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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.29K- 15.13% |
$711 - $3.48K
|
12.9K
$7.59K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-3K- 0.44% |
$929 - $4.56K
|
675K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-244- 1.25% |
$75.6 - $371
|
19.2K
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30.3K- 22.23% |
$9.41K - $46.1K
|
106K
$62.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-792K- 74.55% |
$245K - $1.2M
|
270K
$159K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
523New |
$162 - $795
|
523
$309
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 6.12% |
$0.93 - $4.56
|
46
$27.1
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
70KNew |
$21.7K - $106K
|
70K
$41.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
9+ 7.76% |
$2.79 - $13.7
|
125
$73.8
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
65KNew |
$20.1K - $98.8K
|
65K
$38.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.77K+ 15.57% |
$1.17K - $5.72K
|
28K
$16.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
10New |
$3.1 - $15.2
|
10
$5.9
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
31.1KNew |
$9.65K - $47.3K
|
31.1K
$18.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
241New |
$74.7 - $366
|
241
$142
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-500- 3.82% |
$155 - $760
|
12.6K
$7.42K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300New |
$93 - $456
|
300
$177
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.3K- 57.35% |
$12.2K - $59.8K
|
29.2K
$17.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.54K+ 3.5% |
$1.72K - $8.41K
|
164K
$96.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
919New |
$285 - $1.4K
|
919
$542
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.45K- 7.72% |
$760 - $3.72K
|
29.3K
$17.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78.9K+ 177.07% |
$24.5K - $120K
|
124K
$72.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-175- 53.85% |
$54.3 - $266
|
150
$88.5
|
|
|
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
$2.22K
|
|
| Q2 2024 | |||||||
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
184+ 32.51% |
$202 - $388
|
750
$443
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
700New |
$770 - $1.48K
|
700
$413
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
270K+ 221.66% |
$297K - $569K
|
392K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
727New |
$800 - $1.53K
|
727
$429
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.76K+ 2.25% |
$4.13K - $7.93K
|
171K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-510K- 22.57% |
$561K - $1.08M
|
1.75M
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-450- 3.87% |
$495 - $950
|
11.2K
$6.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Pickering Energy Partners LP
Houston, TX |
BUY
|
- |
6K+ 102.25% |
$6.6K - $12.7K
|
11.9K
$7K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
42.7KNew |
$47K - $90.2K
|
42.7K
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
75KNew |
$82.5K - $158K
|
75K
$44.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-172K- 65.22% |
$189K - $362K
|
91.6K
$54K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.2KNew |
$19K - $36.4K
|
17.2K
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-873K- 64.73% |
$960K - $1.84M
|
475K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-136K- 92.54% |
$150K - $288K
|
11K
$6.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-92- 0.16% |
$101 - $194
|
56.3K
$33.2K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
295K+ 258.2% |
$325K - $623K
|
410K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
480K+ 4330.47% |
$528K - $1.01M
|
491K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$55 - $106
|
50
$29.5
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.7K- 9.61% |
$6.27K - $12K
|
53.6K
$31.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.03KNew |
$2.24K - $4.29K
|
2.03K
$1.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
12.4KNew |
$13.6K - $26.1K
|
12.4K
$7.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89New |
$97.9 - $188
|
89
$52.5
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.4K+ 14.13% |
$5.94K - $11.4K
|
43.6K
$25.7K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-54.8K- 8.7% |
$60.3K - $116K
|
575K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.16% |
$18.7 - $35.9
|
10.6K
$6.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-401K- 3.55% |
$441K - $846K
|
10.9M
$6.43M
|
|