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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.26K- 3.77% |
$9.09K - $17.4K
|
211K
$164K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-242Closed |
$266 - $511
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5.47KNew |
$6.02K - $11.5K
|
5.47K
$4.27K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$11.4K - $21.9K
|
10.4K
$8.09K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
33.6K+ 7925.71% |
$37K - $70.9K
|
34K
$26.5K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
16.5K+ 68.57% |
$18.2K - $34.9K
|
40.7K
$31.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$550 - $1.06K
|
500
$390
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.8K- 48.13% |
$14K - $26.9K
|
13.8K
$10.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
1.21M+ 326.99% |
$1.33M - $2.55M
|
1.58M
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.1K+ 71.82% |
$16.6K - $31.8K
|
36K
$28.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
20.3KNew |
$22.4K - $42.9K
|
20.3K
$15.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-74K- 83.12% |
$81.4K - $156K
|
15K
$11.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
200+ 0.03% |
$220 - $422
|
632K
$493K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
56+ 0.09% |
$61.6 - $118
|
59.4K
$46.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-520Closed |
$572 - $1.1K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65New |
$71.5 - $137
|
65
$50.7
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
551K+ 181.05% |
$607K - $1.16M
|
856K
$668K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-952- 22.22% |
$1.05K - $2.01K
|
3.33K
$2.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
40.5KNew |
$44.6K - $85.5K
|
40.5K
$31.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.69K- 28.1% |
$7.36K - $14.1K
|
17.1K
$13.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$57.2 - $110
|
52
$40.6
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-39.5K- 79.78% |
$43.4K - $83.2K
|
10K
$7.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
14.8KNew |
$16.2K - $31.1K
|
14.8K
$11.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
10KNew |
$11K - $21.1K
|
10K
$7.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$1.1K - $2.11K
|
1K
$780
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.31KClosed |
$1.45K - $2.77K
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-805- 76.38% |
$886 - $1.7K
|
249
$194
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
47.6K+ 77.75% |
$84.8K - $178K
|
109K
$84.9K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4KNew |
$7.12K - $15K
|
4K
$3.12K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
55.2KNew |
$98.2K - $206K
|
55.2K
$43K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-26.1K- 98.86% |
$46.5K - $97.6K
|
300
$234
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$21.3K - $44.7K
|
12K
$9.32K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.34MNew |
$4.16M - $8.75M
|
2.34M
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
CALL |
-3.9K- 14.23% |
$6.94K - $14.6K
|
23.5K
$18.3K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.83K- 95.06% |
$5.04K - $10.6K
|
147
$115
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-211K- 65.41% |
$375K - $788K
|
111K
$86.9K
|
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-412K- 76.39% |
$734K - $1.54M
|
127K
$99.4K
|
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
SELL
|
PUT |
-412K- 76.39% |
$734K - $1.54M
|
127K
$99.4K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-10.8K- 2.22% |
$19.2K - $40.4K
|
476K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
19.6KNew |
$35K - $73.4K
|
19.6K
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22K- 18.68% |
$39.2K - $82.3K
|
95.8K
$74.7K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-11.2K- 18.3% |
$19.9K - $41.9K
|
50K
$39K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
23+ 0.03% |
$40.9 - $86
|
74.9K
$58.4K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
157New |
$279 - $587
|
157
$122
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-125K- 24.42% |
$223K - $469K
|
388K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-4.43K- 26.2% |
$7.88K - $16.5K
|
12.5K
$9.72K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.36K+ 41.4% |
$14.9K - $31.3K
|
28.6K
$22.3K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 14.64% |
$890 - $1.87K
|
2.92K
$2.27K
|
|
|
May 14, 2024
Q1 2024
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
341KNew |
$607K - $1.27M
|
341K
$266K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-22.3K- 63.19% |
$39.6K - $83.3K
|
13K
$10.1K
|
|