Institutional Ownership Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 57.3 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,015
shares
|
$619
0.0% of portfolio
|
Q4 2024
Reduced 69.55%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
750
shares
|
$457
0.0% of portfolio
|
Q2 2024
Added 32.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
700
shares
|
$427
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
540
shares
|
$329
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
500
shares
|
$305
0.0% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
500
shares
|
$305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$305
0.0% of portfolio
|
Q3 2024
Reduced 28.88%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
500
shares
|
$305
0.0% of portfolio
|
Q2 2022
Reduced 36.31%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
482
shares
|
$294
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
450
shares
|
$274
0.0% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
356
shares
|
$217
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$183
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
265
shares
|
$161
0.0% of portfolio
|
Q1 2022
Closed
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
241
shares
|
$147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
235
shares
|
$143
0.0% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
233
shares
|
$142
0.0% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
204
shares
|
$124
0.0% of portfolio
|
Q3 2024
Reduced 97.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
200
shares
|
$122
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
162
shares
|
$98
0.0% of portfolio
|
Q4 2023
Reduced 48.08%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
150
shares
|
$91
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
135
shares
|
$82
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
125
shares
|
$76
0.0% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$70
0.0% of portfolio
|
Q4 2021
Added 344.83%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$61
0.0% of portfolio
|
Q2 2022
New holding
|