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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
10.8KNew |
$89.6K - $152K
|
10.8K
$5.81K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
250New |
$2.08K - $3.54K
|
250
$135
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
49New |
$408 - $694
|
49
$26.5
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
429New |
$3.07K - $7.47K
|
429
$232
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-614- 5.29% |
$4.39K - $10.7K
|
11K
$5.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.3KNew |
$23.6K - $57.5K
|
3.3K
$1.78K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.46KNew |
$60.5K - $147K
|
8.46K
$4.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
17.9KNew |
$128K - $312K
|
17.9K
$9.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
77.5KNew |
$554K - $1.35M
|
77.5K
$41.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-42.1K- 55.16% |
$301K - $733K
|
34.2K
$18.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
114KNew |
$812K - $1.98M
|
114K
$61.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
48KNew |
$343K - $836K
|
48K
$25.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-374- 0.87% |
$2.67K - $6.52K
|
42.6K
$23K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$159K - $388K
|
22.3K
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
22KNew |
$157K - $383K
|
22K
$11.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100New |
$715 - $1.74K
|
100
$54
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
32.9KNew |
$235K - $573K
|
32.9K
$17.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.1KNew |
$7.87K - $19.2K
|
1.1K
$595
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Vision Investment LTD
Hong Kong, K3 |
SELL
|
- |
-36K- 48.45% |
$257K - $627K
|
38.3K
$20.7K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.4K+ 60.12% |
$74.4K - $181K
|
27.7K
$15K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10K- 43.78% |
$71.5K - $174K
|
12.8K
$6.94K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
175New |
$1.25K - $3.05K
|
175
$94.5
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
CALL |
10KNew |
$71.5K - $174K
|
10K
$5.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20.5K- 8.61% |
$147K - $357K
|
218K
$118K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.05K- 70.9% |
$7.47K - $18.2K
|
429
$232
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$2.86K - $6.97K
|
400
$216
|
|
|
Oct 11, 2022
Q3 2022
|
Syquant Capital Sas
|
BUY
|
- |
12KNew |
$85.8K - $209K
|
12K
$6.48K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
20New |
$143 - $348
|
20
$10.8
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Merewether Investment Management, LP
Dallas, TX |
SELL
|
- |
-7.5K- 2.55% |
$47K - $91.1K
|
287K
$155K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.05KClosed |
$19.1K - $37.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$3.14K - $6.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-285- 36.31% |
$1.79K - $3.46K
|
500
$270
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.55KClosed |
$16K - $30.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.06K- 9.4% |
$6.67K - $12.9K
|
10.3K
$5.54K
|
|
|
Aug 15, 2022
Q2 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
100K+ 100.0% |
$627K - $1.22M
|
200K
$108K
|
|
|
Aug 15, 2022
Q2 2022
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-50KClosed |
$314K - $608K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
49.2KNew |
$308K - $598K
|
49.2K
$26.6K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-500Closed |
$3.14K - $6.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
625+ 9.71% |
$3.92K - $7.59K
|
7.06K
$3.81K
|
|
|
Aug 15, 2022
Q2 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
26.5KNew |
$166K - $322K
|
26.5K
$14.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-515Closed |
$3.23K - $6.26K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
CALL |
3.52MNew |
$22.1M - $42.8M
|
3.52M
$1.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
32KNew |
$201K - $389K
|
32K
$17.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
77.2K+ 41.09% |
$484K - $937K
|
265K
$143K
|
|
|
Aug 15, 2022
Q2 2022
|
Polarity Investment Partners LP
El Segundo, CA |
SELL
|
- |
-66.4KClosed |
$416K - $806K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.37M- 49.61% |
$8.59M - $16.6M
|
1.39M
$751K
|
|
|
Aug 12, 2022
Q2 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-300KClosed |
$1.88M - $3.65M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-104KClosed |
$654K - $1.27M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
55New |
$345 - $668
|
55
$29.7
|
|