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 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
106K+ 90.35% |
$188K - $395K
|
223K
$120K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.53K+ 1469.77% |
$4.5K - $9.45K
|
2.7K
$1.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32New |
$57 - $120
|
32
$17.3
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$178 - $374
|
100
$54
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
623+ 25.35% |
$1.11K - $2.33K
|
3.08K
$1.66K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.62K- 59.22% |
$13.6K - $28.5K
|
5.25K
$2.84K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-13.8K- 95.17% |
$24.6K - $51.6K
|
700
$378
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5New |
$8.9 - $18.7
|
5
$2.7
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
150New |
$267 - $561
|
150
$81
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$31.8K - $54.9K
|
13.3K
$7.16K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-158K- 38.4% |
$380K - $655K
|
254K
$137K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-10.8KClosed |
$25.9K - $44.6K
|
0
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
269+ 867.74% |
$646 - $1.11K
|
300
$162
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
58.7KNew |
$141K - $243K
|
58.7K
$31.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
356New |
$854 - $1.47K
|
356
$192
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$720 - $1.24K
|
300
$162
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-150- 48.08% |
$360 - $621
|
162
$87.5
|
|
|
Feb 14, 2024
Q4 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
176K+ 19.96% |
$421K - $727K
|
1.06M
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.1K+ 319.38% |
$77.1K - $133K
|
42.2K
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-57.5K- 65.06% |
$138K - $238K
|
30.9K
$16.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.95K- 47.67% |
$4.67K - $8.06K
|
2.14K
$1.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
132K+ 111.15% |
$316K - $545K
|
250K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
127KNew |
$304K - $524K
|
127K
$68.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
12.4KNew |
$29.8K - $51.3K
|
12.4K
$6.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-116K- 84.18% |
$277K - $478K
|
21.7K
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-237K- 87.11% |
$570K - $982K
|
35.1K
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-2.15M- 95.31% |
$5.17M - $8.92M
|
106K
$57.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
218KNew |
$523K - $902K
|
218K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
38.3KNew |
$91.9K - $159K
|
38.3K
$20.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12K+ 59.38% |
$28.8K - $49.7K
|
32.2K
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
51.2KNew |
$123K - $212K
|
51.2K
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-100- 0.25% |
$240 - $414
|
39.8K
$21.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
3.3M+ 84.86% |
$7.92M - $13.7M
|
7.19M
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-25.4K- 48.85% |
$60.8K - $105K
|
26.5K
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
11.4KNew |
$27.4K - $47.3K
|
11.4K
$6.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.1KNew |
$77K - $133K
|
32.1K
$17.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-300K- 59.49% |
$719K - $1.24M
|
204K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
150KNew |
$360K - $621K
|
150K
$81K
|
|
|
Feb 09, 2024
Q4 2023
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
343KNew |
$823K - $1.42M
|
343K
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
97.8KNew |
$235K - $405K
|
97.8K
$52.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-68K- 16.29% |
$163K - $282K
|
349K
$189K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.19K- 29.44% |
$14.9K - $25.6K
|
14.8K
$8.01K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-33.1K- 10.19% |
$79.4K - $137K
|
292K
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
193+ 75.98% |
$463 - $799
|
447
$241
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-113K- 7.43% |
$272K - $469K
|
1.41M
$763K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
125KNew |
$300K - $517K
|
125K
$67.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
50KNew |
$120K - $207K
|
50K
$27K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.65K- 30.64% |
$18.4K - $31.7K
|
17.3K
$9.35K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
433New |
$1.04K - $1.79K
|
433
$234
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.51K+ 24.17% |
$20.4K - $35.2K
|
43.7K
$23.6K
|
|