Latest Institutional Purchases of Stem, Inc. (STEM)
This list provides information on the latest institutional transactions involving Stem, Inc. (STEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.32K+ 28.67% |
$20.2K - $34.8K
|
23.9K
$19.6K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.42KNew |
$16.8K - $28.9K
|
4.42K
$3.63K
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
2.56K+ 16.82% |
$9.74K - $16.8K
|
17.8K
$14.6K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1K+ 55.56% |
$3.8K - $6.54K
|
2.8K
$2.3K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1KNew |
$3.8K - $6.54K
|
1K
$820
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
355New |
$1.35K - $2.32K
|
355
$291
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
326New |
$1.24K - $2.13K
|
326
$267
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
218New |
$828 - $1.43K
|
218
$179
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$760 - $1.31K
|
200
$164
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
195New |
$741 - $1.28K
|
195
$160
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
100+ 26.39% |
$380 - $654
|
479
$393
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 2.94% |
$380 - $654
|
3.5K
$2.87K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$19 - $32.7
|
5
$4.1
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
638KNew |
$3.51M - $6.86M
|
638K
$523K
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
316KNew |
$1.74M - $3.4M
|
316K
$259K
|
|
May 15, 2023
Q1 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
200KNew |
$1.1M - $2.15M
|
200K
$164K
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
168KNew |
$926K - $1.81M
|
168K
$138K
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
125KNew |
$688K - $1.34M
|
125K
$103K
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
93.5KNew |
$514K - $1.01M
|
93.5K
$76.7K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
78.7KNew |
$433K - $846K
|
78.7K
$64.5K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
64.8KNew |
$356K - $697K
|
64.8K
$53.1K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
38.7KNew |
$213K - $416K
|
38.7K
$31.8K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.3KNew |
$205K - $401K
|
37.3K
$30.6K
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
36KNew |
$198K - $387K
|
36K
$29.5K
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
34.7KNew |
$191K - $373K
|
34.7K
$28.5K
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
24.6K+ 24.38% |
$136K - $265K
|
126K
$103K
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
19.4KNew |
$107K - $208K
|
19.4K
$15.9K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17KNew |
$93.5K - $183K
|
17K
$13.9K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
17KNew |
$93.5K - $183K
|
17K
$13.9K
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
15.5K+ 65.72% |
$85.3K - $167K
|
39.1K
$32.1K
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13.2KNew |
$72.6K - $142K
|
13.2K
$10.8K
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$64.9K - $127K
|
11.8K
$9.67K
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
10K+ 52.25% |
$55K - $108K
|
29.1K
$23.9K
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
9.42K+ 23.14% |
$51.8K - $101K
|
50.1K
$41.1K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.34KNew |
$51.4K - $100K
|
9.34K
$7.66K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$7.35K - $14.4K
|
1.34K
$1.1K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
978+ 1.51% |
$5.38K - $10.5K
|
65.6K
$53.8K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
540New |
$2.97K - $5.81K
|
540
$443
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
195New |
$1.07K - $2.1K
|
195
$160
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
150+ 50.0% |
$825 - $1.61K
|
450
$369
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
149+ 33.94% |
$820 - $1.6K
|
588
$482
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
1.1M+ 322.91% |
$9.14M - $15.5M
|
1.44M
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
752KNew |
$6.26M - $10.6M
|
752K
$616K
|
|
Feb 14, 2023
Q4 2022
|
Foursixthree Capital LP
New York, NY |
BUY
|
PUT |
664KNew |
$5.53M - $9.4M
|
664K
$544K
|
|
Feb 10, 2023
Q4 2022
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
200K+ 57.14% |
$1.67M - $2.83M
|
550K
$451K
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
160K+ 251.58% |
$1.34M - $2.27M
|
224K
$184K
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
76.9KNew |
$641K - $1.09M
|
76.9K
$63.1K
|
|
Feb 07, 2023
Q4 2022
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
64.2K+ 45.14% |
$535K - $910K
|
207K
$169K
|
|
Feb 14, 2023
Q4 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
32KNew |
$267K - $453K
|
32K
$26.2K
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
26.5KNew |
$221K - $375K
|
26.5K
$21.7K
|