Institutional Ownership Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM). We have compiled data on the 175 institutions that hold shares in the stock, with a total of 57.2 Million shares, which have been reported (via 13F filing form) to have a value of $39.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,082
shares
|
$9,026
0.0% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
12,860
shares
|
$8,873
0.0% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
12,574
shares
|
$8,676
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Deuterium Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
12,000
shares
|
$8,280
0.01% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
11,860
shares
|
$8,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,190
shares
|
$7,721
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
11,000
shares
|
$7,589
0.0% of portfolio
|
Q2 2024
Reduced 92.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,522
shares
|
$7,260
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
10,125
shares
|
$6,986
0.0% of portfolio
|
Q3 2024
Reduced 40.31%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
10,090
shares
|
$6,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
10,000
shares
|
$6,899
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
9,905
shares
|
$6,834
0.0% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
5,250
shares
|
$3,622
0.0% of portfolio
|
Q1 2024
Reduced 59.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,378
shares
|
$3,020
0.0% of portfolio
|
Q3 2024
Reduced 21.16%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
3,872
shares
|
$2,671
0.0% of portfolio
|
Q3 2024
Reduced 53.84%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,765
shares
|
$2,597
0.0% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,333
shares
|
$2,299
0.0% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,000
shares
|
$2,070
0.0% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,915
shares
|
$2,011
0.0% of portfolio
|
Q1 2024
Reduced 14.64%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,137
shares
|
$1,474
0.0% of portfolio
|
Q4 2023
Reduced 47.67%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,800
shares
|
$1,242
0.0% of portfolio
|
Q2 2023
Added 55.56%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
1,746
shares
|
$1,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,522
shares
|
$1,050
0.0% of portfolio
|
Q1 2024
Reduced 57.68%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,100
shares
|
$758
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
919
shares
|
$634
0.0% of portfolio
|
Q3 2024
New holding
|