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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.2KNew |
$118K - $200K
|
14.2K
$11.6K
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$104K - $177K
|
12.5K
$10.3K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
10.8KNew |
$89.6K - $152K
|
10.8K
$8.82K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.5KNew |
$87.5K - $149K
|
10.5K
$8.61K
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
5.91KNew |
$49.3K - $83.7K
|
5.91K
$4.85K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.9KNew |
$32.5K - $55.2K
|
3.9K
$3.2K
|
|
Feb 14, 2023
Q4 2022
|
Sailing Stone Capital Partners LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$28.5K - $48.4K
|
3.42K
$2.8K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.9KNew |
$15.8K - $26.9K
|
1.9K
$1.56K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
700New |
$5.83K - $9.91K
|
700
$574
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
420New |
$3.5K - $5.95K
|
420
$344
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$3.33K - $5.66K
|
400
$328
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
260New |
$2.17K - $3.68K
|
260
$213
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
250New |
$2.08K - $3.54K
|
250
$205
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$833 - $1.42K
|
100
$82
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
100+ 16.67% |
$833 - $1.42K
|
700
$574
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$833 - $1.42K
|
100
$82
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50New |
$417 - $708
|
50
$41
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
49New |
$408 - $694
|
49
$40.2
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
114KNew |
$812K - $1.98M
|
114K
$93.1K
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
77.5KNew |
$554K - $1.35M
|
77.5K
$63.5K
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
48KNew |
$343K - $836K
|
48K
$39.4K
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
32.9KNew |
$235K - $573K
|
32.9K
$27K
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$159K - $388K
|
22.3K
$18.3K
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
22KNew |
$157K - $383K
|
22K
$18K
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
17.9KNew |
$128K - $312K
|
17.9K
$14.7K
|
|
Oct 11, 2022
Q3 2022
|
Syquant Capital Sas
|
BUY
|
- |
12KNew |
$85.8K - $209K
|
12K
$9.84K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.4K+ 60.12% |
$74.4K - $181K
|
27.7K
$22.7K
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
CALL |
10KNew |
$71.5K - $174K
|
10K
$8.2K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.46KNew |
$60.5K - $147K
|
8.46K
$6.94K
|
|
Nov 14, 2022
Q3 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.3KNew |
$23.6K - $57.5K
|
3.3K
$2.71K
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.1KNew |
$7.87K - $19.2K
|
1.1K
$903
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
429New |
$3.07K - $7.47K
|
429
$352
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$2.86K - $6.97K
|
400
$328
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
175New |
$1.25K - $3.05K
|
175
$144
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100New |
$715 - $1.74K
|
100
$82
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
20New |
$143 - $348
|
20
$16.4
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
CALL |
3.52MNew |
$22.1M - $42.8M
|
3.52M
$2.89M
|
|
Jul 27, 2022
Q2 2022
|
Benefit Street Partners LLC
|
BUY
|
- |
170KNew |
$1.07M - $2.07M
|
170K
$139K
|
|
Aug 15, 2022
Q2 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
100K+ 100.0% |
$627K - $1.22M
|
200K
$164K
|
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
77.2K+ 41.09% |
$484K - $937K
|
265K
$217K
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
73K+ 76.57% |
$458K - $887K
|
168K
$138K
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
49.2KNew |
$308K - $598K
|
49.2K
$40.3K
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
32KNew |
$201K - $389K
|
32K
$26.2K
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
15.8KNew |
$98.8K - $192K
|
15.8K
$12.9K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
15KNew |
$94.1K - $182K
|
15K
$12.3K
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.18K+ 10.82% |
$19.9K - $38.6K
|
32.5K
$26.7K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1K+ 50.0% |
$6.27K - $12.2K
|
3K
$2.46K
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
673New |
$4.22K - $8.18K
|
673
$552
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
625+ 9.71% |
$3.92K - $7.59K
|
7.06K
$5.79K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
620New |
$3.89K - $7.53K
|
620
$508
|