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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-950KClosed |
$7.12M - $18.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-20.8KClosed |
$156K - $400K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-10KClosed |
$74.9K - $192K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-1.45MClosed |
$10.9M - $27.9M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-178KClosed |
$1.33M - $3.42M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-421Closed |
$3.15K - $8.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Luminus Management LLC
Houston, TX |
SELL
|
- |
-33KClosed |
$247K - $635K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-5.13MClosed |
$38.4M - $98.7M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-94.8KClosed |
$710K - $1.82M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-3.9KClosed |
$29.2K - $75K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
21.4KNew |
$161K - $412K
|
21.4K
$12.9K
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-15KClosed |
$112K - $289K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
17.3K+ 641.84% |
$130K - $333K
|
20K
$12K
|
|
|
May 11, 2022
Q1 2022
|
Salient Capital Advisors, LLC
|
SELL
|
- |
-406KClosed |
$3.04M - $7.8M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
74.6KNew |
$559K - $1.43M
|
74.6K
$44.7K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$10.5K - $27.1K
|
1.41K
$844
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-50Closed |
$375 - $962
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$112K - $289K
|
15K
$9K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500Closed |
$3.75K - $9.62K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-585Closed |
$4.38K - $11.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-100- 33.33% |
$749 - $1.92K
|
200
$120
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-165Closed |
$1.24K - $3.17K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-25.2KClosed |
$189K - $485K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-50Closed |
$375 - $962
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
CALL |
4.7K+ 1566.67% |
$35.2K - $90.4K
|
5K
$3K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$749 - $1.92K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-170KClosed |
$1.27M - $3.26M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-26.5KClosed |
$198K - $510K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
BUY
|
- |
403+ 4.91% |
$3.02K - $7.75K
|
8.62K
$5.17K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-3.62K- 15.85% |
$27.1K - $69.6K
|
19.2K
$11.5K
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400+ 344.83% |
$7.02K - $10.7K
|
516
$310
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-400- 3.05% |
$7.02K - $10.7K
|
12.7K
$7.64K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
250New |
$4.39K - $6.66K
|
250
$150
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-174KClosed |
$3.06M - $4.65M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-500Closed |
$8.78K - $13.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
135New |
$2.37K - $3.6K
|
135
$81
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-19KClosed |
$334K - $506K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-10KClosed |
$176K - $267K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-10KClosed |
$176K - $267K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-9KClosed |
$158K - $240K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-93Closed |
$1.63K - $2.48K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-290KClosed |
$5.1M - $7.73M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
75KNew |
$1.32M - $2M
|
75K
$45K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-235Closed |
$4.13K - $6.26K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-68.6KClosed |
$1.2M - $1.83M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-30Closed |
$527 - $800
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-13.5KClosed |
$237K - $360K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-11.9KClosed |
$209K - $317K
|
0
$0
|
|