
709K
$383K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
184+ 32.51% |
$202 - $388
|
750
$405
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
700New |
$770 - $1.48K
|
700
$378
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.37K+ 4.83% |
$4.81K - $9.23K
|
95K
$51.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
828K+ 353.68% |
$911K - $1.75M
|
1.06M
$573K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90.5K- 15.88% |
$99.5K - $191K
|
479K
$259K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.4K- 0.87% |
$3.74K - $7.17K
|
389K
$210K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.09K+ 125.46% |
$3.4K - $6.52K
|
5.55K
$3K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.05K+ 5.09% |
$8.85K - $17K
|
166K
$89.7K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.9KNew |
$15.3K - $29.3K
|
13.9K
$7.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2K- 10.47% |
$2.2K - $4.22K
|
17.1K
$9.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
270K+ 221.66% |
$297K - $569K
|
392K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
43.6K+ 40.07% |
$48K - $92K
|
152K
$82.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-102K- 89.26% |
$113K - $216K
|
12.3K
$6.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
727New |
$800 - $1.53K
|
727
$393
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
151K+ 131.69% |
$166K - $318K
|
265K
$143K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
285K+ 80.5% |
$313K - $601K
|
638K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-172K- 65.22% |
$189K - $362K
|
91.6K
$49.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-65.6K- 13.66% |
$72.1K - $138K
|
415K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.08KNew |
$7.78K - $14.9K
|
7.08K
$3.82K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
75KNew |
$82.5K - $158K
|
75K
$40.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-81.4K- 6.41% |
$89.5K - $172K
|
1.19M
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Pickering Energy Partners LP
Houston, TX |
BUY
|
- |
6K+ 102.25% |
$6.6K - $12.7K
|
11.9K
$6.41K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-15.1K- 40.81% |
$16.6K - $31.9K
|
21.9K
$11.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-450- 3.87% |
$495 - $950
|
11.2K
$6.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-510K- 22.57% |
$561K - $1.08M
|
1.75M
$945K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.76K+ 2.25% |
$4.13K - $7.93K
|
171K
$92.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-184K- 71.02% |
$203K - $389K
|
75.2K
$40.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.5K- 10.59% |
$6.05K - $11.6K
|
46.4K
$25.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.2KNew |
$19K - $36.4K
|
17.2K
$9.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
47KNew |
$51.7K - $99.1K
|
47K
$25.4K
|
|