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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-70Closed |
$1.23K - $1.87K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
PUT |
10KNew |
$176K - $267K
|
10K
$7.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100Closed |
$1.76K - $2.67K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-100Closed |
$1.76K - $2.67K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3KClosed |
$52.7K - $80K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1.29KClosed |
$22.7K - $34.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-20Closed |
$351 - $533
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
60+ 2.45% |
$1.28K - $2.22K
|
2.51K
$1.95K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-69Closed |
$1.47K - $2.55K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
700New |
$14.9K - $25.9K
|
700
$546
|
|
|
Nov 15, 2021
Q3 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-13.4KClosed |
$286K - $495K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
8KNew |
$171K - $296K
|
8K
$6.24K
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
CALL |
-167KClosed |
$3.57M - $6.19M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-3.7KClosed |
$79K - $137K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Governors Lane LP
New York, NY |
SELL
|
- |
-200KClosed |
$4.27M - $7.4M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-142KClosed |
$3.04M - $5.27M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-1.4MClosed |
$29.9M - $51.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
CALL |
-10KClosed |
$213K - $370K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
CALL |
-40KClosed |
$854K - $1.48M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-51.2KClosed |
$1.09M - $1.89M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-500Closed |
$10.7K - $18.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$2.13K - $3.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-9.18KClosed |
$196K - $340K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-17.6KClosed |
$377K - $653K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-7.23KClosed |
$154K - $267K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Dld Asset Management, LP
New York, NY |
SELL
|
PUT |
-25KClosed |
$534K - $925K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150Closed |
$3.2K - $5.55K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-47.8K- 63.09% |
$1.02M - $1.77M
|
28K
$21.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-6.12KClosed |
$131K - $226K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-6.81KClosed |
$145K - $252K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.1K+ 117.39% |
$173K - $300K
|
15K
$11.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-50Closed |
$1.07K - $1.85K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-38Closed |
$811 - $1.41K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 33.33% |
$1.07K - $1.85K
|
200
$156
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.55KClosed |
$140K - $242K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-720Closed |
$15.4K - $26.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
675New |
$14.4K - $25K
|
675
$527
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-180Closed |
$3.84K - $6.66K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Campbell Capital Management Inc
|
SELL
|
- |
-25.4KClosed |
$542K - $940K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25KNew |
$410K - $920K
|
25K
$19.5K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
950New |
$15.6K - $35K
|
950
$741
|
|
|
Aug 16, 2021
Q2 2021
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
400KNew |
$6.55M - $14.7M
|
400K
$312K
|
|
|
Aug 16, 2021
Q2 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
110KNew |
$1.8M - $4.05M
|
110K
$85.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
200KNew |
$3.28M - $7.36M
|
200K
$156K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
20KNew |
$328K - $736K
|
20K
$15.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
PUT |
20KNew |
$328K - $736K
|
20K
$15.6K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
2.34MNew |
$38.3M - $86.1M
|
2.34M
$1.83M
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
500New |
$8.19K - $18.4K
|
500
$390
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$819 - $1.84K
|
50
$39
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
300New |
$4.91K - $11K
|
300
$234
|
|